It is time for all the latest updates in FG Funnels from the week of  January 23rd, through January 30th, 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.

 

Documents & Contracts

Reorganize Document Pages

Users can now drag & drop and reorganize pages within a Contract.

How to use:

1. Go to Payments -> Documents & Contracts -> New Document.
2. Go to Pages section in left nav bar options.
3. Drag and drop pages as you wish.

 

Generate Recurring Invoices At Signing

Users can create a new template or document and add a product list to it. As soon as someone clicks on the product list, the left drawer with all the settings will auto open. As soon as a user adds a recurring product, the type will automatically change to recurring. If product type = recurring, tags showing the price type will be shown to make the user understand differences in one time and recurring products.

How to use:

1. Go to Payments -> Documents & Contracts -> Templates -> New Template.
2. Add a product list to the template and add a signature element.
3. Add a recurring product to the product list, the settings drawer on the left will auto open.
4. Once added, the product list will show distinction: Which products will be treated as one time and which will be added for recurring payments.

Important Notes:

• Any product that is configured as one-time in products, will be treated as one time always.
• Any recurring product that has setup fee configured will show 2 line items, one for recurring which will repeat and other for setup fee which will be one time.

 

Workflows

Extract Product Details via Join and Pluck Helpers

The “Pluck and Join” feature enables users to dynamically extract product details from order submissions and format them into a single string or extract specific details only. This functionality is helpful to send data to platforms like Google Sheets, for example : Send only product name from my store to google sheets every time there is a new purchase.

 

Ecommerce Stores

Upgrades To Products Section and Abandoned Cart

The products section, including products, collections, reviews, and inventory, has been migrated from its previous iframe-based implementation to a standalone module federated app. This transition simplifies the process, enhances modularity, and facilitates easier future feature additions and maintenance. Any further updates or features related to the products section will now be seamlessly integrated into this dedicated setup.

The abandoned cart screen is now part of the module federation setup under the store widgets category. This change streamlines its functionality and aligns it with our modular architecture.

As part of these updates, all existing linting errors have been resolved, resulting in a cleaner and more maintainable codebase.

 

Products

Accessibility

The Products section has been updated to adhere to accessibility guidelines, making navigation and management more user-friendly for individuals with disabilities. Core elements within Products now work seamlessly with screen readers, delivering clear feedback and guidance. Navigate the Products interface effortlessly with new keyboard shortcuts, enhancing usability for keyboard-reliant users.

 

Opportunities

Unlabeled Cards

We’ve introduced a new “Unlabeled” card layout type for Opportunities  providing a single line per data field, enabling you to view more information in a compact card.

How to Use:

1. Go to the Opportunities module.
2. Select “Manage Fields” in the top-right corner.
3. Choose the “Unlabeled” layout under Card Layout.
4. Add or remove fields as needed to optimize your card view.

 

Subscription Management

Viewing All Cards, Deleting Cards, and Updating Card Details

Now  you can view, delete and update the list of all the cards  used for various subscriptions, making it easier to manage payment methods in one place.   If a card is already linked to an active subscription, an alert will notify the user about this before proceeding with the deletion.

 

Invoices & Estimates

Sync  Invoices to Wave Accounting

For all the users using Wave for their accounting purpose, you can now start syncing your invoices from FGF to Wave.
Within integrations, connect Wave & select an account to sync your invoices. Once saved, any new invoices created or updated within FGF will start getting synced to Wave which will save you the effort of duplicating invoices on Wave too.

Note: As of now, any changes to status of invoice, i.e., paid/partially paid etc won’t be synced since Wave does not provide a way to sync those statuses as of now. For now, you will have to update the status manually.

How to use:

1. Go to Settings -> Integrations -> Wave
2. Select on manage and enter your credentials within Wave
3. Give access to allow the 1 way sync of invoices created on FGF to Wave
4. Select the account where you want to sync the invoices and click on save

 

Create And Send  Invoices For  Failed Subscription Payments

Collect payments using invoices in cases where automatic collection of a subscription payment fails for native integration payment providers. An invoice will be automatically created every time there is payment failure for a subscription and will be sent to the customer. This will be done in parallel with the ongoing subscription payment retries.

