It is time for all the latest updates in FG Funnels from the week of April 17th through April 24th, 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.
Conversations
Merge Live Chat contacts
Users can now merge two different visitor contacts (contacts created from Live Chat, Facebook or Instagram).
Payments
Delete Payment Links
What’s New?
Users can delete payment links directly from the payment links dashboard. The purpose of this feature is to remove the payment links from the dashboard which are no longer useful for the business users.
Once deleted the payment links won’t be accessible to the end user for capturing payments and shows up on a 404 page. All payment links that are deleted from the system will show up in the audit logs.
How to Use:
Head Settings>Payments.
Go to Payment Links Tab -> Click on the three dots option for any payment link -> choose delete.
Once the confirmation modal opens up -> choose ok.
To check the audit logs one can go to Settings -> Audit Logs -> Filters -> Payment links.
Opportunities
Settings with Decoupling Contact and Opportunity Owners
With this new feature, users can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization.
How to Use:
Navigate to Settings > Opportunities & Pipeline.
Find the “Allow different owners for contacts and its opportunities” option.
Toggle the setting to “On.”
Default Opportunity Owner: When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership.
With this change, the contact owner and the opportunity owner can be differently set.
Subsettings: There are two additional subsettings available –
Allow updating the contact follower based on the opportunity owner change: Enable this setting to automatically update the contact follower when the opportunity owner is changed.
Allow updating the opportunity follower based on the contact owner change: Enable this setting to automatically update the opportunity follower when the contact owner is changed.
This will also work in the same manner when opportunities and contacts are created/updated via Automations and Bulk Actions.
Note:
Once the setting is turned on, the automations which currently update owners might not update the opportunity owner so please check all automations where owners are updated once the setting is turned on
We are also working on adding an opportunity action to add and remove owners which will be coming soon after this release.
Invoicing
Negative Priced Items
Users can now create negative prices on their invoices. Products with negative prices won’t be available to save for later use, nor can they have taxes assigned to them. This allows users to capture information of Advances/Returns/Buybacks within their invoices.
Documents & Contracts
Configure “From” Name and “From” Email
Users will now be able to configure from name and from email for every email/notification sent by document and contracts.
How to Use?
Navigate to Settings > Documents and Contracts
Change the from name and from email within Customer Notifications for customer facing emails
Change the from name and from email within Team Notifications for internal emails
Signing Order
Introducing the Signing Order feature for documents and contracts. Users now have the flexibility to enable/disable Signing Order while sending documents. Drag and drop functionality facilitates easy reordering of signers/recipients.
Key Features:
Enable/disable Signing Order: Clients/Users can choose whether to enforce a signing order for recipients or not.
Drag and Drop Reordering: Easily reorder signers/recipients according to preference.
Sequential Email Triggering: When Signing Order is enabled, emails are triggered based on the order of signers/recipients.
Simultaneous Email Sending: When Signing Order is disabled, all recipients receive emails simultaneously.
Benefits:
Enhanced Control: Clients/Users can dictate the signing order, ensuring a streamlined process.
Improved Efficiency: Drag and drop functionality simplifies the management of signers/recipients
Enabling/Disabling Signing Order:
Navigate to the document or contract sending interface.
Toggle the Signing Order switch to enable or disable the feature as per your preference.
Reordering Signers/Recipients:
Click and hold on the signer/recipient’s name.
Drag it to the desired position in the list.
Release to apply the new order.
Managing Email Triggering:
When Signing Order is enabled, emails are sent sequentially based on the order of signers/recipients.
When Signing Order is disabled, emails are sent to all recipients simultaneously.
Why This Feature?
Signing Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios.
This feature caters to clients/users who require precise control over the signing process, ensuring compliance and efficiency.
By offering flexibility in email distribution and clear notifications, we aim to enhance user experience and streamline document workflows for our valued clients.
Email Campaigns
Enhanced Reply Management
Users can now specify custom reply-to addresses for individual campaigns, enhancing reply management.
How to Use:
Navigate to Settings>Marketing.
Choose your campaign and click “Send” or “Schedule.”
