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Release Updates

What’s New

Updates tagged "Mobile"

Reporting & Analytics

SMS Replies in Automation Overview Report

All ActiveCampaign users across all plan tiers can now drill into a suite of SMS reports directly from a corresponding automation in the recently updated Automation Overview report. This enables users to examine the SMS data for any automation that uses messages.

Enhancement Custom Reporting Enhancements

As an effort to extend Custom Reporting capabilities for customers on the Enterprise plan tier, we are introducing three new updates to the existing feature: More Contact Attributes, Shared Spaces, and Reporting Templates.

More Contact Attributes

Users can now utilize significantly more contact dimensions and measures. By providing more contact attributes, users can further segment and dive deeper to understand how contacts are engaging with their business. Note: Contact attributes will not be able to cross-join with automation and campaign attributes in this update.

Shared Spaces

Users can share saved reports with other users within the account. Shared spaces will remove the need to recreate the same report across different users on the same account and provide a more collaborative experience for those trying to share and cross-examine data. Note: Reports saved in the shared space will be accessible to all users within the account.

Reporting Templates

Users can leverage pre-built reporting templates to better understand the capabilities of Custom Reporting. Pre-built reporting templates will provide a framework for users who want to leverage custom reports starting from the dashboard level. Note: Reporting templates will only include a framework for automation and campaign attributes at this time.

Note: All custom reporting data is refreshed daily around 08:00 UTC.

Automation Overview Report Update

For all users across all plan tiers, the Automation Overview report (within the All Automation report) user interface has been updated to improve load time performance and to provide a consistent user experience across the reporting navigation. The original functionality of the report has been maintained – including the ability to edit the automation or view the automation map. The report will also display a 14-day trend visualization for sends, opens, and clicks.

Ecommerce

Enhancement Shopify Product Block Enhancement

For customers using the Shopify integration, we have increased the number of collections shown in the dropdown of the Shopify product block in the email designer to now show up to 250 collections in alphabetical order. The block previously showed up to 100 collections so this new limit should enable a majority of merchants to access all of their collections. Note: this is available for users in Trial and on Plus, Professional, and Enterprise plan tiers.

Mobile

New Push Notifications

All users with Deals who opt-in will receive a push notification whenever a Deal (new or existing) is assigned to them. Tapping on a notification takes you directly to the deal, ensuring you can get to your work at a moment's notice.

New Send SMS Messages with WhatsApp (iOS)

Users with WhatsApp installed can now make WhatsApp the default SMS app to send text messages to contacts, instead of the Messages app. By setting WhatsApp as the default SMS app, users can now contact their leads and customers in the app they communicate with most. Note: users with WhatsApp already installed will be prompted the first time tapping a message icon to set their default SMS app. Until then, users must go to the Settings tab.

Conversations

New Agent Assignments

Available for all Conversations users in both the web and mobile app experience, agents can now assign a conversation to themselves or to other agents, providing clarity within the shared inbox experience. The agent can also filter their conversation list view based on ownership to see their assigned conversations, unassigned conversations, or team members’ conversations. This helps improve agent efficiency and workflow when responding to customer conversations.

CRM

Field Editing

Field editing within Contact, Deals, and Accounts has been improved to allow users who use those features in the ActiveCampaign web application to edit multiple fields at once and click Save at the end. This enables multi-field editing so you can update multiple fields at once before saving all the changes, instead of saving each field change one-by-one. If you’re editing multiple records a day, those savings add up quickly.

Onboarding

Campaigns “Welcome” Page

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.

Web Personalization

Display Segment Criteria

Users who use web personalization can now quickly get an “Experience Recap” of any web personalization experience and see the associated segment criteria. When the button is clicked, the “Segment Criteria” modal will show the various conditions for that experience. This allows users to view what segment criteria qualifies a user for a specific experience.

Onboarding

Campaigns "Welcome" Page

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.

List Recommendations by Industry

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

API v3: Contacts, Accounts, and Deals

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

New Paypal App

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.

Enhancement Calendly App - Date/Time Fields

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.

Conversations

Enhancement Chatbot Question Block

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.

