It is time for all the latest updates in FG Funnels from the week of June 5th through June 12th, 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.

 

Opportunities

Unique Pipeline and Stage Names

To improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of pipelines or stages with identical names.

No Duplicate Names: Users will no longer be able to create or add pipelines or stages with the same exact name.

Existing Pipelines and Stages: This change will not impact any pipelines and stages already created.

Updating Existing Entries: If you attempt to rename an existing pipeline or stage to a name that already exists, you will receive an error message.

 

Introducing Multiple Contacts per Opportunity

This enhancement allows you to add additional contacts to an opportunity, providing greater flexibility and organization for managing your relationships.

This feature is currently in Settings > Labs > Additional Contacts. Key features include:

Add Additional Contacts – You can now link multiple contacts to a single opportunity. This is particularly useful for opportunities involving multiple stakeholders or points of contact.

Primary Contact Referencing – For all workflows and referencing purposes, the system will continue to use the primary contact field, ensuring continuity and consistency in your processes.

 

How to Use :

Open Opportunity : Navigate to the desired opportunity by clicking on its card.

Additional Contacts : In the “Additional Contacts” field, add any contact you would like to link to the opportunity.

Restrictions:

• A contact designated as the primary contact for an opportunity cannot be added to the additional contacts list for the same opportunity.
• If the “Allow duplicate opportunities” setting is not enabled, a single contact cannot be added to the primary or additional contacts lists of multiple opportunities.
• The system will continue to operate based on the primary contact’s details. This includes fetching and displaying information related to the primary contact.

In upcoming releases, we will introduce features to display opportunities linked to a contact under the “Contact’s Opportunities” section.

 

Invoices

Setup Fee in Recurring Invoices

Now you can now add a recurring product, add a set up fee to it in its prices, and add it to a recurring invoice. Two line items for the same product (One with Setup fee and other with recurring price) would appear on the invoice. For subsequent invoices, the setup fee line item will be removed and only the recurring part of the price will be sent out

How to use?

• Go to Product section and create a product with price type = recurring and add a setup fee to it

• Create a recurring invoice from invoices section

• Add the product which has a setup fee in it

• 2 line items for the same product will be shown with the Suffix “Setup Fee” added to the setup part of the price

• For all subsequent invoices that are auto-generated as per your schedule, will only have the recurring element of the price.

 

Schedule Multiple Reminders Directly from Settings

Now, you can set payment reminders for your customers directly from settings without using a workflow.

What’s New?

• Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
• Delete a reminder if needed
• Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date

How to use?

• Go to Settings within Invoices

• Click on Reminder Settings

• Configure below details for every reminder:

1. Reminder Name
2. Reminder Template for Email and SMS – Use existing or edit an existing template and create a new one on the go!
3. Edit the Subject of your email
4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
5. Set Maximum reminders to limit when the reminder will stop to go

• Click on Add New Reminder to add another reminder
• Delete a reminder if needed or just turn it off using a toggle

Email Builder

Disabled Template Preview for Deleted Campaigns & Templates

Previously, users could preview templates or campaigns even if they were deleted, causing confusion as they then expect to see active content.

To address this issue, we:

1. Implemented a status check for templates and campaigns during the preview request.
2. Updated the system to return a “404 Not Found” error message if the requested template or campaign is deleted and display a clear display of the “404 Not Found” error.

This eliminates confusion by ensuring only active templates and campaigns can be previewed.

 

Dashboards

Elements Enhancements

What’s New?

• Title Element: Title elements now have a white background by default instead of a transparent background.
• Image Fit: The default image fit setting is “Contain”.
• Image Title: The image title is set to “Hide Title” by default.

How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on Add widget.
3. Switch to the Elements tab.
4. Choose from Titles, Textboxes, or Images.
5. Configure the elements to suit your needs.
6. Save your changes.

 

Attribution Parameters on Contacts Widgets

We’re thrilled to announce a major update to our Contact widgets: Attribution and UTM parameters are here!

What’s New?

• Attribution Property: Filter contacts based on First or Last attribution with our new Attribution property in contact widget conditions.
• UTM Parameters: Gain deeper insights with the addition of key UTM parameters to contact widget conditions. Create more detailed widgets using; UTM Campaign, UTM Content, UTM Keyword, UTM Matchtype, UTM Medium, UTM AdId, UTM AdGroupId, UTM Source and other Attribution properties like Medium and Session Source.
• Group by/View By: Now you can create donut and line graphs using these new properties; Session Source and Medium
• Updated Columns in Granular Insights: All the new properties are now available in the granular insights table view and can be exported to CSV.
• New Columns for Table Widget: These properties are also now selectable in the Table widget’s column selector.
• New Widgets: Introducing “Contacts by Source” , “Contacts by Medium” and “Top Sources for contacts created” widgets.

How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on Add widget.
3. Under Contact Category, choose any widget.
4. Switch to the condition tab.
5. Choose Attribution and select the attribution type.
6. Click on Add attribution field.
7. Choose and configure attribution parameter filters as per your requirements.
8. You can add more by clicking on Add attribution field again
9. Save your changes.

