Here are our release notes for FG Funnels from October 11th, 2023 through October 18th, 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.
Chat Widget
Language Support
We are thrilled to announce the addition of Internationalization support to the Chat Widget allowing users to access them in their preferred language. This feature enhances usability and provides a better overall experience for users who speak languages other than English.
Our internationalization support now includes the following languages:
German
Spanish
French France
Dutch
Portuguese Portugal
Portuguese Brazil
Hungarian
Other than the above Languages users can also choose:
Current Location’s Platform Language
Hosting Website Language: Here we will support the above languages automatically
With the addition of Internationalisation support, users can choose their desired language when using the Chat widget. The platform will display all relevant information, instructions, and prompts in the selected language, providing a tailored experience for each user.
How to Enable Language support?
Go to your Sub-Account > Sites
Navigate to the Chat Widget
Select the Language Preference.
Users will have to update the code of the chat widget at relevant places after updating the languages.
Workflows
Task Completed Trigger
What’s New?
We have released “Task Completed ” trigger.
Why This is Special?
This is the first trigger we have created with the framework we have created for internal use.
Teams can create their own Trigger and Action with just adding a small JSON config
New framework will same lot of time of both workflow and other involved teams
QuickBooks
Auto create sales receipt in QBO upon receiving a payment inside FG Funnels
We have enhanced our existing QBO integration by automatically creating a sales receipt inside QB when a transaction is made inside GHL
This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
If customer is not present, we will create a new customer against the email id with which the transaction is processed
Invoice payments will not generate a sales receipt inside QB as of now. We’re working on building an invoice sync which will create an invoice inside QBO as soon as an invoice is sent from inside GHL. This will be available as the immediate next release.
Businesses can connect their QuickBooks account by navigating to the sub-account Settings -> Integrations
This will start working for businesses who already have their QBO account connected without any additional step requirement
LC Phone
IMPORTANT Announcement
Toll Free Number Registration Advisory
As a result of industry-wide changes, on November 8, 2023, all restricted (formerly called ‘unverified’) toll-free phone numbers will require registration. These verification efforts, along with increased message filtering, help to combat spam and create a trusted messaging ecosystem for you and your customers.
You can easily utilize our Register Toll Free button and submit the number for verification.
If the numbers are in review state they would still be able to send messages. This guideline won’t impact any outbound and inbound calls.
Delete Connection – LC Phone Accounts
We are excited to announce the release of the capability to delete campaigns and numbers for LC Phone-managed sub-accounts. Here’s what’s included in this release:
Delete Connection button will be available for all the LC Phone managed accounts, meaning one click delete all the re-occurring fees in case a user churns out.
Every LC sub-account will have the below options for deletion:
Unlink the existing Telephony connection in case the accounts seem a bit suspicious.
Delete all the numbers at once available in the sub-account.
Delete all the registered campaigns to avoid re-occurring charges same as above.
A2P Registration: Sole Prop
In case of Sole Prop Campaign Registration failures, we will delete the failed campaign and submit a new one to avoid rejections with Unknown error.
Client Portal
New Client Portal Dashboard
What’s New:
Compare the number of portal joiners vs. invitations
Copy and share your client portal URL with ease
Create and send magic links to your contacts
Invite users to your client portal
How to:
From the Left Nav Bar > Go to Sites > Client Portal > Dashboard
What’s next:
Preview Dashboard
Client Portal PWA
Communities
“Edit Post” Feature Now Live
What’s New?
Post Editing Capabilities:
Whether you’re a community member, admin, or owner, you now have the power to refine your published posts, ensuring they always reflect your intended message.
How to Harness the New Feature:
Locate Your Post: Find the post you’re looking to update.
Access Editing Mode: Click on the “Edit” button found within the three dots (⋮) menu.
Make Your Changes: Revise your content as needed.
Save and Update: Once satisfied, save your post to apply the changes.
Opportunities
Advanced Filters for Custom Fields
Unlock a new dimension of search precision! The latest update brings advanced filters for custom fields in Opportunities, streamlining the search experience for your clients.
What’s New?
Enhanced Filtering Capabilities:
Users can now filter opportunities based on any custom fields created within a sub-account, enhancing search precision and efficiency.
Comprehensive Logic Support:
The new filters can be combined with existing ones, and they also support AND/OR logic, offering users more flexibility in their search criteria.
