Introducing FunnelKit Automations 3.5: One-Click Migration Tool to Visual Builder, New Transactional Email, Improved Data Management, and More.

Hey, FunnelKit fans! 

FunnelKit Automations 3.5 is live, and it’s packed with exciting upgrades and features!

With this release, migrating from the legacy email builder to the new visual builder is smoother than ever.

We’ve also introduced a brand-new transactional email to enhance customer communication. Plus, we’ve improved data management, making it easier to search emails, find audiences, and add tags or lists seamlessly.

This update is all about making your workflow faster, easier, and more efficient.

Let’s dive into the details!

In a hurry? Watch the quick video below! 👇

One Click Migration Tool From Legacy Visual Builder to New Visual Email Builder 

For everyone who’s been looking for an easy way to upgrade email templates from the Visual Builder (Legacy) to the New Visual Builder —this is it!

With our new one-click migration tool, you can seamlessly move your emails to the new visual builder in no time. No need to recreate templates from scratch—just hit Migrate, confirm, and you’re done!

You can migrate legacy emails of broadcasts, automations, and saved templates to new visual builders effortlessly.

Let’s walk through it step by step.

Migrate broadcast legacy emails to the new visual builder

To upgrade any broadcast email, go to FunnelKit Automations ⇒ Broadcasts ⇒ Email and click on the one for which you want to upgrade to the new visual builder. Then, Edit the broadcast using the “Edit Broadcast” option. 

Then, go through the steps. Once you're on the Content tab, you'll see a notice box informing you that the legacy builder will be deprecated.

To migrate, click the “Switch to New Builder” button in the notice box.

Next, hit the Confirm Migration button to confirm the upgrade. 

You can now see that the email template has been successfully migrated to the visual builder. You can customize your content using the new visual builder layouts and blocks.

Migrate automation legacy emails to the new visual builder

To migrate any email from the legacy builder to the new visual builder for any existing automation, go to that automation and hit the Send email action. 

Next, hit the “Switch to New Builder” option. 

Now confirm by clicking on the button “Confirm Migration” button. 

You should now see the same email in the new visual builder. You're all set to use it and customize it as needed!

Migrate legacy email templates to the new visual builder

If you have existing email templates that you built earlier with legacy builder, you can upgrade them to a new visual builder as well. 

You have to do the migration process one by one for each template. 

To do so, go to FunnelKit Automations ⇒ Emails ⇒ Templates and hit on the template you want to upgrade.

The next process is similar to others. First, hit the “Switch to New Builder” button. 

Next, confirm the migration. 

That’s it. Your email template should now be migrated to Visual Builder (New). 

The old Visual Builder (Legacy) will soon be deprecated, so we recommend switching to the new Visual Builder for a smoother experience. Plus, with the new one-click migration tool, the transition is easier than ever!

New Transactional Email - Failed Order Email

In this release, we've introduced a new transactional email for failed orders. Previously, only admins received failed order notifications, but now, customers can be notified, too.

You can find the new failed order email for customers under the transactional email section.

It comes with a prebuilt template that includes a logo, message, order summary, and CTA so users can go to the order summary page to complete the order. 

You can easily customize this template with the visual builder according to your needs. For more details, you can check our blog on WooCommerce’s failed order to customers.

Remember, the needs to be enabled to send failed order emails to customers successfully. 

On the contact activity tab, you can check whether the email has been sent, opened, or clicked.

In case the email is opened but not click-through rate, you can resend the email by hitting the Resend button.

Now, you can notify customers about failed orders and recover the lost orders due to payment issues. 

Add Other Receipts For All Transactional Emails

Now, for all transactional emails sent to customers like Processing Order, Completed Order, On-hold Order, Refunded Order, etc, you can add other recipients as well. 

This ensures key stakeholders stay informed and improves record-keeping.

Add the other recipients under the field Other Recipient(s). You can separate multiple email addresses using a comma.

New Filter Option For Transaction Email In Email History

Now, under Email History, you can filter transactional emails. Earlier, you could only filter broadcast and automation emails. This makes it easier to track specific emails and improves email management.

All you need to do is navigate to Email History, choose Transactional Email under Source, and hit Apply.

Now, you should see the list of transactional emails along with their sources.

New Shipping Zone Rule Option For Automations

The new release adds a Shipping Zone condition for the Order Created event. You can now check the shipping zone and send relevant emails, ensuring better targeting and accuracy.

Find this option under Current WooCommerce Order as Order Shipping Method Zone.

After choosing the condition, you can match it with a specific value to set your rule.

Easy Contact Management With Multiple Tag & List Addition

Now, contact management is easier than ever. You can add multiple tags, and assign contacts to multiple lists in one go, improving organization and segmentation efficiency.

Go to any contact page, click on the +Add option, then in the popup, search and add as many tags as you want, and hit add to update.

Similarly, hit the +Add option next to Lists, then search and add as many lists as you want. 

Enhanced Audience Filtering for Precision and Efficiency

We’ve enhanced the audience filter feature. Previously, applying multiple filters would stack on top of each other, often leading to confusion and unexpected results.

Now, we've enhanced this functionality. When you apply a new filter, it overrides the existing results and provides you with a new set of audiences based on the latest applied filters. This makes audience management more precise and efficient.

For instance, we filtered the audience using the VIP customers audience. Now, if we apply to women only.  

Here is the new result with the new audience rule. 

Unsubscribe Page Compatibility With BreakDance Page Builder

Now, you can seamlessly create an unsubscribe page with BreakDance Page Builders. 

For this, create a page with BreakDance Page Builder and add the subscription management form using the shortcode “[wfan_unsubscribe_button label='Update my preference']. “ 

After publishing the page, navigate to Settings ⇒ Subscribe Page and select the BreakDance page. You can also allow users to manage the email lists they want to subscribe to.

Don’t forget to update the settings. 

More Enhancements and Refinements

That’s not all! We’ve added some minor enhancements as well to improve the user experience. 

For instance, now you can Audit all your transactions email without going into the editing mode. 

Just hit the Preview and Test button.

Here, you can audit your email, send a test email, and preview it—there is no need to go to the email editor. 

Moving on, we have disallowed uploading any SVG files for emails, as email clients don't support SVG.

Next, we have proper messaging for smart sending. As you know, with Smart Sending, the system first tests multiple email variants on a small portion of your audience and then automatically sends the best-performing version to the rest.

Now, for broadcasts with Smart Sending enabled, you will see a message at the top indicating the percentage of recipients included in Smart Sending.

Changelogs

More enhancements and fixes have been released in this version. Check out the full changelog below 👇

FunnelKit Automations Lite 3.5

FunnelKit Automations Pro 3.5 

Excited to Try the New Features in FunnelKit Automations 3.5?

The major addition is the one-click migration tool, which makes upgrading your emails to the new visual builder seamless.

Other new features, such as transactional emails for failed orders, the ability to add multiple recipients to emails, and the new shipping zone condition for automations, simplify email management.

Additionally, enhanced transactional email search, improved contact management with tags and lists, and better audience filtering further boost your efficiency.

Ready to take advantage of these exciting new features?

Update to FunnelKit Automations 3.5 today and leverage these powerful enhancements for better email marketing!

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