Here are our release notes for FG Funnels from June 29th through July 5th 2023. If you have any questions about these updates, or other questions about FG Funnels, please reach out to [email protected] or live chat in the app and our team will be happy to help.

Form Builder Updates:

• Image Resizing & Alignment Feature in New Form Builder
  • We are excited to announce the Image Resizing & Alignment in New Form Builder and Survey Builder.
• What’s new with this update?
  • We have added Image element setting in which user can resize the image in the builder itself.
  • Image alignment option is also introduced to enhance the usability of image feature in forms and surveys.
  • Alt text can also be added to images for SEO purposes.
• How can I use it ?
  • Go to Location Settings and then go to Labs
  • You should be able to see “UI Revamp of Form Builder”.
  • Turn on the Toggle switch for the form builder.
  • Go to your form builder and you will be able to use the new builder.
  • Add Image Element form left , Add Image and click on image will enable resizing settings
• Why is all of this important?
  • It will give flexibility to make a better form & survey.
  • It will reduce the form & survey builder time.
    

LC Email Updates

Filter Contacts by Email Stats and Enhanced Filtering Options

• Filter contacts by email stats! This powerful enhancement empowers to gain deeper insights and refine email campaigns like never before.
• Key Features:
  • Email Stat Filtering: Filter contacts based on specific email stats, including Sent, Delivered, Opened, Clicked, Complained, and Bounced. This enables users to target and analyze contacts based on their engagement levels, helping them to optimize the email outreach effectively.
  • Date Level Filtering: narrow down contact list to a specific time frame, allowing users to measure the impact of email campaigns and make data-driven decisions accordingly.
  • Email Sending Type Filter: We’ve also introduced the ability to filter contacts based on email sending type. Whether it’s bulk email, campaign, or workflow, Users can effortlessly select multiple campaigns or workflows to segment the contact list precisely. This flexibility provides a granular approach to tailor user messages to different target groups.
• By combining these powerful filtering options, users are equipped with a comprehensive set of tools to refine the email marketing strategies and boost engagement rates.

Calendar

Add Guests for Appointment Bookings

• Overview:
  • We have introduced the “Add Guest” feature to simplify the process of scheduling meetings with all necessary participants. Attendees can now easily add multiple guests to their appointments directly within the Calendar booking widget.
• Key Features:
  • Adding Guests to Appointments:
  • Attendees can add multiple guests by providing their names and emails in the Calendar booking widget.
  • Guests added will receive appointment notifications on the email address provided by the primary attendee.
• Supported Calendar Types:
  • The Add Guest feature is available for Simple Calendars and Round Robin Calendars.
  • Note: Class Booking calendars, with fixed seats per appointment, do not support the Add Guest feature.
• Email Notifications:
  • Email notifications will be sent to all participants, including the primary attendee and their guests.
• Payments for Appointments:
  • Payments are collected only from the primary attendee; guests are not required to make payments during the booking flow.
• Booking and Editing Appointments with Guests (In App):
  • Users can book appointments with multiple attendees, including guests, from the book appointment modal.
  • Guests can be added by searching for existing contacts or providing their information directly.
• Editing Appointments with Guests:
  • Users can edit appointments and manage guests from the Calendars view.
  • Guests can be added, removed, or edited within the appointment, ensuring the guest count stays within the maximum limit.
  • The primary attendee cannot be removed during editing.
• Cancellation & Rescheduling:
  • Cancellation and rescheduling options are available based on the Calendar settings.
  • Primary attendees receive reschedule and cancellation links for managing appointments, while guests do not have these privileges.
• Link to FAQs document for Add Guests https://doc.clickup.com/8631005/d/h/87cpx-102404/b9744730b5e9dab 
• Please Note:
  • We will be making further enhancements to this where we will allow attendees to simply enter the guest count as well as the ability to send out custom forms to the added guests in the upcoming weeks!

