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:

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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.

Engagement Management Webinar Recording Now Available

Click here for full screen

Thanks to everyone that’s been attending and participating in our new series of webinars. We’re very happy with the response and reception and we’re excited to keep these webinars coming! If you have topics you would like for us to cover, make sure to post them in the comments section or tweet us at @activecampaign.

In this webinar, Kelly O’Connell, Head of Customer Success, dove deep into the nuances and best practices of engagement management. With most user lists seeing an annual depreciation of 25% in their engagement, this is one of the most important strategies you can employ as part of you marketing strategy. Don’t be alarmed, this is a normal statistic, and when you take on engagement management, you’ll see three very positive outcomes: increased conversions, better segmentation options, and constant high deliverability.

As always, Kelly then breaks down what you can do to ensure health engagement. Kelly highlights two key components to any burgeoning engagement management implementation: permission & testing.

By permission, one must be transparent and upfront with your contacts, and here are Kelly’s four foundational facets – dig in:

  • A clean, concise opt-in
  • Implementing a preference center
  • Deploying a welcome series
  • Utilizing clear, easy to find unsubscribe links

After implementing these tactics, one must be open to testing. Engagement management is certainly not a static practice, and one much constantly iterate to cater to the needs of their contacts.

While there are hundreds of aspects one can test, Kelly highlighted three pieces of low-hanging fruit:

  • Testing your From name (must be from a valid email address)
  • Subject lines (for example: CTAs vs no CTAs)
  • Message content

As it’s sometimes difficult to get started, and you might be staring at that “blank canvas” that all of us have encountered, Kelly demonstrated a engagement tagging automation you can implement right away. It was graciously shared by one our users, Matt Fox in a previous blog post. Click here to get going.

You can also find alternate pre-built engagement management workflows in our Automation Recipes as seen below:

We’ll be holding our next webinar soon, so keep a lookout!

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.
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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.


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Using ActiveCampaign and Segment to get the most out of your Contacts’ Behavioral Data

Today, we’re excited to announce that you can further analyze and act upon your email delivery, open, and click data from ActiveCampaign.

Through Segment Sources, you can get this data into a Postgres or Redshift warehouse, or any of the 180+ integrations on their platform, with no code required.
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Contact & Lead Scoring Webinar Now Available

The amazing Kelly O’Connell is back with another Success Hour webinar. This time she covers one of my favorite features — Contact & Lead Scoring.


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Site Tracking Webinar Recording Now Available

Our Customer Success Manager, Kelly O’Connell’s back with another slam-dunk of a webinar from her Success Hours series. In case you missed it, or want to re-watch – we’re very excited to share this with you. This was our largest and most quickly maxed out webinar in ActiveCampaign history!

You can watch it by clicking here or the preview below. This will take you to Vimeo, so that you may view it in full screen.

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Goals Webinar Recording Available Now

Kelly O’Connell, one of our excellent Customer Success Managers, recently did a webinar on our new Goals feature. In case you missed it, you can watch it here:


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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:

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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.

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