🎛️ Supported Filters:
Multi Select Fields (dropdown and checkbox):
Is
Is not
Date Field:
Yesterday
Today
This Week
Last Week
Last 7 Days
Last 30 Days
This Month
Last Month
This Year
Last Year
Custom
Text Fields:
Is
Is not
Not empty
Empty
Contains
Not contains
Numerical Fields:
Equal to
Less than
Greater than
Not equal to
Not exists
Exists
Monetary Field:
Equal to
Less than
Greater than
Not equal to
Empty
Not empty
Phone Field:
Is
Is not
Empty
Contains
Not contains
Single Select Field (dropdown and radio button):
Is
Is not
This release is available under Settings> Labs.
Funnel and Website Builder
Introducing the Social Icons Element
We’re ecstatic to unveil the much-anticipated Social Icons element, designed to simplify and beautify social media integration.
What’s New?
Hassle-Free Integration:
Forget custom codes or time-consuming setups. With the new Social Icons element, creating a social bar for funnels and websites is a breeze.
Diverse Social Media Support:
Connect with your audience on their favorite platforms. The element supports:
Facebook
Instagram
X
LinkedIn
Youtube
TikTok
Google Plus
Whatsapp
Mail
Website
Pinterest
More icons are on their way!
Stylish Themes:
Customize the look of your social bar with a range of themes:
Square
Brand
Dark
Light Gray
Rounded Dark
White
Benefits:
No More Custom Codes:
The need for custom integrations for the social bar is a thing of the past.
Adaptive Design:
Configure the responsiveness of the social bar with ease.
User-Friendly:
Simply drag, drop, and you’re good to go!
Theme Variety:
Choose from a plethora of themes to match your style.
How to Get Started:
Head over to Labs in Sub-Account settings.
Activate the new Funnel/Website builder.
Dive in and enjoy the enhanced experience!
Affiliate Manager
Add Manual Leads in Affiliate Manager
Allowing manual leads to be created in an affiliate manager can be beneficial for several reasons:
Flexibility in Tracking Various Conversions:
Not all conversions are easily trackable through automated means. For instance, phone orders, offline purchases, or custom events might require manual entry to be accurately attributed to affiliates.
Handling Exceptions or Edge Cases:
In some cases, there might be unique circumstances where a lead or conversion doesn’t fit neatly into automated tracking systems. Allowing manual leads allows for flexibility in handling such exceptions.
Maintaining Trust with Affiliates
Affiliates may sometimes come across potential customers or leads that they refer through personal connections or offline interactions. Allowing manual leads helps maintain trust by ensuring that affiliates receive credit for their efforts, even in non-standard situations.
Ensuring Accuracy and Integrity
Allowing manual leads enables you to have a more accurate representation of your affiliate program’s performance. This can be particularly important for reporting, analysis, and decision-making.
Supporting Offline Marketing Efforts
If your affiliates engage in offline marketing activities like events, workshops, or seminars, they might acquire leads that aren’t easily trackable through online methods. Allowing manual leads accommodates this.
Facilitating New Affiliate Onboarding
When onboarding new affiliates, providing them with the ability to manually add leads can be helpful, especially if they have established networks or offline marketing strategies.
Handling Special Campaigns or Promotions
Special promotions or campaigns may involve unique tracking methods. Allowing manual leads ensures that affiliates can still receive credit for their efforts during these campaigns..
While manual lead entry provides flexibility and accommodates various scenarios, it’s important to implement appropriate checks and balances to prevent abuse or inaccuracies in the system. Additionally, it’s crucial to communicate clear guidelines to affiliates regarding when and how manual leads should be submitted.
How does it work creating manual leads work in Affiliate Manager?
Go to Marketing > Affiliate Manager
Go to Affiliate module
Go to the relevant affiliate where you want to add manual leads , there will be an option to add leads beside add coupon button.
Click on Add leads, there will be two options
New Lead – User can select the campaign and add other basic details.
Import from contacts – importing a contact based on offline marketing searching by name.
Note – Manually added leads will not show any relevant purchase history records.
Sell your services with coupon codes (0-100% discounts)
Craft exclusive links for enticing, with coupon discounts/ freebies. As affiliates champion these links, every user sign-up brings a surge of commissions. It’s a win-win, turbocharging traffic and conversions while propelling both affiliate and service provider to new heights!
Creating affiliate links for free services without requiring a coupon can have several advantages:
No Barrier to Entry: Since there’s no cost associated with the service or product, potential customers don’t need to make any financial commitment, making it easier to attract leads.
