Release Updates

• Android
• Conversations
• iOS
• Mobile
• Personalization
• Reporting & Analytics

We have removed the 20 seat per account limit. You can now purchase and assign as many seats as you need so you can continue to be supported as your business scales.

New web chat availability settings provide more control over when the web chat widget is available to visitors on your website. You can now turn the chat widget off outside of your working hours, or when an agent is not available, to improve the experience for visitors to your site.

We have introduced a new inbox toggle that allows each individual agent to set their overall availability for Conversations. This can serve as an internal indicator for other agents to understand who is available or away within the Inbox. This agent setting is also tied directly to a configuration option within the new Web Chat Display Rules. This update improves team efficiency by providing Conversations agents the transparency they need to understand which colleagues are logged in/available internally to help field conversations.

You can now see an incoming caller's contact name even if they are not in your phone's address book. No more waiting for an incoming call to go to voicemail just to get the caller’s name—you can now get the context you need as the call is happening. Note: You must enable caller ID for this update to work. Instructions and status can be found in the "Settings" tab of the mobile app. Only the last 1,000 created contacts will have caller ID.

Mobile app users with Contact Edit Permissions can now update a contact's list status from "Subscribed" to "Unsubscribed." This has been an ongoing ask from our mobile customers. Occasionally, subscribers will directly ask to be taken off a certain list or to stop receiving certain types of content during a phone call or via email. This update provides the ability to take a more manual list update action that is not easily handled by a direct unsubscribe link or automation.

When mobile app users with Contact Add Permissions create a new contact, required fields will now get default values. Additionally, we improved validation messaging.

We know our mobile app users want to know how many other tasks they have to do on a certain date, so they can better understand workload and protect themselves from a day of too many tasks. We’ve now added a task count that allows you to see how many tasks you have to do on a set due date.

All mobile app users now have the option to turn off sending diagnostics and usage data.

Customers with Deal Access can now globally turn push notifications on or off. Previously, you were given one opportunity to accept or deny push notifications. Now, you can adjust that decision in the Settings tab of the mobile app. This ability is only available for customers with Deal Access because "Deal Assignment' is the only notification event we have. Other customers would never get any push notifications. This will change as we add more notification types.

Agents can now set availability and see other agents’ availability when assigning or reassigning conversations. If the chat widget is set to hide or show based on agent availability, it is important for you to set your status so visitors don’t expect an immediate response. It’s also important to see which agents are available when assigning or reassigning conversations, so visitors are not left waiting for a response.

Our Professional and Enterprise customers can now create targeted website experiences with expanded contact detail conditions and custom contact fields. By leveraging tags, custom fields, and additional contact details, you can now create hyper-targeted experiences for your website visitors.

We have introduced a new filter in the All Automations Report that lets you quickly search for and select a specific automation by name. If your account has a significant number of automations, this update allows you to more easily look up a specific automation to see how it's performing.

As part of an ongoing effort to extend Custom Reporting capabilities, we are introducing two updates:

• We removed unnecessary models from displaying during the global dashboard filter creation and edit process. This helps streamline the ability to create a global dashboard filter without second-guessing which one is associated with custom reporting during the selection process
• We are deprecating the Forecasted Close Date as a value in the Deal Custom Field Name dimension to remove confusion from the Forecasted Close Date dimension that’s available under the Deals view. By adding Forecasted Close Date within Deals as its own dimension, you are now able to analyze your deals based on when the deals are expected to close. This means you no longer need to use the Forecasted Close Date value from the Deal Custom Field Name dimension

Note: You should replace any references to the Forecasted Close Date value in the Custom Field Name dimension with the new Forecasted Close Date field dimension.

• Reporting & Analytics
• Mobile
• iOS
• Android
• Personalization
• Onboarding
• Apps & Integrations
• Campaigns

When adding a contact to a Deal or Account, we’ll display recently viewed contacts from a user’s iOS device to make it easier to select the contact they need. Before, you needed to search for a contact to associate them to a Deal or Account. Users will still be able to search globally for a contact. Note: Available to all users who use Deals and Accounts.

All users with Campaign Report permissions now have more context of how a campaign was set up and what future sends are triggered by.

New validation patterns will appear when adding or editing Contacts and Deals. A red asterisk next to the field title marks it required and if there is an error saving, a validation message will display beneath. Fields are also optimized to only show the most important fields on creation while still giving the user a way to view and edit all standard and custom fields. Note: Available for all users who use Deals.

When viewing a split test’s report, users will see what email ratios and winning criteria was defined during setup. This is helpful in remembering which data point (clicks or opens) was used to determine the winner and/or for seeing when a winner will be determined. Note: Available to all users with Campaign Reporting permissions

What - Streamlined Deal and Account add/edit forms by removing extra steps that took the user away from the main form + added more helpful validation patterns. Note: Available to users with Deal and Account add/edit permissions

Users with Deals now have the ability to sort deals alphabetically in the pipeline view. Until now, users could only sort by creation date or value.

This gives users the ability to compose emails from scratch or from a saved response, creating consistency and saving time. When composing from a saved response, personalization tags and HTML are copied over.

