Zapier Triggers were just released (version 1.0.3). You may use the following triggers now to power your workflows:
- Contact created
- Contact updated
- Contact pipeline changed
- Task created
- Task completed
Click here to accept a Zapier integration invite and start building your workflows.
We just added an emails tab that consists of the entire history of your email communication with a contact. New emails received from contacts will be listed here.
You can also reply to any email and see the full email thread from the emails tab.
On the webforms, we’ve added a new action that allows you to see contacts added through any webform. We keep track of the unique Funnelfly form identifier as the webform field on a contact.
We have released a new feature that allows you to connect any contact form on your website to Funnelfly without developers. It is as simple as importing leads from CSV.
Here is how webforms work:
- Copy and paste the URL from your website to Funnelfly.
- We will parse all form fields for you, so all you have to do is map form fields to Funnelfly fields.
- Open form and submit sample form.
- Check out people screen (sort by Added On column) to see contact submitted via webform.
Open Integrations Page and click Install on Webforms.
Copy and paste the URL from your website and your map form fields to your Funnelfly fields.
Submit sample form data to make sure that it works correctly. Connected label means that we at Funnelfly received at least one form request.
A lot of our clients have been asking about the ability to send "one-off" emails. We just released this feature for everyone. The new functionality allows you to send one-time emails to a selected group of your contacts. Email can be sent on behalf of the teammate assigned to that particular person or on behalf of any other teammate.
Simply create your message and select contacts:
Send the email:
Check the status of the sent emails:
See the overall status of your emails on the listing page:
We have renamed people (leads) as contacts and have also changed the way growth tracks run. Now the system waits until a step is completed with success before scheduling the next one. This becomes more important as our users design complex workflows that send emails and text messages and do other tasks.
We completely redesigned the Growth Track run history to make it simpler and more powerful. The history now shows when a particular step was run for the user and the next scheduled step.
When a step fails for the contact, we pause the growth track for the user and let you decide what to do: Cancel the growth track for the contact or retry the failed step. Also, you will get notified by email on the failures so that you know when things didn’t work as expected.
If many contacts failed on the same step with the same error, you can retry or skip them at once on the Errors tab:
One more exciting change is support of “and” and “or” statements in the growth track step and goal conditions.
SMS Power Task
Last week we released an SMS power task and now are ready to accept more beta customers.
A couple of small changes and bug fixes were released this week.
• First, we now highlight the active menu item:
• All test emails now include empty unsubscribe links:
The installation is easy. Simply copy and paste your Calendly token (no need to have a paid account) and paste into Funnelfly.
Once you install Calendly, we will automatically create or update each person (lead) who books a meeting and also create a meeting task to remind you about the meeting.
In addition, we have made it simpler to create SMS Power tasks from the Growth Tracks.
Also, when editing emails we now show an alert if you click outside the email by mistake so that you don’t lose your email message content before you save it.
And when you paste content into the email editor, we will automatically clean up the pasted content for you. We keep the links and the bold and italic styles to make sure your emails look good.
Introducing SMS Messaging
You can now send text messages and export those contacts to the csv file. This means you can reach out to leads by text message in addition to your emails. Text messages have been shown to have one of the highest engagement rates in marketing channels. You can automatically use text messages to follow up with leads and to convert contacts. Messages are sent from a U.S. cell phone number. Funnelfly also allows you to receive replies to your text messages.
Your first 100 messages are free, and then it is 2 cents per message. SMS functionality is still in beta, so if you want to give it a try, simply send a message to email@example.com.
You now can reassign a person (lead) to a new teammate in a Growth Track. This would affect the email account used to send emails to the person (lead). In addition, any tasks created for that person will also be assigned to that teammate.
Global Growth Track Settings Improvement
The other change is the addition of new Global Growth Track Settings that allow you to run different actions for the new leads based on the conditions, such as events or pipeline assignments. The actions are very similar to what you can use in the Growth Track.
- Assign a person (lead) to the pipeline stage (route your people (leads) to their first pipeline stage by default).
- Assign a teammate to the person (lead), or route new people (leads) to your teammates.
- Send an email.
- Create and assign a task to one of your teammates.
- Cancel the current growth track.
Attachments in your Growth Tracks
A lot of our customers have asked us to be able to attach files when sending emails. This feature has been released today. Open the growth track for editing, select any email, and click on "Add Attachment" to upload your files. Every user will receive a copy of your file with the email.
Assigned Tasks on the Dashboard
We also changed the boxes on our dashboard to include the number of tasks assigned to you and the number of active growth tracks in the account.
We have changed the way goals and step conditions work for Growth Tracks. To try them out, simply click on the button to edit a growth track, open the Conditional Steps tab, and click on the condition.
The new UI allows you to quickly select a condition out of the predefined list:
Once you click on the condition, it is immediately selected and applied to the Growth Track step.
You can create new conditions right from this screen:
There are 4 types of conditions:
- Person — Match people (leads) using the Person fields (common or the custom fields you’ve sent to Funnelfly from integrations).
- Pipeline — Run a Growth Track step when a person is assigned to pipeline stage (e.x. Prospect)
- Teammate — Run a Growth Track step when a person (lead) is assigned to one of your teammates.
Here is an example of the UI when using the Person fields.
Here is an example of the UI when using the Events fields (existing or create new ones).
Also, now you can test new conditions to make sure they work properly right from this screen. Just click on the wrench icon from the main conditions screen if the condition is not active.
Growth Track Library Additions
We have recently added more email templates to the Growth Track available to you in the Growth Track Library. You can browse these templates and apply them to your account as needed.
When editing a growth track, you can now select to send emails on behalf of a particular team member instead of using the assigned teammate’s email account. See below.
You will now receive a notification when a new task has been assigned to you. You will also see the “past due” task count in the left sidebar menu. See below.
On the Growth Track view page, we are now showing statistics for the current week. However, you can change filters and select any time range you would like to view. See below.
The conditional steps are a very powerful function of the Growth Tracks. They allow you to send an email in response to a user’s or teammate’s action. (Ex: Send follow up email when the meeting is completed.) We have made the conditional steps more visible on the Growth Track Editor UI. See below.
We made it easier to switch between the “Growth Journey Map” and “All Growth Tracks.” See below.