Higher Conversion Rates: Users are more likely to try out a free service, as it doesn’t require an upfront payment. This can lead to higher conversion rates compared to paid services.
Wider Audience Appeal: Free services are generally more appealing to a broader audience, as they don’t have to invest money to try it out.
Builds Trust and Credibility: Recommending a genuinely useful free service can build trust with your audience, as they see you’re providing value without any hidden costs.
Encourages Trial and Adoption: Users are more likely to try out a service if it’s free, which can lead to higher adoption rates and potential upsell opportunities later.
Easy to Promote: Promoting a free service is often easier, as it doesn’t require convincing potential customers to make a purchase.
Less Friction in the Sales Funnel: Since there’s no payment involved, the process of converting a lead into a user is streamlined, resulting in a shorter sales cycle.
Opportunity for Upselling: Once users see the value in the free service, they may be more inclined to upgrade or purchase related products or services in the future.
Increased Brand Exposure: A well-promoted free service can lead to increased brand visibility, as satisfied users may refer others or share their positive experiences.
Positive User Feedback and Reviews: Offering a valuable free service can lead to positive feedback and reviews, which can further enhance the reputation of the service and your affiliate efforts.
Long-term Relationship Building: By introducing users to a free service, you have the opportunity to build a long-term relationship with them. This can lead to continued engagement and potential future affiliate sales.
Affiliate can set ZERO – 100% coupon for selling either at full price or as a free service.
How does this work?
Go to Marketing > Affiliate Manager
In Affiliate/Promoter module, please go to any specific affiliate.
Click on create new coupon
Select the campaign from dropdown
Enter any user friendly coupon name
Click on generate code [ you will be required to click on generate to get coupon code]
Select the percentage type
If you want to sell as a free service, add discount offered as 100%
If you want to sell at specific price, you can set it from 0 – 100% [ 0% is used for tracking of affiliates]
8.If you want to check the coupon code, go to affiliate, select from dropdown campaign and coupon code.
Workflows
Find Contact Action
Now you can find a contact from Inbound Webhook Trigger or custom Marketplace Triggers using any of the standard/custom field values. Example: “Contact ID” or custom field “Stripe Customer ID”, etc,.
If multiple fields are configured the action will lookup for a contact that matches all the field values.
The action will be skipped if a contact is already part of the execution.
Send Invoices Automatically
Businesses will now be able to configure the Send Invoice action inside the workflows to automatically send invoices based upon a trigger
Users will be able to make use of the templates created inside the invoice module to define the invoice details that need to go out to the customer. Turn the feature on in Labs under sub-account settings
Business users will be able to configure the action name, select the From User to define the sender details, and choose a template from one of the templates created inside invoices along with the payment mode.
The default/custom template configured inside the invoice settings will be used automatically to send the invoice from workflows as well
This fulfills a lot of use cases like sending an invoice after an appointment is booked, opportunity status is changed, tag is attached to a contact or any other trigger existing
Payments
Create invoice templates for consistency and automation – Available in Labs
Businesses will now be able to create invoice templates. This will enable quick and easy creation of one-time/recurring invoices and will also enable sending invoices in a workflow using the same templates created
This needs to be enabled at the sub-account level by heading under Settings -> Labs and turning the toggle on for the feature
Users will be able to convert any invoice created into a template using the Convert to Template action and give an appropriate name to it for future references
Templates can contain all information related to business information, logo, invoice title, product line items, taxes, discounts, and terms. Customer information will be populated along with the issue date and due date while sending the invoice as per the invoice settings
All templates will be listed on the Templates page under the Invoicing section. Quick actions on the templates page will enable the use of the template as a one-time invoice or a recurring invoice
Users will be able to modify, rename, or delete the templates at any point in time
Proposals and Estimates
Multiple recipient support on Proposals and Estimates
Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document
This also includes the functionality to assign the signature to the business user who is sending the proposal as well
Each recipient will receive a unique link that will allow them to sign only their respective portion of the document
Any recipient who has a signature field associated with them will be referred to as Signer and any contact that has been added to the document but does not have any signature field associated with them will be referred to as CC recipient
The signed PDF copy of the document along with the signature certificate will be generated after all the participants have signed/accepted the document
The signature certificate will capture information like IP address, location, viewed and signed date and time for all recipients who will sign the document
By default, the first added recipient will be treated as the Primary recipient of the document. This means that any custom fields will be populated according to the primary recipient’s info and an invoice will also be created for the primary client after the document has been accepted/signed by all parties
