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Release Updates

What’s New

Updates tagged "Reporting & Analytics"

Mobile

Automation Overview Report for iOS

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.

Add/Edit Android UI Update

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.

Android Task Redesign

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.

iOS Campaign Reporting - Contact Activity Stream

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

Custom Reports: expanded download limits

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.

Automation Overview Report: Ecommerce revenue update

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.

Campaigns

70+ new email design templates

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

Zendesk Sell — Create and Update Contacts

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.

Conversations

Chatbot builder — block count indicator

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.

Customer Love: Edit email pop-over in visitor detail pane

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

Subdomain Site Tracking

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

Search Action: Find Deal Owner

For all customers who use Zapier and ActiveCampaign Deals, there is now a new search action retrieves ActiveCampaign Deal Owner user information on Deals.

Onboarding

Concierge: Welcome Videos

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.

Automations

Customer Love: UI Improvements

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.

App Ecosystem

Dynamic Subdomains - App Studio developer capability

In response to Developer requests, new capability exists to allow the Layer to accept subdomains specific to 3rd-party accounts.

Pages

Customer Love: Improved consistency between Pages editor and published pages

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.

Customer Love: Protecting published pages within folders

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.

Add required option to checkbox fields in Pages Forms

Users will be able to make checkboxes required in Pages Forms.

Customer Love: Better consistency between mobile and desktop version

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.

Customer Love: Inform user when a URL is being used by another active page

Customers will see an error message if they try to publish a URL that is being used by another active page.

Customer Love: Special characters in page forms

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.

Customer Love: Improved parallax scrolling

When a user adjusts the parallax effects setting it will work now as expected.

Customer Love: Improved image video uploads

When users attempted to upload image video into a landing page it was not working - this error has been fixed.

Web Personalization

Experience Prioritization

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.

Element Visibility

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.

Replace Background Images

Web Personalization users can now swap any images, regardless of how the image is wrapped.

Onboarding

Getting Started Checklist with Contextual Education Guides

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.

Updated Toggle Functionality and UI on Campaigns Page

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.

Reports

Custom Reports: Additional Recipes

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

Deal Custom Fields

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.

Pages

Adding a Custom Domain Update

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.

New Field Types in Forms Used on Pages

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
  • Listbox
  • Checkbox

Security

SMS Multi-factor authentication

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.

Conversations

Purchase an unlimited number of seats

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.

Web chat display rules

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.

Inbox setting - Agent Availability

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.

Mobile - iOS

Caller ID

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.

Update list status

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.

Update business card scanner

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

See how many tasks are due

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.

Disable sending analytics events

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

Mobile - Android

Push notification toggle

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.

Conversations: Agent availability support

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.

Web Personalization

More segmentation conditions

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.

Reporting & Analytics

All Automations Report: Automation name filter

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.

Custom Reporting: Improved dashboard filter creation experience & improved clarity on Forecasted Close Date

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.

Conversations

New Facebook Messenger as an inbound channel

Facebook is a dominant social platform for B2C businesses to communicate with customers, and this new inbound channel allows ActiveCampaign Conversations users to receive and send messages for their Facebook Business page right from the unified inbox. Agents will be notified and be able to respond from the same place as their inbound web chats and emails, allowing them to better engage and converse with customers.

Web Personalization

Published experience limits

For the Web Personalization feature, we increased the limit of published experiences from 3 to 5 for users on the Professional tier, and increased from 3 to unlimited for Enterprise users to allow for more flexibility and access for our Web Personalization users.

Onboarding

Forms is moving out of the primary navigation and into the Site nav to help you embed Forms into Pages easier. The following items are also moving: Manage Fields will move to Settings, Site Tracking will be available under Site, but will redirect to Settings. The items that were in the secondary nav (Webhooks, App Directory, and ActiveCampaign API) still exist where they did before, we just removed the links from the forms secondary nav. If you do not have permission to see Pages or Web Personalization, you will only see Forms and Site Tracking.

Automations welcome page

When navigating to automations, users will now see a new screen welcoming them into the automations section of the platform and highlighting educational content in the form of contextual content, guides, and videos. Recipe recommendations will also be featured. We want to provide more in-app contextual content throughout the platform. When branding is turned off, guides, videos, and external links will be hidden.

Advanced Settings SPF/Sender ID improvements

In advanced settings, we’ve made an update to the language and UI related to SPF (sender policy framework). The SPF and SenderID modals are now combined into one and a help doc is available. We’ve updated the language to be more accurate and have improved the interaction of displaying this information.

Mobile

Push Notification Toggle (iOS)

Users with Deal Access can now globally turn push notifications on or off. Previously, users were given one opportunity to accept or deny push notifications. Now, users will be able to adjust that decision in the settings tab. The reason this is only available for users with Deal access is because “Deal Assignment” is the only notification event we have. Other users would never get any push notifications. This will change as we add more notification types.

Recently Viewed Accounts when Adding/Editing Deals (iOS)

All users with Deals will now see a recently viewed contacts list on their mobile devices. Before this change, you had to always search for an Account to associate it to a Deal. Occasionally though, the Account was recently viewed on the device. For these scenarios, we’re making it easier for the user to select the Account they need. Users will still be able to search globally for an Account.

Reporting & Analytics

Custom Reporting: cross joining between table attributes and improved dashboard filter creation

As part of an ongoing effort to extend Custom Reporting capabilities, we are excited to introduce two new updates! Users will now have the ability to cross join between Automation, Campaign, Contact, and Deal attributes. We also removed unnecessary models from displaying during the global dashboard filter creation process. Cross joining enables users to answer deeper level questions based on their desired parameters between the existing table attributes. Removing unnecessary models helps streamline the ability to create a global dashboard filter without second guessing which one is associated with custom reporting during the selection process. (In order to enable cross join between automations, campaign, and contact attributes; the “relationship type” filter dimensions must be selected and defined.)

Custom Reporting: Added Deals Forecasted Close Date dimension

Deal Forecasted Close Date can now be utilized in Custom Reporting under the Deals view. A Forecast Close Date is a standard field that can be managed on the Deal page and is indicated by the user as to when the deal should close. This enables users to leverage the report in a more dynamic way such as creating a custom report that displays Deals Total Value by Deal Forecasted Close Date filtered by a specific pipeline, stage, status, custom field name, and more.

Pages

PayPal Embed Block

We've recently added a new content block that guides Pages users through the process of embedding PayPal buttons onto their landing page. ActiveCampaign users want to optimize for conversions on their landing pages, and many of these conversions come in the form of payments. In order to highlight this popular use case, we are surfacing a PayPal block and guiding our users through the required steps. We aim to make it easier for customers who use PayPal to start driving more meaningful conversions using Pages!

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