For non-english speaking users, strings are now translated in Web Personalization so the user can experience the product in their preferred language. Note: Web Personalization is available to users on Professional and Enterprise tiers

For users on Plus and some Lite accounts that have access to our Pages product, upgrading for web personalization will be a natural progression. In the secondary “Site” nav (if the user has permission to use it), users will see a button to upgrade. Resold accounts will not see a button to upgrade but they will see copy in place of the button that reads “Upgrade for web personalization.” Note: Available to resold & non-resold accounts on Plus and those on Lite that also have Pages.

To ensure resellers and white-labeled partners have the same flexibility with Web Personalization as they do with the rest of the platform, a few links in Web Personalization now take users to ActiveCampaign branded help docs. These links will now be dynamically displayed, depending on the reseller checking the “Hide product links” box on their reseller dashboard. The upgrade buttons aren’t dynamic. Any resold account will not see the button to upgrade, even if the reseller doesn’t want to hide product links. As mentioned above, users will see text that says “upgrade for web personalization”

To provide admins the same high-level control over Web Personalization as they do with other features within ActiveCampaign, admins now have the ability to toggle Web Personalization on and off for specific groups. This means that Web Personalization will be on for admins and off for non-admins by default. If the admin wants to give a specific group access, they will have to manually toggle it on for that group. Note: This is available to users on Professional and Enterprise tiers

A personalized experience shouldn’t stop once the visitor clicks a link. Users now have the ability to redirect links to any page or website, leading to a more relevant customer journey. Note: Available all users on professional or enterprise

Web Personalization users can access this report to better understand the performance and engagement of each published experience over time. Dynamically filter experience name and date to see metrics and trends around total visitors and a breakdown of new vs returning visitors. The breakdown will also display an identifier for each contact who visited the experience, which can be clicked on to view more details. Users can also jump back into the experience overview page directly from the report for any enhancements. Note: This is available to Professional and Enterprise tiers using Web Personalization.

Getting started with automations can be challenging, so all users will now get Automation Recipe Recommendations personalized by the account industry selected during sign up. Once users have set up their automations, they do not need to see recommendations and can toggle them on/off.

If a user has verified a domain (or if the domain is waiting to be verified) a user can remove the domain from the list and reset the domain verification process. Previously, if a user tested this functionality to understand its impact, they were unable to remove the domain. Note: Available to all users who have had access to domain verification since 7/28/20. Resellers are excluded.

First send tips are a collection of tips and educational content that give users strategic guidance. In the first tip, users are encouraged to start thinking about segmentation, even if they are just sending a test campaign. The second tip will be related to campaign reporting and will start to improve the user’s understanding of what to expect from their data. These tips will display until a user dismisses them. Note: Tips will be hidden for resellers.

If a user has submitted a support ticket they can now access the ticket from the platform. This link will open a new tab to display their open tickets. If branding is turned off, this link will be hidden. Previously, customers often had to bookmark the support page.

App Studio is a self-serve portal for developers and SaaS companies interested in building Apps on our platform. It unlocks the ability for developers to build Apps that extend ActiveCampaign with branded triggers and actions. As the capabilities grow, so does App Studio - any new capability exposed in our configuration will automatically be available to build in App Studio. Through App Studio, Partners can independently build, validate and test their app configuration, submit their app for review and release an approved App directly to the ecosystem. Partners can extend the capabilities of ActiveCampaign by launching their app in the ActiveCampaign App Ecosystem, and to our global network of 100K+ customers. Note: While all accounts have access to App Studio, this release will be largely valuable to App Partners who’ve requested a sandbox account.

Unbounce integration app users now have added pagination capabilities to retrieve all resources from Unbounce when an account is connected to ActiveCampaign. This capability will enable ActiveCampaign to retrieve all resources for a customer to subscribe to data and events. A known issue was resolved, where Unbounce customers with greater than 200 landing pages could not access all of them when connecting to their Unbounce account. This will improve experience for all accounts.

All customers who have a Zendesk Sell account (all tiers) can create & update leads in Zendesk Sell with Contact data from ActiveCampaign to ensure lead data is up to date and actionable. Users can easily set up automations that allow you to identify Zendesk Sell tags that you'd like to automatically apply to any of your leads.

New options to forms make them easier to customize! Includes 14 new font options on all forms. For pop-up and floating box forms, adjust corner radius, padding, shadow intensity, and a new option to add an image as the background. Previously, forms had been limited to a single font, few sizing options and no ability to add images to the background. Additional notes: All form types will now have 14 new fonts included. All the other formatting options will only be available on the pop-up and floating box forms for now. This is not available to resellers.

Users can now rename a campaign, regardless of status.

Pages users can now route their page visitors to another page when they submit a form on a page. Note: Available to all accounts with access to Pages.

• Campaigns
• CRM
• Apps & Integrations
• Onboarding
• iOS
• Android
• Mobile

For all new customers as of 7/28, you will be required to validate your email domain before sending communications through ActiveCampaign. At the point of your first send, you’ll encounter the validation prompt and then you’ll be able to further manage validated domains via Settings. This change is designed to protect you from malicious senders hoping to spoof your legitimate email address.

