Introducing FunnelKit Automations 3.8.6: Pro Branches, Automation Minimap & More

FunnelKit Automations 3.8.6 is here, bringing a much-requested feature to automation builders: Branches.

Say you run a pet store that sells subscription food boxes. A first-time puppy owner places an order, while a regular customer buys their twentieth bag of senior dog food.

Sending both the same follow-up email doesn't make much sense.

Until now, creating different paths for different customers often meant adding condition after condition to your workflow.

Before long, the automation became a tangled mess, and even small changes became a pain to manage.

With Branches in FunnelKit Automations 3.8.6, you can split contacts into up to 10 paths from a single step.

Each contact follows the path that matches their conditions, so you can send more relevant messages without turning your automation into a maze.

But Branches aren't the only thing in this release. Here's what else is new in FunnelKit Automations 3.8.6:

• Branches: Create up to 10 paths from one step. The first matching condition determines the path, and an Everyone Else option catches contacts who don't match any of the others.
• Automation minimap and cleaner canvas: Navigate large workflows with the new minimap and keep things tidy with squared connector lines.
• Marketing consent rule for abandoned carts: Make sure cart recovery emails go only to shoppers who have given marketing consent.
• Sublium upgrades: Use the new Subscription Upgraded trigger and apply recurring coupons to one-time purchases, too.
• New triggers and integrations: Connect automations with SureForms and YITH Wishlist removal events, or use the new Subscription End Date rule for WooCommerce Subscriptions.
• Birthday targeting: Use the new Date of Birth (Days) and Date of Birth (Month) filters and rules to build more targeted birthday campaigns.
• More control over subscribers and imports: Choose which contacts trigger a Contact Subscribes automation, and select the order statuses you want to include when importing WooCommerce orders.
• More reliable broadcasts: If a broadcast gets interrupted, it can now recover automatically without sending duplicate messages.
• Security and bug fixes: The update includes 8 security improvements and 41 bug fixes across Lite and Pro.

Let's take a closer look at what's changed in FunnelKit Automations 3.8.6.

1. Branches: Send Every Customer the Right Message

Yes/no conditions work well when you only need to answer one question. Is this a customer's first order? Yes or no. Easy enough.

But customers aren't always that easy to sort. An order might come from a first-time customer, a VIP who has spent over $500, or someone picking up an item from another category.

Sending each of them the right follow-up using only yes/no conditions means stacking one condition inside another.

The automation might work, but it can get pretty hard to follow.

Branches makes this much simpler.

Add a Branches step to your automation, set your conditions, and split contacts into up to 10 separate paths.

Each path can have its own emails, delays, and actions.

How branches work

• Up to 10 branches in one step: Give each path its own emails, wait steps and actions, depending on what you want to do.
• The conditions you already know: Use the familiar condition builder to route contacts based on cart total, product category, tags, order count and more.
• First match wins: FunnelKit checks branches from top to bottom and sends each contact down the first path they match. A contact won't enter multiple branches in the same step.
• An Everyone Else branch: If a contact doesn't match any of your conditions, they can follow the Everyone Else path instead. No need to leave them without a follow-up.
• Bring paths back together: Once the separate journeys are done, you can merge them into a shared step instead of building the same follow-up multiple times.

See it in action

Add a Branches step once you've configured the event trigger.

Next, define your branches, i.e., one branch you can set up for new customers, another for loyal customers, and so on.

Keep in mind that branch order matters because the first matching branch wins. Put your most specific conditions first and broader ones further down.

For example, if the beauty-product customer comes before the VIP branch, a VIP customer who buys beauty products could enter that path and miss the VIP offer.

Live contact counts on every single branch

Every branch card on the canvas shows a live contact count.

At a glance, you can see how your audience is distributing across segments, and clicking that count opens the list of contacts who took that exact branch.

If your VIP branch is catching 11 people while “Everyone Else” scoops up nine thousand, you’ll spot it within a day of going live instead of after the campaign has already run.

Your automation canvas just became a segmentation report.

Where to use Branches

• Abandoned cart reminders: Offer free shipping to customers with larger carts, a small discount to those with mid-sized carts, and a simple reminder to everyone else.
• Post-purchase follow-ups: Send product care guides, cross-sell offers, and review requests based on what each customer bought.
• Win-back campaigns: Give lapsed VIPs, one-time buyers and former subscribers different reasons to come back, with offers that fit their purchase history.

Branches give you more flexibility to personalize your automations without making them harder to manage.

Instead of building a separate workflow for every customer type, you can handle different journeys in one place.

2. Automation Minimap and a Cleaner Canvas

Branches make it easier to build more complex automations.

But when a workflow has dozens of steps and multiple paths, it can be tricky to navigate.

That's why FunnelKit Automations 3.8.6 also brings a minimap and a cleaner automation canvas.

Find your way around with the minimap

The automation builder now includes a small overview of your entire workflow in the canvas corner.

Instead of scrolling back and forth to find a step, you can jump straight to what you need.

It's especially useful for larger workflows. When your win-back automation has 10 branches and 40 steps, you won't have to scroll through the entire thing just to find one action.

