May 2024 New Features and Improvements Announced

We are thrilled to share several new features and improvements to enhance your experience and streamline your workflow. Here’s a summary of what’s new:

Opportunities and Pipelines: Importing Opportunities



Release Date: May 28, 2024

We are excited to introduce CSV File Importing for Opportunities, a feature designed to simplify the creation and updating of opportunities. This feature is now available in Labs under Settings.

What’s New:

• CSV File Import: Effortlessly import data from a CSV file to create and update opportunities.
• Seamless Integration: Easily bring in opportunities from any platform.
• Field Mapping: Map both standard and custom fields with the fields in your imported file.
• Tagging: Add tags to your imported opportunities for better organization.
• Bulk Actions Page: Track the status of your imports on a new bulk actions page.
• Clean Stats & Error Resolution: View detailed stats on imported opportunities and follow clear error resolution steps.

Funnels and Websites: Facebook Tracking Events Integration

Release Date: May 28, 2024

Enhance your marketing efforts with the new integration of Facebook Tracking Events using Pixel and Conversion API. This highly requested feature allows for seamless data tracking to optimize business insights.

Key Features:

• Facebook Pixel Integration: Submit your Pixel ID to easily send event data to Facebook.
• Conversion API Support: Enter an access token to send event data via Facebook Conversion API.
• Flexible Tracking Options: Choose between Funnel-level and Page-specific tracking.
• Event Types: Track events on page views or on specific triggers like order form submission.
• Multiple Pixels: Manage multiple Pixel IDs for comprehensive tracking.
• Summary Table: View and manage all tracking configurations in a user-friendly summary table.

Social Planner: Improved Integration

Release Date: May 28, 2024

We’ve improved the Social Planner integration for Facebook and Instagram tokens. Now, you won’t need to reconnect your account if you keep scheduling and publishing posts regularly.

What’s New:

• Persistent Tokens: Tokens will be updated automatically with each post if posting regularly.
• Reduced Friction: Post endlessly without the hassle of frequent reconnections.
• Token Expiry: Tokens expire after 60 days of inactivity.

Invoicing: Enhanced Tax UI and Payment Plans

Release Dates: May 28-29, 2024

Revamped Tax UI

We’ve revamped the tax UI for a cleaner, more detailed display of taxes in invoices.

What’s Changed:

• New Tax Column: Cumulative total of taxes displayed in a new column.
• Detailed Breakdown: Detailed tax breakdown in the Order Summary with hover tooltips.
• Mobile View Enhancements: Clearer tax display and detailed breakdown available in mobile view.

Payment Plans

Introducing the ability to add payment plans to invoices, allowing for flexible installment payments.

What’s New:

• Installment Payments: Split invoices into payment plan installments based on percentage or amount.
• Due Dates and Notifications: Each installment has a due date and payment status with reminders.
• Flexible Payments: Pay one or more installments at a time. The invoice is marked paid once all installments are complete.

Memberships: Kajabi Enhancements

Release Date: May 30, 2024

We’ve updated the Kajabi course import process, removing email domain restrictions and adding a consent form for imports.

Documents and Contracts: Checkboxes

Release Date: May 30, 2024

Introducing checkboxes in documents and contracts with grouping capabilities.

What’s New:

• Draggable Checkboxes: Easily add and manage checkboxes.
• Required and Pre-selected Options: Set checkboxes as required or pre-selected.
• Grouping Capability: Group checkboxes with conditions for selection.
• Copy Group Feature: Duplicate checkbox groups with the same properties.
• Guidelines for Signers: Clear instructions on the number of checkboxes to be selected.

LC Phone System: Routing and Forwarding Options

Release Date: May 30, 2024

We’ve added new routing and forwarding options for incoming calls.

What’s New:

• IVR Call Forwarding: Forward IVR inbound calls to the web or mobile app.
• Business Phone Call Priority: Enable or disable call forwarding to your business phone number.