CRM

Multiple Phone Number Bulk Import and Export Updates

• IMPORT:
  • In the Contact Import section, you will now find a system field called “Additional Phones” which allows you to map all your extra phone numbers. When importing, you need to add all the additional phone numbers in a column separated by commas (,), slashes (/), or semicolons (;) and map them to the “Additional Phones” field in the system.
  • The uniqueness of contact will be determined based on both the primary Phone and Additional Phones (if “Find Existing Contacts Based on First Preference” is selected).
  • In case there are multiple duplicate matches for additional phones, that particular additional phone will be dropped for the contact.
  • If any invalid phones are found in the additional phones field, they will be discarded, and only the valid ones will be retained for a contact.
  • If the phone column in the CSV is empty but the additional phone column contains values, the first additional phone will be assigned as the primary phone number..
  • When updating an existing contact, the specified phone numbers in the CSV will be merged with the phone numbers already associated with the contact.
  • The “Additional Phones” column can have a maximum of 10 phone numbers . If more than 10 phone numbers are added, only the first 10 will be considered.
• EXPORT:
  • In the Contact Export section, if you have selected the phone option in the smartlist column, a new column called “Additional Phones” will automatically be included in your exported CSV file, containing all the additional phone numbers in once column and comma(,) separated.

Custom Fields For Opportunity

• The Release is divided into 2 phases and this release note marks the 1st phase release : Create and View Custom Fields and Folder for Opportunities in the Custom Fields Setting Page on the Opportunity Modal
• Key Features:
  • You can now create and add custom fields for opportunities, allowing you to capture and organize additional information specific to your business needs.
  • Enjoy the same flexibility and convenience of customizing fields as you have with contacts.
  • Just like with custom fields for contacts, you can now categorize and group your custom fields for opportunities into custom folders.
  • Create folders based on different aspects of your process.
  • View and use this Fields and Folders in the Opportunity Modal
  • Use the Option ” Hide Empty Fields” to clean up opportunity cards and only make certain fields visible
  • Update UI/UX for the Opportunity Modal, Add Task Tab and Add Note Tab
• Availability:
  • This feature is now accessible as “Custom fields for Opportunities” under the Labs section.
  • By default, it is disabled, but customers can enable it by navigating to the “Labs” page in the “Location Settings” section.
• Upcoming Features:
  • Phase2 : Update Opportunity Custom Fields through Workflow

Email Builder

Content AI – Image in Email Builder

• About this release:
  • We are excited to announce the release of Image AI integration in our platform’s Email Builder. With this feature, users can now easily generate high-quality, personalized images using AI technology to enhance the visual appeal and effectiveness of their websites and funnels.
• What’s New:
  • Image AI integration in Email Builder: Users can now create personalized images using AI technology. The platform provides a range of customizable templates, including hero images, banners, and product images. Users can easily edit the templates to suit their branding and messaging needs, and the platform will generate a unique image optimized for the best visual impact.
    
  • Benefits:
    • Enhanced visual appeal: The AI-generated images add a level of personalization and visual appeal to the website or funnel, making it more attractive to users.
    • Improved engagement: Personalized images are proven to increase user engagement and audience reach.
    • Easy organization: The Media Library provides a centralized location for users to store and organize their files, including AI-generated images and other media assets.
    • Streamlined workflow: With the ability to generate personalized images directly in the Media Library and choose from different image styles, users can streamline their workflow and have more control over their asset creation process.
  • How to Use:
    • Generate a personalized image directly in the builder: In the builder, drag and drop an image element.
    • When choosing an image, there will be two dropdown options: “Upload from Media Library” and “Create Image from using AI”.
    • Select “Generate from Image AI” and choose any templates to edit or customize as per your needs.
    • The AI will generate a unique and personalized image, and the image will automatically get stored in the “Content AI” folder within the Media Library.
  • Pain Point Resolved:
    • The Image AI integration resolves the pain point of creating high-quality images that are personalized and optimized for the best visual impact. With the new ability to generate personalized images directly in the Media Library and choose from different image styles, users can now easily customize their images and have complete creative control over their asset creation process.

