Tag your contacts

We just introduced a new way to categorize, segment, and explore your contacts…. Tags.

Our custom fields allow you to store anything about your contact’s using a name and value concept.  There are times you may prefer to only have an identifer that is on or off for contact’s without the need of all the power/options fields have to offer.  Tags allow you to do just that and are very free-form.  There is no need to set options for the tags; simply tag a contact with whatever you want, whenever you want.  The free-form nature of tags allow you to quickly categorize contacts, use tag data in your automation work-flow, and segmenting your lists.

How to add tags to contacts:

  • Contact view page
    When viewing a contact you can see all their existing tags and add new tags to the contact

  • One-time automations
    From the automations page you can have tags created based on triggered events
  • As part of automated series
    Add a tag as part of your automation logic/work flow in an automated series

How to use tags:

  • Segments
    Narrow down your lists to only contacts that have (or do not have) specific tags
  • Conditional content
    Show personalized content within a single email based on whether or not tags exist
  • Automations
    Within automated series you can add conditions to only do things if they have specific tags

Track your contacts actions & behaviors. Extensive data with a purpose.

A while back we hinted at how we were planning to help you capture and utilize mass amounts of data.   I’m happy to say that it is now live for all accounts.  That includes our paid plans and our free plan (we don’t unfairly restrict our free plan)  We have been using both the site tracking & event tracking features ourselves and we are pretty excited about what it allows us to do.

So what is site & event tracking?

We already track your contact’s interactions with your campaigns, replies to emails, etc.. But what about their history on your site or within your applications?  While we work to integrate with all your favorite services – we wanted a way to easily capture information from any web site along with any custom application.  Site & event tracking accomplishes that.

With a single snippet of code we will monitor all site traffic (very similar to how an analytics platform would).

You can also log specific events (such as sign ups, conversions, application activity, etc…) with event tracking.  At any time you can include an email address (whenever you know their email — such as after a form, when they are logged in, etc..) and we will relate all of their activity logged in the past (and the future) to that email address.

So now you have a ton of data logging… Time to make it actionable.  You can create segments based on their traffic history & events, have automated series run based on tracking data, conditional content, personalization, and so much more.  We made it easy to collect mass amounts of data and utilize it on a per contact basis.

Other services offer something that sounds similar… Such as ways to trigger an email when a contact visits a page or very basic segmenting based on pages visited.  Site & Event tracking makes that look like child’s play.  You could setup an email to send when a contact hits a page.  But you can also take their entire site history into account, where they came from, how often they visited pages, specific actions they take, types of products they buy, and more…

Site tracking

With site tracking you can place a small snippet of javascript on your site (similar to Google Analytics) and we will log/track all of your site traffic.  You can selectively include an email address as part of the javascript (on form completion pages, shopping carts, when users are logged in, etc..) and we will relate all of their past & future traffic on your site to that email address.

How to setup site tracking:

  1. Go to the “Integrations” tab and click “Site & Event Tracking” in the side menu
  2. Click “Enable” by the “Site Tracking” section
  3. Add your domain(s) to the domain white list
  4. Copy/paste the tracking code on to your web site

Event tracking

With event tracking you can log events such as sign ups, orders, actions within your application, etc… With each event that you log you can specify the email address, an event name, and an event value.  The event name and value can be anything you want.  You can then use event data to help run automations, personalize campaigns, show conditional content, trigger campaigns, etc..

How to setup event tracking:

  1. Go to the “Integrations” tab and click “Site & Event Tracking” in the side menu
  2. Click “Enable” by the “Event Tracking” section
  3. Copy/paste the event tracking code on to your web site
  4. Be sure to update the event name and event data variables in the tracking code

Using the data

  • Segmenting your lists
  • Automated series
  • Conditional content (coming soon)
  • Personalizing content & links within emails (coming soon)
  • Viewing specific traffic & event history on the contact view page (coming soon)

A new way to translate ActiveCampaign

For years we have been working hard to ensure the platform can be used in whatever language  you require.   From a technical standpoint that means incorporating methods in both our backend and frontend code that allows us to use translations on the fly.  From a translators standpoint we have always relied upon antiquated language files.  Our translators would work with large files that map text (IE: “Some string” = “New string”)  This was error prone, time consuming, and didn’t really work well when we had 3 or 4 people working on the general Spanish file..

