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« All Release Notes

November 01, 2020

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!

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