For everyone with access to the ActiveCampaign CRM, you can now view all your deals across all Pipelines, Stages, and Statuses in one list view. Users can also now export all your deals from the list view. You can still access your Deal Tasks via the “check mark” on this view. This update will help provide a clear view into all your deals in one place and allow you to identify trends quicker, instead of complex workarounds that were needed previously.

Through a partnership with Stripe, ActiveCampaign will be able to bring Stripe data directly into the platform and create/update contacts when a charge is successful/refunded, a customer is added, an invoice is created, and more! A branded Stripe trigger will be added to the ActiveCampaign platform, accessed via automations, as well as tags added to the contact when any of the above events occur.

If you manage tags for your ActiveCampaign account, it can be challenging for you to know whether to add a piece of data as a field, tag, or list. We created a handy quiz to help you solve this question. Similar to the “Is this a field?” quiz, the three questions will help you determine whether a tag is the correct entity for the data you’re adding so you know what to do next based on how your business operates.

Previously, even if you had selected a different language than English to use in your account, the location provided by the IP would override the language selection in the sign-up flow and account. Now, your language selection will be reflected across the sign up process for your account.

Now, if you’re a mobile AC user with reporting and send permissions, you can resend broadcast campaigns from your phone. To increase engagement, we recommend resending their campaigns to new subscribers and/or non-openers. Now, while viewing a campaign’s performance on the go, it is easier than ever to resend with a new, catchy subject line!

If you use the iOS version of the ActiveCampaign mobile app, you can now see “Active” Contact scores in a contact profile, helping you evaluate and prioritize the quality of your leads.

All users on the iOS ActiveCampaign mobile app can now see automations that a contact entered and completed in a contact’s activity feed. With this addition, you can see more clearly how a contact has been nurtured and/or contacted, and ultimately understand the contact’s history for a better experience.

If you have contact add/edit permission and access to “Accounts” on the ActiveCampaign Android app, you will now see all field groups and custom fields for contacts and accounts as you would normally see them on the desktop version of ActiveCampaign. Custom fields and custom groups are already supported in View Contact and View/Edit Deal.

If you have Deal edit/add permissions in your ActiveCampaign Android app, you can now view all fields and field groups as you would on the web application, so you have a cohesive, uniform experience across all channels.

You can now see a complete list of automations that a contact has been added into and completed in one list view, making it easier to track their past interactions and see a bigger picture of the communications you’ve already sent and how they are being nurtured across the ActiveCampaign platform. You will see the automation as completed or ongoing.

You can now use the search functionality in the iOS app to search and edit contact fields, instead of scrolling through several field groups to find the one you want to update.

• Campaigns
• Conversations
• CRM
• Mobile
• iOS
• Android
• Reporting & Analytics

You now have the ability to roll back individual edits in the designer via the ctrl/cmd + Z shortcut or the new “Undo” button in the toolbar. Available to all users that have campaign builder permissions, gives more granular and transparent control over their content creation process.

Conversations will automate first touch-points, collect data, and help qualify leads from inbound web chat messages. Real-time chat can be a time burden on businesses, so Chatbot automations will allow for more qualification and data collection before an Agent needs to answer.

You now have more control by being able to customize your view and optimize your personal workflow within the Conversations inbox. Agents can access settings to configure their personal view of available modules in the visitor detail pane. Adjusting the visibility or order of the modules will only be reflected in the agent’s personal inbox. This updates impacts all Conversations customers.

You can now create Date/Time custom fields on Contacts, Deals, or Accounts. Store more information in ActiveCampaign that will help deliver great experiences for customers. Examples include meeting date/times, or information they’re tracking for SLAs. Available to all users that have access to Contacts, Deals, or Accounts.

You can now define a default on import that lets you quickly get data into the ActiveCampaign without needing to spend time modifying a CSV. Available to all users with access to import Deals.

Improvements include:

• On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is “off,” meaning existing data will not be overwritten by blank values.
• Users can choose a default Pipeline, which will be used if a Pipeline has not been defined.
• Users can choose a default stage (within the chosen Pipeline) if a stage has not been defined.

You now have more control over your data when using the Account Import function. On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is off (existing data will not be overwritten by blank values). Available to all users with access to import Accounts.

You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.

The Contact Activity Tab now shows Campaign Replies and Link Click events. This gives you more information on individual contacts, providing more context or allowing for better troubleshooting.

You can now more easily find the correct contact or deal when users share links or click on AC notification emails.
When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveCampaign mobile app.

You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.

You now can to filter contacts by list, status, and tag in the ActiveCampaign mobile app. See how lists, or the number of contacts with a given tag, are growing. The app now provides this ability while also surfacing a 30 day trend.

You can now delete contacts in the ActiveCampaign app. Accounts can be flooded with incomplete or fake leads. By reintroducing contact delete to our new Contact Profile, users with Contact Delete permissions are enabled to clean up these contacts while on the go.

You can now see the same groupings and field orders that your web platform view provides.

The All Automations report’s backend framework is migrating in order to resolve specific load time issues and (in extreme cases) where the report would not load at all. Currently available for Trial, Plus, Pro, Enterprise accounts.