If the sender email or global reply-to address isn’t suitable, select “Set a custom reply-to address for this campaign.”
Input the desired reply email address.
Which Reply-To Address Takes Priority?
Priority 1: Custom reply-to address set in the campaign’s Send or Schedule screen.
Priority 2: Reply address specified in Settings -> Email service -> Reply & Forwarding settings.
Priority 3: Current Defaults
Reputation Management
Review Widget and Reviews AI
We added the Carousel Review Widget and made several enhancements to the Responses for Reviews AI. Previously, the AI produced generic responses, so we diversified them for better quality. Additionally, the Reviews AI was not detecting the original language when replying, which has now been improved. Lastly, a bug causing multiple salutations at the end of responses has been fixed.
Upcoming
Spam detection while responding to reviews.
Ability to add custom prompts for replies.
Affiliate Manager
Setup Fee in Commissions
We’re excited to announce that setup fees can now be included in commission calculations for Affiliate Manager campaigns!
How It Works:
Create a new campaign or edit an existing Affiliate Campaign.
On the last step, expand Additional Settings.
Choose whether to include Setup Fees in Commission Calculation.
Save the configuration. This setting can also be saved in the Global Settings of the Affiliate Manager for future campaigns.
Why it Matters:
This enhancement ensures that affiliates receive commissions for products that include setup fees, eliminating any missed opportunities.
Workflows
Pagination and Flow Optimization
Pagination in Workflow
Introducing pagination in workflows which would allow users to easily increase the count of workflows they can see in a single page.
Create Workflow Flow Optimization
Optimizing the way for workflow creation
Instead of taking users to the templates, users now have a way to directly “start from the scratch” for all those pro users out there.
How to Use?
On the workflow list view page, users on the bottom right to select the total number of workflows they can view in a single page with options (10/25/50).
The pagination preference would be saved for the user so that they don’t have to change it with every new session.
Nested Folders
Nested folders allow you to create a hierarchy of folders within folders, enhancing your ability to organize workflows more effectively. Now, you can group related workflows together, making them easier to locate and manage.
This is the first time we are introducing nested-level organization of documents in the HighLevel Platform. To the best of our knowledge, none of our competitors offer this feature yet.
What problem does this solve?
Previously, users were limited to creating folders only at the root level, which also applied to setting permissions. This made it challenging to create sub-folders or assign specific permissions at different levels within the folder structure.
Key Benefits:
Enhancing User Experience
Providing the ability to create nested folders and move them, which aids in better organization
Allowing for differentiated role permissions; users can now set permissions for subfolders, either restricting with tighter control or maintaining the same level of access as the root.
New Custom Code Action
Custom Code is a powerful tool that will allow users to create custom logic they want to achieve.
This provides flexibility and control beyond the pre-built actions, enabling users to automate complex tasks and integrate with various services not natively supported.
How to Use?
Go to workflows
Add Action
Search for “Custom Code“
Write the code and Test the Code in the same step.
Client Portal
Domain Connect Integration
We’re thrilled to introduce Domain Connect feature for client portal sub domains.
Key Features:
Load time for client portals is now 15% faster than before.
Better caching of pages, easy prevention of DDoS attacks.
More added security features.
Migrate existing domains.
Users can also modify the domain.
Users can delete/remove domains.
New Features In Labs
Outlook 2-Way Sync
We are thrilled to announce that we have added additional capabilities to our Outlook 2-way sync, similar to those available with Gmail 2-way sync.
Once Outlook 2-way sync is connected:
All emails sent from the user’s Outlook mailbox to existing contacts will be visible in FGF.
All Incoming emails from existing contacts to the user are automatically imported into FGF.
Auto BCC Sync:
This is a very powerful way for users to create new contacts & start conversations with them
Users can now import new contacts into FGF while sending mail from their Outlook mailbox using the ‘Auto BCC Sync’ feature.
Auto BCC Sync is available for users under their sub-account settings in the ‘My Profile’ section. It is unique to each sub-account.
Users can add this ‘Auto BCC Sync’ option to the CC or BCC field while sending an email from Outlook to create a new contact and add the conversation in FGF.
Note – This feature can currently be accessed via Labs.