Follow your workflows more easily

FunnelKit has also cleaned up the connector lines in the automation canvas.

They now use a consistent, squared layout, making it easier to follow how steps connect, where paths split, and where they rejoin.

Both improvements are available in FunnelKit Automations Lite, so you don't need the Pro version to get a cleaner canvas and navigate your automations more easily.

3. Marketing Consent Rule for Abandoned Cart Automations

Abandoned cart emails can help you recover lost sales, but not every shopper has agreed to receive marketing emails.

Sending reminders without the right consent can create compliance issues, particularly if you sell to customers in regions with strict privacy laws.

With FunnelKit Automations 3.8.6, you can add a Marketing Consent rule to your abandoned cart automation.

This lets you check a shopper's marketing consent before sending cart recovery emails, so your reminders go to shoppers who have agreed to receive them.

Here's what that means for your store:

• Recover more abandoned carts: Keep sending reminders to shoppers who have opted in to marketing emails.
• Respect customer preferences: Filter out shoppers who haven't given consent without building a separate automation.
• Maintain a healthier sender reputation: Focus your email marketing on people who have agreed to hear from you.

You can also combine the Marketing Consent rule with Branches to further personalize your cart recovery emails.

For example, send free shipping offers to shoppers with larger carts, a small discount to those with mid-sized carts, and a simple reminder to everyone else who meets your consent requirements.

Keep in mind that this rule helps you account for marketing consent, but it doesn't guarantee compliance with every privacy law.

Make sure your checkout opt-in and email practices meet the requirements that apply to your store.

4. Sublium Upgrades: Subscription Upgraded Trigger and One-Time Purchase Coupons

If you're using Sublium to manage WooCommerce subscriptions, FunnelKit Automations 3.8.6 brings two useful updates to help you make more of each customer relationship.

Celebrate every subscription upgrade

When a customer upgrades their subscription, it's a good opportunity to thank them and make the transition feel personal.

Now, you can automate that entire follow-up.

The new Subscription Upgraded trigger starts an automation as soon as a subscriber upgrades their plan.

It also supports upgrade-related merge tags and automation rules, so you can tailor messages to the customer's updated subscription.

For example, imagine a customer at your store upgrades from a 5 kg monthly dog food box to a 10 kg box.

You can automatically send a thank-you email, confirm their new delivery size, and add a tag to move them into your VIP segment without any manual follow-up.

Use recurring coupons for one-time purchases, too

Previously, Sublium recurring coupons were intended for subscription purchases.

With this update, the Create Coupon step includes a new Allow one-time purchases option.

Enable it, and customers can use the same coupon for both subscriptions and one-time purchases.

You won't need to create a separate coupon just to cover both types of orders.

For example, a subscriber could use their loyalty coupon to buy an extra item without adding it to their regular subscription.

5. New Triggers and Integrations: SureForms, YITH Wishlist and More

FunnelKit Automations 3.8.6 adds more ways to connect your WooCommerce store with the plugins you already use.

Here are three new additions to FunnelKit Automations Pro.

SureForms integration

Use SureForms to collect visitor information. You can now connect those form submissions directly to FunnelKit Automations.

The new integration includes:

• Form Submits trigger: Start an automation as soon as someone submits a form.
• Form Field rule: Use the values entered in a form to decide which path a contact should follow.
• Merge tags: Add form responses to your emails for more personalized messages.
• Forms feed support: Connect SureForms submissions with your automation workflows.

For example, say you have a quiz that helps shoppers find the right moisturizer for their skin.

You can use their answers to send shoppers to one email sequence and others to another, without sorting through submissions yourself.

YITH Wishlist: User removes product from wishlist

When someone removes a product from their wishlist, you lose a little insight into what they want.

Maybe they've changed their mind, found another option, or decided against the purchase.

With the new User Removes Product From Wishlist trigger for YITH Wishlist, you can respond with a relevant follow-up.

Ask for feedback, recommend an alternative product, or send an offer that gives them a reason to reconsider.

Instead of letting that moment pass unnoticed, you can use it to learn more about your customers and bring them back to your store.

Subscription end date rule for WooCommerce Subscriptions

Knowing when a subscription ends helps you reach customers before they leave or shortly after their plans expire.

The new Subscription End Date rule for WooCommerce Subscriptions lets you target contacts based on their subscription end date.

For example, you could send a renewal reminder to customers whose subscriptions end this month or a thank-you email to those finishing a fixed-term plan.

With the right conditions in place, you can time your follow-ups around each subscriber's plan instead of sending the same message to everyone.

6. Birthday Targeting Made Easy

Everyone likes a little something on their birthday. For your store, it's also a good chance to reconnect with customers and give them a reason to place another order.

With FunnelKit Automations Pro 3.8.6, you get two new date-of-birth filters and automation rules to make birthday campaigns easier to set up:

• Date of Birth (Days): Target contacts based on the day of their birthday.
• Date of Birth (Month): Find contacts whose birthdays fall in a particular month.

For example, you could send a birthday broadcast to everyone celebrating in November or set up an automation that sends each customer a birthday coupon a few days before their special day.

For the pet supply store, that might mean sending a free treat bag coupon to every customer celebrating a birthday this month.

