Welcome to the latest FG Funnels updates for April 24rd, 2025! In this update, we have several exciting new features and improvements to share with you. These updates are designed to enhance your experience and provide you with more flexibility and control over your funnels and websites.  If you have any questions about these updates or FG Funnels, please reach out to [email protected] or live chat in the app and our team will be happy to assist you.

Enhancements

Email Builder

Campaign Statistics

Problem Statement

• No overall summary — data shown for up to 90 days.
• Inaccurate graphs in Engagement summary
• For SMTP, “Delivered” metric was incorrectly shown as “Opened,” causing confusion.

What We Did

• Added an Overall Summary section for quick insights.
• Introduced accurate Engagement Analysis over a customizable 90-day window.
• Added Conversions Over Time graph to track order trends.
• For SMTP, “Delivered” metric now correctly shows as N/A (not applicable).

Benefits

• Get a complete picture of campaign performance at a glance.
• Better and accurate analysis.
• Less tickets around SMTP campaigns

How to Check

1. Go to Email Marketing > Campaigns
2. Open any campaign and check the updated Statistics section

Note: The engagement summary shows total clicks and opens unique for a day.

 

Media Storage

VCF File Upload Support

You can now upload .vcf (vCard) files directly to Media Storage, including through the public upload API.

• Supported File Type: .vcf
• Default Size Limit: 95.37 MB (can be customized via integrations)
• Impact: This update streamlines the management of contact files across various HighLevel products, making it easier to organize and utilize vCard data.

How to Use:

1. Go to Media Storage
2. Click the New Upload button
3. Select Upload File
4. Choose a .vcf file from your device
5. Upload completes – your file is now ready to use!

Minor Enhancement:

For files that cannot be previewed, the “Preview” option in the menu will now be disabled—similar to how it works in Google Drive’s media storage view.

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LC Phone

SOLE PROP A2P Registrations

Sole Proprietor A2P Registration – Now Re-Enabled

We have re-enabled Sole Proprietor (Sole Prop) A2P registration, allowing users without an EIN to complete their registration flow with enhanced compliance checks. This update brings Sole Prop support back into the platform with improved identity verification.

Key Changes:

• Identity Verification is now mandatory for all Sole Prop registrations.
• Verification is triggered at the end of the A2P registration flow, just before submission.
• The rest of the Sole Prop flow — including form structure, validations, and UI — remains unchanged.

What This Update Enables:

• • Allows Sole Prop users to complete A2P registration with real-time identity verification.
  • Ensures alignment with carrier compliance standards.
  • Maintains a familiar user journey while enhancing platform security.

Calendars

Autosave Enhancements

What’s New? 

• You can now use Multiple Meeting Locations with Custom Forms in your calendars!
• The Multiple Meeting Location feature lets you offer bookers flexible options like:
• A Custom location where you can enter the actual meeting address, along with a Display Label that shows placeholder text (e.g., “New York Office”) on the booking widget until the appointment is booked.
• An “Ask the Booker” option so they can enter their own location
• Standard choices like Zoom, Google Meet, MS Teams, Phone or In-Person
• Now, this feature fully supports Custom Forms — allowing you to collect tailored information from bookers as part of the scheduling process.

How to Use? 

1. Navigate to your calendar settings and select the calendar you wish to configure.
2. For Event Calendar: Scroll down to the meeting location section.
3. For Round Robin / Service Calendar: Scroll down to the team members section.
4. Click on the “+ Add Location” button.
5. Choose and configure your desired locations.
6. Once you have added your meeting locations, click on “Save.”

Note:

• Multiple meeting locations can only be configured for Event Calendar and Round Robin / Service calendar with one team member.
• This feature is supported only for Neo widget.

Why does this matter? 

Enhanced Choice and User Experience: Bookers can choose the most convenient location, whether a physical office, one among multiple stores, or an online meeting, improving the overall booking experience and accommodating various needs.

Marketplace

Event-specific Webhook endpoints

What’s new?

