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Release Updates

What’s New

Updates tagged "Onboarding"

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

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!

Mobile

Recently Viewed Contacts when Adding/Editing Deals or Accounts (iOS)

When adding a contact to a Deal or Account, we’ll display recently viewed contacts from a user’s iOS device to make it easier to select the contact they need. Before, you needed to search for a contact to associate them to a Deal or Account. Users will still be able to search globally for a contact. Note: Available to all users who use Deals and Accounts.

Campaign Details — Date Based Send Rules (iOS)

All users with Campaign Report permissions now have more context of how a campaign was set up and what future sends are triggered by.

Contact and Deal Forms Refresh (Android)

New validation patterns will appear when adding or editing Contacts and Deals. A red asterisk next to the field title marks it required and if there is an error saving, a validation message will display beneath. Fields are also optimized to only show the most important fields on creation while still giving the user a way to view and edit all standard and custom fields. Note: Available for all users who use Deals.

Campaign Reporting Split Test Ratios (iOS)

When viewing a split test’s report, users will see what email ratios and winning criteria was defined during setup. This is helpful in remembering which data point (clicks or opens) was used to determine the winner and/or for seeing when a winner will be determined. Note: Available to all users with Campaign Reporting permissions

Deal and Account Form Improvements (iOS)

What - Streamlined Deal and Account add/edit forms by removing extra steps that took the user away from the main form + added more helpful validation patterns. Note: Available to users with Deal and Account add/edit permissions

Sort Deals By Title Name (iOS)

Users with Deals now have the ability to sort deals alphabetically in the pipeline view. Until now, users could only sort by creation date or value.

Saved Responses (iOS)

This gives users the ability to compose emails from scratch or from a saved response, creating consistency and saving time. When composing from a saved response, personalization tags and HTML are copied over.

Web Personalization

Localization

For non-english speaking users, strings are now translated in Web Personalization so the user can experience the product in their preferred language. Note: Web Personalization is available to users on Professional and Enterprise tiers

Upgrade Experience for Pages users

For users on Plus and some Lite accounts that have access to our Pages product, upgrading for web personalization will be a natural progression. In the secondary “Site” nav (if the user has permission to use it), users will see a button to upgrade. Resold accounts will not see a button to upgrade but they will see copy in place of the button that reads “Upgrade for web personalization.” Note: Available to resold & non-resold accounts on Plus and those on Lite that also have Pages.

Reseller Experience

To ensure resellers and white-labeled partners have the same flexibility with Web Personalization as they do with the rest of the platform, a few links in Web Personalization now take users to ActiveCampaign branded help docs. These links will now be dynamically displayed, depending on the reseller checking the “Hide product links” box on their reseller dashboard. The upgrade buttons aren’t dynamic. Any resold account will not see the button to upgrade, even if the reseller doesn’t want to hide product links. As mentioned above, users will see text that says “upgrade for web personalization”

Group Permissions

To provide admins the same high-level control over Web Personalization as they do with other features within ActiveCampaign, admins now have the ability to toggle Web Personalization on and off for specific groups. This means that Web Personalization will be on for admins and off for non-admins by default. If the admin wants to give a specific group access, they will have to manually toggle it on for that group. Note: This is available to users on Professional and Enterprise tiers

Personalize links on a page

A personalized experience shouldn’t stop once the visitor clicks a link. Users now have the ability to redirect links to any page or website, leading to a more relevant customer journey. Note: Available all users on professional or enterprise

Reporting & Analytics

New Web Personalization Report

Web Personalization users can access this report to better understand the performance and engagement of each published experience over time. Dynamically filter experience name and date to see metrics and trends around total visitors and a breakdown of new vs returning visitors. The breakdown will also display an identifier for each contact who visited the experience, which can be clicked on to view more details. Users can also jump back into the experience overview page directly from the report for any enhancements. Note: This is available to Professional and Enterprise tiers using Web Personalization.

Onboarding

New Automation Recipe Recommendations

Getting started with automations can be challenging, so all users will now get Automation Recipe Recommendations personalized by the account industry selected during sign up. Once users have set up their automations, they do not need to see recommendations and can toggle them on/off.

Remove a verified email domain

If a user has verified a domain (or if the domain is waiting to be verified) a user can remove the domain from the list and reset the domain verification process. Previously, if a user tested this functionality to understand its impact, they were unable to remove the domain. Note: Available to all users who have had access to domain verification since 7/28/20. Resellers are excluded.

Campaigns First Send Tips

First send tips are a collection of tips and educational content that give users strategic guidance. In the first tip, users are encouraged to start thinking about segmentation, even if they are just sending a test campaign. The second tip will be related to campaign reporting and will start to improve the user’s understanding of what to expect from their data. These tips will display until a user dismisses them. Note: Tips will be hidden for resellers.

View open tickets

If a user has submitted a support ticket they can now access the ticket from the platform. This link will open a new tab to display their open tickets. If branding is turned off, this link will be hidden. Previously, customers often had to bookmark the support page.

Apps & Integrations

New App Ecosystem

App Studio is a self-serve portal for developers and SaaS companies interested in building Apps on our platform. It unlocks the ability for developers to build Apps that extend ActiveCampaign with branded triggers and actions. As the capabilities grow, so does App Studio - any new capability exposed in our configuration will automatically be available to build in App Studio. Through App Studio, Partners can independently build, validate and test their app configuration, submit their app for review and release an approved App directly to the ecosystem. Partners can extend the capabilities of ActiveCampaign by launching their app in the ActiveCampaign App Ecosystem, and to our global network of 100K+ customers. Note: While all accounts have access to App Studio, this release will be largely valuable to App Partners who’ve requested a sandbox account.

Unbounce — all resources are available to bring data to ActiveCampaign

Unbounce integration app users now have added pagination capabilities to retrieve all resources from Unbounce when an account is connected to ActiveCampaign. This capability will enable ActiveCampaign to retrieve all resources for a customer to subscribe to data and events. A known issue was resolved, where Unbounce customers with greater than 200 landing pages could not access all of them when connecting to their Unbounce account. This will improve experience for all accounts.

Zendesk — Sell Automation Action

All customers who have a Zendesk Sell account (all tiers) can create & update leads in Zendesk Sell with Contact data from ActiveCampaign to ensure lead data is up to date and actionable. Users can easily set up automations that allow you to identify Zendesk Sell tags that you'd like to automatically apply to any of your leads.

Campaigns

Enhancement Expanded Formatting Options for Forms

New options to forms make them easier to customize! Includes 14 new font options on all forms. For pop-up and floating box forms, adjust corner radius, padding, shadow intensity, and a new option to add an image as the background. Previously, forms had been limited to a single font, few sizing options and no ability to add images to the background. Additional notes: All form types will now have 14 new fonts included. All the other formatting options will only be available on the pop-up and floating box forms for now. This is not available to resellers.

Rename a Campaign

Users can now rename a campaign, regardless of status.

Pages
Option to open link on Form Submit

Pages users can now route their page visitors to another page when they submit a form on a page. Note: Available to all accounts with access to Pages.

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