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!

Small Updates and Refinements

At ActiveCampaign we don’t believe on resting on our laurels.

We’re always working to add new features and incrementally improve our software to make your experience faster, simpler and more productive.

In general we update our software in waves. We go from section to section updating areas as we have the last year with our email designer, automated series, site trackingintegrationsreports etc. However this does not preclude us from sneaking in small things from time to time.

We’ve got some really big stuff around the corner but we thought it was time to highlight some of the smaller changes that make big impacts, the unsung heroes of updates if you will.

New Localizations

First off, and we can’t take credit for this one alone, but our partnership with OneSky for community driven translations have been a huge success. In February we were able to introduce a near complete Indonesian localization thanks to the hard work from Victor and Irna from Doxadigital.com. Also this week we also rolled out a near complete Vietnamese localization with the help of a few very hard working contributors! A big thanks to all of our language contributors, we’re really excited to see where things go next. If you’re interested in contributing to a translation you can learn how here.

Importing with Tags

Tags have been a bit of a pet project within the platform. We have a lot of ideas of what we can do with tags long term that have yet to be realized but we’ve recently introduced the ability to import tags as part of a contact record from a .CSV file and just this week added the ability to tag a whole list on import.

Sorting Contacts in Reports

By and large the reception to our new reporting system was positive. However there were a few small things we missed in rebuilding things from the ground up and you guys definitely let us know.

We’re pleased to announce we’ve re-added the ability to sort your contacts in reports by date, email address or number of opens/clicks etc.

Additionally we’ve modified the overview page to show additional decimal places on the percentages and added a numerical hover for the exact number of clicks etc.

API Access to Automate Series

Previously the automated series was completely invisible to the API. However we’ve added new calls to change things a little. Using some new API calls you can now: view all automations in the system, add or remove a contact from an existing automation, view all contacts from an existing automation, and view automation details for a specific contact.

For more information about this check out our API documentation.

Apps Page

Lastly and certainly not least we’ve added a new section for all the different Apps you can integrate with ActiveCampaign. This new page can be found from the Integrations tab under Apps and Integrations. or by going to /apps/ inside your account.

As i mentioned before, these are just some of the small changes we’ve made recently. We’re always tweaking and adding little things and most of the time these go unmentioned. Many of these changes came from valuable feedback from our customers and we encourage you to contribute more whenever you come across things.  It’s our goal to be the best email marketing and marketing automation platform available and we’ll stop at nothing to get there.

How to Pay More Money and Be Happy about It!

Nobody likes price increases, and I’m certainly no different there. But there is one time when paying more *does* put a smile on my face.

I don’t know about you – but whenever I get that notification saying that I have to pay more this month than last because my list has grown – I get a warm happy feeling inside. It’s one of the few times that paying more is *good* news, because it means my list has grown – more people are interested in what I have to say, and I have more people I can market to directly and repeatedly (and with ActiveCampaign – intelligently using marketing automation flows). (more…)

WordPress Plugin Update

We’ve updated our WordPress plugin to work with version 3.9 (just released this week) which fixes an issue with the editor button, and also includes site tracking.

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We’ve also removed the “Add/Sync Subscriber” options and the forms will now always perform a sync (add or update). You can still access the Ajax option by checking the “Submit form without refreshing page” option.

Enabling site tracking will automatically add our site tracking code to the front-end of your WordPress site, so visitor data will be added to ActiveCampaign after someone signs up through a form, or lands on your site from a campaign link. However, when using forms this will only work when “Submit form without refreshing page” is UNchecked.

Let us know of any questions or problems!

Taking the “Creepy” Out of Social Data

There’s a lot of talk these days about data. And there should be. We’re dumping more and more of it onto the open Internet every  single day. Each day that dawns, consumers should be more interested in the use of that data than the day before. The “creepy  line” keeps getting nudged forward.

Img: Jeremy Keith via Flickr

But we’re all better off because of it. (more…)