It is time for all the latest updates in FG Funnels from the week of August 8th through August 15th, 2024. If you have questions about any of these updates, or FG Funnels in general, please reach out to [email protected] or live chat in the app and our team will be happy to help.

 

Funnels & Websites

Media Storage Revamp and Download Support

New Grid Layout: Improved grid layout for a more organized and visually appealing file display.

Filename Always Visible: File names are now consistently displayed, removing the need to hover, with a gradient background for better readability.

File Details on Hover: See the file name, last modified date, and file size when you hover over a file for quick reference.

Three-Dot Menu Position: The three-dot menu has been repositioned to the top right corner for easier access and a cleaner UI.

Improved Folder Visibility: A new background color for folders enhances visibility and the overall user experience.

Three-Dot Menu for Folders: Folders now feature a three-dot menu, giving you more management options.

File Download Capability: You can now download any file directly from Media Storage, making it easier to access and use your media outside the platform.

Detailed Image Preview: Click on an image to open a detailed preview popup, showing the published date, file size, and image dimensions.

Additional Actions: Download and copy the image link directly from the preview popup for quicker access and sharing.

Consistent File Representation: Static images are now used for different file extensions, ensuring a uniform and professional look across your media storage.

Expanded File Formats: Now supporting a broader range of file types, ensuring greater flexibility in your media management.

How to Use:

1. Navigate to Media Storage and explore the new grid layout. Hover over any file to see details such as the last modified date and file size.
2. Click the three dots at the top right of any file or folder to manage options like renaming, deleting, or getting the link.
3. Click on any image to see a detailed preview with additional information and options like downloading or copying the link.
4. To download a file, use the three-dot menu or the download button in the image preview popup.

 

 

Payments

PayPal Integration Updates

We’ve made significant updates to our PayPal integration, enabling more seamless business operations and automation.

Accurate Subscription Tracking: Subscription status updates made within PayPal will now be reflected in real-time inside FGF.

Detailed Transaction History: All subsequent transactions for a subscription will be displayed on the subscription details page.

Automated Sales Receipts: Sales receipts are automatically generated for every transaction, with triggers for order submission and payment received.

Subscription Management: Businesses can now cancel subscriptions and offer coupon codes for both one-time and recurring products.

Workflow Automation: Utilize subscription triggers within workflows, enabling automation based on changes in PayPal subscription statuses.

Sales Tax Support: PayPal transactions can now include manual or automatic sales tax calculations

These updates are available under Payments -> Integrations.

 

 

Payment Links: Editable Quantities for customers

Edit product quantities directly on the payment links you send them.

How to Use:

1. When you’re creating a payment link, you’ll now see an option to allow “Let customers adjust quantities.”
2. Check the box
3. Set minimum and maximum quantities

4. Share the payment link as you normally would.

5. Users can then edit the quantity and then pay the total amount.

 

Mobile App

Service Calendar POS Integration – Mobile Payments

For all service appointments with a deposit payment being recorded, the balance amount can be collected using Tap to Pay and the POS.

View amount inside calendar events: Head over to the Appointments section on the mobile app and tap on the event card of a service appointment. You will be able to see the amount due for that particular service.

View invoice: You can now view the associated invoice of the service inside the event card. You can also edit the invoice to add the cost of additional items that may have been used or if the service time went past the allotted time.

Record payment: Record payment for that service directly from the appointment event using Tap to Pay, Card, Cash, or Manual Entry.

How It Works:

1. Head over to the calendars section and turn on the “Accept Payments” toggle under the Forms and Payments section of your service calendar. Do not forget to set the Payment mode as “Live”
2. Define your payments settings under your calendar and hit save.
3. Now every time a customer books an appointment, you will be able to see the event on your mobile app under the Calendars section.
4. Open the mobile app with the same subaccount selected.
5. Tap on the event.
6. You will see the amount that is due for this service along with two buttons – View Invoice and Record Payment.
7. Tapping on view invoice will open up the invoice with an option to make edits.
8. Tapping on record payment will open up the payments instruments screen.
9. Select Tap to Pay or your preferred method to record payment and you’re good to go!

 

Workflows

Error Notifications in workflows

Users will now receive emails and have a dedicated section to view workflows that contain errors.

New Workflow Settings Section: A new “Workflow Settings” option is available. Clicking this will take users to a settings page where they can configure email notifications.

“Needs Review” Tab: A new tab on the workflows list page called “Needs Review” displays all workflows containing an error.

Automated Error Notifications: An email will automatically be sent to sub-account admins whenever there is an error in a workflow.