Internationalization for Email Builder – Campaign and Template

• This change is applicable to old Email Builder – Campaigns and Template, we are going to make the same change in new Email Builder.
• What have we done for the user?
  • We have implemented multi-language support for Email Builder- Campaign and Template. With this enhancement, users can access the platform in their preferred language, resulting in improved usability and an enhanced user experience. This feature significantly improves usability and offers a superior experience for users who communicate in languages other than English. This release addresses the challenge faced by non-native English speakers who previously struggled to comprehend the text.
• What’s new for the user?
  • Users have the option to choose their preferred language from a comprehensive list of available languages.
  • Our internationalization support covers the following languages: –
    • Spanish
    • German
    • French (Canada)
    • French (France)
    • Portuguese (Portugal)
    • Portuguese (Brazil)
    • Italian
    • Dutch
    • Swedish
    • Danish
    • Finnish
    • Norwegian
  • How can the user set up their language preference?
    • There are two ways to do it. One uses the User’s profile settings and another uses the Business Profile Settings.
    • To select a preferred language for a user go to Settings -> My Profile -> Platform Language
    • To select a preferred language for a business go to Settings -> Business Profile -> Platform Language
    • The language selected under My Profile will take a preference over the language selected under the Business Profile

Conversations

We are excited to announce the addition of the CC (Carbon Copy) and BCC (Blind Carbon Copy) features to our email composer. With this latest update, users now have more flexibility and control over their email communications.

The addition of CC and BCC features expands the communication possibilities for users. Users can now involve multiple stakeholders, keep relevant parties in the loop, and maintain confidentiality, all within a single email thread.

Users can currently access this feature via Labs.

Here are the key highlights of this release:

Improved Communication Options:

• The email composer has been enhanced to accommodate the CC and BCC fields seamlessly.
• Users can easily locate and access the CC and BCC fields alongside the ‘To’ field when composing an email.
• Users can click on the CC/BCC field to expand and click on it again for the field to collapse
• Users can select an email ID from the dropdown list of all contact emails or type a new one.
• All relevant details can be viewed in the message details.

CC (Carbon Copy) Feature:

• Users can now include additional recipients in the CC field while composing an email.
• The CC feature allows users to send a copy of the email to the listed recipients, keeping them informed about the conversation.
• Simply enter the desired CC recipients’ email addresses in the designated field, and they will receive a copy of the email.

BCC (Blind Carbon Copy) Feature:

• The BCC feature provides an extra layer of privacy, allowing users to include recipients without revealing their identities to other participants.
• Users can add email addresses in the BCC field. The recipients in the ‘To’ and ‘CC’ fields won’t know about their inclusion.
• BCC recipients receive a copy of the email, ensuring their anonymity in the conversation.

Enhanced Synchronization:

• Users can add any number of CC or BCC recipients.
• This update is fully compatible with 2-way sync. Any email recipients added or removed from our platform will reflect in Gmail/Outlook and vice versa.
  

Limitations:

• A contact isn’t created if an external email is added into CC/BCC.
• If an existing contact’s email address is added in CC/BCC, it will appear only under the primary contact’s conversation (to recipient) and not under other contact’s.
• Removing CC/BCC recipients mid-thread isn’t possible at this stage.
• For emails with CC/BCC recipients, the only response option available is ‘Reply All’.

Availability:

• This feature is now accessible as “CC BCC v2” under the Labs section in Sub-Account Settings.
• This feature is available for all email channels, including Mailgun, Leadconnector(2 Way Sync) – Gmail and Outlook, SMTP email, Custom Providers and Custom Conversations Providers.
  
  
  

Save Response in Custom Webhook Action

A powerful enhancement that allows users to save responses in the Custom Webhook Action. This feature provides valuable benefits and opens up endless possibilities for users’ workflow. With the ability to save and utilize webhook responses, users can achieve greater flexibility and control in their automation processes. Read on to discover how this feature works and explore the exciting use cases it enables. Let’s dive in!

What’s New?

Users now have the ability to save responses in the Custom Webhook Action. This exciting feature provides valuable benefits and opens up endless possibilities for their workflow.

