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Follow up on the latest improvements and updates.
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Introducing CRM Features: MessageHub, Appointments, and Opportunities 🚀
We are thrilled to announce the launch of our comprehensive CRM functionality in ClickFunnels 2.0, now available in beta! This suite of CRM features is designed to streamline how you manage customer interactions, appointments, and sales processes all within the familiar environment of ClickFunnels. Here’s what you can now leverage in your ClickFunnels account:
📱MessageHub:
A key highlight of our new offerings, MessageHub allows two-way communication across various platforms including text messages, social media (Messenger, WhatsApp), and email. This enables you to start conversations immediately after an opt-in, send appointment scheduling links, and continue the dialogue at every step of the customer journey. MessageHub’s capabilities extend to triggering workflows based on communication events, enhancing the immediacy and responsiveness of your customer engagements.📅 Appointments:
Seamlessly integrate your calendar with ClickFunnels to set up and manage events. You can now create dedicated pages for scheduling, embed these into your funnels, and direct leads through customized paths based on specific criteria like company size. This feature ensures that you can filter leads to different stages of your funnel, from initial contact to scheduled appointments with your sales team.💼 Opportunities:
Enhance your sales process with the ability to create and manage opportunities and deals. Our new CRM tools allow you to run pipelines, categorize leads into stages like 'New Lead' or 'Appointment Booked', and automate movements across these stages as interactions progress. This functionality supports the entire sales lifecycle, from lead capture to closing deals, within one unified platform.Each of these features is integrated with ClickFunnels' existing workflows, allowing for automatic triggering of workflows based on actions such as booking an appointment, completing a course lesson, or replying to a message in MessageHub. This integration ensures that every step in the customer journey is captured and optimized for efficiency.
Explore these new capabilities today and see how they can transform your CRM practices, streamline your sales processes, and enhance communication with your customers—all within ClickFunnels 2.0. 🌟
Learn more at https://www.clickfunnels.com/features/crm
HELP ARTICLES:
🚀 Simplified Main Navigation:
We've refined our navigation bar, prominently featuring only the most essential sections: Funnels, Products, Customers, and Marketing. This focused approach helps streamline your workflow and keep your most-used tools accessible.➕ Add an App:
We've introduced this new feature to streamline your ClickFunnels navigation by focusing on the features you use most. This design lets you activate additional functionality on our platform whenever you're ready to use it, keeping your navigation clean and tailored to your current needs.🖌️ Modern Design:
Alongside our navigation improvements, we’ve implemented a modern, clean design across the platform. The new layout reduces visual clutter, making it easier to focus and navigate. We've also integrated color coding within this design, helping you quickly identify and access different tools and sections.👣 Breadcrumbs:
To improve your ability to navigate the app and understand your current location, we’ve added breadcrumbs. This feature is especially useful for easily tracking your steps back to earlier points without the need for complex navigation.⚙️ Navigation Adjustments:
We've strategically placed the workspace switcher and team settings at the bottom left, streamlining your workspace management and making adjustments intuitive and straightforward.These updates are designed to make your ClickFunnels experience more personalized and less overwhelming, allowing you to focus on the tools that matter most to you. Explore the new design and features to see how they can transform your workflow and productivity!
Gain Full Control Over Your Email Deliverability!
We're excited to announce a powerful new feature in ClickFunnels 2.0 that enhances your email marketing capabilities. Users can now integrate their own Sendgrid SMTP credentials into their workspaces. This allows for complete control over email deliverability while still leveraging ClickFunnels' robust tools for building email templates, managing broadcast audiences, and creating sophisticated email workflows.
Benefits of Using Your Own SMTP:
📬 Enhanced Deliverability: Manage your own SMTP settings to optimize deliverability and performance.
⚙️ Custom Configuration: Set up your SMTP to meet your specific needs, enhancing your ability to reach your audience.
🛠️ Seamless Integration: Continue to enjoy the seamless creation and execution of email campaigns within ClickFunnels, now with your SMTP.
This feature is perfect for businesses that require more control over their email campaigns, from how they are sent to managing their delivery. Connect your Sendgrid SMTP today and take your email marketing to the next level in ClickFunnels 2.0!
We've redesigned the filtering system in ClickFunnels 2.0, introducing a clean, inline design that simplifies and enhances usability:
- 🌟 Pill Format Filters: Filters now exclusively use a pill format, removing the need for separate popups and decluttering the interface.
- ✏️ Editable Filter Pills: Click directly on any filter pill to edit, streamlining adjustments on the fly.
- 💾 Inline Save Functionality: Easily save filters with a new link directly on the filter line.
- 🔄 Integrated Filter Loading: Load filters directly within condition selections for quicker application.
- 🔍 Search in Filters: Added search functionality within select filter options, speeding up your workflow.
