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

 

Dashboards

Enhanced User Interface and Real-Time Editing

The widget sidebar now appears alongside the dashboard, allowing side-by-side view and real-time editing.

How It Works:

1.Navigate to Dashboards, click the Edit icon, and select “Add Widget.”
2.Configure the widget and see updates instantly.

 

Calendars

Custom Value Selector in Calendars

We’ve extended support for custom values across multiple fields in calendar settings and also introduced a Custom Value Selector,  making it easier for users to add custom values without needing to manually type them out, reducing the chances of errors and simplifying the process.

Now, directly from Calendar settings, users can quickly select supported custom values for various fields like:

• Calendar Name
• Meeting Invite Title
• Custom Meeting Location
• Additional Notes
• Thank You Message on the Confirmation Page

 

Look Busy Enhancement – Slot Randomization

The “Look Busy” feature now randomizes hidden slots across different days, creating a more realistic availability. Hidden slots are randomized each time the widget is refreshed or a booking is made. Supported Calendar Types:

• Event
• Round Robin
• Collective
• Service Calendars

How to Use:

1. Go to Calendar Settings
2. Select your calendar
3. Navigate to the Availability tab
4. Enable the Look Busy option

 

Booking Widget to Open First Available Date

The widget now opens directly to the first available date when date-specific hours are configured, eliminating manual searches.

How to Use:

• Configure Date-Specific Hours in Calendar Settings and ensure no Weekly Working Hours are set.

 

Workflows

Remove Workflows Action Enhancement

Remove from workflows now has a dropdown with 4 Options:

• Current Workflow: Remove the user from the workflow they are currently in.
• Another Workflow: Select and remove the user from another specific workflow.
• All Except Current Workflow: Remove the user from all workflows except the current one.
• All Workflows: Remove the user from all active workflows.

Users can now remove individuals from multiple workflows at once, which was previously not possible.

Important Note: “Remove from all workflows” action is deprecated and merged into “Remove workflows.”

 

CRM Integrations

Strong Password Policy & Rate Limits

We have introduced a mandatory strong password policy requiring a minimum of eight characters with a mix of uppercase and lowercase letters, at least one number, and one special character. We have also Added an exclusive rate limit to the Forgot Password API endpoint to prevent abuse and excessive requests.

 

Online Listings

Availability Update

Locations in supported countries outside of the US can now access Online Listings tools.

 

Mobile App

Update to Calls

What’s New:

• New Bluetooth Control on Android – Now take your calls on an Android device using a supported bluetooth headset or while driving using Android Auto.
• Support for WearOS: You can now receive calls and hang up directly on your WearOS watch.
• Call disconnect fix: You can now instantly disconnect the call in case you end up accidentally calling the wrong contact
• New minimized view: You can now collapse your call menu to comfortably use the app while speaking with a lead! You can also mute your mic or disconnect the call using the minimized view, eliminating the need to go back to the call screen to perform these actions.
• Display mobile number: The mobile number of the contact will now be visible under the contact name on the call screen so that you are always aware about calling the right number.
• Transfer to Staff: You can now transfer an ongoing call to any member from your team with a phone number. This is available in addition to “transfer to contacts”.

 

Recurring Invoices Using POS

Now you can create and schedule recurring invoices using POS. Just add the recurring products to your cart, select “Convert to Invoice,” and set up invoice details.

 

Conversations

IG Trigger and Action

When users replied to a comment, the system would sometimes treat it as a duplicate if they tried to take another action on the same message, causing an error: To fix this, the system will now allow users to take additional actions after replying, treating any subsequent actions as regular messages rather than replies. 

 

Internationalization for Manual Action Page

We have implemented multi-language support for the Manual Action Page in the Conversation Tab.

How to set up the language preference?

There are two ways to do it. One uses the User’s profile settings and another uses the Business Profile Settings.

• To select a preferred language for a user go to Settings -> My Profile -> Platform Language
• To select a preferred language for a business go to Settings -> Business Profile -> Platform Language

The language selected under My Profile will take a preference over the language selected under the Business Profile

 

Communities

Transfer Ownership, Login As, and Contact Links

Transfer Ownership: Now the owner of the group can transfer the ownership to other users of the account. 

Login As:  As an  account user/admin, you can now login into a group as a specific contact from the list of associated contacts. The contacts list will be shown when there are more than 1 contacts associated with a user. Clicking on any contact from the list will log in to the group as that specific contact.

Contact links: Clicking on the Owner name in the group card will open the contact smartlist page for the owner.

 

Client Portal

Contacts Integration

Add Offers to Contacts Seamlessly: From the Contacts page, you can now assign offers to any contact with ease, improving how you manage deals and promotions without navigating away from the page.

Group Management Made Easy: Organize your contacts by adding them to groups directly from the Contacts page, whether it’s for targeted campaigns or audience management, simplifying the process.

Password Management for Users: Admins can now change passwords for users directly from the Contacts page or send a password reset link. This ensures quick and easy password management, improving the user experience for account recovery and security.

How It Works:

The user navigates to the “Contacts” section and selects a contact.

• Based on the specific contact, the user is presented with either the Client Portal or Courses options.
• The user can choose from a list of available community groups or course offerings and assign them to the selected contact.
• The “Set Password” and “Send Reset Password Link” options are available for setting or resetting the password.

Note: If courses are enabled for a particular location, the “Contacts” page will display the courses section, replacing the Client Portal.

 

Media Storage

CSV File Upload Support

We have added support for uploading CSV files to media storage with a 100 MB size limit.

 

WhatsApp

New Onboarding Flow

The entire WhatsApp onboarding experience has been simplified for faster setup. You can now register with WhatsApp using your existing LeadConnector or Twilio phone numbers.

 The WhatsApp Business Account setup and phone number verification have been separated, making the onboarding more flexible.

How It Works:

1. Go to Settings > WhatsApp > Signup with Facebook
2. On the Facebook popup, click on Continue > Get Started
3. Fill in your business information > Select Business Portfolio > Business website or profile page > Country
4. Click Next > Choose a WhatsApp Business account > Save

 

Email Campaigns

Pre-Built Segments

You can now choose from several pre-built contact segments directly from the send or schedule screen. These segments include:

• Contacts engaged within the last 7, 30, or 60 days.
• Contacts who interacted with your last 5 email campaigns.
• Contacts who did not interact with your last 5 email campaigns.

Engaged is defined as contacts who opened or clicked on an email sent through workflows, bulk actions, or email marketing campaigns.

How to Use:

1. Navigate to Email Marketing → Campaigns.
2. Create a campaign and proceed to the send or schedule screen.
3. In the recipient list, choose “Pre-Built Segments”.
4. From the drop-down, select your desired segment.
5. Send or schedule your email.

Note: Segmentation is done at the time of scheduling, not execution. In the next phase, we will support dynamic updates of the segments at execution time.