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!
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.
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!
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
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!
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.
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.
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.
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:
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:
You can now write:
And ActiveCampaign will do the work for you to normalize things for human consumption yielding the following instead.
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!
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 tracking, integrations, reports 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.
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.
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.
You can now offer people the option to subscribe to your list(s) via SMS message.
Here is how it works:
- You promote a phone number and a keyword.
- Users send a text message containing your custom keyword to the phone number we provide you.
- They receive a text back asking for their email address.
- The contact replies to that message and is added to your list.
To get started simply login to your account, click on Lists, and then find “Subscribe by text message” in the “Integrations” menu for the list you wish to use. This is a free feature for all paid plans.