This update provides a more intuitive and efficient filtering experience, helping you manage settings quickly and effectively right from your workflow.
Enhance Member and Client Engagement with Broadened Workflow Triggers! 🚀
We're excited to announce a major expansion of workflow triggers in ClickFunnels 2.0, enhancing not only our online course capabilities but also improving how you interact with clients through MessageHub and appointments. This broad range of new triggers offers precise control over your automated actions, empowering you to engage more effectively across different areas of your business.
New Workflow Triggers for Courses:
- 📝 Course Lesson Completion Triggers: Automate communications or actions when members complete individual lessons.
- 📘 Course Module Completion Triggers: Trigger specific workflows when entire modules are completed, ideal for guiding members through your courses.
New Workflow Triggers for Communication and Appointments:
MessageHub Triggers:
- 🗣️ Agent Conversation Started: Initiate workflows when a new conversation is started by an agent.
- 💬 Agent Responded: Trigger actions once an agent responds in a conversation.
- ✉️ Contact Conversation Started: Start workflows when a contact initiates a conversation.
- 📲 Contact Responded: Automate tasks following a contact’s response in a conversation.
Appointments:
- 📅 Appointment Scheduled: Activate specific workflows when an appointment is scheduled.
Benefits of Expanded Workflow Triggers:
- Boost Engagement: Whether through course progress or dynamic communication, these triggers help keep your audience or clients actively engaged. 💪
- Streamline Operations: Automate routine tasks, from following up on course completions to responding to messages or managing appointments. 🏅
- Enhance User Experience: Deliver timely and relevant content or responses, improving satisfaction and driving progression through your offerings. ⬆️
These new triggers allow for a more integrated, responsive, and efficient environment in ClickFunnels 2.0, making it easier to manage interactions whether they occur within educational content, during client conversations, or in scheduling scenarios. Implement these comprehensive workflow triggers to transform how you manage progress, engagement, and communication in your online platforms.
We're excited to share recent updates in ClickFunnels 2.0 that enhance your experience and improve functionality:
- 🖼️ Enhanced SVG Image Previews: When creating an order and selecting a product with an SVG image, the preview thumbnail now displays correctly, ensuring you see a clear and accurate representation of product images.
- 📦 Streamlined Order Fulfillment: You can now fulfill orders that include product variants without any hiccups, enhancing the efficiency of your order processing.
- 🛠️ Order Line Item Stability: We've updated the handling of subscription upgrades/downgrades to ensure that only the items being modified are affected, preserving the integrity of other line items in the order.
These updates aim to refine your workflow and ensure smoother operations, providing a more reliable and efficient platform for managing your sales and subscriptions.
Experience Streamlined Page Building with Our Improved Editor Interface! 💡✨
We're excited to unveil a comprehensive redesign of the editor sidebar in ClickFunnels 2.0, crafted to significantly enhance your page-building workflow. With a focus on user experience, we've implemented a series of upgrades that make creating and editing pages faster, more intuitive, and more enjoyable.
Highlights of the Redesigned Editor Sidebar:
- Intuitive Flow and Design:The new sidebar layout is not only easier to navigate but also minimizes the number of mouse clicks needed to perform actions, speeding up your design process.
- Enhanced Menu Layout:We've moved the menu to the left side for a more natural reading flow from left to right, complemented by an improved iconography and hover states for a clearer understanding of tools at a glance.
- Faster Page Construction:The restructured interface allows for quicker building, letting you add elements to the page more efficiently.
- Improved Search and Preview:Search functionality within the editor sidebar has been enhanced for better speed and accuracy. Plus, the preview of saved sections now shows the style guide being applied and has faster load times.
- Expanded Viewing and Multiple Additions:The editor’s sidebar width has been increased when viewing sections, making it easier to view more options at once and select the desired block. Now, you can also add multiple sections continuously without needing to close the editor window after each addition.
Why This Update Matters:
- 🔄 Efficient Navigation:With a focus on reducing clicks and improving layout navigation, the new sidebar enhances your ability to find and use features quickly.
- 🎨 Enhanced Creative Process:The improved interface supports a more fluid creative process, allowing you to focus on designing rather than managing tools.
- 🛠️ Streamlined Tool Interaction:Easier access to tools and a more organized presentation help streamline your page building, making it both faster and more enjoyable.
Embrace the newly redesigned editor sidebar in ClickFunnels 2.0, and take advantage of a workspace that's optimized for your efficiency and creativity. Dive into a smoother, more intuitive page-building experience today! 🚀
Expand Your Fulfillment Capabilities with ShipStation! 🌟
Fantastic update for ClickFunnels 2.0 users: The much-anticipated ShipStation integration, a favorite from CF Classic, is now available! This integration opens up a world of streamlined fulfillment options, making managing your orders smoother and more efficient.