The customer’s payment can either complete with existing retries or they can pay using the invoice. As soon as payment is collected via the invoice, subscription would become active again, provided there are no other unpaid open invoices present for the subscription. These invoices can be found under Payments > Subscriptions > Subscription Details > Invoices. Payment providers supported with this feature:

• NMI
• Authorize.net
• Square

 

Now available in Opportunities

There’s now a dedicated Payments tab within Opportunities to send estimates and invoices from an opportunity.

How to Use:

1. Go to Opportunity -> Open a particular opportunity -> Go to Payments Tab
2. Click on Actions -> Create Estimate/Invoice
3. User will be redirected to the Invoice or Estimate page with contact details pre-populated
4. Once user clicks on send -> The user will then be redirected back to the same opportunity
5. Once back to the opportunity -> They get access to viewing the transactions in all types. Additionally, you can filter the type to be an invoice and then get access to the redirection button to see all invoices.

 

Now available in Contacts Payments tab

Users can now send an estimate directly from the contact page

How to Use:

1. Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate
2. Get redirected to Estimate builder with contact details pre-populated
3. Add products and send the estimate & track them within the estimates dashboard

 

Client Portal

Default Email Templates Preview

With this update, client portal owners can now preview the default email templates, enabling them to review and assess the default content structure before making any changes or customizations.

How to Use It:

1. Sites -> Client Portal -> Settings -> Email Settings.
2. Under each child app (e.g., Communities, Certificates, Courses based on your access), locate the notification options.
3. Find the default email template and click on the Eye Icon to preview it.
4. Review the default email content and structure.

 

Surveys

One Question At A Time for Payments

This update ensures a smoother user experience when integrating payments into your surveys, enabling respondents to focus on one payment-related question at a time.

How It Works:

1. Enable One Question at a time settings from the survey options tab.
2. Drag and drop the “Collect Payment” or “Sell Products” element into your survey.
3. Add product details, pricing, and optional subscription plans in the settings.
4. Customize your experience by enabling the optional payment alert.

 

Conversations

Thumbnail View For Attachments in Snippets

We’ve introduced a thumbnail view for image attachments in snippets. Additionally, for non-image attachments such as PDF, XML, HTML, and TXT files, the file name will now be displayed prominently.

 

Live Chat Typing Indicator for AI Integration

Customers can now integrate their own AI into the chat widget with a visible “typing” bubble for live chat interactions.

 

Chat Widget

Improved Communication Stability with Socket Reconnections

Previously, if you refreshed the page during a live conversation, the chat would unexpectedly disconnect, causing interruptions. To fix this, we’ve added a feature that helps the system remember your connection status even after a page refresh. This ensures that your conversation continues smoothly without any interruptions. Additionally, disconnections will depend on the inactivity time set by the user, ensuring that chats only end after a set period of inactivity, not due to a page refresh.

 

Email Builder

Expanded Checklist for Custom Value Errors

The checklist in Email Campaign was previously limited to text and button elements, leaving other content types like images, videos, and forms unchecked. The custom value error checklist now covers more content types for thorough error tracking.
The checklist in Email Campaign was previously limited to text and button elements, leaving other content types like images, videos, and forms unchecked.

 

Certificates

Responsive Certificates and Improved Download Flow

Users can now view their certificates on mobile, tablet and desktop and  download certificate PDFs in just one step, ensuring a faster and more efficient experience.

 

Social Planner

Auto-Media Optimization

This feature ensures your images are always ready for smooth and error-free content scheduling. Key benefits:

Automatic Image Resizing: Your images are instantly adjusted to meet platform-specific requirements—no manual resizing needed.

Enhanced Quality: Retain your images’ visual appeal without compromising quality.

Improved Compatibility: Automatically formatted images ensure compliance with the technical requirements of various social media platforms.

Faster Uploads: Optimized images are lighter in size, reducing upload times for a seamless scheduling experience.

Error Prevention: Common issues like incorrect dimensions, large file sizes, or unsupported formats are fixed automatically.

 

How It Works:

1. Create a “New Post”.
2. Upload an image to the Social Planner. You’ll see a toggle for “Media Optimization”.
3. When toggled ON (default):
   1. Analyze: The image is checked for compatibility issues.
   2. Optimize: The image is adjusted to match the platform’s requirements.
4. You can manage this feature from the Settings tab, enabling/disabling optimization as needed to retain original media.