Funnels and Websites: Prebuilt Elements

Release Date: May 31, 2024

Streamline your design process with new prebuilt elements in the builder.

New Elements:

• Prebuilt Buttons: A variety of predesigned buttons for a professional touch.
• Prebuilt Images: Curated library of high-quality, royalty-free images.
• Social Media Icons: Comprehensive set of predesigned social media icons.
• Progress Bars: Visually appealing progress bars for showcasing milestones and metrics.

Support for Zero Amount Invoices

Release Date: May 21, 2024

We have started supporting invoices with a net payable amount of zero. Here's how you can generate them and why they are essential:

What’s New:

• Generation Methods: Create zero amount invoices using 100% discounts or negative-priced items.
• Automatic State: Zero amount invoices are generated directly in a paid state, with receipts issued accordingly.

Benefits:

• Compliance & Record Keeping: Track and document all transactions for internal audits and financial transparency. Essential for jurisdictions requiring documentation of all transactions, including those with no payments.
• Marketing & Promotions: Acknowledge complimentary services or goods professionally, reinforcing customer relationships.
• Dispute Resolutions: Serve as proof of transactions, even without payments, aiding in resolving disputes.

Forms: Updated Terms and Conditions

Release Date: May 21, 2024

We’ve made updates to the terms and conditions when adding phone elements to forms and surveys.

What’s New:

• Updated Terms and Conditions: The default message now requests specific consent for using contact numbers, compliant with A2P regulations.
• New Text Elements: Automatic addition of text elements containing links to Privacy Policy and Terms of Service when a phone element is included.

Opportunities List View

Release Date: May 20, 2024

We’re excited to announce the List View for Opportunities, now available via Labs.

What’s New:

• Tabular View: Provides a detailed, streamlined, and customizable way to interact with your opportunities.

Reputation: Pause or Stop Recurring Emails and SMS for Individual Contacts

Release Date: May 16, 2024

Introducing a new feature that allows users to pause and resume SMS and email review requests for individual contacts within ongoing campaigns.

Key Highlights:

• Enhanced Control: Temporarily stop and restart review requests for specific contacts.
• Individual Contact Management: Tailor communication and ensure optimal customer experience.

Calendar: Restore Calendar Functionality

Release Date: May 14, 2024

We’re thrilled to introduce the "Restore Calendar" functionality, allowing users to recover deleted calendars and their appointments directly from the app.

What’s New:

• Restore Calendar: Easily undo actions by restoring specific calendars along with their appointments.

Conversations: Live Chat Automatic Contact Merging

Release Date: May 14, 2024

We’ve enhanced our live chat functionality with automatic contact merging.

What’s New:

• Contact Merging: Automatically merge new contacts with existing ones based on matching phone numbers or emails, consolidating conversation history.

Social Planner: Enhanced Notification Settings

Release Date: May 9, 2024

Introducing new email notification settings for Social Planner to manage failed posts, account expiry, and post approvals.

What’s New:

• Notifications:
• Account Expired
• Account PreExpiry
• Request for Approval
• Post Approved
• Post Rejected
• Post Failed

Automations: Google Sheets New Action Type

Release Date: May 8, 2024

We’ve launched a new action type for Google Sheets automation.

What’s New:

• Lookup Multiple Rows: Ability to look up and output multiple rows satisfying specific conditions.

Mobile App: Latest Updates

Release Date: May 7, 2024

We’re excited to announce the latest update to our Mobile App, version 3.72.3.

What’s New:

• Documents and Contracts: Create and send documents and contracts using predefined templates.
• Tipping on POS and Invoice: Accept tips for any payment instrument used during invoice or POS transactions.

What’s Improved:

• **Hide unsupported message channels.
• Seamlessly view conversations from notifications.
• Send messages even if video thumbnail generation fails.

Stay tuned for more updates as we continue to enhance our platform to meet your needs!