Why it Matters:

• Enhanced Understanding: Identify where your contacts are coming from and create detailed, specific widgets for various attribution and UTM properties.
• Lead Source Insights: Build your own interactive lead source widgets on the dashboard and export data for different sources using the CSV export functionality.
• Greater Flexibility: Gain more control over what you see on your widgets, tailoring them to your exact need

Important Notes:

• UTM parameters and fields will only be visible on Table and Granular insights view if Attribution type (First or Latest) is added in widget conditions
• Group/View by properties – Session Source and Medium can only be selected if Attribution type (First or Latest) is added in widget conditions

 

Documents & Contracts

Support for Today’s date & Signer Name toggle

Now you can add today’s date to the date field element, which limits the selection of date range for the signer to the day when they are signing the document

How to use?

• Add a date field element. Go to available dates. Select Today’s date as the option

• Add a Signature field. Assign a signer. Enable/disable the checkbox in properties to show the name or not

 

Affiliate Manager

Manual Sales and Commissions

We are thrilled to introduce Manual Sales and Commissions, allowing you to add manual sales for affiliates and providing a flexible way to track and credit sales that may not be captured automatically.

What’s New?

• Add Manual Sales: New option to assign manual sales and commissions on the Affiliate Profile page.
• Easy Customer/Lead Filtering: Search for existing users or create a new lead.
• New Optional Fields for Manual Sales: Event ID to add invoice or reference ID, and Event Date to add the transaction date.

How It Works:

1. Open Sub Account Affiliate Manager
2. Go to the Affiliate Page
3. Find and select the affiliate for whom you want to add manual sales.
4. On the Affiliate Profile page, scroll down to the Table tab.
5. Under the Commission section, click on Add Manual Commissions.
6. In the pop-up window, search for the lead or customer associated with the manual sale. If the customer does not exist, click on Add as Lead to create a new lead.
7. In the Add Manual Commissions pop-up, confirm the affiliate’s name and the customer’s name.
8. Enter the revenue amount for the transaction.
9. Add Event ID and date (Optional)

 

Fixed Coupon Support

Users can now create coupon codes for affiliates, choosing between Percentage-based or the newly added Fixed coupon codes. Generate or create your own coupons for affiliates, with the option to apply the coupon for future/recurring payments if required.

How It Works:

1. Head over Marketing > Affiliate Manager.
2. Go to the Affiliate Page.
3. Find and select the affiliate for whom you want to add the coupon code.
4. On the Affiliate Profile page, scroll down to the Active Referral Links tab.
5. Click on Customize for the campaign in which you want to create the coupon code.
6. In the pop-up window, switch to the Coupon tab.
7. Choose the coupon code type – Percentage or Fixed.
8. Add the rest of the details.
9. Save.

Important Note:

1. For fixed coupon codes, if the coupon value exceeds the product value, the commission will be 0.
2. Coupons created in the Payments tab will continue to function as they currently do.

 

E-Commerce

Shipping & Delivery Rates Based on States/Province

Store owners can now define shipping & delivery charges for selected states/ province within a country.

Store owners can setup Shipping & Delivery charges under Payment > Settings > Shipping & Delivery > Add Zones. While choosing zones, users can choose specific states/ province in a country. Store owners can also set conditional pricing based on amount for the specific zones.

Important notes:

• Store owners can create differential pricing for multiple shipping zones based on states/ province.
• Once a states/ province is added in a zone, it can’t be added to another zone.
• While defining rates, delivery rates can be defined for specific zones according to the total amount in the cart. For eg- Free Shipping, if the order amount is above $500 or else, charge $10 if it’s below $500.

 

Automations

Allow Re-Entry Default Setting changes

Based on the data analysis we figured out majority of the users were changing the Allow Re-entry setting to on. So we have decided to make changes in the default behaviour –

• Previously when a new workflow was created “Allow Re-Entry” setting was turned “Off” by default.
• Going forward “Allow Re-entry” toggle will be turned “On” by default for the new workflows that are created.
• No changes will be done for the pre existing workflows, this change is only applicable to newly created workflows.
• To switch off the settings –

1. Go to Workflow Builder
2. Go to the “Settings” tab
3. Switch “Off” the Allow Re-Entry

 

Restore Deleted Workflows

A new tab named “Deleted” has been added in the workflow list page. Users can go to the tab and all the workflows that are deleted will populate here. Click on the “Restore” button to restore a workflow.

 

Remove Pre – Existing Shopify integrations

When entering the Access token and Shopify store name, if the store is already integrated the user will receive an alert letting them know that the Shopify store already exists in another location. User’s will also be given the option to remove the current integration and re-integrate to the required location.

 

Mobile App

v3.74 release

We’re thrilled to announce our latest update to our Mobile App! This update brings a bunch of improvements and fixes that further improve the usability of the mobile apps. 

What’s New?

