It is time for all the latest updates in FG Funnels from the week of  January 16th, through January 22nd, 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

Widget Duplication

 Easily copy an existing widget on the same dashboard. For complex widgets where only a few tweaks are needed, simply duplicate the widget, make adjustments, and save.

How It Works:

1. Enter Edit Mode for the dashboard.
2. Click the three-dot menu on any widget card.
3. Select Duplicate.
4. Make your changes and click Save.

 

Widget Suggestions

Save time and build dashboards faster with Smart Suggestions. When creating a new dashboard, you can now:

• Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.
• Quickly select from the most popular widgets used by other users.
• Select widgets from multiple goals or top-used suggestions to create a comprehensive dashboard in just a few clicks.
• Manually add widgets if needed.

How It Works:

1. Click the blue dashboard icon.
2. Select Add Dashboard and enter a name.
3. Configure any required permissions.
4. Select a goal to auto-populate relevant widgets.
5. Pick from the top-used widgets for inspiration.
6. Mix and match options or manually add widgets for ultimate flexibility.
7. Preview the selected widgets.
8. Click Confirm & Add to finalize your dashboard setup.
9. Save Your Changes.

 

Calendars

Payment Element with the Classic Widget

This enhancement ensures seamless payment functionality across both the Classic and NEO Widgets, delivering a consistent user experience and reducing confusion. The following payment gateways are now supported in the Classic Widget:

• Stripe (Card, Apple Pay, Google Pay, iDEAL, Bancontact)
• NMI
• Authorize.net
• Square
• Razorpay

All existing payment functionalities from the NEO Widget are now available in the Classic Widget, including:

• Saving cards for future use
• Zero-value payments (for the purpose of saving cards)
• Full payments
• Partial payments
• Charging payments for recurring appointments

 

Documents and Contracts

Link Email Templates to Document Templates & Individual Documents

This enhancement allows you to tailor email configurations at both the template and document levels, ensuring every contract delivers the right message.

• Configure “From Name” and “From Email” directly at the Document & Contract Templates level.
• Set unique Email Subjects and Templates specific to each Contract Template or Document.

How to Use?

1. Navigate to Payments → Documents & Contracts → Templates.
2. Open a template or document and access the Settings.
3. Customize the email configurations (e.g., From Name, From Email, Subject, and Template) at the template level.
4. When this template is used in a workflow or to send a document, the configured custom email settings will apply.

Important Notes:

• Any edits made to the Subject/Template at the individual template level will override global settings.
• If global settings are updated post-edit, those changes will not apply to templates with saved overrides.

 

Payments

Square Location Selection

New Square customers will see all the physical locations available in their Square account on the Integrations page and can choose which Square location would be associated with their account.
Existing Square customers can reconnect their Square account and allow access to fetch Square locations. By default a physical location would be selected as soon as connect/reconnect is successful which can then be changed as per the customer’s requirement.

 

Contacts

Manage Cards on File

This feature will allow businesses to manage their existing cards that are either added using the card on file feature or any card that was used for transactions in the past and is stored on file for that customer. Businesses can also delete cards from file for any customer. This feature can be found under Contacts > Contact Details > $ icon > Actions > Manage Cards.

 

Email Campaigns

Campaign Stats Page View, Pause/Resume Support in Send Now, and Processing Status for Active Campaigns

• Campaign Stats Page View: Campaign stats are now available on a dedicated page, replacing the old modal for easier access and better visualization.
• Pause/Resume Support in Send Now: You can now pause and resume campaigns sent through the Send Now option, giving you more control.
• Processing Status for Active Campaigns: A new Processing Status indicator shows real-time progress for campaigns that are running.

 

Background Colors for Text-based Elements

 Now add background colors to text-based elements (like text blocks and footers), offering more design flexibility and the ability to highlight key content in your emails.

How to Use:

1. Drag and drop a text element (e.g., text block or footer) into your email design.
2. Select the element and open the color picker.
3. Choose and apply your desired background color.

 

Resend To Unopened for RSS & Batch Schedule

We’ve added Resend To Unopened support for RSS and Batch Schedule campaigns, providing more flexibility to boost reach.

How to Use:

1. After sending an RSS or Batch Schedule campaign, click on the three dots (in the list view).
2. Select Resend to Unopened.
3. Choose a new subject line and schedule a resend time.
4. Click Schedule to complete.