Error Acknowledgment: A new button in execution logs allows users to acknowledge that they have viewed the errors.

What actions are covered:

• Webhook & Custom webhooks
• Premium actions: Slack, Array, Custom code, Chatgpt, Google sheets
• Facebook : Add to custom audience, Remove from custom audience, Conversion API ,Messenger, Interactive messenger
• Instagram :Instagram dm, Interactive messenger

How to use:

• Click on “Workflow Settings” to set up the emails for receiving notifications.
• Use the “Needs Review” tab in workflows to view a list of workflows with errors.

• Click on any item to navigate to the execution logs.
• Mark errors as read to acknowledge them.

Points to be noted:

• By default, all sub-account admins will receive these emails.
• Email recipients can be added or removed as needed.
• Users will receive an email immediately when an error occurs in a workflow.
• “Review it” button on the email will take the user to needs review tab
• Users will receive only one email every 24 hours. A subsequent email will be sent if new errors are detected after this 24-hour window.

 

To disable notifications, go to workflow settings and turn off the toggle. This will stop users from receiving any error notification emails.

 

Chat Widget

Avatar Image Optimization Configuration

Image optimization is enabled by default for all chat widgets avatar image. This ensures that avatar images are automatically optimized, resulting in faster load times and an enhanced user experience. Users can also disable image optimization and use high-resolution avatars if preferred. While this may offer higher image quality, it may also result in longer load times.

How to use:

1. Open the chat-widget > click on the widget name
2. Go to the Widget tab > scroll down to “Widget Customization” section.
3. Use the “Image Optimization” toggle switch to enable or disable optimization according to your preference.
4. Save your changes and preview the widget to ensure the settings meet your needs.

 

 

Social Planner

Basic Analytics

We’ve added a statistics tab to view the statistics for top performing post on basis of likes and recently published post. The data is shown for Socials – Facebook Page, Instagram, LinkedIn Page, Tiktok Personal and Twitter.

Social Statistics has two type of options:

1. Top Performing post based on likes
2. Recently Published Post

Important Notes:

• The data in the table will show the like, comments and share
• The data will show the content, media along with the link to the Post
• It doesn’t provide the support for LinkedIn personal profile due to restricted access on scopes. Once the compliance and requested permissions are provided we will try to provide insights for LinkedIn personal profile in future releases.
• It also doesn’t provide the support for Tiktok Business due to lack of support on post publish details. We will try to provide these insights once the technical support is resolved from Tiktok.
• Insights for Pinterest and Youtube will also be provided in the upcoming releases.

 

Memberships

Course Updates & Enhancements

• Fixed quiz numbering issues for clearer displays on mobile devices.
• Corrected text alignment for lessons in preview mode.
• Added id attribute support for img tags to improve customization.
• Resolved style duplication issues with ul, li, and img tags.
• Enhanced support for aria attributes to ensure better inclusivity.
• Addressed issues with uploading images from the bubble menu.
• Improved caching to ensure faster and more reliable video previews.
• Transcoding Fixes: Resolved issues with transcoded videos that had error statuses, ensuring flawless playback.
• Expanded our public importer to include additional file formats for course attachments, making your content integration even more versatile.
• Added iDeal, Bancontact, and SEPA Debit

 

Dashboard

Attribution Parameters On Opportunity Widgets

• Attribution Property: Filter opportunities based on First or Last attribution with our new Attribution property in opportunities widget conditions.
• UTM Parameters: Gain deeper insights with the addition of key UTM parameters to opportunity widget conditions. Create more detailed widgets using: UTM Campaign, UTM CampaignId, UTM Content, UTM Keyword, UTM Matchtype, UTM Medium, UTM AdId, UTM AdGroupId and UTM Source
• Other Attribution properties like Medium and Session Source
• Group by/View By: Now you can create donut and line graphs using these new properties: Session Source, Medium
• Updated Columns in Granular Insights: All the new properties are now available in the granular insights table view and can be exported to CSV.
• New Columns for Table Widget: These properties are also now selectable in the Table widget’s column selector.

How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on Add widget.
3. Under Opportunity Category, choose any widget.
4. Switch to the condition tab.
5. Choose Attribution and select the attribution type.
6. Click on Add attribution field.
7. Choose and configure attribution parameter filters as per your requirements.
8. You can add more by clicking on Add attribution field again
9. Save your changes.