Chatbot Preview

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.

Ecommerce

Fix Abandoned Cart Block Configuration

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.

Mobile

Contact Profile - Automation Management (iOS)

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.

Chatbot Question Block (iOS and Android)

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.

Contact Activity Filters (iOS)

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.

Account Add/Edit Field Group Support (Android)

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.

Campaigns

Enhancement Campaign Template Refresh

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.

Billing

Invoice PDFs

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

Enhancement Custom Reporting

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.

Campaigns

Email Domain Validation

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

Enhancement Deal List View

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

Beta Stripe App

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.

Onboarding

Enhancement "Should this be a tag?" Quiz

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.

Language consistency for sign-up and account creation

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.

Mobile

New Campaign Resend (iOS & Android)

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!

Contact Score (iOS)

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.

Automation Activity (iOS)

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.

Field Groups - Contact Edit and Account View (Android)

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.

Field Groups - Deal Add/Edit (Android)

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.

Contact Automations List (iOS)

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.

Contact Field Search (iOS)

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.

Campaigns

New "Undo" feature in the Campaign Designer

You now have the ability to roll back individual edits in the designer via the ctrl/cmd + Z shortcut or the new “Undo” button in the toolbar. Available to all users that have campaign builder permissions, gives more granular and transparent control over their content creation process.

Conversations

Beta Chatbot Automations

Conversations will automate first touch-points, collect data, and help qualify leads from inbound web chat messages. Real-time chat can be a time burden on businesses, so Chatbot automations will allow for more qualification and data collection before an Agent needs to answer.

Enhancement Adjust layout of visitor detail pane modules

You now have more control by being able to customize your view and optimize your personal workflow within the Conversations inbox. Agents can access settings to configure their personal view of available modules in the visitor detail pane. Adjusting the visibility or order of the modules will only be reflected in the agent’s personal inbox. This updates impacts all Conversations customers.

CRM & Pipeline Management

Enhancement Date/Time Fields

You can now create Date/Time custom fields on Contacts, Deals, or Accounts. Store more information in ActiveCampaign that will help deliver great experiences for customers. Examples include meeting date/times, or information they’re tracking for SLAs. Available to all users that have access to Contacts, Deals, or Accounts.

Enhancement Deal Import improvements

You can now define a default on import that lets you quickly get data into the ActiveCampaign without needing to spend time modifying a CSV. Available to all users with access to import Deals.

Improvements include:

  • On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is “off,” meaning existing data will not be overwritten by blank values.
  • Users can choose a default Pipeline, which will be used if a Pipeline has not been defined.
  • Users can choose a default stage (within the chosen Pipeline) if a stage has not been defined.
Enhancement Account Import improvement

You now have more control over your data when using the Account Import function. On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is off (existing data will not be overwritten by blank values). Available to all users with access to import Accounts.

Mobile

Contact Tab updates (iOS)

You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.

New event types in Contact activity (iOS)

The Contact Activity Tab now shows Campaign Replies and Link Click events. This gives you more information on individual contacts, providing more context or allowing for better troubleshooting.

Opens clicked Deals in the ActiveCampaign app (Android users)

You can now more easily find the correct contact or deal when users share links or click on AC notification emails.
When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveCampaign mobile app.

Contact Field group ordering (Android)

You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.

Contact Filtering (iOS)

You now can to filter contacts by list, status, and tag in the ActiveCampaign mobile app. See how lists, or the number of contacts with a given tag, are growing. The app now provides this ability while also surfacing a 30 day trend.

Contact Delete (iOS)

You can now delete contacts in the ActiveCampaign app. Accounts can be flooded with incomplete or fake leads. By reintroducing contact delete to our new Contact Profile, users with Contact Delete permissions are enabled to clean up these contacts while on the go.

Deal Custom Field Groups (Android)

You can now see the same groupings and field orders that your web platform view provides.

Reporting & Analytics

“All Automation” Report Update

The All Automations report’s backend framework is migrating in order to resolve specific load time issues and (in extreme cases) where the report would not load at all. Currently available for Trial, Plus, Pro, Enterprise accounts.

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