FG Funnels Updates – May 29th, 2025

May 28, 2025
POSTED IN BLOGS › FG Funnels Release Notes    

Welcome to the latest FG Funnels updates for May 29th, 2025! This month’s FG Funnels update is absolutely packed with game-changing features and enhancements.  This update includes everything from Google Login and invoice PDFs to smarter workflows, AI tools, and enhanced email handling. Let’s take a look at what’s new and how it can support your growth!

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.

 

Enhancements

Invoicing & Payments

QuickBooks Import Now Supports Date Ranges

You can now import invoices from QuickBooks by date range — no more pulling everything at once.

How to Use It:

  • Go to Settings > Integrations > QuickBooks
  • Click Connect or Manage
  • Toggle Import Invoices ON
  • Select your Start and End Dates
  • Hit Confirm > Next and let it run

Why it Matters:
Cleaner, faster migrations with only the data you actually need.

 

Affiliate Manager

Export Affiliate Sales Data

You can now export sales data as a CSV file directly from the Affiliate Manager dashboard.

How to Use It:

  • Go to Affiliate Manager > Dashboard
  • Apply filters (date range, campaign)
  • Click Export Sales CSV

Why it Matters:
Instant access to affiliate reporting — great for audits, tracking, and backups.

 

Move Affiliates Between Campaigns

Want to promote an affiliate from Basic to VIP? You can now move them easily and choose what happens to their customers.

How to Use It:

  • Go to Affiliate Manager > Affiliates Page
  • Click the three dots next to the affiliate
  • Select Move to Campaign

Options include:

  • Keep or move customer relationships
  • Toggle the new campaign welcome email

 

Affiliate Dashboard Redesign

We’ve overhauled the T&C screen that users see when accessing the Affiliate Portal. It’s now more visually engaging and educational, helping drive more signups and conversions.

 

CRM & Conversations

Major Memory Optimizations

We’ve improved memory handling in Conversations and Contacts — switching between hundreds of contacts now uses half the memory.

What Changed:

  • Reduced detached buttons from 40,000 to 400
  • Reduced memory footprint from 1.8GB to ~600MB

 

Inline SMS/MMS Error Messages

No more cryptic Twilio error codes. Messaging failures now show friendly explanations with linked help articles.

How to Use It:

  • Go to Conversations
  • Hover over failed message > Click Learn More

 

SMS Error Code Trigger in Workflows

Expanded trigger support now lets you create workflows based on specific SMS/MMS errors.

How to Use It:

  • Go to Workflows > Create trigger: Messaging Error – SMS
  • Filter by specific error codes (like 21610 for opt-outs)

 

Social Planner

Recurring Post Enhancements

You can now drag, drop, delete, or edit specific instances of recurring posts — without breaking the full schedule.

How to Use It:

  • Go to Marketing > Social Planner
  • Create a post and choose Recurring
  • Adjust individual posts in Calendar or Planner view

 

Surveys

Improved “One Question at a Time” Builder View

Now, when this setting is enabled, each field in your survey shows up on its own slide in the builder preview — matching the live user experience.

How to Use It:

  • Go to Surveys > Options > Survey Settings
  • Toggle One Question at a Time

 

Courses

Embed Media via Link

Add YouTube, Vimeo, Loom, Spotify and other media directly into your post content — no upload needed.

How to Use It:

  • Go to the Post Edit Page
  • Choose Embed Media, then paste your media link

 

Email Marketing

Resubscribe Option

Users who unsubscribe by mistake can now click “Unsubscribed by mistake, subscribe again” to rejoin your list.

Validation Logic Updates

Improved email validation for edge-case SMTP errors. Unknown results are now treated as valid (unless flagged high-risk).

Better SPF Validation (Dedicated IPs)

System now clearly lists which domains are missing SPF records — no more guessing.

 

Affiliate Portal Improvements

Dashboard Redesign

New visual design helps onboard and activate affiliates faster.

Affiliate Movement Tools

Easily move affiliates between campaigns, decide whether to carry customers, and toggle welcome emails.

 

Mobile Payments

POS Cart Memory

The POS cart now retains all added items, taxes, discounts, and linked contacts even when navigating to other parts of the mobile app (v3.98+).

Tap to Pay with iPhone

Tap to Pay on iPhone with Square is now supported for in-person mobile payments.

