Welcome to the latest FG Funnels updates for March 20th, 2025! In this update, we have several exciting new features and improvements to share with you. These updates are designed to enhance your experience and provide you with more flexibility and control over your funnels and websites.  If you have any questions about these updates or FG Funnels, please reach out to [email protected] or live chat in the app and our team will be happy to assist you.

 

Prospecting Tool

Listings section of the Prospecting Audit Report

Previously, only U.S. specific Yext sites were scanned, leading to inaccurate results. Now, the report will scan and display country-specific Yext sites for the top ten countries based on user distribution in the Prospecting Tool. The countries are: USA, Great Britain (GB), Canada (CA), Australia (AU), Germany (DE), South Africa (ZA), France (FR), Mexico (MX), India (IN), and the Netherlands (NL). For the rest of the countries, the default Yext sites list will be used. We will continue adding Yext sites for more countries in future updates.

 

Forms

Terms & Conditions For Compliance

We’re rolling out a new update to our forms in response to Twilio’s updated A2P requirements. This update enhances the Terms & Conditions (T&C) element to improve compliance, customization, and user experience. What’s new:

• Transactional Messages: Users can now explicitly consent to receive notifications such as appointment reminders, order confirmations, and account updates.
• Promotional Messages: Users can opt-in separately for marketing messages, special offers, and product updates.
• Each option is presented with an individual checkbox, allowing for independent opt-in.
• Modify both the T&C text directly from the right-side panel in the form editor.
• Easily update and customize terms to align with compliance or business needs.
• When users drag-and-drop the Phone element, the updated T&C element (both transactional and promotional) will be added automatically.
• For standalone T&C additions, the previous single T&C behavior remains, but users can choose to display one or both T&Cs from the right-side panel.User consent choices will now be recorded in the “Terms & Conditions” column in the submission table.
• If both T&Cs are selected, they will be separated by a semicolon.
• If a user opts for only one or none, only the relevant selection will be recorded.

 

Custom Payment Providers on NMI or Authorize.Net

Add support For Missing Areas Within Payments & Invoices

We’ve added the following features for supporting payments and invoices when the provider is a custom payment provider built on top of NMI or Authorize.net

• Listing Saved Cards: View saved cards in both live and test modes for improved visibility and management.
• Charge Cards without Default Provider: Charge cards even when the custom payment provider is not set as the default provider.
• Record Payments for Invoices: Record payments against invoices, regardless of whether the custom provider is the default.
• Add Cards with Single Provider: Add new cards when only the custom payment provider is connected to the platform.
• Manual Subscription Creation: Create manual subscriptions using the custom payment provider directly from the Contacts and Subscription pages.
• Update Payment Methods for Subscriptions: Update payment methods for subscriptions using custom payment providers.
• Payment Widget Module Enhancements: Add, list, and charge cards via the Payment Widgets module.
• Card Management (Deletion): Capability to delete saved cards under the Manage Cards section for better card management.
• Provider Listing on Integrations Page: Handle displaying a list of custom payment providers on the Integrations Page correctly even when multiple similar custom provider based apps are connected, with the option to mark one of the custom providers as default.

 

Media Storage

Quick Insert for Single File Selection, Preview Media Before Inserting, and Insert Directly from Media Preview

• Quick Insert for Single File Selection: When a single file is selected, an “Insert Media” CTA now appears for faster action.
• Preview Media Before Inserting: A new “Preview Media” option is now available in the three-dot menu for images, making it easier to review media before inserting.
• Insert Directly from Media Preview: You can also now add media directly from the preview screen using the new “Insert Media” button – no need to go back to the main selection screen.

 

CRM Integrations

OAuth Based Authentication for LeadConnector App on Zapier

We are introducing OAuth-based authorization for our LeadConnector app on Zapier. This update enhances security, improves access control, and aligns with industry best practices.

How to Use It:

1. Login to Zapier and select “Create a New Zap.”
2. Choose “LeadConnector” from the app selection window.
3. Click “Sign In” to connect your LeadConnector account.
4. A secure pop-up will appear — enter your email and password.
5. Select the relevant sub-account for integration.
6. Start building actions or triggers based on your workflow needs.
7. This streamlined process enhances security while maintaining the familiar Zapier experience.

 

Invoicing

Formatting Enabled For  Descriptions

Invoice Items now have formatting enabled for the descriptions. Formatting coming from estimates, products will be preserved as well.  Invoice Preview can now display html description with proper formatting

 

Workflows

Support For Dynamic Custom Value Picker For All Numeric And Date Fields

For new Create opportunity and Update opportunity actions we added support for Dynamic custom value picker for all Numeric And Date Fields. These dynamic custom value pickers will allow users to use Standard inputs or switch to Dynamic values where they can add custom values from the picker. We also added new field type to render Text Box List custom field

 

Estimates

Activity Tracking

Send out an Estimate and view its entire history from sent, edited, viewed, to accepted – just by clicking on view history in the options menu.

How to Use it:

1. Open Invoices & Estimates -> Estimates
2. Scroll to the dashboard on the line item of the estimate that you want to know the status of.
3. View all the actions that happened on the estimate in the right drawer.

