FG Funnels Updates – February 6th, 2025

February 5, 2025
POSTED IN BLOGS › FG Funnels Release Notes    

It is time for all the latest updates in FG Funnels from the week of  January 30th through February 6th, 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.

 

Dashboards

Multi Metric Support

You can now add a second metric in line, bar, and horizontal bar chart widgets. When two metrics are added, widgets can display a comparison value for both metrics if enabled.

How It Works:

  1. Click on “Add Widget.”
  2.  Select any of the following chart types: Line, Bar or Horizontal Bar.
  3.  In the widget configuration, select the secondary metric from the dropdown under “Metrics.”
  4.  Toggle “Compare Data” under Advanced Settings if required.
  5. Click “Save” to see your updated multi-metric visualization.

 

 

Documents & Contracts

Deposits and Payment Plans

Payment schedules can be added to product lists. This schedule can be added dynamically based on signing date of document or based on a fixed date if you are sure when the contract is going to be signed.  Auto payment can be enabled for any subsequent payments with a toggle, and can view the payment plan details in the product list as well.

How to use:

  1. Go to Documents and Contracts -> Add a product list
  2. Select add payment schedule from the left drawer (which auto opens) or click on add payment schedule in the product list
  3. In the modal, select first payment due – Either on signing date of primary user or a custom date if you want
  4. Configure subsequent payments – Either upon fixed time intervals after signing date or on custom dates. The invoice due date will be the date when the last payment is scheduled.
  5. Set percentage or fixed amounts
  6. View the remaining percentage or amount under the total amount
  7. Once  saved, the user is able to view the schedule information on the last product list on the document
  8. Enable auto payments to start deducting money automatically for subsequent payments

Note on Mapping payment configuration: If subsequent payments are fixed dates. Depending on the first user signing date, payments shift. If missed, subsequent dates adjust to the primary user’s signing date.

 

Bug Fix – Corrected Rendering of Special Characters

We have resolved an issue where custom values containing certain special characters (e.g., “/br” or bullet points) were not rendering correctly in documents. All custom values—including those with special characters—will display as intended, ensuring a consistent and accurate experience when editing or viewing content.

 

Funnels and Websites

Custom Code Panel Enhancement

We’ve fixed an issue where custom values were not rendering properly when they had lengthy keys or line breaks in the middle. This also enhances the usage of custom values in Custom CSS and Custom Code, preventing unintended auto-formatting and unwanted line breaks.

 

Reputation

Multiple Review Platform Integration

Now, you can easily integrate and pull reviews from a wide range of platforms directly into your account, making reputation management simpler and more efficient than ever.

You can now integrate reviews from:

✔ Airbnb
✔ AliExpress
✔ Angie’s List
✔ Amazon
✔ Agoda
✔ App Store
✔ Avvo
✔ Booking.com
✔ Capterra
✔ CarGurus
✔ Cars.com
✔ CitySearch
✔ Consumer Affairs
✔ DealerRater
✔ eBay
✔ Expedia
✔ FindLaw
✔ FourSquare
✔ Facebook
✔ Glassdoor
✔ Google Business Profile
✔ Google Play
✔ Google Shopping
✔ Healthgrades
✔ HomeAdvisor
✔ Hotels.com
✔ Houzz
✔ IMDb
✔ Indeed
✔ Lawyers.com
✔ OpenTable
✔ Product Hunt
✔ ProductReview
✔ RateMDs
✔ TripAdvisor
✔ TrustPilot
✔ VRBO
✔ WebMD
✔ Yellow Pages
✔ Yelp
✔ Zillow
✔ ZocDoc
✔ Zomato

 How to Use:

  1. Go to Reviews → Settings → Integrations
  2. Enter your business’s review page URL for the platforms you want to connect
  3. Your reviews will be automatically fetched and displayed in your dashboard

 

Workflows

New Workflow Actions: Manage Associated Custom Object Records

We’ve introduced three new workflow actions that allow users to create, update, and clear fields of associated custom object records within Contact-Based Workflows.

Create an Associated Record: Automate the creation of a custom object record when a workflow is triggered, associate the newly created record with a contact using a predefined association label, and populate the record with relevant details automatically.

Update an Associated Record: Modify existing associated custom object records linked to a contact, update specific fields within the associated record when certain conditions are met.
maintain accurate and up-to-date data within workflows.

Clear Fields of an Associated Record: Resets specific fields in an associated custom object record when necessary. Ensures old or expired information is cleared without deleting the entire record.

How to Use:

  1. Ensure custom objects have been created in your account.
  2. In Automations > Workflows > Start a new workflow from scratch or open an already existing contact-based workflow, select one of the three new actions:
  3. Create an Associated Record to generate a new custom object.
  4. Update an Associated Record to modify an existing linked record.
  5. Clear Fields of an Associated Record to reset specific values.
  6. Choose the custom object and association label for linking the record.
  7. Define the fields to be populated, updated, or cleared based on the action selected.
  8. Save and activate the workflow to automate the process.

 

 

Accessibility

Enhanced Accessibility Features Across Media Library, URL Redirects and Domains.

Interfaces now aligns with accessibility guidelines, making asset management more user-friendly. Key elements are fully compatible with screen readers, offering clear instructions and feedback.
Users can efficiently operate and navigate using keyboard shortcuts for a smoother experience.