How to Use It:

  • Connect Square in Payments > Integrations
  • Start a sale in the POS
  • Choose Tap to Pay on iPhone under Square Payments

 

Estimate Templates in Mobile App

You can now access and use web-created estimate templates on the mobile app.

How to Use It:

  • Go to Estimates > Templates tab in the mobile app
  • Choose a template and generate your estimate

 

Workflows

Copy & Delete Triggers Easily

You can now duplicate triggers with a click and delete them directly from the dropdown menu.

How to Use It:

  • Open Workflows
  • Click the three-dot menu on any trigger
  • Choose Copy or Delete

 

Messaging Error Triggers Expanded

More SMS/MMS error codes are now supported in workflows. Trigger precise actions based on delivery failures.

 

Communities

Private Channel-Based Course Access

Limit course access to private group channels.

How to Use It:

  • Go to Learning > Edit Course
  • Select Private Channel and choose a channel

 

Invoices & Estimates

Auto-Link Invoices to Opportunities

Invoices and estimates created from the Opportunity Payments tab are now linked automatically.

How to Use It:

  • Open an Opportunity > Payments > Create Invoice or Estimate
  • The link happens automatically

 

Documents & Contracts

Field Displacement Fix Across All Browsers

We’ve resolved one of the most frustrating quirks in document building—misaligned fields. Fields on documents now stay anchored exactly where you place them, whether you’re working in the editor, previewing, or sending it to clients.

What’s New:

  • All newly created documents use a rebuilt framework that keeps fields anchored, fixing prior alignment issues.
  • Cloned documents or older templates still use the older editor and may show displacement if issues existed before.

How to Use It:

  • Existing Documents: If you open or duplicate an older document, it will continue using the old framework.
  • New Documents: Click Create Document and your file will use the new editor with the latest fixes.

Why We Built It:

To eliminate field shifting across browsers and devices, so your clients see documents exactly as intended—no surprises.

What’s Next:
We’re actively working on fixing layout shifts in PDF exports, especially for documents with multiple page breaks. In the meantime, use draggable blocks to group your fields for better control and alignment in long-form PDFs.

 

WordPress Hosting

One-Click Site Migration with LC Migrator

Migrate full WordPress sites in four clicks—no plugins or uploads required.

Bulk Site Controls

From your multi-site dashboard, you can now:

  • Update plugins or themes across sites
  • Change PHP versions
  • Clear cache
  • Retry or roll back if something fails

 

QR Codes

Bulk QR Code Creation

Generate QR codes in bulk from a CSV upload.

How to Use It:

  • Go to QR Codes > Create Bulk QR Codes
  • Upload a CSV with name and url columns
  • Assign to a folder and click Upload

 

New Features

Email Builder

Brand Voice from URL or Text

Generate your full Brand Voice profile by pasting in a URL or block of text.

How to Use It:

  • Go to Brand Boards > Brand Voice > New
  • Choose Create with URL or Text

 

Product Element in Email Templates

You can now use product blocks inside email templates (not just campaigns).

 

Payment Links

Multiple Products Now Supported

Bundle multiple one-time or recurring products in a single link.

How to Use It:

  • Go to Payments > Payment Links > New
  • Add multiple products, customize layout, and share

 

Phone System

Redesigned Mobile Calling Experience

During or after a call, you can now:

  • Take notes
  • Schedule follow-ups
  • View payment history
  • Review contact details

Coming Soon: Call scripts, dispositions, and smarter logging.

 

Voice AI (Labs)

Multilingual Voice Agents

Your AI agents can now handle both English and Spanish within the same conversation.

How to Use It:

  • Go to Agent Settings
  • Choose Multilingual under Language

 

Conversation AI (Labs)

Guided Form Bot Creation

Build bots without prompts using a drag-and-drop form experience.

How to Use It:

  • Go to Conversation AI > Bots > Create Bot
  • Use the Guided Form builder (default view)

 

Custom Objects

Association Limits

Prevent over-associating records with new controls for 1-to-1, 1-to-N, and many-to-many relationships.

How to Use It:

  • Go to Settings > Labs > Enable Association Limits
  • Use the Edit Association modal to configure limits

 

That’s a wrap for this week’s FG Funnels update! As always, if you have questions or want help  any of these features, reach out to our support team  at [email protected] or via live chat inside your account.

See you next week!

 

 

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