App developers can now configure custom webhook endpoints for specific events based on the event’s priority.

Why is this important?

This enhancement enables developers to prioritise real-time webhook events and send them to high-priority queues while letting other events, such as those meant for reporting, go to default/lower-priority queues.

What’s next?

In Q3, we’ll add the capability to configure custom webhook endpoints via API for a specific agency/sub-account level. This will allow apps with high adoption to optimize events at a customer level.

WordPress

Embed funnels into WordPress as Native HTML

What’s New

We’ve included an option to embed funnels into wordpress as Native HTML.

Key Features

Unblocks Our Customers to Use Order Forms To Collect Payments

Some of our customers were unable to use Order Forms by Embedding the funnels via the Iframe route due to security restrictions from the payment gateway. Now since they have the Native embed Option they can now use Funnels with Order Forms on their wordpress site to collect payments.

Enhancement SEO

Now that the funnel code will be a part of HTML directly it also helps search engines better search through and index their website resulting in SEO Benefits.

How to Use?

1. Open LeadConnector Plugin Dashboard
2. Navigate to Funnels Tab
3. Click on Add New Page on Top Right
4. Select relevant Funnel and step
5. Next under page display method select Native HTML Embed
6. Click on Save Page Button.

 

Bug Fixes & Backend Improvements

Have Resolved one minor bug where the funnel id was visible on the UI when adding/editing a funnel as well.

Ecommerce Stores

Quantity Selector & Cart Drawer

We’ve rolled out improvements to the Quantity Selector on the Product Details Page and added delete item option along with UI enhancements in the Cart Drawer. These changes will reflect on the customer-facing UI and are aimed at improving the overall shopping experience.

Quantity Selector on Product Details Page:

• Customers can now select product quantity using a new plus/minus selector or manual input.
• Store owners can customize the label text and text color of the selector.
• Real-time alerts show how many items are left in stock in the cart drawer.

Delete Option in Cart Drawer:

• A delete icon has been added next to each item in the cart drawer for quick removal.
• Inventory Validation & Edge Cases
• Inventory logic now respects both inventory tracking and out-of-stock purchase settings.

Quantity cannot exceed available stock:

• • At 1, the minus button is disabled; no 0 or negative inputs allowed.
  • At 999, the plus button is disabled; inputs over 999 are blocked.
  • When the selected quantity matches inventory, the plus button is disabled.
  • During Add to Cart, any quantity above stock is capped automatically.

Documents & Contracts

Checkbox Integration in new UI system

Checkboxes are now saved relative to the parent block element and this will fix the issues related to checkboxes getting displaced in case of page breaks, in PDFs and on viewer.

• If they are placed within a table, it will move along with the table.
• If they are placed on top of an image, it will move along with the image.

How to use it?

1. Place a checkbox on the Block Element eg: Table, text block, Image etc.
2. Group/Ungroup checkboxes as per your requirement (No change)
3. In case of page breaks/pdfs sent, the checkbox will not get displaced as it used to happen.

Why did we build it?

To improve overall experience of using Documents and Contracts and solving the bugs reported to checkboxes

Social Planner

Optimization of Bulk CSV Post

• Users now get the option to import with the regards CSV and XLXS
• There are multiple date formats available – YYYY-MM-DD HH:mm, YYYY-MM-DD HH:mm:ss, YYYY/MM/DD HH:mm:ss, YYYY/MM/DD HH:mm, M/D/YYYY H:mm:ss, M/D/YYYY H:mm, you can use 24 Hour format. [Date Format Example is 2025-08-25 10:30]
• CSV Bulk Post is optimized with regards to providing smoothness in processing CSV with long videos and 90 files in a couple of seconds/minutes with performance improvement.

