Feature Update: Notify Anyone with a Dynamic Message

Sometimes we release big, new, game-changing features, and sometimes we release small improvements to existing features. This balance of big and small updates ensures the platform continues to evolve in two ways. We add new functionality but we also continuously optimize & improve existing functionality to make it even better — easier, more useful, more powerful. Feature refinements, rather than feature additions.

Today’s update is a refinement but it’s a major improvement to the “Notify someone” automation action. It allows these notifications to be helpful in a much wider range of scenarios. Now you’re able to customize these messages with personalization tags including custom fields. This feature is live in your account and ready to use!

You can use personalization tags to dynamically customize the notification’s:

  • “From” name
  • “From” email address
  • “Send to” email address
  • Subject line
  • Body content

So rather than just sending a static message to a static recipient from a static email address, you’re able to insert data from any default or custom field. This allows the message to change based on the contact and the data you’ve collected.

How is this useful?

Let’s say your business uses a “refer a friend” reward system to encourage word of mouth. You want to send a notification, not to the contact, but to the person who referred the contact, to inform them that they’ve made a successful referral.

Now you can insert the email address of the referrer into the “Sent to” field. So these notifications can be sent to anyone — as long as it’s stored as a custom field on the contact’s record.

The message itself can be personalized. For example, you want to notify your team that a client has a birthday coming up so they can be sure to mention it the next time they speak with them. In the past, this email would contain a static message such as:

SUBJECT: Client birthday approaching

BODY:

This client’s birthday is in three days. Be sure to reach out and wish them a great birthday and let them know we value their business.

The contact’s information, including their name and birthday, would be attached to the bottom of the notification along with all other contact data. It worked for many situations, but it wasn’t ideal. We received feedback that you wanted to be able to do more with these notifications. Now you can say…

SUBJECT: Valued client %FIRSTNAME% %LASTNAME%’s birthday is %BIRTHDAY%

BODY:

%TITLE% %LASTNAME%’s birthday is in three days (%BIRTHDAY%). Be sure to reach out and wish them a great birthday. Let them know we value their business. They’ve been a valued client since %CONTRACT-START%.

How to personalize the
“Notify someone” automation action…

To get started, add the “Notify someone” action to your automation:

image

This will present you with a modal window with options to customize the message:

To add personalized content to any of these fields, click the personalize icon that appears to the right of the field or, for the body content, the “Personalize Message” button:


Checking the “Include a summary of the contact’s field values in the message footer” option will attach contact data to the bottom of the message including default and custom field values.

We’re interested to hear how you are using notification emails at your company. Does this update cover your usage scenario? Let us know either way.

New Date Conditions Available

To squeeze the most out of ActiveCampaign, it helps to familiarize yourself with the segment builder and the conditions and data it uses. The Segment Builder appears in many places. It’s used to create segments of lists, of course, but it’s also used to:

  • Create forks in automations so contacts are treated differently (using the “If / Else” action)
  • Define Goal conditions
  • Create “Wait until…” conditions in automations
  • Create contact & lead scoring rules
  • Perform advanced searches and then bulk edit contacts
  • Filter the contacts who enter an automation.

So the conditions available to you in the segment builder are intertwined with the capabilities of the platform itself. When new segment conditions are added, it’s a pretty big deal because it enables you to do more with a number of different features.

We added Goal conditions not too long ago and today we’re excited to announce an improvement to the segment builder that has been requested by many of our most ardent advocates — better handling of dates.
(more…)

Save Colors with the New Color Manager

We’ve made it easier than ever to create beautiful, revenue-generating email campaigns.

Now, as you design your campaign the colors you use are automatically added to a list of recent colors. This feature is available wherever colors are used. Backgrounds, buttons, fonts, and borders, will all have access to your 12 most recently used colors so you can, for instance, quickly apply the color from your headline text to your call to action button.


(more…)

Feature Update: Edit the Subject Line When Resending

One of the simpler, but very popular features of ActiveCampaign is the ability to easily create a new campaign based on a previously sent message with the Resend Options button. It’s a simple trick that saves time by building on the work you’ve already done.

You can find Resend Options by clicking the down arrow next to a sent campaign:

image
(more…)

New: Full Width Emails

One of the best things about being an ActiveCampaign user is that you are listened to. We care about your opinion and feedback and we try to roll as much input from our users into the platform as possible. You are an important part of our development process.

So, when we heard that some users were struggling with how their emails appeared in Inbox by Gmail (because of the lack of media query), we knew we had to do something about it.

Today, we are rolling out another improvement to our email designer: you can now create full width emails. If you don’t already have this feature, you should see it within the next 24 hours.

(more…)

New RSS Based Automation Trigger

We’re proud to announce our 20th automation trigger: the ability to trigger an automation based upon recent updates to your RSS feed.


(more…)

Find ActiveCampaign Experts to Improve Your Marketing & Sales

We are thrilled to announce our first group of ActiveCampaign Certified Consultants is ready to help you improve your marketing & sales. This multi-talented group has partnered with us to provide ActiveCampaign users with:

  • Consulting services
  • Coaching services
  • Implementation services

They have an impressive range of experience and skills:

  • Programmers
  • Designers
  • Marketing strategists
  • Sales experts
  • Inbound marketing experts
  • Marketing automation experts
  • Email marketing experts

(more…)

Boost Your Productivity with the ActiveCampaign Gmail Extension

The ActiveCampaign Gmail Chrome Extension is out of BETA and available in the Chrome App Store.

This time-saving extension allows you to keep your contacts and deals up to date as you work out of your inbox. Now you can keep ActiveCampaign up-to-date and manage automated processes without having to switch tabs to make changes to your ActiveCampaign account.

Working with the Chrome extension…

You can add Gmail contacts to your ActiveCampaign quickly and add any information you have:

(more…)

Perform Automated Actions on Link Clicks

Now when a contact clicks a link in your email campaign, you’ll be able to automatically perform a variety of actions.

You can:

  • Add tags
  • Remove tags
  • Subscribe to list
  • Unsubscribe from list
  • Add to automation
  • End automation

(more…)

Easily Manage Your Automation Messages

It’s now easier than ever to see and manage the emails that are sent within your automations.

Managing messages across automations

From the Automations Overview page you’ll see a new button in the upper left-hand corner of your screen:


(more…)