 

 

Ecommerce Stores

Hover Interaction Effects

With this update, visitors will get a clear visual cue when hovering over interactive elements, making navigation and interaction more intuitive. Here’s what’s new:

• Product Title Underline: A subtle underline appears when hovering over product titles (on product listing pages, featured products, and related products).
• Interactive Buttons & Icons:  A lift effect is now applied when hovering, can be configured through a border color change.
• Cart & Search Icons: These icons will darken and lift slightly on hover for better visual feedback.
• Product Image Zoom on Hover: When hovering over a product image (in product lists, featured products, or related products), a zoom effect enhances interactivity.

How to Use It?

1. Open your Store Builder and navigate to the Store Pages.
2. Hover over any product title, navigation option, or button to see the new effects in action.
3. To enable the lift effect on buttons, save & publish all store pages containing buttons.

 

Documents & Contracts

Add PDFs On The Go

You can now seamlessly add PDFs to your existing Documents & Templates without redoing the entire file.

How It Works:

1. Click the “+” symbol in the left Pages panel to add multiple PDF’s at the start or the end of the document
2. Use the Top-Right Menu (three dots) and select “Add PDFs” for quick upload of PDF’s in between any two pages.
3. Once the upload is completed, the document will contain the added PDFs in the position that they were added in.

 

Dashboards

Quick Filters

Now, dashboard owners can add filters for all users to access without needing edit permissions. Each user can save their own quick filter values, ensuring a personalized and efficient experience.

How It Works:

Adding Quick Filters:

1. Dashboard owners can add relevant filters from the new “Quick Filters” menu.
2. Users can view and apply these filters without requiring edit access.

Using Quick Filters:

1. Easily apply filters to widgets on a dashboard to focus on what matters most.
2. Filters are applied per data source, ensuring precise and relevant insights.

 

Chat Widget

All-in-One Chat

We’re excited to introduce the All-in-One Chat, which allows customers to integrate multiple chat types—Live Chat, Email Chat, and WhatsApp Chat—into a single chat widget. This eliminates the need to create separate widgets for each chat type, streamlining the communication experience.

How It Works:

1. Create the Widget: From the “Chat Widget” section, choose All-in-One Chat as your chat type.
2. Select Channels: Decide which channels (Live, Email, WhatsApp) you want to enable.
3. Configure Settings: Adjust each channel’s details under dedicated tabs. If you have an active WhatsApp number, it automatically becomes available.
4. Engage with Visitors: Users can switch channels via a Back button, and conversations remain active until manually ended or timed out.

 

Reputation Management

Multi-Channel Outreach For Review Request

We’re excited to introduce Multi-Channel Review Requests, allowing businesses to request reviews via SMS, Email, and WhatsApp—helping you reach customers on their preferred communication channels and maximize review collection.

• Send Review Requests via Multiple Channels
• Choose SMS, Email, and/or WhatsApp to send review requests.
• Use a checkbox to select your preferred channels.
• Personalize the review request message for each channel.
• Start with default templates and edit them to match your brand voice.
• Requests are sent based on available contact details (phone for SMS, email for Email, and WhatsApp number for WhatsApp).
• Ensures maximum reach with minimal effort.
• Monitor which channels were used for sending requests.
• Track request status: Sent, Opened, Clicked for each channel.

 

LC Phone System

Call Scripts

You can increase consistency and productivity of your calling agents by providing them an easy to follow Call Script right within the web dialer.

How to create a Call Script?

1. Navigate to Location Settings > Phone Numbers > Advanced Settings > Call Scripts
2. Only Admins can create Call Scripts. Non-admins can’t create Call Scripts but they can use it when on a call.
3. Make a call using the web dialer
4. Click on Scripts
5. Select Script

This is available via Labs right now. Enable it within Location Settings > Labs > Call Scripts

 

Online Listings

Suggestions

This enhancement ensures greater data accuracy, consistency across platforms, and better control over business information.

• Streamlined Suggestion Review: A dedicated interface for businesses to efficiently accept or reject suggested updates from publishers (e.g., GBP, Facebook, Yelp).
• Automated Syncing: Once accepted, suggestions instantly update the relevant fields in Listings and sync across all publisher networks.
• Enhanced Data Accuracy: Ensures that business information remains up-to-date, improving consistency across publishers and engagement.
• Efficiently Manage Updates: Businesses can quickly review and take action on suggested changes, reducing manual effort.
• Maintain Brand Consistency: Ensures that all business listings display accurate and verified information across multiple platforms.
• Improve Customer Trust: Keeping listings updated boosts credibility and enhances customer confidence in your brand.
• Centralized Suggestion Hub : A dedicated interface where businesses can review, accept, or reject suggested updates with ease.
• Seamless Data Syncing : Accepted updates are automatically reflected in Listings and synced across all connected directories and publisher networks, ensuring consistency.
• Improved Data Quality & Control: Businesses can ensure that only verified and relevant updates are applied to their profiles, preventing inconsistencies.