 

Courses

Global Magic Links

Introducing Global magic links, which gives flexibility to creators for adding contact level login links for membership portals. Adding this custom field is no longer dependent and specific to course triggers and can be easily appended across all template structures. Learners will now have easy access to their membership or client portals which will further improve the learning experience.

Integration Areas:

  • Workflow Email Actions.
  • Custom Email Templates.
  • Contact Smartlist Conversations.

How to use:

  1. Under  Automation -> Workflows -> Create New -> Email Action -> Select from Client Portal Contact custom Values.
  2. Under  -> Marketing -> Emails -> Templates -> Select from Membership Contacts custom Values .
  3. Under  -> Contacts -> Contact Details -> Email -> Select from Client Portal Contact custom Values.

 

Images in Comments

Drag, upload, or paste images and GIFs directly into lecture comments. Images and GIF can be previewed without leaving the page.

 

Enhancements & Updates

  • Introducing a more reliable and dependable backend for handling our offer checkouts inside memberships.
  • Faster access management capabilities and better monitoring.
  • Less downtime and low resource usage during bulk access operations.
  • Faster Kajabi and Public Course Importer Flow.
  • Moved processing of public imports from Kajabi and Marketplace to async which will further fasten the import process and wont block the customer facing app.
  • New Search Bar in the middle of the navigation bar, making it easier and more convenient to find what you need. This update includes lazy loading, which ensures the search bar loads only when needed, improving overall performance. Additionally, we have added a recent searches feature, allowing you to quickly access your previous searches without typing them again. These improvements aim to enhance the user experience by making searching faster and more efficient.
  • Better error handling.
  • Improved video playback issues, ensuring seamless streaming on the preview side.

 

 

WhatsApp

Choose  Send From Phone Number

This option allows you to select a specific WhatsApp phone number that will be used to send messages. If your account has multiple WhatsApp numbers configured, you need to pick the appropriate one before sending messages.

 

Voice AI

Action Limits in Advanced goals

We have updated the Action Limits in Advanced goals to give the customer more control over which action they want to use more. For Call Transfer, Workflow and SMS triggers, users can make 15 actions across all  3.  For Update Contact field, there is a limit of 25 to ensure accuracy.

 

 

 Call Logs

Call Logs are now available to view calls associated with all agents in one place. Clicking on the agent name will open call logs for that agent.

 

Contacts & Opportunities

Filters and Sorting, Search Notes, Additional Contact Notes, and Organized View

Filters & Sorting: Quickly find the notes you need with improved filtering options and sorting by Date Created.
Search Notes: Instantly locate specific notes using the new search functionality.
Additional Contact Notes: View notes linked to related contacts within an opportunity, ensuring complete visibility.
Cleaner & More Organized View: Easily read and manage notes under both Contacts and Opportunities, providing a seamless experience.

How to Use:

  1. This feature is currently available in  Settings > Labs > “New & Improved Notes Experience!”
  2.  In Opportunities, apply filters to see notes linked to related contacts.
  3.  Use the search bar to quickly locate relevant notes.
  4.  Use sorting and  filtering options to refine your notes view under both Contacts and Opportunities Notes.
  5. Navigate to the Notes tab under Contacts or Opportunities.

 

Blogs

Pagination and Multi-Column Support

With the new pagination feature, you can now break long posts into multiple pages, enhancing readability and improving the overall user experience. The new three-column layout adds versatility to your blog design. This feature is perfect for creating visually engaging and balanced layouts or presenting more information at a glance.

How to use:

  1. Navigate to Blog Home and select the blog element.
  2. Upon selection, you will see a new option to choose the number of columns (this option is only available for standard blog types).
  3. Select 3 columns and publish the page.

 

Payment Links

Auto Apply Coupon Code

Coupon codes can be applied automatically while sending payment link This feature available both on Copy Link and Send to Contact tabs.
While opening the payment link, the coupon code thus selected gets applied automatically.

Ecommerce Stores

Product Selection Per Store

Users can now include or exclude products from specific stores, making inventory management more flexible and efficient. Key highlights:

“Include in Online Store” Toggle condition: Enabled: The product will be available for inclusion or exclusion in the Products section of all stores.
Disabled: The product will not appear in the Stores → Products section for any store.

Product Listing Behavior: When a new store is created, products with the “Include in Online Store” toggle enabled will be automatically listed. Newly created products with the toggle enabled will be listed by default in all stores.

Bulk Actions for Product Visibility: Select multiple products to bulk include or exclude them across stores.

Search & Filter Options: Search by Product Name to quickly find products. Filter by Collections to manage visibility efficiently.

How to Use It:

  1. Go to Stores > Select Store > Products section.
  2. Use bulk actions to include or exclude multiple products at once.
  3. Search & filter products based on product names or filter based on Collections.
  4. Changes are automatically saved—no extra steps needed.

Key Points to Note:

  • If “Include in Online Store” is disabled, the product will not appear for inclusion/exclusion in any store.
  • When a new store is created, only products with “Include in Online Store” enabled will be available.
  • New stores inherit product visibility based on the “Include in Online Store” setting.
  • Store owners can visit the product pages for editing by clicking on specific products in this section.

 

 

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