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Release Updates

What’s New

Integrations

New Google Sheets CX App with Automation Action
Google Sheets CX App Integration with Automation Action

What

The Google Sheets CX app allows you to seamlessly connect Google Sheets to ActiveCampaign, and update rows with contact data without leaving the platform. This is ActiveCampaign’s first direct integration that includes built-in automation action.

How

With any trigger in ActiveCampaign, a new row of contact data is created in Google Sheets. It is accessible in a new CX Apps section in Automations. Log into your ActiveCampaign account and find the Google Sheets CX app in the Automations section to set it up.

Ecommerce

Enhancement Display discount code on order receipt

What

When a discount code is used in an order, the code itself will now appear in the order receipt on the contact profile.

How

If multiple discount codes are used in an order, a line for each individual code will appear on the order receipt. Merchants can now have a complete understanding of which discount codes their customers used.

Display discount code on order receipt

Conversations

Enhancement Saved Responses available for inbox composer

What

You now have the ability to leverage Saved Responses within the Conversations unified inbox.

Why

With Saved Responses, you can create and reuse common messages and responses for both chat and email communication channels. You can also keep these responses organized by category by managing them in Settings / Saved Responses.

Please note that at this time personalization tags and text formatting are not supported in Conversations through Saved Responses.

Saved Responses available for inbox composer
Enhancement Editing Standard Fields on visitor detail pane

What

Agents now have the ability to add and edit Standard Contact Fields for a known visitor.

How

Within the visitor details pane, an agent can manage these fields within the context of a Conversation without having to solely rely on gathering this information through the auto-reply capture form or manually adding them directly on the Contact Record overview page.

Editing Standard Fields on visitor detail pane

Reports

New New metrics in Campaigns Performance Report

What

You can now filter campaign results based off of the date the campaign was initially sent.

Why

This enables a more holistic view of the campaign’s engagement over time.

New metrics in Campaign Performance Report
New Conversion Attribution Report

What

In order to identify trends across customers’ journey, you will now be able to uncover common touchpoints that ultimately lead to conversion.

How

Using a Last-Touch attribution method, you can now measure the effectiveness of marketing sources and mediums that span the attribution window in order to maximize customer engagement.

Conversion Attribution Report

Mobile

New Links on any iOS device now open in the CRM Deals App

What

When you open a link to a deal on an iOS mobile device, it will take you directly to the relevant deal (if you have access to that deal) in the ActiveCampaign mobile app.

Why

Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails.

New Campaign Reporting (beta) in Android app

What

This initial release introduces a Campaigns tab that surfaces the most recently sent Campaigns along with the open rate, click rate, and unsubscribe-rate. In order to access this tab, you must have Campaign reporting permissions.

Why

Having the ability to access your campaign reporting from anywhere gives you the freedom to work flexibly and know how your audience is interacting with your campaign.

Additional notes

Coming soon: Campaign report details and much more. In the meantime, we welcome all feedback through the survey link available in the current view or reach out directly to us at app-feedback@activecampaign.com, we would love to speak with you!

New to Android: Campaign Reporting (Beta)
Enhancement Updated deal cards + improved deal filtering in Android app

What

Deal cards now surface the primary contact or account on the deal in order to make it easier to identify the relevant deal. You can also filter by deal status (Open, Won, Lost or All deals) and deal filter settings will persist between app launches.

Why

Why is useful? This makes it easier to find the deal you are looking for with identifiable deal details and you no longer have to reset deal filters each time you launch the app

Updated deal cards + improved deal filtering in Android app

Deals

Enhancement Deal Permissions

What

You can now choose to only allow users to see deals they own. You can remove visibility to other deals by removing the “Enable Group Access to All Deals” permission in User Groups.

Why

Prevent team members from seeing each other’s deals to drive focus on their own pipelines.

Deal Permissions

Integrations

New Unbounce Integration with ActiveCampaign
Unbounce integration

What

You can now seamlessly connect Unbounce to your Activecampaign account without the need for third-party integrations.

