Introducing FunnelKit Automations 3.3.0: Audit Email, Performance Reports & Enhancements

We’re stoked to announce the release of the latest FunnelKit Automations version 3.3.0!

This update includes major enhancements to optimize the performance of FunnelKit Automations and new feature additions.

It brings a host of enhancements, including performance summary notifications, merge tags, automation events, and a variety of optimizations. 

In this post, we’ll break down each addition, exploring how they can empower your workflow and improve your marketing capabilities.

1. Weekly and Monthly Advanced Analytics Email Notifications

To help administrators and teams stay informed, we’ve added weekly and monthly email notifications that deliver advanced analytics and insights straight to your inbox.

These automated email performance summary reports provide a snapshot of your campaign performance, including new contacts, emails sent, click-through rates, open rates, orders placed, revenue generated, and engagement metrics.

Note: You can also find a comparison of each value with data from the previous month or week

To use this feature, go to FunnelKit Automations ⇨ Settings ⇨ Notifications and ensure to turn on the toggle for “Enable Email Performance Summary”:

Next, configure the options to set the weekly, monthly, or both notifications to the admin email addresses or other recipients.

Set the time you want to generate and receive these automated reports in your email.

These insights enable you to keep a close eye on progress without needing to log into the platform.

This will help businesses to track performance over time, identifying patterns that can help prepare long-term strategies.

2. Audit Emails for Broken Links, Missing Unsubscribe Tags, and Email Size

The new Email Audit feature helps you check each of your designed emails for common issues such as missing URLs, broken links, unsubscribe tags, and the size of your emails.

This audit option has been added to save you time by allowing you to find all the issues with a single click so you can solve them instantly. Knowing the email size will help you design your email properly so Gmail doesn’t clip it.

Inside the FunnelKit Automations’ built-in visual builder, click on the Preview and Test button when you’re done designing your email.

You’ll see a new Audit Email section:

Hit the Start Now button to check this email, spot potential problems, and fix them before sending your emails.

This tool provides peace of mind by ensuring your emails are optimized, user-friendly, and compliant with policies like CAN-SPAM, GDPR, etc., enhancing deliverability and ensuring a polished, professional experience.

3. New Automation Events for AffiliateWP Integration

For users managing affiliates, FunnelKit Automations now supports two powerful new automation events for its AffiliateWP integration:

• Referral Signup - Trigger welcome messages or onboarding sequences when a new referral signs up.
  
• Referral Status Changed - Trigger sequences when a referral’s status (pending, paid, unpaid, rejected) changes.

These triggers help affiliate management be more hands-off by automating essential steps.

Affiliates receive timely, relevant communications at key stages, improving their experience and helping you easily scale your affiliate program.

4. New LearnDash Enrolled Course IDs Merge Tag for Personalization

The new Enrolled Course IDs merge tag within the LearnDash integration allows for personalized messaging in course-related emails and SMS, adding value to learner communications.

This merge tag dynamically pulls the list of courses a contact is enrolled in, making it easy to send reminders, updates, or progress reports tailored to each learner’s journey.

Personalized communication strengthens the learning experience, boosting course completion rates and encouraging future enrollments.

5. Engagement Tracking Table Optimization

The Engagement Tracking Meta Records setting allows you to control the retention of dynamic merge tags in the engagement tracking table, keeping your database lean and efficient.

With this setting in FunnelKit Automations 3.3.0, you can specify the number of days to clear the engagement tracking meta records automatically.

This lets you retain only the most recent engagement data, reducing the database size and improving system performance.

By optimizing the engagement tracking meta records, you can maintain a fast, responsive system, especially beneficial for high-volume users who rely heavily on dynamic tags.

6. Verify Base Tables to Ensure Database Consistency

The new Verify Base Tables tool quickly verifies that all essential database tables and columns are set up correctly, ensuring your system is configured for optimal performance.

This tool scans your setup to identify missing tables or columns and offers a one-click solution to create any missing components, ensuring seamless functionality.

You’ll find this tool under the FunnelKit Automations settings ⇨ Tools tab.

This feature is designed to save time and provide peace of mind that your database structure is solid.

7. Copy Cart Recovery Link Feature for Seamless Customer Experience

The Copy Cart Recovery Link feature provides an efficient way to help customers pick up where they left off in the purchasing process.

Located in the Recoverable Carts section, this feature allows you to easily copy and send a unique cart recovery URL to customers who have abandoned their carts.

You can use this cart recovery link to send direct messages (emails and SMS) to contacts under the profile section in FunnelKit Automations.

This simple yet effective tool streamlines cart recovery efforts and can significantly improve cart abandonment recovery rates.

8. Item SKU-Specific Conditional Rules in Automation

With the new Order Item SKU rule, you can now set up automation rules based on specific SKUs, offering a new level of granular control in how you target and communicate.

Use this rule to create automations that trigger personalized thank-you emails for purchases of specific products.

You can even present upsell suggestions or add actions relevant to the purchased item SKU.

This allows you to refine your automation strategy with SKU-based targeting, enabling you to deliver highly relevant messages that resonate with customers and drive sales.

9. Trigger Automations for Bulk Actions

FunnelKit Automations 3.3.0 enables automation triggers for list, tags, and status change events when performing bulk actions on contacts.

This enhancement provides a seamless way to keep customer data organized and automate targeted follow-ups in just a few clicks.

10. Optimized Contact Export Flow

Managing large contact lists is even easier with the Optimized Contact Export Flow, which lets you track export progress and view previous exports on a dedicated page.