How does it work?
Prerequisite 

• Create your CSV – Basic CSV Sample is attached in the release.
• Connect your social account in Social Planner from Social Planner Settings > New integrations

Steps to get started 

1. Navigate to Marketing > Social Planner
2. In Social Planner, Click on CSV Bulk Import
3. Upload your CSV file with scheduled date (Note – if no date is added, it will be considered as draft post), add caption, multiple images, gif and video links [Tip – add your images/videos to social planner to get the links]
4. Select the socials and send approval (Optional step)
5. CSV will get processed, please click on View Post to review the posts
6. Fix all the errors in the CSV if there are any
7. Click on Import to schedule up to 90 Posts in seconds

What’s Next?

• Advance CSV option to bulk import stories, reel, shorts and additional support for each socials
• Add watermark, first time comment, tags and category

Voice AI

Synthflow V2 Support

Overview:

We are excited to share that we now support the V2 agents with SynthFlow. This will improve the quality of calls significantly.

What does this mean for us?

• SIP calling support for AI Agent Inbound calls
• Heavily reduced number of audio bugs.
• More realistic and natural conversations; the bot provides more substantial responses and adapts better to the user’s response.
• Improved goodbye detection, whenever the user says goodbye, the bot will give the user a goodbye message before ending the call.
• Heavily reduced latency times, making sure that responses are timely.
• Improved cross-talk between the bot and the user.
• Better noise cancellation.

How can we move to V2?

• All new agents are created in Synthflow’s V2 by default
• Any update on your agent will migrate them to V2

Calendars

Integration Disconnection Notifications (Email, SMS, In App)

We’ve rolled out disconnection alerts for calendar and video conferencing integrations! You’ll now get notified if any of your key integrations—like Google, Outlook, iCloud, Zoom, or Microsoft Teams—get disconnected.

These alerts are sent via:

• Email
• In-App (Web & Mobile Push Notifications)
• SMS
• Notification Preferences

You can now manage how you want to be notified:

1. Head to My Profile > Notifications
2. Under the Calendar section, enable or disable – In-App, Email and SMS.
3. By default, Email and In-App notifications are turned on. You can customize your preferences anytime.

Please Note

Notifications will be sent only to users, not to location or agency admins.

SMS is only sent if the user’s phone number is configured at the sub-account level.

Why This Matters

Disconnected integrations can cause missed bookings, confusion, and client frustration. These proactive notifications ensure you’re always in the loop—and in control.

 

New Features

Brand Boards

Brand Voice

• Brand Boards now include both your Design Kit and a new Brand Voice section – a communication guide with business info, tone, and values.
• This can now be used in Content AI to auto-select tone and style.

Why This Matters

• Customize your experience across the platform
• Power up AI tools with your unique brand identity

How to Create a Brand Voice

1. Go to Marketing → Brand Boards
2. Click on Brand Voice
3. Click Create New Brand Voice
4. Continue with Form Option
5. Fill in your brand info, values, and tone
6. Click Save
7. Open Content AI, in writing tone choose your Brand Voice

Coming Soon-

• Integration with Conversations AI
• Enhanced use of Brand Boards in Content AI
• Create Brand Voice using website URL or Text

What happens to all your existing Brand Boards?

They are safe and secure under the Design Kit section.

Transactions & Orders

Import Transactions & Orders into FGF using CSV files

• Businesses can now import historical orders and transactions in their accounts from any of their other or past used platforms.
• Respective transactions or orders file needs to be in CSV format.
• In case of transactions, after validations and showcasing a preview, the transactions would be imported into the system.
• These transactions would also impact the total revenue done by the business and dashboards related to the same.
• In case of orders, along with a record for every order in the CSV, against every order a linked transaction record would also be created in FGF.
• These order based transactions would also impact the revenue and respective dashboards.
• Since customer details are also added on the CSV files, either new contacts would be created or existing contacts would see these transactions/orders.
• Two separate dates would be maintained in the system – when the transaction is added to FGF vs when the transaction was executed.
• Help docs linking where all the field formats are explained along with samples is available on each modal along with the sample csv download.

Where is it available?

• Payments > Orders
• Payments > Transactions

What’s Next?

Allowing import of past and ongoing active subscriptions to the  system such that these subscriptions continue with the same frequency and collection date and are charged from FGF.

 

Conversation AI

Mobile app experience

Already available on desktop, Conversation AI is now fully integrated into your mobile app experience, helping you respond to customers faster, smarter, and with less effort — no matter where you are.

From WhatsApp to Facebook to Instagram DMs, your AI assistant now follows you on the go. Whether auto-replying in your absence or suggesting replies while you type, Conversation AI is here to make every interaction smoother, more consistent, and easier to manage.

 

What’s New on Mobile?

• Two Smart Modes. Same Seamless Experience.
• Autopilot Mode: AI responds automatically after a preset delay — perfect for handling conversations while you’re away.
• Suggestive Mode: Get AI-generated reply suggestions the moment you tap into a conversation. Choose, tweak, and send with ease.
• In-App Bot Controls – You’re Always in Charge

From any conversation screen, just tap the top-right ellipsis menu → Edit AI Settings. You’ll be able to:

• Toggle the AI bot on or off
• View current status (active, paused, reactivating)
• Set reactivation timeframes (e.g., “Turn bot back on in 2 hours”)

 

Control AI & Costs On the Go

You can now manage AI bot settings directly from your phone — pause, resume, or schedule reactivation anytime. This not only gives you control while away from your desk but also helps you manage usage-based billing more effectively. More control = smarter [spending.]

 

How to Use This Feature?

1. Set Up on Desktop (One-Time):

Head to your desktop dashboard to configure the bot’s core settings — choose Autopilot or Suggestive mode, train your AI, and manage your subscription.

1. Start Messaging on Mobile:

On your mobile app, open any conversation on WhatsApp, Facebook, Instagram, etc.

1. See AI in Action:

• In Autopilot, AI replies are sent automatically within your set delay window.
• In Suggestive, smart reply suggestions appear when you click into the typing box.

1. Control on the Go:

Tap the top-right menu → Edit AI Settings to pause, resume, or schedule reactivation.

 

Mobile Calendars

List View for Calendar

We’ve introduced a new List View in the Calendar module, offering you a clean, linear display of all their upcoming events. Unlike the traditional monthly or weekly grid, List View presents calendar entries in a chronological, scrollable format—stacking each event one after another for easier scanning and navigation.

This addition aligns with calendar experiences on other productivity-focused platforms and is designed for users who prefer to focus on tasks and appointments one at a time, without the visual overhead of a grid layout.

 

How Does This Feature Benefit You?

• Faster At-a-Glance Planning: Users can see what’s coming up in a linear fashion—no need to interpret a grid. This is especially useful for task-heavy professionals, sales reps, and service providers who prioritize events by order, not by spatial layout.
• Effortless Scrolling: Instead of tapping through multiple days or weeks, users can simply scroll through all scheduled events—past, present, or future—until they find what they need.
• Ideal for Mobile Usage: On smaller screens, traditional calendar views can feel cramped. List View maximizes screen space, presenting appointments, bookings, and tasks in a clean vertical feed.
• Powerful for Daily Focus or Long-Term Forecasting:

Whether someone’s scanning just today or looking weeks ahead, this view removes friction by delivering every scheduled item in a single timeline.

How to Use This Feature?

1. Open the Calendar Module on your HighLevel mobile app
2. Tap the Grid next to the current view
3. Select “List View” from the available options
4. Instantly, your events will appear in a vertically stacked, scrollable feed—organized by date and time
5. Scroll down to browse upcoming events, or upward to reference recent past activity.

You can switch back to Monthly View at any time using the same toggle

Social Planner

Watermarking & Media Optimization

We’ve supercharged the Social Planner with two powerful enhancements — Media Optimization and Watermarking — designed to eliminate the friction from multi-platform posting.

No more jumping between design tools, resizing images, or manually editing assets for every channel. With just one upload, your media is automatically optimized to meet the exact specs of each platform — saving time, effort, and creative headaches.

Whether you’re managing one brand or many, these updates make your social workflow faster, smarter, and effortlessly on-brand — all from your mobile app.

 

Watermarking (Now on Mobile)

Apply your pre-configured watermark (set on the desktop) to every image in your social post. This ensures your logo or brand tag appears across all content, no matter the channel. Just toggle the Watermark option under Advanced Settings while creating a post on mobile.

• Consistent branding across platforms
• No need for manual edits
• Works on all images in a post

 

Media Optimization

Say goodbye to resizing headaches. With Media Optimization, your uploaded images are automatically resized and formatted to meet the unique requirements of each social platform (Instagram, Facebook, LinkedIn, etc.).

Just upload your image and toggle Optimize Media for Platforms under Advanced Settings — we’ll handle the rest.

• One media file → ready for all channels
• Skip third-party editing tools
• Eliminate rejection or crop issues

 

How to Use These Features?

1. Open the Social Planner in your mobile app
2. Start creating a new post and upload your media
3. Under Advanced Settings, toggle on:

• Watermark to apply your branding
• Media Optimization to auto-format for every platform

WordPress

LC Plugin – Multi Chat Widget

We’ve made it easier than ever to manage and integrate chat widgets in WordPress using the LC Plugin—along with several key fixes and backend upgrades to improve your overall experience.

Enable Chat Widget Toggle

• Users can now turn chat widget functionality on or off directly from the LC Plugin section in their WordPress dashboard.

Dropdown for Multiple Chat Widgets

• Once enabled, users can select from a list of available chat widgets using a dropdown menu.
• Only one widget can be selected at a time.
• The selected widget’s configuration is fetched and embedded.
• Fixed the issue with old widgets not updating. Now, the currently selected widget always updated whenever changed on Chat Widget section on GHL Dashboard

Additional Improvements

SEO Meta Tags for Funnels Re-enabled: Re-introduced SEO meta tag functionality in Funnels for improved search engine visibility.

Pendo Event Tracking in Plugin: Added event tracking to help teams better understand plugin usage and engagement.

Bug Fixes & Backend Improvements: Authentication Cron Fix ensures more reliable scheduled tasks.

Plugin Architecture Refactor: Cleaned up and optimized for improved scalability and maintenance.

Add Popular Plugins on Site Setup: To streamline the onboarding experience and accelerate site setup, users can now select from a curated list of popular WordPress plugins during the creation of a new site.

These plugin options are based on real usage patterns, ensuring immediate relevance and value.

Key Functionality

• Curated Plugin Options at Setup
• During the WordPress site creation flow, users are presented with a list of widely adopted and recommended plugins.
• The list is curated based on usage trends across hosted WordPress environments.
• Automatic Installation & Activation
• Selected plugins are automatically installed and activated when the site is created (unless manual configuration is required).
• This reduces the need for manual plugin installation and saves valuable time during initial setup.

Full User Flexibility

• No default or forced plugins — users choose only what they need.
• Post-setup, all plugins can be fully managed, deactivated, or removed from the WordPress Plugins dashboard.
• The plugin selection step is entirely optional, offering flexibility for different use cases and workflows.

How to Access

1. Go to Sites → WordPress Dashboard.
2. Click “Create Site” or “Complete Setup”
3. Navigate to the “Popular Plugins” step in the setup wizard.
4. Select desired plugins to include in the initial setup.
5. Complete site creation — selected plugins will be pre-installed and activated.
6. Manage all plugins from the WordPress → Plugins section after setup.

This feature streamlines the setup process, offering a smoother and faster WordPress experience from the get-go.

By enabling users to seamlessly install popular plugins, it enhances efficiency and customization, allowing each site to be configured according to individual needs—while maintaining full control and flexibility.

Calendars

Multiple Locations, Microsoft Teams & Personal Booking Links

Flexible scheduling, powerful integrations, and smoother booking flows — all in one place.