We just recently released a brand new way to manage our translations.  You can simply visit translate.activecampaign.com.  There you will see the progress of all of our languages (we are cleaning up and re-translating many) and you can apply to contribute as well.

Should you start contributing you will have a simple translation screen allowing you to quickly go phrase by phrase, you can comment/vote on existing translations, and suggest new languages.

Check it out and let us know what you think

Test your email design in Gmail, Outlook, iPhone, iPad, and more!

A number of years ago we released our email testing tool that allowed you to test your email designs against all the popular email clients.  We were looking to provide greater accuracy and to add true mobile (phone & tablet) testing. In order to accomplish that we rolled out a whole new compatibility testing feature with a new system that is screenshot based.

You can now test your email design to see how it will look when opened in:

  • Outlook 2003, 2007 , 2013
  • Gmail
  • Outlook.com
  • Yahoo Mail
  • Apple Mail
  • iPhone
  • iPad

There are couple important adjustments with our new compatibility preview feature:

  • Monthly accounts get 5 free testing credits per month
  • Free accounts & credit based accounts do not get free testing credits
  • Test credits can be purchased in bulk starting at $1/test with steep discounts when purchasing in bulk
  • We are planning on rolling out more email clients in the future

Coming Soon: Site & Event Tracking

Learning more about your contacts

We already have a wealth of data about your contacts interactions with the email campaigns you send.  Clicks, opens, forwards, social sharing, etc.. Not that long ago we also added the ability to find personal details such as their gender, age, location, interests, and more simply based on their email address.  This led to some pretty powerful segmenting & automations based on contact data.

Once again we are going to extend this whole idea a step further…  Our new site & event tracking will start to help cover your contacts interactions outside of an email or social space.  We will enable you to create marketing logic that is based on their actions on your web site, within third party services, and even in any custom app you have written or manage yourself.

Site tracking: utilizing your contacts history & actions on your site

Similar to analytics platforms like Google Analytics, we provide you with a small snippet of Javascript that you include on your site.  You can simply copy/paste that code into your site.

Once the tracking code is in place we will start to log all of your site traffic.  We capture details like the URL, referring URL, Google Campaign Tags, Browser, Mobile vs Desktop, GEO info, etc…  All of this information is stored in a highly scalable manner that is secured for your account.

When a visitor signs up on your site, fills out a form, etc.. we will determine their email address.  You can also specify the email address of the visitor on pages such as shopping carts, membership panels, account settings pages, etc.. Basically any page that you know they are logged in or provided an email address on.  Once we identify the visitor with an email address all of their past history on your site (and future history) will be related to that email address.

Event tracking: Logging and utilizing specific events that a contact makes

In addition to site tracking we will have event tracking.  While site tracking tracks all page visits to any given site, event tracking tracks specific actions from your site or any app/script.

Some examples of event tracking that we use include:

  • Signups
  • Upgrades
  • Downgrades
  • Cancelations
  • Billing Errors
  • User Actions (creating a list, sending a campaign, viewing reports, etc..)

You can of course define your own events that are specific to your business & needs.

The possibilities are endless as you get to define what the event is and choose when to record an event.

What you can do with all this data

By capturing all this data and relating it to an email address you have some pretty amazing options available.  Automated series, segments, personalization, conditional content, all benefit immensely by having additional data available.

We plan on incorporating site and event data into the following areas:

  • Automated Series
  • Automated Actions
  • Segments
  • Personalization
  • Conditional Content
  • Contact View

So you could create an automation that waits for someone to visit a page 3 times, have signed up for a trial of your service, all while using a mobile device to target them with a sales cycle focused on them.  The possibilities of using the data from site & event tracking is truly exciting.