With this flow, you can export contacts and cancel ongoing exports if necessary. Plus, you can access a list of previous exports, allowing you to keep track of past data extractions and avoid duplications.

You can handle large-scale data exports with full visibility and control, minimizing disruptions and ensuring efficient data handling.

Changelogs

Here is the detailed changelog to the latest version:

FunnelKit Automations Lite 3.3.0

Compatible upto WordPress 6.7.0 Compatible upto WooCommerce 9.4.0 Security: SQL injection improvement. Added: Optimize engagement tracking table. A new tool optimized the email dynamic merge tag values by removing them. Added: Verify base tables. A new tool was added that checks all the required tables and their columns. Added: Automation merge tag: Order items and Cart items: Two new template types added. Product names & Product names with quantity for line-separated type. Added: Weekly admin notifications and advanced analytics over emails were added. Added: Admin app: Copy cart URL. A new feature was added to the cart listing page. Added: Pro: Admin app: Contact export flow optimized. Allow cancelling export. Exports listing showing. Improved: Sometimes, contact was entered twice in the automation, and extra handling was added. Improved: Admin app: Admin notices added for better UX. Improved: Automation delay step improvement when the timezone is not correct. Improved: Admin app: Inline error messages in settings for better UX. Improved: Some static translations were made dynamic. Improved: Automation action: Send email: Static email address attribution corrected. Improved: The contacts fetching query was optimized to speed up the fetching of contacts. Improved: Admin app: Delete item API sometimes not deleting the respective row, fixed. Improved: Admin app: Tooltip component css fixes. Improved: Automation merge tag: Contact subscribe link. Other arguments are not functional; they are fixed. Fixed: Automation merge tag: Contact password reset link extra handling added in case key is absent. Fixed: Automation merge tag: Order item-related merge tags throw exceptions that break the execution flow. Fixed. Fixed: Contact: Update the last modified date time differently to avoid data mixing. Fixed: The unsubscribe link merge tag wasn't working with thrive architect fixed. Fixed: The contact status was not updated if checkout consent was disabled. Fixed: Automation step: Error message sometimes returns multilayer array. The code improved to fetch the error message. Fixed: Legacy automation: The fetch tags API wasn't working, so it's fixed. Fixed: Pro: New email editor-related API, WooCommerce handling added. Fixed: Pro: Email styles: Content position field settings are not visible, fixed.

FunnelKit Automations Pro 3.3.0

Compatible upto WordPress 6.7.0 Compatible upto WooCommerce 9.4.0 Security: SQL injection improvement. Added: Setting: A new setting was added to optimize the engagement tracking table. Keep engagements dynamic merge tags data of xx days in the database and optimize the rest of the records. Added: Automation event: Two new events, 'Referral signup' & 'Referral approved,' were added in AffiliateWP integration. Added: Compatibility added with the 'WooCommerce Orders Tracking Premium' plugin. Merge tag added in automation. Added: Automation merge tag: Learndash new merge tag 'Enrolled course IDs' added. Added: Automation rule: Order item SKU new rule added. Added: Contact listing: Bulk action now supports automation trigger setting. Added: Weekly admin notifications added. Advanced analytics over emails. Added: Automation delay step: Delay with events variable options are added for subscription status change event. Added: Admin app: Contact export flow optimized. Allow cancelling export. Exports listing showing. Added: Admin app: View docs link added in the Rest API under Tools. Added: Pro: Validating email for missing URLs, Broken links, Email size, and Unsubscribe tag. Improved: Email: Order summary block. Supporting 3rd party plugins to append fees etc. Improved: Automation rules: Funnels rules group name changed. Improved: Bounce handler: Sendinblue label changed. Improved: Email blocks, conditional workflow with attributes code improved. Improved: Email: Modified two native hooks that is breaking the HTML structure. Improved: Automation action: Made 'Cancelled product subscription' action generic, coming on all events. Improved: Email: Improved support of languages in order and cart blocks. Improved: Broadcast: Send to un-open query improved, disallowed further unsubscribed contacts. Improved: Automation: Condition and Goal step when tag or list related options selected. Fetch the latest names. Improved: Automation rules: Order rules group heading renamed. Fixed: Rest API modal class minor fixes. Fixed: AWS: Automatically marking status cancellation code has some issues, fixed. Fixed: Automation rules: PHP error handling in membership plan rules. Fixed: Bulk action: Restart automation action wasn't working, fixed. Fixed: Non-published products were coming in the Product block API. Fixed. Fixed: Legacy automation: The fetch tags API wasn't working, so it's fixed. Fixed: License activation on a multisite environment-related fix. Fixed: Email: The subscription interval wasn't showing below the order summary in the email. Fixed. Fixed: Automation action: SMS-related analytics has some improvements. Fixed: Admin app: Broadcast screen 2nd step, code improvements. Fixed: Automation rule: Contact gender is blank operator wasn't working, fixed. Dev: A filter hook 'bwfan_exclude_reorder_status' to disallow orders with any status for reorder via reorder last order merge tag.

Ready to Update to FunnelKit Automations 3.3.0?

These new features in FunnelKit Automations 3.3.0 are designed to enhance every aspect of your automation workflow, from seamless data management to more personalized customer interactions. 

Plus, the new email audit feature will save you a lot of time while ensuring your emails are flawless. Also, you don’t have to search for a performance report manually; it will automatically appear in your email inbox. 

We’re confident this update will help you automate smarter, scale efficiently, and achieve higher engagement with less effort.

Stay tuned for more updates as we continue to evolve and deliver features that drive your success forward!

If you’re not a FunnelKit Automations user, you’re missing out! Get it today from the link below.

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