Updates tagged "Automations"
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.
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.
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.
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
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.
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.
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
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.
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.
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
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
For all customers who use Zapier and ActiveCampaign Deals, there is now a new search action retrieves ActiveCampaign Deal Owner user information on Deals.
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.
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.
In response to Developer requests, new capability exists to allow the Layer to accept subdomains specific to 3rd-party accounts.
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.
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.
Users will be able to make checkboxes required in Pages Forms.
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.
Customers will see an error message if they try to publish a URL that is being used by another active page.
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.
When a user adjusts the parallax effects setting it will work now as expected.
When users attempted to upload image video into a landing page it was not working - this error has been fixed.
Chat needs to be both proactive and reactive. You now have the ability to grab the attention of website visitors by displaying a proactive message that will encourage engagement with the web chat widget. This message can be created and managed within the Conversations’ settings page. Available to all accounts with Conversations.
For Conversations accounts that have an eCommerce deep data integration, you will now be able to see an overview of a contact’s previous order history as well as abandoned cart information all within the context of the Conversations inbox.
If a known visitor has eCommerce data, a new widget will dynamically display within the visitor detail pane providing the following:
- Total Revenue; Total # of Orders, and Average Order Value
- Order search box to quickly search a contact’s order history
- Order snapshots that will provide an overview of the details for that specific order.
Available to all Conversations accounts with eCommerce deep data integration.
For users leveraging Deals, a new widget will be exposed within the visitor detail pane for known visitors, providing a seamless experience between the CRM and Conversations inbox. You can now pick up a conversation fully informed on the relevant background of the visitor or quickly add them to a pipeline during a conversation.
Available to all Conversations customers with Deals access and permissions.
You can now choose which information you’d like included in your exports, allowing for more flexibility. Default fields always included, but you can choose whether to include tags, lists, custom fields, accounts, and contact scores. Available to all accounts.
Available on iOS, you can now dive into details for sent campaigns. You can access performance metrics (such as unique opens, unique clicks broken down by link, revenue, etc), toggle between split test messages and see if a winner has been determined, see the last time an automation email was sent. This also includes the ability to preview emails and view configuration details (i.e. subject, preheader). Available to all accounts.
When you access the Contact tab, you will now see a list of recently created Contacts and Accounts you have permission to view sorted by most recent create date. We limit this to 100 Contacts and 100 Accounts. Previously, you could only search for individual contacts or accounts. Now, you can quickly access recent Contacts or Accounts which allows you to be proactive and reduce time to action with new prospects. Available to all accounts.
The date-based automation trigger now includes Deal Date fields (standard and custom) allowing users to trigger automations around values like forecasted close, renewal, or next call dates. Available to all Plus and above plan tiers.
If you have multiple eCommerce stores connected to your ActiveCampaign account you can now segment the following by each store:
The following eCommerce segment conditions now allow filtering by all stores that are connected to the ActiveCampaign account:
- Has made a purchase / Has not made a purchase
- Has opted into marketing / Has not opted into marketing
- Has abandoned cart / Does not have abandoned cart (BigCommerce and Square stores will not be available for these conditions)
- Has recovered abandoned cart / Has not recovered abandoned cart (BigCommerce and Square stores will not be available for these conditions)
Available to all accounts with connected eCommerce deep data stores.
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