It's a simple way to make customers feel appreciated and encourage another purchase.

This release also fixes an issue with how customer birthday information appears on the WooCommerce admin order screen, so your team can view those details correctly.

7. Smarter Subscriber Targeting and Order Imports

FunnelKit Automations 3.8.6 gives you more control over which contacts enter an automation and which WooCommerce orders make it into your data.

Contact subscribes: Choose who the automation runs for

Not every new subscription means someone is a brand-new subscriber. A contact might subscribe for the first time, come back after bouncing, or already be on your list.

The Contact Subscribes event now includes a 'Trigger On' setting that lets you choose which subscribers should trigger the automation:

• All subscriptions: Run the automation whenever a contact subscribes.
• New subscribers only: Keep your welcome series focused on people who are joining your list for the first time.
• Contacts restored from a bounced state: Send a follow-up when a contact's email address becomes active again after bouncing.

This helps you avoid awkward moments, like sending a first-time welcome email to someone who's been a customer for three years.

Choose Which WooCommerce Order Statuses to Import

Importing WooCommerce orders into FunnelKit Automations? You can now choose which order statuses to include in the import.

For example, you can import completed and processing orders while leaving cancelled and failed orders out.

This gives you more control over the purchase history you bring into FunnelKit Automations and helps keep your contact segments accurate.

8. Faster, More Reliable Broadcasts

You've scheduled a big Black Friday broadcast, and everything looks good. Then your server hiccups halfway through sending.

So you start to wonder whether everyone got the email or if some subscribers received it twice?

With FunnelKit Automations 3.8.6, interrupted broadcasts can recover automatically without sending duplicate emails.

This means fewer headaches when something goes wrong during a campaign.

This update includes more than recovery. Broadcasts also get several improvements to make large campaigns easier to manage:

• Faster processing: Large broadcasts process more efficiently.
• More reliable scheduling and delivery: Improvements to scheduling, recipient eligibility, and delivery history help broadcasts run more smoothly.
• Clearer pause and error messages: Get a better understanding of what's happening when a broadcast pauses or runs into a problem.
• Reliable audience filtering: Large sets of audience filters are now handled more reliably, even when your targeting rules get complex.

A Faster FunnelKit Automations Experience

The improvements in 3.8.6 go beyond broadcasts. Several changes make FunnelKit Automations faster and easier to work with across your WordPress site.

• Faster admin and front-end loading: Enjoy a smoother experience when working in the dashboard and across the front end.
• More efficient requests: Merge tags, automation actions, form integrations, and license checks now load only when needed, reducing unnecessary work.
• More reliable recurring tasks: Background tasks automatically reschedule themselves, helping recurring processes keep running as expected.
• A cleaner notifications panel: Simpler labels and a tidier layout make notifications easier to navigate.
• Improved shipment tracking merge tags: Get more accurate previews and use the new In GMT time option for shipped dates.

These changes might not introduce a big new feature to click on, but they make a difference in everyday use.

From managing broadcasts to running automations in the background, FunnelKit Automations 3.8.6 helps keep things running more smoothly.

9. Security Hardening

Your customer data needs to stay protected. That's why FunnelKit Automations 3.8.6 includes 8 security improvements across Lite and Pro, covering REST API authentication, input validation, and more.

Here's what we've tightened up in this release:

• Stronger REST authentication: Hardened authentication for admin browser sessions, following a responsible report through Patchstack.
• Improved REST API protection: Strengthened authentication for whitelisted endpoints.
• Better input validation: Added stricter checks for worker and event REST endpoints.
• Hidden REST API routes: FunnelKit Automations routes no longer appear in the public REST API index in Lite or Pro.
• Stricter reorder links: Reorder links now accept only valid order keys.
• Safer subscription webhook validation: Improved WooCommerce Subscriptions webhook validation to handle invalid nonce parameters.
• More secure auto-login tokens: Link-triggered auto-login now uses randomly generated authentication tokens.

These updates strengthen several parts of the plugin's security.

Update to FunnelKit Automations 3.8.6 to get the latest security improvements, bug fixes, and performance updates.

Ready to Upgrade to FunnelKit Automations 3.8.6?

FunnelKit Automations 3.8.6 makes it easier to build workflows that send the right message to the right customer, without turning your automation canvas into a maze.

With Branches, you can create up to 10 personalized paths in a single step instead of stacking condition after condition.

The new minimap and cleaner connector lines make larger workflows easier to navigate, while the Marketing Consent rule gives you more control over abandoned cart emails.

Add Sublium upgrades, SureForms integration, birthday targeting, and smarter subscriber controls, and you'll have more ways to make your automations relevant to each customer.

Think back to your pet supply store. Puppy owners get puppy care tips, cat owners receive relevant product recommendations, and loyal VIPs get special perks.

Everyone gets a follow-up that makes sense for them, all from one automation.

Already using FunnelKit Automations? Update to version 3.8.6 and try Branches in your next post-purchase workflow.

If you've been managing a maze of nested conditions, you'll see the difference right away.

New to FunnelKit? See how you can build personalized, well-timed email campaigns directly in WordPress.

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