Trust Center – A2P Registration for Non-US Countries

We are excited to announce the release of the Trust Center – A2P Registrations for Non-US Sub-Accounts which is planned to go live on 4th July 2023

. This new feature allows users who do not have a US EIN/address to register for A2P Brand and Campaign. Here’s what’s included in this release:

1. Trust Center tab will be accessible for all the countries now, meaning each and every sub-account can register for A2P if they are sending SMS to the US using a 10DLC number.
2. Every sub-account should follow the below logic for registration:

• If the business has a Tax Number (EIN for US, CCN for Canada, etc.), Please select “Yes, the business I’m registering has a Tax ID (E.g. EIN, CCN etc.)”. This is referred to as Standard Low Volume Brand Registration. If the business does not have a Tax Number(EIN for US and CCN for Canada) but possesses a valid Business Address in US/Canada, Please select “No, the business I’m registering does not have a Tax ID (E.g. EIN, CCN etc.)”. This is referred to as Sole Prop Brand Registration.
• If the business does not have a Tax ID and does not possess a valid Business Address in US/Canada, they cannot proceed with A2P Brand Registration. In this case, the best alternative would be to use Toll-Free numbers after completing the Toll-Free registration process.

A2P Registration Important Dates

5th July

• Increased message filtering and higher carrier fees will be applicable on the unregistered traffic(sending SMS without registering a brand and campaign)

31st August

• All the unregistered traffic (sending SMS without registering a brand and campaign) will be blocked and the SMS would be allowed after brand registration.
• All Sole Prop Brands who have “Info Needed” status must complete the OTP verification else these brands will be removed and deleted

Additional Enhancements

For LC Phone users only – Auto append SenderID and Opt-Out

• For LC Phone users only – The Opt-Out Language and Sender ID will now be automatically added to the first SMS sent to a contact from the Conversations page too.

Bugs and Fixes

1. Manual Call Issue – When placing a call using Manual Actions the skip call was causing issues because of which the next call automatically went to Call Disposition. This is fixed now, the next call will go through as expected.
2. Call Button Missing – For some users who were assigned to multiple locations were not able to see the Call Button, this is fixed now.
3. SMS Capabilities – For sub-accounts under the trial mode, some users were getting an error “callerId Mapping from undefined” when sending SMS, this is fixed now.

Contacts

We’re excited to announce new features that allow users to filter contacts by email stats! This significant enhancement provides deeper insights, enabling users to refine email campaigns like never before.

What’s New:

1. Email Stat Filtering: Users now have the ability to filter contacts based on specific email stats, including Sent, Delivered, Opened, Clicked, Complained, and Bounced. This feature allows users to target and analyze contacts based on their engagement levels, aiding in the optimization of email outreach.
2. Date Level Filtering: Users can narrow down their contact list to a specific time frame, allowing for measurement of the impact of email campaigns and facilitating data-driven decision making.
3. Email Sending Type Filter: The ability to filter contacts based on the email sending type has been introduced. Whether it’s bulk email, campaign, or workflow, users can now select multiple campaigns or workflows to segment their contact list with precision. This feature offers a granular approach to tailoring messages to different target groups.

By combining these powerful filtering options, users are equipped with a comprehensive set of tools to refine their email marketing strategies and boost engagement rates.

What’s Coming Next:

Look forward to more enhancements coming soon, including:

• The ability for users to save filtered data as Smart Lists.
• The option for users to download filtered data.

These continuous improvements aim to enhance the user experience and make email marketing efforts more effective.

Workflow Update

UI Revamp

• New Settings Page UI
  • Updated with GHL UI Components.
  • Aligns with the Untitled UI.
  • Improved layout with grouped sections – Contact, Communication, Workflow Sequence, Template Settings.
  • New Leadconnector documentation links and a refined Custom Variable Picker with search 
• Enrollment History Page (formerly Workflow Status)
  • Updated with GHL UI Components.
  • Aligns with the Untitled UI.
  • Features a redesigned Table, intuitive Dropdown Filters, user-friendly Avatars, and organized group action buttons.
• Execution Logs (formerly History)
  • Updated with GHL UI Components.
  • Aligns with the Untitled UI.
• Updated Topbar and Action Bar
• Updated with GHL UI Components
• Aligns with the Untitled UI
• New Active User Avatars.
• Version History with last updated state