Improved automation work flow designer & new actions/conditions

A new “Go To” action

You can now add a “go to” action that will bring them to any other action in the automation. Move to another side of an if/else, move above the current node without if/else’s being used, etc..

 

Set a time limit for “wait until” conditionals

This is a nice one… When you specify a conditional wait you can set a max period of time for it to “wait” for. If the max time is used up and the person still isn’t matching it would continue.

 

A new way to explore and drag/drop actions

You can now click the (+) or drag an action from the side bar. The sidebar allows you to search all possible actions as well.

 

The ability to not have any “start” triggers

We now have an option for creating automations that only start manually or from other automations.

 

Zoom in and out of your work flow

As people create larger and more complex work flows we have found the ability to zoom in and out to be quite helpful.

 

How to get these updates

We will start slowly rolling this out early next week.  We have much more planned (and already in the works) so be sure to keep letting us know what you think!

Automatically distribute your new leads/deals

We just released the ability to automatically assign new deals. In the past you had to always choose someone to assign the deal to when adding from the app, interface, or an automation. Now you can choose “Auto” and let the platform decide who should get each lead.

You have two options for automatic deal distribution:

  • Round robin
    Will evenly distribute deals in a round robin manner
  • Distributed based on value
    Will use a combination of round robin and deal value to ensure that everyone gets about the same amount of “value” over time.  So if User A gets assigned a deal valued at 100k and the next two deals are 50k, then User B would get both of those deals valued at 50k.

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.

Revamped Reporting

We just rolled out a large number of updates to reporting within ActiveCampaign.  It’s no secret that our reporting was starting to look a bit… aged.  The data was useful but the whole section reminded us of ActiveCampaign 4 years ago in terms of style and flow.   We set out to correct that and add some reporting for more recent features (such as automated series, SMS, etc..)

Let’s take a look at how the new reporting looks:

Here is a summary of what we added:

  • A pretty large UI update to make things cleaner and easier to navigate
  • A new way of viewing all of your campaigns in a list.
  • New GEO reporting including real-time GEO map, a time-lapse, and a heat map.  Available at the world or country level.
  • We have introduced contact cards that will show up when you hover over a contact (this will be rolled out throughout the platform in time)
  • You can now use a single folder to store regular campaigns and automated series together
  • New automated series reporting
  • SMS reporting showing engagement, replies, etc…
  • Ability to view the email clients your contacts use at a campaign level or global/list level
  • An updated side nav that will help you explore the various reports

You will notice that we removed the old “User Report” and “List Report”  We have new reporting in the works that will make these pages redundant.  If you still need to view this data you can look at the old report pages by going to “main.php?action=report_user” and “main.php?action=report_list”

What’s next?

We will be adding some minor options (such as sorting of data) to all of the reports.  There are some new reports we are working on adding such as the ability to compare campaigns, greater contact insights/explorations, and reports for other types of data (CRM/Deals, Site & Event Tracking, etc..)

Did you have a specific type of report (or reporting option) that you would like to see added?  Let us know in the comments.