 

Mobile Payments

Estimate Direct Payments

Enable a direct payment option inside an estimate before sending it to their customer. Once the customer accepts the estimate, they will automatically be redirected to the invoice page, where they can complete the payment online.

How to use:

1. Open the mobile app
2. Navigate to the Estimates section using the lefthand navigation drawer.
3. Create a new estimate or edit an existing draft estimate.
4. Fill out all the details just as you would – Estimate name, number, issue date, expiry date, contact, and the list of items
5. Upon reaching the review page, scroll to the very bottom of the screen.
6. Under the title “Payment Settings”, toggle “Enable Direct Payments” on.
7. Send the estimate to your customer via email, sms, or both.

 

In-person signatures within Documents and Contracts

Create a document on the mobile app using a template with a signature field(s). Upon publishing the document, you can open the document to accept signatures from your signers directly within the mobile app.

How to use:

1. Login to the mobile app with
2. Head over to the Documents and Contracts section from the left hand navigation drawer.
3. Create a new document using one of your templates with signature field(s).
4. Once the document is ready to be published, tap on the share button and copy the link.
5. Exit the document editor and head back to the “All Documents” tab.
6. In case your document hasn’t moved to the “Sent” state, refresh the page. The document should then appear with a “Sent” tag.
7. Tap on the 3dots icon on the right side of the document tile and tap on “View as”. Select one of the recipients whose signature you would like to record.
8. Hand your device over to the recipient with the signature field open.
9. The recipient can then enter their signature and fill out any other necessary details.
10. Repeat the steps for all signers.

 

Download Estimates

Now download a PDF copy of your signed estimate by navigating to the estimates section on the mobile app, long-pressing on the estimate tile, and selecting “Download estimate”.

How to use:

1. Login to the mobile app with your preferred sub account opened.
2. Head over to the Estimates section from the left hand navigation drawer.
3. Navigate to the title of the estimate that you want to download.
4. Long press on the estimate tile and select “Download estimate”
5. Your estimate will then be saved to your device’s file app.

 

Contacts Overhaul

This release transforms how you manage your contacts by providing a streamlined, intuitive, and unified experience that centralizes all essential information and actions in one place.

• Eliminates Fragmentation: All critical contact details and related activities are now consolidated into a single, easy-to-navigate screen.
• Enhanced Usability: The improved UI/UX ensures a clean, intuitive layout that simplifies complex workflows.
• Boosts Productivity: Quick access to key actions such as calls, emails, and appointments reduces operational friction.
• Consistency Across Modules: The new design patterns will be replicated across other CRM modules, ensuring a uniform experience throughout the app.
• Efficient Contact Management: Multi-select and tagging features allow for better organization and bulk updates.

How to use:

Go to the contacts tab on your Mobile and dive right in to performing all the actions with ease.
 

CRM Integrations

Facebook Multiple Pages – New Troubleshoot CTA and Sync Leads

We are introducing a new Troubleshoot CTA in the Facebook integration, along with some enhancements to make the use of FB features more comprehensive and reduce the number of FB support tickets.

• Moved Settings and Disconnect button to three dot menu to de-clutter the integration view
• Show a warning icon on the integration if the Forms are not mapped, with a redirection link to Facebook Form Field Mapping – This is one of the major drivers of the Facebook L1 support tickets where the users miss to finish the Form Field mapping and thus the Facebook Leads do not sync.
• Show a warning icon on the integration if there are missing permissions, and inform users to ‘Troubleshoot’ their connection.
• Added Troubleshoot CTA to debug missing permissions and other issues related to FB integration, including the support to Sync leads for multiple FB Pages.
• Added Sync Leads option inside Troubleshoot flow: The sync leads option will sync the unprocessed Facebook Leads for all mapped forms, for all the pages of the sub-account.

 

 

Forms

New Landing Page

Users visiting the Forms section for the first time are greeted with a visually engaging landing page which explains form functionality. For users with existing forms, we’ve included a dedicated Form Features button to dive deeper into all functionalities.

How It Works:

First-Time Users:

1. Navigate to the Forms section to explore the landing page.
2. Start by creating a new form with the + Create New button or use pre-designed templates for various industries.

Existing Users:

1. Access your forms with a comprehensive list view.
2. Click on the Form Features button to explore additional capabilities at any time.