Trigger an automation from Contact & Lead Scoring data

You are now able to trigger an automation (to start) when a Contact or Lead Score matches certain criteria.

Use this to automatically advance highly qualified leads, send alerts about contacts, and more!

Manage your tags

We just released a new way to manage your tags.  We have seen many users adopt tags over using lists and it has opened up some pretty interesting automation and segmentation options.  Until now there was no great way to manage them though.

To use the new tag manager simply head over to your contacts page and click the arrow where it says “Contact & Lead Scoring” to open the menu for other contacts options.  Click Tag Manager and you will be able to start managing your tags including:

  • Adding tags
  • Removing tags
  • Merging tags
  • Exploring tags

In the past the system removed any tags that existed (but were not used for any contacts)  That will no longer happen automatically.  A tag will be removed from the system only if you delete it.

A new customizable overview

When you login to your ActiveCampaign account you will notice a brand new overview page.  We redesigned the overview to show more information that can be personalized to fit your specific needs.

You can drag/drop widgets around on the screen, remove widgets that you don’t need to keep a close eye on, or add new widgets from the doc that sits at the bottom of the page.  Have a specific widget you would like to see on the overview?  Let us know!

Trigger automations from web page visits, logged events, and deal actions

We just added four new ways that you can trigger an automation:

  • When a URL is visited
  • When an event is recorded
  • When a deal stage changes
  • When a deal status changes

This brings us to 15 different ways you can start an automation along with the ability to choose to start an automation within any other automation.

The ability to start an automation with a page visit (or an event being recorded) adds quite a bit of power to our site & event tracking capabilities.  You can now trigger automations along with having conditional branching and options within your automation sequences based on the data that site & event tracking provides.

The ability to trigger automations based on stage or status changes allow you to automate your sales process as a deal progresses along within your sales cycle.

Bulk edit your contacts

When you visit your contacts page you will see a new “edit” option near the top of the page.  You can filter down to a list of contacts (using search, segments, etc.. ) and bulk edit the whole result set or you can check specific contacts that you wish to edit.

Here are some of the things you can do with the new bulk edit feature:

  • Add contacts to an automation
  • Remove contacts from an automation
  • Add tags to contacts
  • Remove tags from contacts
  • Update custom fields
  • Add notes to contacts
  • Add contacts to a list
  • Remove contacts from a list

Introducing Deals… CRM & Sales Automation

As we have built out our automation capabilities over the past year, we quickly realized we need a seamless integration with your sales process.

We currently integrate with many CRM providers (and will continue to do so) but the basic concept of contacts being synced back and forth were not meeting our users’ needs.  So we decided to create our own CRM that is built directly into ActiveCampaign and have plans to do seamless syncs of sales data with our CRM partners in the future (more on this later)

We took a very simple approach to our CRM work flow.  We wanted something that we would love to use internally and that would cater towards small and medium sized businesses.

Everything is customizable.  You can create custom deal pipelines, stages, task types, etc..   As a lead comes into ActiveCampaign it can be placed into a pipeline.  You would then move it to different stages as your sales process advances.  All the while our automations will be there to help you move, update, and prioritize your deals.

Send individual emails from within ActiveCampaign or connect ANY email account (Gmail, Yahoo, Outlook, etc..).  Once connected you will see all related sent and received emails  automatically within your Deal stream.  No BCC that points to some special inbox required!

Automation Updates

As we added all of the new CRM and sales features, we made sure to fully integrate that within our automation capabilities.  You can now have automations run based on deals, create deals, adjust deals, etc…  We also improved our automations to allow multiple entry points.

Previously you could only start an automation from four different options (and could only pick one).  Now you have a dozen start options and can choose multiple options for when each automation will begin.

Contact & Lead Scoring

People have been begging us to add some form of contact scoring within ActiveCampaign.  We always agreed it would be nice, but we didn’t want to release some mediocre scoring system that just increments based on clicks and opens.  The actual value in that is pretty low.

So rather than doing that we developed a scoring system that allows dynamic increase and decreases of a score based on any marketing channel that you integrate with.  So the score can fluctuate based on campaign interactions, individual email interactions, traffic/history on your website, custom events, sales data, and much more.

Contact & Lead Scoring is free with all enterprise plans and is a paid upgrade for any small business plan.

How to get the new Sales & CRM features

All new accounts are getting this update already.  We are in the process of updating all existing users and you should receive the update in the upcoming weeks.  Contact us if you don’t want to wait!  We can update your account right away on demand.

