If you're a new account user, a new "Welcome" page will appear when you click on Campaigns from the main navigation menu. The page provides educational guides and videos on deliverability and general best practices when sending a test campaign, to help you get started. Note: If branding is turned off in your account, all guides, videos, and external links will be hidden.
If you’re a new account user adding lists for the first time, we now provide you with recommended list options that you can add with a single click. These list recommendations are tailored based on the industry you selected during the account sign-up process. As a best practice, we recommend creating just a small number of lists, and using tags and custom fields to further segment.
CRM & Pipeline Management
For customers who use API v3, PUT and POST calls will now also take custom fields, so that a separate custom field call is no longer needed in order to set custom field values. Links to documentation are included below.
Apps & Integrations
Our new native Paypal integration helps you seamlessly connect ActiveCampaign to your Paypal account, improving the flow of data between the two systems. You can now use the data and events captured in Paypal to more easily act on real-time events and transactions. Connect your Paypal account to ActiveCampaign to sync order events, create and update contacts, and use the branded Paypal trigger in Automations to trigger a workflow in ActiveCampaign when orders are approved and completed in PayPal.
When mapping data from Calendly to ActiveCampaign using our native Calendly integration, you can now create a custom contact field with the field type ‘Date/Time,’ then map any meeting start/end date to this field type. When a new meeting is scheduled, the meeting date will update the ‘Date/Time’ contact field to enable more granular date-based segmentation. When you can segment around meeting events, you can tailor the customer experience based on the event’s proximity.
We added a new question block within the chatbot builder to help you save even more time on real-time chat. The question block enables more qualification and data collection upfront, before you need to respond. The question block supports custom field data collection, along with branching capabilities to determine the path a visitor moves through based on their responses. The new chatbot question block is also supported in the ActiveCampaign mobile app.
We’ve introduced a chatbot preview function to help you be confident you’re delivering your intended visitor experience. When configuring or editing a chatbot flow, your account admin can now use the preview button to walk through the visitor experience while configuring your chatbot flow.
We fixed a bug in the abandoned cart configuration modal that prevented you from using the dropdowns and visibility toggles. You can now use the dropdowns and visibility toggles when editing the abandoned cart block to change the appearance of the abandoned cart block in your email.
You need to not only see which automations a contact has entered or completed, but also be able to add or remove them from an automation. So we made an update that now gives you the option to view, add, or remove a contact from an automation in the ActiveCampaign iOS mobile app.
We added a new question block within the chatbot builder to help you save even more time on real-time chat—and made it available in the ActiveCampaign mobile app. When viewing a conversation, you’ll know when a chatbot asks the visitor a question, and once answered, will see it update based on the visitor’s response.
When viewing an activity feed in our mobile app, you can now filter the activities you see by category. We’ve added the option to select which categories of activity you want to see to help you get the information you’re looking for, faster.
In order to provide a more consistent experience across our web and mobile applications, we’ve updated the order that fields and field groups appear when you go to add and edit accounts in the mobile app. The order is now the same as the order you see in the web version of the ActiveCampaign platform. Previously, these fields did not appear in the same order across our web and mobile applications.
We have redesigned our campaign template pages to help you save time. Now, it’s easier than ever to find past templates, and discover new templates when you need inspiration. The redesign introduces new templates organized by business goals, layouts, inspiration and past campaigns, so it’s easier to search for and discover the template best suited to your needs. You can find the template updates in the campaign creation flow as well as on the “Manage Templates” page.
We’ve also added more actions on templates in “Manage Templates,” including the options to share and copy a template. You can now find the options to share, copy, delete, and preview templates in a drop down menu that appears when you click on the gear icon in the top right corner of each template.
We added the ability to download individual invoices as PDFs from the in-app Billing page, so you can easily download your ActiveCampaign invoices for financial record-keeping. PDF invoices have been a frequently requested feature.
Reporting & Analytics
We’ve enhanced our Custom Reporting to better answer deep-level questions, and provide more in-depth insights to help you improve your ongoing strategies. You can now build custom reports using Campaign and Automation dimensions and measures. Note: Contacts and deals in Custom Reporting cannot cross join with Automations and Campaigns at this time.
Slack Community Chat
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