Users could previously only review a single campaign’s engagement metrics. The new Automation Overview Report provides an overall look at how an entire automated marketing strategy is performing, by aggregating all campaign data associated with a specific automation to help identify areas of opportunity and success.
This update lets users add or edit tasks in a way that aligns with our recently updated Contact, Deal, and Account Forms. Users now have greater clarity and consistency when viewing the task tab, contact profile, or deal profile.
The new, intuitive Android Task screen design leads to a dedicated Task Detail view that lets users fully understand the task, its related deals and contacts, and provides quick actions to call, email, or text.
The Contact Activity Stream adds transparency into the data users are shown, by providing an extra level of detail when viewing a campaign’s engagement. Tap into opens, clicks, unsubscribes, bounces, and forwards to see which contacts have performed that action. Since launching campaign reporting at the end of 2019, this was the most requested enhancement!
Reporting & Analytics
This will give users more flexibility to dig deep or integrate their data in new or existing workflows by expanding limits to download all results within a look or a dashboard.
The way that revenue is associated with an automation has been updated. If a user deletes an order, that order will no longer be associated with that automation in the Automation Overview Report. This update will create a consistent data experience between the way revenue is displayed between the Automations Overview Report and the Marketing Revenue Report.
The “Inspiration” tab in our template builder features pre-designed emails for users to take advantage of when building out a new campaign or automation. Over 70 new templates have been added, for a library of over 125+ design templates — making it easy to customize emails and send beautiful messages in just a few clicks.
Apps & Integrations
Users with the Zendesk Sell CX App can now push ActiveCampaign contacts to Zendesk Sell Contacts (in addition to Zendesk Sell Leads), letting users orchestrate their data in a more flexible way within ActiveCampaign.
Users can now better track how many blocks they’ve used while creating their chatbot procedural flow. This lets users plan their procedural flow better as it relates to the current 25 block cap.
When editing an email address within the Inbox’s visitors detail pane, the pop-over will not auto-close, so agents can effectively manage any changes to a contact within their inbox
For all users with Conversations web chat or with Site Tracking enabled, cookies are properly being placed to prevent breaks in tracking for a better experience.
Strategic Integrations, Zapier
For all customers who use Zapier and ActiveCampaign Deals, there is now a new search action retrieves ActiveCampaign Deal Owner user information on Deals.
For all users (excluding resellers), they will see two short welcome videos as a first touchpoint in-app for 1) e-commerce, and 2) other customers (digital first + B2B). This will provide a more catered onboarding experience that helps the user understand how the platform is built for them.
These are usability improvements, some of which were specifically requested by customers and some to improve overall performance.
- Automations Builder: when mousing over a send email block, the thumbnail image of the email can now be clicked to take the user directly to the email editor.
- Automation Builder Manage Messages section: clicking any email name opens the email editor/designer with that email selected
- If/Else block title: If the customer has defined multiple segment groups, all conditions for all groups are displayed. This time-saver eliminates the need to click on the block and scroll through the conditions to see your current configuration.
- Automation homepage: Thumbnail now appears in all instances.
- Automations Builder: Wait Until blocks have been improved to provide a more consistent automation experience and allow customers to send the right messages at the right time.
In response to Developer requests, new capability exists to allow the Layer to accept subdomains specific to 3rd-party accounts.
Users often saw a different experience between the editor and published (and between browsers) because of the way different browsers render pages. This fix makes experiences consistent.
Users won’t be able to delete folders with published pages. Coming next, we’ll allow customers to move pages between folders. Folders can be currently deleted with published pages in them. This delete causes the user to lose the ability to manage any of those pages.
Users will be able to make checkboxes required in Pages Forms.
Customers will see consistency between mobile/desktop versions and the changes they make in mobile view (or desktop) will be reflected accurately on the published page.
Customers will see an error message if they try to publish a URL that is being used by another active page.
When trying to add a Pages form to a page users got an error when the page name has a comma (or special character) in it. Now users with Pages that have a special character can add a Pages form.
When a user adjusts the parallax effects setting it will work now as expected.
When users attempted to upload image video into a landing page it was not working - this error has been fixed.
Web Personalization users now have the ability to prioritize what experience a visitor should see first, should they qualify for more than one experience on that page. Marketers need the ability to create multiple experiences on a single page so they can target web visitors in various ways, depending on what they know about those visitors. Now you can choose what experience is most important for visitors to see if they qualify for more than one published experience.
Users can now hide or remove entire sections of their website. When creating personalized experiences there may be sections of the site that are not as relevant to the goals you have for the personalization. Now you can simply hide or remove the element so you're only showing the most relevant sections that pertain to the personalized experience for your visitors.
Web Personalization users can now swap any images, regardless of how the image is wrapped.
The Gitting Started Checklist has been revamped to include how-to videos and/or guides, and CTAs leading users directly to the action they are being asked to complete. This helps users get started using the ActiveCampaign platform quickly, setting up success from the start.
On the Campaigns page, all recommended recipes and guides can be controlled by a "Show Recommendations" toggle. This user interface now mirrors the way the Automations page shows recommended content.
Users can now leverage pre-built reports to better understand the capabilities of Custom Reports. Further extending the Custom Report capabilities, this introduces the following additional Custom Report recipes:
- Automation Engagement Trends
- Campaign Engagement Trends
- Deal Value by the Forecasted Close Date
- Deal ACV by Field Value
Strategic Integrations, Zapier
We have extended our ability to retrieve fields from the ActiveCampaign Deal object for the following Zapier Triggers/Actions:
- New Deal Created/Updated Trigger
- Find Deal Search Action
- Create New Deal Action
*NOTE: If you are using a deprecated ActiveCampaign trigger/action, we encourage you to upgrade so that you can access any enhancements.
Users using Pages are now prompted to log in to their hosting provider first and add a CNAME record that points to their landing page. This provides users a more intuitive experience when verifying a custom domain.
For all Pages customers, Forms that are used on Pages now support the following additional custom field types:
- Single and multi-select dropdowns
- Radio Buttons
SMS is now offered as a new multi-factor authentication method for users. This allows users to receive text message codes to their devices that can be used as an additional factor for authentication. This is an addition to our existing multi-factor authentication offering where only authenticator apps were previously supported.
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