Updates tagged "Apps & Integrations"
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.
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.
CRM & Pipeline Management
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.
Apps & Integrations
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.
Apps & Integrations
The Twilio integration lets you send SMS and push notifications from directly within your ActiveCampaign account. The Twilio Automation Action makes it easier for users to automatically send timely notifications about order status, appointment reminders, and more, to customers via SMS. The integration is enabled in just a few short steps from within the automation workflow, so users can seamlessly connect their Twilio account to ActiveCampaign and start sending SMS messages in minutes.
You can now view a list of all the edits you've made to any given email in the designer. The edit history both describes the nature of the edit (added image) as well as a preview of that version. Upon selecting a given version, users have the option to update their design to reflect that version. Each update is clearly labeled based on the change that occurred (rather than a timestamp).
Users who are restricted from viewing certain contacts because of list permissions will now see the side panel showing them that they don’t have access to view the record.
CRM & Pipeline Management
You can now export your account, letting you share data outside of ActiveCampaign. Export your accounts from the Account list page, and export all deals in a given pipeline (previously this was limited to 2k per export.) All Deal and Account exports can be seen on the Import/Export Status page in Settings.
You can now bulk import accounts or deals into the CRM. Importing deals and accounts means that users will not need to work out of two systems and can also bulk update their data.
A brand new Contact Profile experience lets you edit contact details, manage notes, tasks and deals related to the contact. Get more context on contacts with a new Activity view: See campaign activity, SMS replies, completed tasks, and notes. The new contact profile offers more information on the contact and an experience more consistent with the web experience. This makes managing context and obtaining more contextual information about contacts simpler.
Field groups and custom fields on Contacts, Accounts and Deals now respect the order that users specify on the web app. This provides more consistency between web and mobile, as well as more efficiency for users when managing fields.
When you open a link to a contact or account on your mobile device, it will take you directly to the relevant object (if you have access to it) in the ActiveCampaign mobile app. This direct navigation makes it easier to find the correct contact or deal when users share links or click on AC notification emails.
Users landing in the platform for the first time from a mobile device will see a modal letting them know that the experience is best optimized for a desktop. They will be instructed to check their email from their desktop, and click the link into the platform to begin setting up their account. They still have the option to continue into the platform if they choose.
Updated date and time format selector. Previously, users set their date and time format preferences using a free text field. Now, the most frequently selected options are selectable via radio button, and a custom option remains for users who prefer a different format.
We now provide an optional “quiz” users can take before adding new contact custom fields. The three questions will help them determine whether a custom field is the correct entity for the data they’re adding.
You can now use a new styling configuration for Welcome Messages that includes four layout options, along with the ability to control background and text color. Control the look and feel of Welcome Messages, to better reflect your brand.
Agents with proper Deals permissions will now see a “Conversations” tab on the deals overview page. When a known visitor is associated with a deal, their conversation history will be surfaced within this tab on the deal page. This provides a more complete picture for our customers when they’re reviewing a deal, so they can quickly access the contact’s full conversation history, and better understand their needs.
Apps & Integrations
The Automation Actions for Google Contacts and Nimble allow customers to create and update ActiveCampaign contacts in their CRM. This action can be triggered by any event, including subscription to a list, opening of an email, or any third party trigger.
The Spiffy Native App allows users to connect Spiffy Checkout pages directly from inside ActiveCampaign, so they can transfer purchase data into ActiveCampaign. Use cases include:
- Transfer billing and shipping address, along with anything else collected from a Spiffy Checkout page back into ActiveCampaign contact records.
- Create a new contact (or update an existing contact) in ActiveCampaign when someone completes an order on a Spiffy Checkout page.
- Set Spiffy Checkout pages as tag purchase goals within Automations.
- Automatically add a Spiffy-branded tag for a specific Checkout in the contact record of your customers.
The Survicate Native App allows users to connect their Survicate account directly from inside ActiveCampaign to transfer survey response data into ActiveCampaign.
- Access lists of pre-built Survicate surveys directly inside ActiveCampaign.
- Custom field mapping populates an ActiveCampaign contact’s custom fields with survey responses.
- Create a new contact in ActiveCampaign when someone fills out a Survicate contact form survey
- Set Survicate surveys as triggers within Automations
- Automatically add a Survicate-branded tag for a specific survey in the contact record of customers.
You can now remove all Contacts from the exclusion list with a one-button click.
The Task Manager filtering is updated so that, similar to within mobile apps, it shows only tasks for the user and hides tasks on closed deals. The updated design also allows the user to drill into ActiveCampaign if they need further context, as well as easily add new tasks.
A persistent icon within the inbox that announces the new features that are available within Conversations. This icon will help communicate features that need to be configured within Conversations settings so that users can quickly find the value in new releases.
Easily compare how your split tests are performing compared to one another. When viewing the “All Test” view in a Split Test Campaign, users can select a specific metric (i.e. Opens) and see how each test performed in a single view.
You can now access Revenue attributed to a Campaign.
You can now access the split details you've configured for split test campaigns under the “All Tests” tab. This includes if (and how) a winner will be determined, along with the % of contacts each message will be sent to.
You can now tap on any incomplete tasks within a deal to view task details (including description, primary contact, and due date).
Now access up to 20 recently viewed deals when you tap on the search option. This will only show deals viewed on this specific device. This list is cleared when the user logs out.
When adding lists for the first time, users will be given some recommended list options (like Newsletter, Customers, Prospects, etc) that they can quickly add with a single click.
Reporting & Analytics
A new column within the Campaign Performance Report, labeled “Campaign Subject,” allows users to review the performance of split messages by clicking into the campaign message.
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