1. Updated notification badge logic: Badge count now reflects the number of unread notifications, not unread conversations.
2. Persistent Filters on Conversations and Tasks: Filters applied on the Conversations and Tasks page of the mobile apps will retain their selections made by the user until the user decides to change or remove them.
3. Seamless creation of CRM contacts from native contacts: If a call is made from device native quick actions (Long press the icon on your device’s app drawer/home screen and tap on “Make a Call”)
4. Streamlined Product Editor for better functionality: All products created on web will be accessible on mobile and vice versa
5. Enhanced features for Documents and Contracts: Any documents created on web will be seamlessly accessible on mobile and vice versa.
6. Fixed call duration reset glitch: Often, if you were to rotate your device from Portrait to Landscape, the call duration would reset to 00:00. This has been fixed now.

 

Notification Count – How It Works

1. Open the mobile app with your preferred sub-account selected.
2. Once you are on the notifications section, you can click on any unread notification to view it.
3. Upon reading the notification, the badge count will decrease by a count of 1.
4. To clear the badge count entirely, tap on the 3-dots icon on the top right and tap on “Mark all notifications as read”. This will clear the badge count on your device.

This update finally clears the air on how the badge count is calculated, so that you can get an accurate count on the number of unread notifications.

 

Service Calendars

Admins and users will now be able to access all their service appointments inside the calendar section as well as create a new service appointment with any of their contacts. This update is available on LeadConnector mobile app.

What’s New?

1. View service calendar appointments
2. Create new service calendar appointments

How It Works:

1. Open the mobile app with your account selected.
2. Head over to the calendars section. You will see all your service appointments under their relevant dates.
3. To create a new service appointment, tap on the “+” button and tap on Schedule appointment.
4. From the calendar dropdown, choose a service calendar that you have created on web.
5. You will then have to select the relevant room for the service. Once the room has been selected, equipment will automatically be assigned based on availability.
6. Fill out all the other relevant details and hit save to successfully schedule the appointment!

 

Edit Email Snippets

Admins and users will now be able to edit email templates before sending them out. To make this happen, we have added a powerful rich text editor with the ability to turn text bold, italicize, underline, and much more!

What’s New?

1. New rich text editor: Bold, Italicize, Underline, Bullet list, and so much more.
2. Edit Email snippets: Edit your snippets using the rich text editor before sending out the email.

How It Works:

1. Open the mobile app
2. Head over to the conversations section and start a new email conversation.
3. Choose your preferred email template.
4. Once you have chosen your email template, you can edit the content with the help of the rich text editor.
5. You can then send out the email to your preferred contact(s)!

 

Business Card Scanner

Now you can scan a business card from three different entry points to create a new contact. After scanning the business card, edits can still be made with help of chips available at the bottom.

How It Works:

1. Open the mobile app
2. To start scanning a business card, choose any of the 3 entry points:

• Head over to the contacts page, tap on the “+” icon, and tap on “Scan Business Card”
• Tap on the scan icon on the top right of the contact creation screen.
• Tap on the bolt quick actions button and tap on “Scan Business Card”

3. Once you have the scanner open. position the business card within the rectangular box. The device will automatically extract the details from the card.
4. Once the scan is completed, users can continue to edit the details using the chips present at the bottom or using their keyboard to type manually.
5. Once all the details have been captured, hit save to create the contact.

Availability

• LeadConnector (iOS, Android) – v3.74 or later

 

Communities

Updates & Fixes

Themes is out of labs now, which means it’s by default applied to all community groups.

Enhancements/Fixes:

• Invite member is now accessible from group info card.
• Dark mode can now be accessed more easily from the top navbar.
• Fixed the issue where owner is getting degraded to group member.
• Course info sidebar is now scrollable.
• Post Editor bug fixes for android
• Favicons with transparent background [.png] are now supported.
• Fixed issue where content reports can be accessed by contributors.
• Fixed navigation issues faced by a banned user.

 

Contacts

Revamped Contact Restore App

What’s New?

This update introduces a new feature within the CRM called contact-restore, replacing the existing contact restore component. The user interface has been redesigned for a better user experience.

Restoring a Single Contact:

1. Click on Contacts.
2. Click on Restore in the tabs on the top.
3. Click on Restore on the right of any of these contacts on the top right, and this modal will appear.
4. Click Confirm.

This will restore the contact(s):

• Opportunities
• Notes
• Tasks
• Appointments
• Conversations
• Campaigns/Workflows

Restoring Multiple Contacts:

• Select multiple contacts and restore all of them in one go.
• Click on Confirm to restore all of these contacts and their related Opportunities, Conversations, Notes, Tasks, Appointments, and Manual Actions.

 

Payments

Copy & Send Personalized Payment Links

Users now have the capability to choose multiple contacts and directly send out personalized payment-links to the contact via email & sms from editor. Users can configure their own email and sms templates to send or even use the default template provided.

Once the user opens up the payment-link from this template, they would have all their data like name, email, phone already filled in making it a personalized payment experience.

Users will also have the option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact.