It is time for all the latest updates in FG Funnels from the week of November 27th through December 5th, 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

Improved Product and Recipient Management

We’ve made several enhancements to improve the usability of the Documents & Contracts section.

• Add Recipient on the Go: A new option allows you to add a recipient directly from the primary client selection dropdown.
• Delete Primary Recipients: A dedicated delete button enables you to remove the primary client without extra steps.
• Product Search: Introducing a search functionality when adding new products, simplifying navigation through extensive lists.

 

Fix for Email Signature, Support for Special Characters, and Delete Option for Uploaded PDF Pages

• Fix for Email Signature Rendering: Resolved an issue where email signatures ({{user.email_signature}}) were displayed as raw HTML strings in email templates. Signatures now render correctly as formatted content.
• Support for Special Characters in Text Fillable Fields: Fixed an issue where special characters were not functioning properly in text fillable fields. These characters are now fully supported.
• Delete Option for Uploaded PDF Pages: Added the ability to delete individual pages from uploaded PDFs, giving flexibility and control over uploaded pdf pages.

 

New Email Flow for large PDFs

Users were not receiving the final PDF as attachments in the email because of file size limitations.  To address this issue, if the final PDF is less than 20MB, it will be sent as an email attachment as before. If the final PDF is larger than 20MB, a separate email will be sent. This email will contain a download link for the PDF. Users can click on the CTA button in the email to download the document.

 

Dashboards

Default Dashboard Override Through Snapshots

Previously, default dashboards didn’t update when we created  snapshots, requiring manual setup on target locations.  Now we can push dashboards when we create snapshots for you all.

 

Themes for Custom Reports

Now you can add themes to custom reports for a more cohesive and polished look. Choose from predefined themes or create your own custom theme to apply seamlessly across the entire report and at the widget level.

How It Works:

1. Open the Report Builder and click the + icon.
2. From the left menu, switch to the Theme tab.
3. Select a predefined theme or create your own custom theme.
4. Save your changes.

 

Memberships

Merge Contacts

Courses now support contact merging. Merging contacts from the Smartlist will automatically merge members information/progress within membership courses as well. Merging contacts will combine a user’s:

• Lesson progress
• Course access
• Course progress
• Assignments submissions
• Course analytics

How It Works:

No extra steps required! Simply go to the contacts Smartlist, select the contacts you wish to merge, and click Merge Contacts. That’s it—everything else will be handled automatically.

Things to Note:

• When merging contacts, the master contact will have access and progress to all the courses child contacts have.
• All secondary contacts will be deleted from courses after the merge and will no longer have the ability to log in or access courses content.
• The assessment submissions done by child contacts will be now mapped to the master contact and considered to be submitted by the master contact.

 

Media Storage

Connect Drive Feature Updates

The “Connect Drive” button in the Media Storage section is now disabled when the user is operating under the “Login As” feature. The “Connect Drive” button will be grayed out and un clickable. Drive data will not be displayed, ensuring the original user’s drive data is not accessible during proxy access.

 

Funnels & Websites

Enhanced Data Capture

New fields captured:

• fullUrl: The complete URL of the page viewed.
• referer: The referring source of the page.
• sp-referer: Captures the split test page referer for improved A/B testing insights.
• Added locationId to track opt-in entries with more granular location data.

 

Nav Menu Popup Colors

The new popup colors option can change the background colors of nav menu popups, such as the hamburger menu on mobile and the search bar background.

How to Use:

1. In the page builder go to the left sidebar, select elements and add the new navigation menu.
2. Configure Desktop popup color by changing the POPUP BACKGROUND COLOR property in the right-side style editor.
3. Configure Mobile popup colour by changing the MOBILE POPUP BACKGROUND COLOR property in the right-side style edito.r

 

Voice AI

Agent Limit Increased, Advanced Goal Tip, Phone Number Field, and Working Hours Helper Text

• The maximum limit for agents has been raised from 10 to 20, enabling you to create more agents.
• The text for the Advanced Goal tip has been updated for better clarity.
• Improved helper text for the Phone Number field to include hints about user assignment & forwarding numbers, making it easier to understand how phone numbers work.
• Updated helper text to clearly explain the agent’s availability in two states:
  • Enabled: The agent will answer calls only during their configured working hours.
  • Disabled: The agent will be available 24×7.

 

Email Builder

Column Layout Control, Image Full Width, and Three Editing Views

Users can now enable or disable stacking for two or more column layouts—no custom code needed.

Full width alignment of images now simply adjust with the width of mobile screen.

Three New Editing Views:

• Home View: View and edit all elements.
• Desktop View: Edit elements as they appear on desktop.
• Mobile View: Edit elements as they appear on mobile.

How to Use It:

• Go to Marketing > Emails > Campaign.
• Open a campaign and add a two-column or multi-column layout.
• Disable stacking in mobile view if needed.
• Switch to Mobile Editor View to make or check edits.
• Add an image element and choose “Full” under Align
• In mobile view, the full image would be adjusted to the screen width.

