It is time for all the latest updates in FG Funnels from the week of October 10th through October 17th, 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.

 

CRM Integrations

User Info Fix

If a user had their first/last name missing, or were using a Twilio number from a location as their phone number, we throw errors on the UI and disabled the save button. These errors would not appear on the UI, but the save button would remain disabled. We have fixed the user info page by making sure customers get a clear message why they cannot make changes to their user profile in case of an error.

 

Forms & Surveys

Expanded Column View, Dynamic and Resizable Columns, and Copy Functionality

The Forms and Surveys Submissions page has been revamped to provide a more dynamic and flexible experience. 

 Key Features:

• Expanded Column View: Previously, only 3 columns (such as name, email) were displayed. Now, all the columns of the form submissions are visible.
• Dynamic and Resizable Columns: Users can now  select, deselect, resize and reorder the columns to view the data in the order they prefer.
• Copy Functionality: Users can now copy phone numbers, emails, and also have the ability to redirect to URLs directly from the table.

 

Math Calculation In Form/Survey Extended to New Field Types

Now, you can assign scores to additional field types, including Radio Select, Checkbox, Single Dropdown, and Multi Dropdown options, expanding the possibilities for advanced scoring and calculations.

How It Works:

1.  Navigate to the form or survey builder and drag and drop the newly supported fields (Radio Select, Checkbox, Single Dropdown, Multi Dropdown) from the “Quick Add” menu.
2.  Define your calculation logic by selecting the relevant fields and assigning scores to each option.
3.  Use the preview mode to view real-time calculations as users make their selections.

 

Workflows

Update Custom Values In Math Operation

After the Standard fields and custom fields we have added the option “Custom Values” in the “Update Field” dropdown.

How  it works: 

1. Add the Math Operation Action
2. Add the “Select Field” and “Operations“
3. Click the “Update Field” dropdown and select from the list of dropdowns.

 

 “From Number” in Builder Settings

You can now select the “From Number” directly within the builder settings of a workflow, allowing users to choose a specific number for SMS communications.

How  it works:

1. Open the Workflow for which you want to add the “From Number“
2. Go to “Settings” tab
3. Scroll down to “Sender Details” section
4. In the “From Number” field, select the number you wish to use from the dropdown menu.

 

Estimate Actions, Triggers & Templates

Estimate Workflow Actions –  Send estimates directly from workflows. This action can be initiated with host of options like configuring your template, user,  live mode, etc.

Estimate Workflow Triggers – New trigger allowing users to automate actions based on estimated events. Estimates can be filtered by template, value, and status.

Estimate Templates – Create, save, and clone estimate templates within the Templates section of Invoices and Estimates.  Templates can be used to create new estimates manually and via workflows.

How to Use it:

1. Navigate to the Templates tab of Invoices and Estimates.
2. Click on the New Estimate Template button.
3. Fill in the necessary details and save your template for future use. Click on use template for using it manually and clone for cloning.

Using the New Estimate Action & Trigger:

1. In Workflows, Add the Estimates trigger to your workflow.
2. Set up filters to narrow down the estimates by template, value, or status.
3.  In the same workflow, add the Send Estimate action. Configure the user and select the template you want to send.

 

Triggers and Actions for Subscriptions

Now you can pause subscriptions either for a set period or indefinitely through Payments > Subscriptions by clicking the three dots next to any subscription in the list. Pausing can also be done from the subscription details page.

When a subscription is paused for a set period, it will automatically resume after the specified end date but can be manually resumed at any time before that. Indefinitely paused subscriptions require manual resumption. During the pause, invoices will still be generated on each payment due date, with the option to mark them as draft or void. Draft invoices can be sent to customers, and any payments made will be applied to the subscription. Pause-related details, like Paused Date and Resume Date, are also included in the subscription CSV download.

 

 

LC Phone

Reducing Voice Call Fraud

Suspicious users are now blocked from making calls. A limit of 2 simultaneous calls can be made to a single phone number from the account.

 

Quicker Outgoing Call Connections

Previously, there was a wait time for the lead to answer and hear the call recording message before talking. Now, agents are connected to leads instantly upon answering—no more waiting for the recording message to finish.

 

Paypal

PayPal  Now Live For Invoices, Forms, Payment Links, Order Forms And E-Com Store

To integrate PayPal, go to Payments > Integrations. If PayPal and another payment provider are connected, both options will appear at checkout for you to choose from.

If only PayPal is connected, you’ll see PayPal and Pay Later options to complete the payment.

 

Dashboards

Hyperlinks In Text Box Elements

You can now add hyperlinks/URLs directly within text box elements on your dashboard.

How It Works:

1. Go to your dashboard and click the edit icon.
2. Switch to the Elements tab.
3. Select Text Box.
4. Click on the hyperlink icon, then enter your desired text and URL.
5. Choose whether the link opens in a new window or redirects in the current window.
6. Save your changes.