With ShipStation on ClickFunnels 2.0, you can:
- Associate ShipStation Accounts:Link a ShipStation account with specific fulfillment locations, directing eligible orders straight to ShipStation for processing.
- Multiple Account Integration:Operate various ShipStation accounts by connecting them with different fulfillment locations, offering unparalleled flexibility.
- Bundle Orders:Temporarily halt order dispatch to ShipStation, allowing you to bundle orders for the same contact to the same address, reducing shipping costs and packaging.
- Seamless Fulfillment Sync:Fulfillments processed in ShipStation are automatically reflected in ClickFunnels 2.0, keeping your order management synchronized.
- Trigger Fulfillment Emails:Choose between utilizing ShipStation’s email system or triggering fulfillment emails directly from ClickFunnels 2.0 for a personalized touch.
- Smart Restocking:Restocking an order/invoice in ClickFunnels 2.0 automatically cancels it in ShipStation, safeguarding against unwanted fulfillments.
- Fulfillment Coordination:Fulfilling an order within ClickFunnels 2.0 marks it as “Fulfilled outside ShipStation” in ShipStation, preventing double fulfillment.
Why This Integration Matters:
- 🔄 Integrated Order Management:Streamline your order-to-fulfillment process, ensuring orders are efficiently processed and fulfilled.
- 📈 Enhanced Efficiency:Save time and reduce errors with automated syncs between ClickFunnels 2.0 and ShipStation, allowing you to focus more on growing your business.
- 💡 Flexible Fulfillment Options:With the ability to pause shipments and bundle orders, you gain control over how and when your products are sent out, potentially saving on shipping costs.
The ShipStation integration in ClickFunnels 2.0 is a game-changer for businesses looking to optimize their fulfillment process. Leverage this powerful tool to enhance your operational efficiency and provide an even better experience for your customers. 🚀
Master Your Inventory with Advanced Tracking Features! 📊✨
ClickFunnels 2.0 is thrilled to announce a significant enhancement to your e-commerce capabilities: comprehensive inventory tracking for both physical and digital products. This new feature allows for precise management of your inventory levels, ensuring that you can maximize efficiency and meet customer demands effectively.
Highlights of the Inventory Tracking Update:
- Live Quantity Tracking:Monitor inventory levels in real time at specific locations. Know exactly how much stock you have available for sale at any moment.
- Committed Inventory Insights:Keep tabs on quantities that are currently tied up in pending orders, ensuring you never oversell or underestimate your available stock.
- Out-of-Stock Sales Option:Choose whether to continue selling products even when inventory runs out, perfect for pre-orders or back-ordered items.
Why This Enhancement Is Crucial:
- 🔄 Dynamic Inventory Updates:Inventory figures are automatically updated based on order fulfillment, pending sales, and returns, keeping your stock levels accurate and current.
- 📈 Enhanced Sales Strategies:With the ability to track committed inventory and continue selling when out of stock, you can plan more effective sales strategies and manage customer expectations.
- 💸 Reduced Overstock and Stockouts:Accurate inventory tracking helps prevent overstocking and stockouts, optimizing your storage and reducing costs.
Take full control of your inventory with ClickFunnels 2.0's new tracking features and ensure your business always has the right products in the right quantities at the right time. Elevate your inventory management to new heights and keep your operations smooth and customer-satisfying! 🚀
Instantly Restart Workflows for Individual Contacts with Ease! # 🔄✨
We're excited to introduce a powerful new feature in ClickFunnels 2.0 that enhances your ability to manage contacts more dynamically. Now, users can directly trigger or restart a workflow for a specific contact from the contact’s marketing tab. This update simplifies the process of managing workflows, especially when you need to apply specific actions without the constraints of traditional trigger criteria.
New Workflow Control Capabilities:
- Direct Workflow Triggering:Easily start or restart workflows right from a contact’s marketing tab, bypassing the usual requirements for trigger conditions.
- Simplified Contact Management:This feature allows for more direct and immediate interaction with individual contact records, enabling tailored marketing strategies without delay.
Why This Enhancement is a Game Changer:
- 🔄 Increased Flexibility:Adapt to the unique needs of each contact by manually triggering workflows as needed, offering unparalleled control over your marketing automation.
- ⏳Enhanced Efficiency:Quickly respond to changes or updates in contact information or status by restarting workflows, ensuring that no contact falls through the cracks.
- 🛠️ Streamlined Operations:Eliminate the need to adjust or reconfigure workflow triggers for specific cases, simplifying the process and saving valuable time.
This new capability empowers you to engage with your contacts more effectively, making it simple to tailor and apply workflows exactly when and where they are needed. Embrace this enhanced level of control and flexibility in ClickFunnels 2.0, and optimize your interactions to better serve your contacts' needs.
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