Important Notes:

• UTM parameters and fields will only be visible on Table and Granular insights view if Attribution type (First or Latest) is added in widget conditions
• Group/View by properties – Session Source and Medium can only be selected if Attribution type (First or Latest) is added in widget conditions

 

Email Builder

YouTube Live Support in Email Campaigns

Now you can embed YouTube Live streams directly into the video element, facilitating the integration of live broadcasts.

 

Documents & Contracts

One time products In Recurring Product Lists

A one time product will only be added in the first invoice and not the subsequent recurring invoices.

How to use?

• Go to Documents
• Add a product list
• Mark a product list recurring from the properties if you want to send recurring invoices after signing of Docs.
• Only the recurring products will be billed in invoices after the first invoice.

 

Forms & Surveys

Field Spacing in Forms and Survey are now LIVE

This feature allows users to customize the spacing between fields, providing greater control over the layout and design of forms and surveys.

How to Change Field Spacing:

1. Navigate to the form or survey you want to edit and open it in the builder.
2. Go to Styles , In the properties panel, you will find the new “Field Spacing” option.

 

Math Calculation

Users can now add a custom field to calculate scores based on their inputs. Set up math calculation logic using numerical and monetary fields within forms and surveys using the brand new calculator

Scores are calculated in real-time during form or survey preview. Plus, Setup logics and workflows based on scores to redirect to url, disqualify, show/hide fields.

Fields supported right now:

• Numerical type fields
• Monetary type fields.

How It Works:

1. Navigate to the form or survey builder, drag and drop “Score” field from Quick Add.
2. Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
3. Use the preview mode to see real-time calculations as data is entered.

 

Phone System

Voice Billing and Security Changes

Enhancements:

Made changes on our backend that will Increases our billing accuracy, efficiency, stability and reduces lag in wallet debits

Security:

Voicemails would sometimes get spammed with long voicemails leading to unnecessary storage charges. We will now limit voicemail to 5 minutes maximum to reduce storage charges.

Number pool search:

Searching for a number for a pool with a specific area code is now easier thanks to updated search logic. Earlier, area code would be searched throughout the number, now it will be searched for only in the beginning of the number (area code) leading to more accurate results

Bug Fixes:

• Sender info would sometimes not be shown in the SMS on the conversations page even though it was being sent. This has now been fixed
• Even after removing a user from the sub-account, calls would be forwarded to them sometimes. Now it won’t
• Fixed a bug with call connect when some inbound calls would not go to voicemail

 

Calendars

Multiple Meeting Location Enhancement 

You can now add a display label for custom meeting locations within the multiple meeting location feature. This enhancement allows you to enter a placeholder name, such as “New York Office,” that will be shown on the booking widget until the booking is made. After completing the booking, the actual meeting location will be revealed to the booker.

 

As part of the multiple meeting location feature, a new “Ask the Booker” option allows bookers to input their preferred meeting location. This input will be used as the meeting location for all future references.

 

How to Use?

 

Display Label for Custom Location:

• Navigate to your calendar settings and select the desired calendar.
• Scroll to the meeting location section and click “+Add Location.”
• Choose ‘Custom’ and enter the actual meeting location.
• In the display label input box, enter the label you want to show on the booking widget.
• Click “Save” to apply your settings.

Ask the Booker:

• Navigate to your calendar settings and select the desired calendar.
• Scroll to the meeting location section and click “+Add Location.”
• Select “Ask the Booker” from the location options.
• If multiple locations are configured, the ‘Elsewhere’ label will automatically appear on the booking widget.
• Click “Save” to update your calendar.

 

 

 

Calendly Integration UI: Clarifying Account Compatibility

This update helps users understand the integration compatibility based on their Calendly plan. Users on a free Calendly account will not be able to integrate their events with our system. This limitation is due to restrictions on Calendly’s end for free accounts.

 

Reputation

Introducing Reviews QR 

 With Reviews QR, generate unique QR Codes that link directly to your review pages, making it easier than ever for customers to leave feedback.

 

WhatsApp

Voice Notes

This powerful addition allows you to send voice notes to your customers directly from the CRM, enhancing communication and personalizing interactions.

Record and Send Voice Notes: Easily record voice messages and send them directly to your customers.

Personalized Messages: Tailor voice notes for individual customers to provide a personal touch and strengthen relationships.

Boost Engagement: Use voice notes to create more engaging and human interactions with your audience.

Voice notes can be sent to your customer only when there is an open service conversation between your business and the end customer.

How It Works:

1. Go to Conversation > WhatsApp > Voice Note.
2. Record the Audio: Use the recording feature to capture your message.
3. Send: Deliver your voice note directly to your customer.