We’ve made major upgrades to your Calendar experience to give you more flexibility, better integrations, and a professional touch to every appointment. Whether you’re managing clients across time zones or offering multiple meeting formats, these updates are designed to streamline how you get booked and show up.

From Microsoft Teams integration to multi-location defaults and shareable personal booking links, your calendar is now more powerful, connected, and customizable than ever.

 

What’s New in Calendar?

Multiple Default Meeting Locations

You can now configure and choose from multiple preset meeting locations while booking appointments — whether it’s a saved office address, phone call, custom label, or specific site. This gives you the freedom to schedule across locations without retyping details every time.

• Easily set these from your Calendar Settings (web)
• When scheduling on mobile, simply choose from the dropdown in the Meeting Location field
• Especially useful for service professionals or anyone managing field visits, hybrid work, or location-based bookings

 

Microsoft Teams Support in Meeting Location

Joining the list of supported platforms like Zoom and Google Meet, Microsoft Teams is now available as a meeting location type.

• Add Microsoft Teams as a default or custom meeting location
• Ideal for businesses using Microsoft 365 workflows
• Seamlessly integrate your virtual meetings into your calendar, no extra steps

 

Personal Booking Calendars

Create and share personal booking links with clients for a branded, self-serve scheduling experience.

• Works perfectly for 1-on-1s, consultations, or client calls
• No back-and-forths — let clients book time with you based on real-time availability
• Use it across platforms like email, SMS, or your social bios

Ecommerce Stores

Customer Login

We’re excited to announce the Customer Login feature for Ecommerce Stores! Store owners can now enable a Customer Login Portal directly within their store pages, making it easier for customers to log in, access past orders and more — all from a seamless in-store experience.

Key Capabilities:

Login Button in Store Navigation

A new toggle option is available to enable/disable the Customer Login button directly in the navigation menu.

Customization options include:

• Customer Login Icon Color
• Ability to add more Menu items and set their redirection
• Open in New Tab Toggle – decide whether the login page opens in a new tab or within the current one.

Customer Dropdown Menu (Post Login)

After a customer logs in, clicking the profile icon reveals a clean dropdown with following options: Orders, Logout

How to Enable It?

1. Open the Store Builder and navigate to your store pages.
2. To access customer login, click on the Navigation Menu then go to: General Settings > Customer Login > “Enable Customer Login Toggle”
3. Customize Menu items dropdown section to add more options. Redirection can be set for the options in the menu.
4. Ensure your store domain is added and verified. Link the default page of your domain to any of your existing store pages for the functionality to work correctly.

Additional Notes

• If the toggle is OFF, the login button won’t be shown in the navigation menu.
• A valid domain must be added and linked to a store page for login functionality to work. Else the login button be non-functional.

 

Affiliate Manager

Suspend Affiliates

You can now suspend affiliates from specific campaigns to better control and manage your affiliate program.

• Suspending an affiliate will pause all tracking — including clicks, customers, and sales (both new and existing).
• While suspended, affiliates can’t access their links or see campaign details in their portal.
• You can suspend or suspend an affiliate for any campaign as needed.
• Filter to show suspended or deleted campaigns inside affiliate profile

How It Works:

1. Go to the Affiliate List page.
2. Click the three dots next to an affiliate’s name.
3. Select “Campaign Actions” > “Suspend Affiliate.”
4. Choose the campaign you’d like to suspend them from.
5. To Unsuspend, follow the same steps.

Why it Matters:

This gives you more control over who’s actively promoting your brand — helping you maintain quality and performance in your campaigns.

Important Notes:

While suspended: You cannot manually add leads, assign commissions, or import past activity for the affiliate.

Once unsuspended: The affiliate’s existing links will start working again automatically.

Quizzes

Template Library

We introduced a Template Library in the Quizzes section to help you create quizzes faster and more effectively.

How to Use:

1. Go to Quizzes
2. Click New → Select Start with Template Library
3. Browse and click on a template to review it
4. Click Continue to start editing and customizing your quiz