Misc updates, new
integrations, and a preview…

Update: Use your account’s time zone in automations

It’s now possible to send email campaigns based on your account’s time zone. You can create “Wait until…” conditions so that email campaigns send to all contacts in the automation at the same time regardless of their individual time zones.

This is especially useful for events such as webinars. For instance, you can send messages such as, “The webinar starts in an hour,” to remind people your webinar will be starting soon.

 

“Add contact to automation” zap now available

We released a new Zapier action that adds a contact into an automation (just like a manual entry from within ActiveCampaign). This means there is no need to find some other way to trigger an automation to begin.

This zap could be used to:

  • Start a new customer automation when an order comes in from Shopify or Woocommerce
  • After someone signs up for an Eventbrite event, begin an automation that delivers info and follows-up after the event
  • Trigger a new lead automation when a form is submitted on an Unbounce landing page

Add contact to Automation Zap

 

New integrations:

Segment: Share data between apps with a single piece of tracking code. Leverage data from other apps so you can create more intelligence-driven marketing and sales processes. Set up instructions.

Bloom: From the crew at ElegantThemes.com, Bloom is a, well, elegant pop up and form builder plugin for WordPress. Get Bloom.

ActiveWoo: Woocommerce and ActiveCampaign users should be thrilled by the release of a deeper, more feature-rich integration than we’ve had in the past. Worth noting… ActiveWoo will keep a tally of your contact’s lifetime customer value! Get ActiveWoo.

WebMerge: Sales professionals can now create documents on the fly with data from within ActiveCampaign. Sign up here.

Leads Bridge: Send Facebook Leads directly into ActiveCampaign for intelligence-driven follow-up. Sign up here.

 

Major updates on the horizon…

It’s still too early to give estimated release dates, but I thought you’d like to see what our talented team of developers & designers have been up to…

An updated form builder…

 

A complete overhaul of our CRM (Deals) and contact page…

Both of these releases will add tons of new functionality our users have requested. If you are excited about these updates, please offer our development team some encouragement and kind words in the comments section.

A trial is worth a thousand words.
Get started today, no credit card required.

 
 
  • Chasebros

    Wow guys just read your email and dang!!! Im so impressed, as a user that has made a few of the contact page suggestions you guys are amazing. This is why I use active campaign for our business and why we constantly refer our clients here and away from other disconnected and antiquated CRMs. We love you guys!

    • Brian Gladu

      Thanks for the comment and praise!

      I’m constantly amazed by how customer-driven we are here. Much more so than any other company I’ve been a part of, we really are listening to our users. Time spent submitting a suggestion to our feedback forum is time well-spent. We can’t get to everything at once, obviously, but if we are consistently hearing the same feedback, we make adjustments to our development roadmap as needed.

    • Hey @Chasebros:disqus, I wanted to double down on what @briangladu:disqus said and thank you for your kind words.

      In my role I work on both the support team and with our designers & developers. I want you to know we take every bit of feedback very seriously, even if we don’t reply to each. The new form builder will be coming sooner than the CRM improvements but I can tell you we’ve scoured the feedback forums and support tickets around each and added everything useful we could fit into there. I cannot wait for users to get their hands on these. They’ll also leave us with much more solid foundations to build on for the future.

      So, thank you for being an ActiveCampaign customer and thank you for your loyalty and feedback!

      • Chasebros

        Gladly guys! We appreciate your software and your always seeking to improve. That is something we are glad to fund and be a part of! We will be using you guys long term and if the new form builder and contact page are anything like the new email builder update was, then we are excited to get our hands on it! Keep up the good work and we will continue to send clients your way!

  • Chris L. Davis

    Form Builder looks REALLY promising! Love how you can add so many actions.

  • Looks good guys. Can’t wait to play with the new toys.

  • I’m very excited! I love all the updates you guys put out.

  • Martin P.

    Hi guys, is it possible to send an emai in the users time? ie –> let say I want that all my users who are spread over multiple time zones received their email at 8am, depending on their time zone. Is it possible?

    • Brian Gladu

      Hi Martin —

      Yes, that is definitely possible. What wasn’t possible before was to send to your list using your account’s time zone.

      • Martin P.

        I mean, let say I want to send an email to my list in 2 days and want everybody to receive it at 8am. What’s the procedure?

        • That is the point Martin, do you want them to receive it at 8am in their timezone, or 8am in your timezone? Now you can choose either.

          • Martin P.

            at their timezone. but I want to set this at the campaign level, not in an automation.