Note: Product elements default to stacking in mobile view and cannot be disabled.

 

New Custom Field Types: Date, Phone, and Monetary

We’ve expanded the functionality of Conditional Elements by adding new custom field types: Date, Phone, and Monetary. This enhancement offers even greater flexibility to personalise your emails.

How to Use It:

1. Go to Marketing > Email Campaign.
2. Choose the email element you want to apply the conditional logic to.Either enable conditional sending through the Visibility Tab, Or, select it from the hover modal for quicker access.
3. In the Condition Bar, select the appropriate custom field (Date, Phone, or Monetary) based on your requirements.
4. Specify your condition (e.g., is or is not) to define when the element should be displayed.
5. Set the desired value for the condition, such as a specific date, phone number, or monetary amount.
6. With these enhancements, you can now create even more dynamic and tailored email content/

 

 

Workflows

Custom Objects are Live

This new feature empowers users to create object-specific workflows. Now you can  trigger workflows based on custom object-related triggers and define a series of actions to automate your processes.

How does it work:

1. Go to the Workflow Landing Page and click Create Workflow.
2. Select the Object-based Workflow you wish to configure.
3. Customize your workflow with the following triggers and actions.

The below mentioned actions and triggers are present in the Custom Object Workflows :

• Triggers
• Custom Object
• Home Created
• Home Changed
• Events
• Inbound Webhook
• Actions
• Custom Objects
• Create Home or Associated Record
• Update Home or Associated Record
• Clear fields of Home or Associated Record
• Send Data
• Custom Webhook
• Google Sheets
• Internal
• If / Else
• Wait
• Update Custom Value
• Go To
• Date/Time Formatter
• Number Formatter
• Add To Workflow
• Remove From Workflow
• Array Functions
• Drip
• Text Formatter
• Custom Code
• Workflow AI
• GPT powered by OpenAI

 

Select Chat Widget & Live Chat in Customer Replied trigger

We have introduced Chat Widget and Live Chat selection in the Customer Replied trigger. Previously users were able to create multiple Chat widgets and Live chats but there was no option to select the same in the Customer Replied Trigger.
Now users can select the specific options from the respective dropdown.

How to use:

1. Add the Customer Replied Trigger.
2. Add a filter and select Reply Channel as “Chat Widget” or “Live Chat”.
3. Add another filter and select “Chat Widget is” or “Live Chat is” based on the previous selection.
4. All the options will be available in the dropdown to select from.
5. Select the specific option from the dropdown.

 

Social Planner

Bulk Delete Posts

Users will no longer have to manually select each post to remove it in case of any errors in post creation, bulk posts composition from CSV composer, change of schedules or content. They can select the unwanted posts and remove it from the planner to have a clearer view of the planned posts.

How to use:

1. Head over to  the ‘Planner’ list view.
2. Select all/ select few/ unselect the required posts to perform an action such as ‘delete’ in this case.
3. Once the posts are selected, click on the ‘Actions’ nudge on top of the table -> ‘Delete selected posts’ -> confirm ‘Delete’.
4. The posts will no longer be visible in the list.

 

Things to note:

• The deletion is done in the social planner module, it does not delete the post directly from the socials.
• Multiple posts in the draft, scheduled, failed, In-review stage can be deleted but not the ‘published’ ones.

 

Online Listings

Upload Logos/Photos

Streamline the management of your brand’s visuals with intuitive tools for logos and photos. Keep logos consistent across platforms by maintaining a standardized 1:1 aspect ratio, and easily update or delete them when needed. Upload business photos effortlessly and sync them across all listings, then enhance them with advanced editing features like cropping, mirroring, rotating, and aspect ratio adjustments. The user-friendly interface ensures precise edits for both logos and photos, helping you maintain a polished, professional look.

How to Use: 

1. Open Reputation -> Online Listings.
2. Select your Entity -> Edit Listing Information -> Media

 

Ecommerce

New Featured Products Element

This feature enables store owners to showcase selected products anywhere on their store pages in the desired order.

How to use:

1. Head over to the page builder.
2. Select Add Element → Store → Featured Products.
3. Configure heading, margins, padding, colors, borders, and fonts in the settings panel.
4. Configure the number of products per row in the Layout tab. By default, 3 products are displayed per row, but you can adjust this using the Number of Columns field—up to 5 on desktop and 2 on mobile.
5. Click any placeholder product under the Products group.
6. Use the search bar to find and select your desired products in the builder.
7. Selected products will replace the placeholders in the builder. Only 10 products appear in the dropdown by default. Use the search to find additional products.
8. Click Save/Publish to apply your changes.
9. View your live page to see the Featured Products element. Clicking on a product will redirect users to its detail page.

 

Things to Note:

• Any changes to product details (e.g., price or images) will automatically reflect in the Featured Products element.
• By default only 10 products will be shown in the dropdown while selecting products. Please search for other products.
• Product selection has to be done to show the real products. Placeholder products will not be shown on a live site.