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Release Updates

What’s New

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.

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