          • AlenaStar

            yes, I agree we need this feature: to send an email at a certain time in their timezone IN campaigns!!!!!!!!

  • Awesome work devs!! Appreciate what you are all doing and love the look of those new forms!!!

  • Nico Oud

    I just signed up a new account for my new business with the CRM module… my gut feeling was right! No zapier recipes with Capsule CRM, but being patient and waiting for the CRM getting upgraded :D Thanks! Looks very promising!

  • On the CRM, are we going to be able to create additional sections and tabs for our account? I know that we can have our own custom fields right now, but I would like the ability to create sections within a tab and also additional tabs. That way we can each build out our own CRM to our specific profession and needs. For instance, I would like to build ours out for real estate so that we can have separate sections for the home specs, buyer needs, etc.That would be great to have it all into one place as we lead generate.

    Thanks guys! It’s looking awesome as usual! Can’t wait for these releases.

    • jvandeboom

      We are building the page to be more modular.. Meaning greater visibility/easier access to the fields, ability for us to add in more “sections”, etc… We won’t have field groupings with the initial roll out, but it is certainly a good idea and something we will explore. We have a lot of plans for the contact and deal management sections that we will be taking on after this initial refresh of the area.

  • Bryan Clark

    I’m very excited for the new changes to the Form Builder! Awesome work!!

  • Alois Huch

    Your CRM is amazing and has the best automation process i saw so far, but please list all recieved and sent mail in the contact.
    Every normal CRM out there list all activities in the contact as timeline.
    In ActiveCampaign you have to create leads and only has emails listed which were recieved after you created the deal.
    Seems no one care about past emails.

    What i also would love to see is just a simple inbox of my account.
    So i can work in the crm to recieve and send emails and not have again a CRM and Mail Clien open.
    For most of my employes a CRM with simple inbox to recieve and send emails is enough or the other way around , a Mail Client with CRM and automated Email.

    • Hey Alois, Thanks for your feedback. I think you’ll be pleased with what you see in the upcoming CRM update when it comes to the activity stream.

      That said we do not have any plans for an inbox of sorts at this time. If you feel strongly that is something we should add you can post to http://feedback.activecampaign.com/ and let our team know. Thanks!

  • I’m also impressed. The value you get for the price is already incredible and these features just push it over the top. Thanks for continuing to improve this constantly!

    • Brian Gladu

      Thanks for the kind words and encouragement, Josh. I was able to play with a beta version of the form builder last week. It’s getting close, and it’s really impressive. I’m excited.

  • Hi there,
    what data Activewoo pass, From Woocommerce To ActiveCampaign?
    Tanks
    Ermes

    • Brian Gladu

      Hi Ermes —

      I couldn’t find a breakdown of the specific data that is passed, but I found this info in their FAQ:

      “Active Woo will first check to see if the billing email exists in Active Campaign. If it doesn’t, then the contact gets added. Then, Active Woo will take the SKU(s) of each product in the customers cart, will turn them into tags, and will add those tags to the customer’s record in Active Campaign. (each SKU/Tag is only added to your Active Campaign once).

      Then, if any of your products were in product categories, those product categories will be added as tags as well.

      No sku, no tag? No problem! If you have a default tag set, than that’s what gets added. If you have no sku, no product category, no default tag…then the contact will get added, but no tags will be added.

      Once the tags have been added, a note is created for that Contact. The note has a link to the order – meaning you can just pull up a contact, look at the notes, and see all that customer’s orders. You can then click on any of the links to jump right into that order in WooCommerce.

      Finally, the plugin will also keep track of total revenue spent – as long as you set what field the plugin should use for Total Revenue. Don’t worry, the training video covers how to do that. ​Active Woo will first check to see if the billing email exists in Active Campaign. If it doesn’t, then the contact gets added. Then, Active Woo will take the SKU(s) of each product in the customers cart, will turn them into tags, and will add those tags to the customer’s record in Active Campaign. (each SKU/Tag is only added to your Active Campaign once).

      Then, if any of your products were in product categories, those product categories will be added as tags as well.

      No sku, no tag? No problem! If you have a default tag set, than that’s what gets added. If you have no sku, no product category, no default tag…then the contact will get added, but no tags will be added.

      Once the tags have been added, a note is created for that Contact. The note has a link to the order – meaning you can just pull up a contact, look at the notes, and see all that customer’s orders. You can then click on any of the links to jump right into that order in WooCommerce.

      Finally, the plugin will also keep track of total revenue spent – as long as you set what field the plugin should use for Total Revenue. Don’t worry, the training video covers how to do that. “