Updates tagged "Apps & Integrations"
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.
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.
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.
Web Personalization users can now swap any images, regardless of how the image is wrapped.
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.
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.
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
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.
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.
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
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.
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.
All users with Campaign Report permissions now have more context of how a campaign was set up and what future sends are triggered by.
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.
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
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
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.
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.
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
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.
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”
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
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
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.
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.
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.
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.
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
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 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.
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.
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.
Users can now rename a campaign, regardless of status.
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.
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.
Slack Community Chat
Connect with developers, marketers, and business owners to share knowledge about ActiveCampaign
Join a Facebook group in the language you prefer and connect with other users in your region or around the globe
Do you have an idea for a new feature?
Don't be shy, tell us! Your ideas make our platform better