How

This native integration captures data from any number of Unbounce landing pages and pulls the information into ActiveCampaign. You can then use this information to create meaningful and personalized actions and communications from your ActiveCampaign account. Log into your ActiveCampaign account and find Unbounce in the Apps section to set it up.

New Calendly Integration
Calendly

What

With ActiveCampaign’s native Calendly integration, you can connect your Calendly account to your ActiveCampaign account without the need for third-party connection tools.

How

This will add or update contacts within ActiveCampaign whenever a meeting is booked in Calendly. You can map key event information from each booked meeting (such as start time, contact name and email, and event name) to standard and custom fields on the contact details page. Plus, with automations you can update deals in your pipeline and send personalized, follow-up messages to boost sales productivity and close more deals faster.

CRM

Enhancement Contacts Exporting

What

We’ve made improvements to exporting contacts in terms of usability and experience using the tool.

  • Exports will run faster and no longer face any timeouts due to backend improvement.
  • We’ve created an export page where you can navigate to view, download and rerun recent exports.

How

Now you can export faster and allow exporting to happen in the background so you can navigate away or close your browser. Log into your ActiveCampaign account and find Calendly in the Apps section 1 to set it up.

Contacts Exporting
New Deals for Accounts

What

We now offer users the flexibility to manage their CRM in a way that works best works for their business. Deals for Accounts is the B2B-friendly way to manage your customer relationships.

How

With Accounts, users can now market and sell to customers business to business—and see which contacts are associated with each customer. It also lets folks create a deal on an account with multiple contacts so that you can have one deal, yet see all the different contacts that you’ll need to interact with to close that deal.

Deals for Accounts
Enhancement Deal Detail Page

What

We’ve also updated the Deal Detail page to provide a more efficient method to capture and find critical information, identify key contacts, and ultimately win more deals.

How

Here are some of the key feature enhancements to the page:

  • Field grouping for deal fields
  • Ability to assign Roles to contacts on a deal
  • Visibility into how long a deal has been in each stage
  • Auto-saving of deal notes
  • Capturing the Forecasted Close Date of a deal
Deal Detail Page

Reports

New Forecast Reporting

What

We’ve rolled out a new report that will allow you to forecast your business by leveraging the historical forecast accuracy of your team.

How

By using the new Forecasted Close Date field in the CRM, you can project your future business and understand whether your team is on target to hit your sales goals. This will empower you to know not only what’s in your pipeline, but be able to discern what’s actually expected to close.

Forecast Reporting

Mobile

Enhancement Deal Updates in Android and iOS
Deal Updates in Android and iOS

What

Updates to the deal interface that now show the contact or account associated with the deal and improved on the filtering experience.

Why

You can save time by being able to more easily identify the deal you’re looking for with key details such as the primary contact or the account associated with the Deal. With the updated filtering design, it is clear whether or not you have a filter applied and you can ensure all expected deals are visible.

Enhancement Task Management Enhancements in Android

What

When editing a task, you can now select who you would like to assign the task to. Also, task due dates now respects the user’s local timezone.

Enhancement View recently created Contacts and Accounts in iOS
View recently created Contacts and Accounts in iOS

What

When you access the Contact tab, you will now see a list of recently created Contacts and Accounts sorted by the most recent creation date.

Why

Closing deals can be a time-sensitive manner. Reduce time to action by easily identifying new prospects to get in touch with.

New Mobile Campaign Reporting Beta in iOS
Mobile Campaign Reporting Beta in iOS

What

This initial release introduces a Campaigns tab that surfaces the most recently sent Campaigns along with the open rate, click rate, and unsubscribe-rate.

  • In order to access this tab, you must have Campaign reporting permissions.
  • This view is currently available on iOS only and is coming soon to Android!

Why

Having the ability to access your campaign reporting from anywhere gives you the freedom to work flexibly and know how your audience is interacting with your campaign.

Additional notes

Coming soon: Campaign report details and much more. In the meantime, we welcome all feedback through the survey link available in the current view or reach out directly to us at app-feedback@activecampaign.com, we would love to speak with you!

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