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.

‘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…)

Capture Leads while using MoonClerk

MoonClerk, is the latest payment processor to provide ActiveCampaign customers the option of capturing leads during the checkout process. MoonClerk is a payment system specializing in both recurring or single payment options.

Here a few benefits of this integration

  • Setup is simple and can be done in minutes
  • Connect directly to a pre-built ActiveCampaign list
  • Add contacts instantly upon purchase
  • Push directly into your marketing automation campaigns

Learn more about MoonClerk

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.

Don’t use a Yahoo email address as your “From”

Yahoo recently updated their DNS to have a DMARC record that let’s ISP’s know to reject any mail with a Yahoo email address as the “from address” if it is not coming from Yahoos mail servers.

That means that you can’t use your Yahoo email address as the from email with our service (or any service that isn’t Yahoo)  If you do, ISP’s that respect DMARC records (Gmail, Hotmail, etc..) will bounce your email.

We have updated the campaign creation process to alert users should they try to use a Yahoo email address.  We would also suggest to avoid using free email addresses as your “from” email in general.

If Yahoo changes this in the future we will update things immediately to allow you to use a Yahoo email address as a “from” email again.

Learn more about DMARC and the Yahoo changes

Earth Hour 2014 is this Saturday, March 29th

At 8:30 pm local time on Saturday, March 29th, millions of people around the globe will shut off their lights for one hour. This is part of a movement called Earth Hour. The movement, which was started by the World Wide Fund for Nature, started as a “lights-off” event in Sydney Australia in 2007. Since that time it has expanded to 154 countries and over 7000 cities and towns worldwide.

You may remember that last year we featured how Earth Hour utilized ActiveCampaign’s ERJA data to interact with its contacts. This year is especially exciting for us, as our home city of Chicago has been named the 2014 Earth Hour capital of the United States.

One of the goals of Earth Hour is to build a global community and in 2014 they are  moving away from a common email signup form and using ActiveCampaign’s specialized lists and specialized auto responders to give out specific messages and call-to-actions to individuals, corporates, government organizations, event organizers. Look at EarthHour.org to see different pages on the website with a specific auto response. Earth Hour is also using ActiveCampaign’s Marketing Automation to further engage with its audience.

This year Earth Hour is striving to go even further and inviting people to host their own events.

The great people at Earth Hour are also taking the opportunity to bring attention to some great crowd funding initiatives to help communities all over the world and bring attention to some amazing crowd funding initiatives. The goal of which is to keep the momentum going beyond Saturday night and make an even bigger difference through the year.

ActiveCampaign is a proud supporter of Earth Hour and even prouder to be the email marketing platform of choice for this noble cause.