When will this be available?

Tracking work (and the infrastructure to support it) is already complete.  We are currently playing around with this for our own marketing needs while we finish the interface.  We expect to start rolling it out to some clients in the near future (likely weeks to a month)  To start it will be available in automated series and then we will start rolling it out as an option in segments, personalization, conditional content, etc…

Your feedback

Have any ideas or usages that you want to be capable of doing with this type of data?  Let us know.

A new way to share templates

In the past we had a method where you could export and import templates.  It utilized an XML file that only ActiveCampaign could read.  With the release of our new email designer we have been running without an option to export and import templates and our users made it apparent that they wanted that capability back.  As of today you can easily share templates with a simple link.

Sharing a template

Go the the template list page and hover over the template you wish to share.  You will see a “Share” link.

Once you click on the share link you will get a secure URL for sharing the template.  Simply send that URL to whoever you wish to share with.

If you go to the URL you will simply see a preview with details on how to add it to an account.  To add it you would just click “Or import a template” from the add template modal.

We just made marketing automation easier with “automated series”

For years we have had automation options within our marketing platform.  But until now we have always felt as if they were hard to find, and even worse, hard to manage over time.  So we decided to make it easier to manage and added a whole bunch of new automation features along the way.

A visual work flow

You can now easily create in-depth automations that include any number of actions and that can split off with conditional branches.

The power of “wait for” and now “wait until”

“Wait for” is an option that allows you to wait a certain number of hours, days, weeks, etc… between actions.  This is a common option for auto responders (wait X hours after subscribing to send the responder)  You still have the power of “wait for” but now you also have “wait until”   This new option allows you to have further actions happen only when conditions you set are met.   So you could wait until a contact has completed a specific action, has a contact field with certain values, etc..

Branching based on conditions

You can at any time in your series branch off into different sets of actions based on conditions you set.  This could include past actions/interactions that the contact completed, ERJA/EGEO data, or any custom fields.

New automation actions

In addition to the new “wait until” option we have added other actions including the following:

  • Add note (have a custom note added at any time in your automated series)
  • Notify someone (email specific people about the contact at any time in your automated series)
  • Initiate webhook (POST the contact’s information to a specific URL at any time in your automated series)
  • Start or end a different series
  • Subscribe/unsubscribe from lists
  • Update any custom fields

What’s next & your feedback

This is just the start of what we have planned.  There are some exciting new features we will be rolling out in the future that will allow you to automate and improve your marketing by connecting up with your site, applications, and more…

If you have any feedback on what you would like to see added, ways you wish to automated your marketing, etc… we want to hear from you.  Add your comments to the bottom of this page or shoot us an email anytime at help@activecampaign.com

View & restore to past revisions of your email campaigns & templates

All accounts now have access to a new feature called revisions.  With revisions you have a log of your 50 most recent changes/saves of your email.  This is available both for email campaigns and templates.

When editing a campaign or template you will see a revisions option in the upper right.  Click that to view a history of past revisions.  You can then view the revision and/or restore to a specific revision.  We save a revision every couple minutes while you edit your email or template.

Something we have been working on….

More details & screenshots coming soon…

Etsy + ActiveCampaign = The complete Etsy email marketing solution

Etsy is an incredible site for creative artists to sell their creations.  As we love to help small businesses grow – what could be better than helping Etsy stores keep in touch with their customers while increasing their product sales?

We set out to create a total marketing experience for Etsy.  No copying/pasting of customer information.  No manually adding your featured products to newsletters.  Easily connect your store to ActiveCampaign to keep in touch with your customers and promote select products from your store.  You can save time & improve your sales with our Etsy marketing tools.

Keep in touch with your customers

Your customers information will automatically be added to ActiveCampaign.  This allows you to send them newsletters, automated order thank you’s, and more!

Send emails & newsletters that have your products embedded

With any email or newsletter you send you can easily include live product data from your Etsy store.  Connecting your Etsy account with ActiveCampaign takes only a couple of clicks.