What’s next

This is just the start of what we have planned.  Expect more CRM updates in the near future. The syncing of data with other CRM’s is something we are working on as well.  That will allow you to use another CRM for your sales activity while using ActiveCampaign as the marketing/automation engine.

Lastly, we have been busy working on a brand new email designer.  We have rethought and reworked the entire email designer from the ground up.  Our hope is to have some sneak peeks soon.

Wistia’s Integration with ActiveCampaign

ActiveCampaign is frequently asked about integrations which capture leads through videos embedded on websites; and for a long time, we did not have a quality solution. That problem has been solved. Recently, Wistia added ActiveCampaign to the list of Email Service Providers you can connect to, with the use of your ActiveCampaign API key.

With the explosion of mediums such as Youtube, video has become a vital player in marketing and sales for businesses all over the world. Wistia gives you serious video management tools and provides much more than a simple video hosting solution. Instead, they have created a tool through which you can customize, deliver, analyze and much more on one simple to use platform.

The integration places a subscription form within your videos, and can be set up within a matter of minutes, allowing you to immediately send any contacts captured into the ActiveCampaign list of your choosing. Once the contact is in ActiveCampaign, you can trigger the drip marketing and sales automation processes set up within your account to help you continually engage your contacts based on actions, custom fields, site and event tracking, and much more.

Filtering by Tags in Reports

As we’ve mentioned before, Tags in ActiveCampaign are a bit of a pet project that we see big potential for. Whereas we normally update our app in large changes section by section, implementing Tags in the ways we’d like basically needs to be peppered throughout gradually. Whereas we’ve previously added them to the series, the contact pages, and the import functionality, Tags have now started to creep their way into reports.

With our most recent change you can now filter your campaign and series reports by how your contacts are tagged.

Want to see which of your customers with a certain tag opened your messages or clicked on a link? Now you can.

Additionally this can be used when viewing top contacts, read and open trends and client trends. If you want to see what percentage of a your contacts in a certain tag are using Gmail, now you can as well.

Got ideas of what else we can do with tags? Let us know on our feedback forums.

‘Wait until…’ Time and Date Options in Automated Series

Yesterday we launched a great new feature, one that had been highly requested since the introduction of our Automated Series — time and date awareness.

With this new feature you can now effectively schedule steps in your automate series to happen only at the appropriate times for your contacts.

This can now be accomplished with a simple “Wait until…” step under the “Date and Time” section.

Best of all, the time we’re referring to here is not your time zone, it is the customer’s. We will now track and utilize each contact’s time zone offset via their IP address to allow you to send to them at the right time for their region.

If you set an automated series to wait until Monday at 9 AM, the next step will not progress until 9AM on the following Monday in their time zone.

No longer will you have to worry about sending messages at strange hours or days when you won’t be available to respond. As you can imagine this opens up a host of other possibilities which we can promise we’re already thinking about for the future.

Much like our enhancements earlier in the week we believe a more personal experience will lead to better results and this is just one of many steps we’re taking to help you provide that.

Got ideas for what we can do with this data next? Let us know on our Feedback Forums.

New Feature: Modify Case When Using Personalization Tags

Personalized marketing is typically successful marketing. The more you know about a person, the better you can target and communicate with them. One small facet of this in ActiveCampaign is the usage of personalization tags.

Personalization tags let you include custom greetings or use any information you have about a contact in your message. We recently decided to take a new look at this handy feature and we’ve now rolled out some new enhancements to it.

You can now add modifiers to personalization tags to control the case of how they appear in your messages. With this new update, gone are the days of:

Hello JOHN,

This type of “greeting” would occur when someone was signed up and in your mailing list with their first name in ALL CAPS. This sort of thing either occurred because they didn’t know how to turn the caps lock off, or some sort of export system, likely from a database exported them as such. Now we’ve made personalization tags that much more personal.

Where you would have previously written:

Hello %FIRSTNAME%,

You can now write:

Hello %FIRSTNAME|TITLECASE%,

And ActiveCampaign will do the work for you to normalize things for human consumption yielding the following instead.

Hello John,

Much better right? You are no longer held down by the oppressive reign of the mighty CAPS LOCK key.

We didn’t stop there though. Maybe you like things all capitalized? all lowercased? We’ve got you covered. Check out our newly revised Personalization Tags help document for more. Happy personalizing!