 

Bug Fixes

• Invalid custom values in senderName, previewText, and subject s are now validated to prevent errors, ensuring smoother campaign setup and fewer disruptions.
•  Now export stats for contact lists of any size, including those with over 10,000 contacts.
•  Removed incorrect subject and as a default no subject is shown

 

Task Management

Default Smart Lists, Advanced Filters, Field Customization, and Sorting Options

• Default Smart Lists: Find your tasks due today or upcoming soon with just a single click
• Advanced Filters: Quickly sort and find tasks using a wider range of filtering options.
• Field Customization: Decide which fields to display for a personalized task view.
• Sorting Options: Organize your tasks based on priority, due dates, or created and updated dates.
• Enhanced User Experience (UX): Navigate through tasks with a cleaner, more intuitive interface.
• Upgraded Create & Update UX: Seamlessly add or modify tasks with a redesigned modal and new features.

How to use:

1. Enable Labs for this feature from Settings > Labs > “Task Enhanced UI”
2. Navigate to Contacts > Tasks to experience the new Tasks List View.
3. Explore the enhanced filters, sorting, and smart lists for efficient task handling.
4. Use the new task creation modal to quickly add and assign tasks.

 

Voice AI

Removed Dead Air Issue at Call Start

There was a delay of ~6 seconds in the call connection that came up as dead air at the start of the call. This was resulting in user drop-off even before the agent started to talk. We have  removed the dead air delay from the time the call ringing stops and the agent picks up the call.

 

Ecommerce Stores

Additional Notes in Checkout Page

This enhancement gives  the flexibility to provide specific instructions or details about an order directly at checkout. Store owners can now enable a “Notes” section on the checkout page with the following features:

• A toggle button labeled “Enable Notes at Checkout” is now available in the Checkout settings.
• Store owners can easily turn the Notes section on or off based on their requirements.
• A checkbox appears between the Shipping Details and Payment Options sections on the checkout page.
• By default, the checkbox is unchecked. Customers can check the box to add their additional notes in a textbox.
• If the box is checked but the textbox is left blank, the Notes section in the Order Details will appear as blank.
• Text Customization Options: Store owners can customize the Notes section in the Text Options settings, including:
  • Notes Heading Label Text
  • Notes Textbox Placeholder

How to Use It?

1. Open your Store Builder and edit the Checkout Page in your Ecommerce Store pages.
2. Select the Checkout element. To enable Notes at checkout page, head to the Advanced Section in Settings on the right side.
3. In the Form Options section, users can toggle on “Enable Notes at Checkout”. Store owners can easily turn the Notes section on or off based on their requirements.
4. Customize the text for the Notes Heading and Placeholder in the Text Options section in General Settings.
5. Save and publish the changes to enable the feature on your checkout page.

Key Points to Note:

• The Notes section is entirely optional for customers. It enhances customer experience by allowing them to provide specific instructions if needed.
• If a customer does not check the Notes checkbox, no additional notes will appear in the Order Details.
• The Notes feature can be easily toggled on or off as required.

 

Country Selection at Checkout

With this update, store owners can select specific countries for shipping and set default customer location preferences. The key functionalities include:

• Ship to all locations
• Ship to specific countries
• Default Customer Location
• No default location
• Geolocate
• Show all countries

How to Use It?

1. Open the Store Builder and edit the Checkout Page of your Ecommerce Store.
2. Select the Checkout element. To customize Shipping locations and Default customer location, head to the Advanced Section in Settings on the right side.
3. In the Form Options section, choose a shipping location option.
4. Save and publish your changes to enable the new country selection options on your checkout page.

 

Blogs

Social Share

At the end of every blog post, you will now see buttons for popular social platforms such as Facebook, Twitter, LinkedIn, and more.  Personalize your shared post with comments or highlights before posting.

How to Embed the New ‘Social share’ Feature:

1. Navigate to the ‘Blog Post’ edit page.
2. Drag and drop the new Social Share element under the blog content.
3. Check the box for the social platform(s) of your choice.
4. Add a personal touch (optional).
5. Once everything is set, publish the page.

 

Social Planner

All Platform Stats Support

We are excited to announce our latest Social planner analytics which initially only supported Facebook, Instagram & Linkedin, now also supports the following platforms:

• Youtube
• Pinterest
• TikTok
• Google My Business (GMB)

Pointers to note:

• TikTok: Only business profiles are supported. May take 1 or 2 days to reflect data due to the TikTok API availability.
• Pinterest: Takes 1-2 days to reflect the correct data.
• Demographics: Not supported by any of the newly released Platforms