Apps & Integrations
The Twilio integration lets you send SMS and push notifications from directly within your ActiveCampaign account. The Twilio Automation Action makes it easier for users to automatically send timely notifications about order status, appointment reminders, and more, to customers via SMS. The integration is enabled in just a few short steps from within the automation workflow, so users can seamlessly connect their Twilio account to ActiveCampaign and start sending SMS messages in minutes.
You can now view a list of all the edits you've made to any given email in the designer. The edit history both describes the nature of the edit (added image) as well as a preview of that version. Upon selecting a given version, users have the option to update their design to reflect that version. Each update is clearly labeled based on the change that occurred (rather than a timestamp).
Users who are restricted from viewing certain contacts because of list permissions will now see the side panel showing them that they don’t have access to view the record.
CRM & Pipeline Management
You can now export your account, letting you share data outside of ActiveCampaign. Export your accounts from the Account list page, and export all deals in a given pipeline (previously this was limited to 2k per export.) All Deal and Account exports can be seen on the Import/Export Status page in Settings.
You can now bulk import accounts or deals into the CRM. Importing deals and accounts means that users will not need to work out of two systems and can also bulk update their data.
A brand new Contact Profile experience lets you edit contact details, manage notes, tasks and deals related to the contact. Get more context on contacts with a new Activity view: See campaign activity, SMS replies, completed tasks, and notes. The new contact profile offers more information on the contact and an experience more consistent with the web experience. This makes managing context and obtaining more contextual information about contacts simpler.
Field groups and custom fields on Contacts, Accounts and Deals now respect the order that users specify on the web app. This provides more consistency between web and mobile, as well as more efficiency for users when managing fields.
When you open a link to a contact or account on your mobile device, it will take you directly to the relevant object (if you have access to it) in the ActiveCampaign mobile app. This direct navigation makes it easier to find the correct contact or deal when users share links or click on AC notification emails.
Users landing in the platform for the first time from a mobile device will see a modal letting them know that the experience is best optimized for a desktop. They will be instructed to check their email from their desktop, and click the link into the platform to begin setting up their account. They still have the option to continue into the platform if they choose.
Updated date and time format selector. Previously, users set their date and time format preferences using a free text field. Now, the most frequently selected options are selectable via radio button, and a custom option remains for users who prefer a different format.
We now provide an optional “quiz” users can take before adding new contact custom fields. The three questions will help them determine whether a custom field is the correct entity for the data they’re adding.
You can now use a new styling configuration for Welcome Messages that includes four layout options, along with the ability to control background and text color. Control the look and feel of Welcome Messages, to better reflect your brand.
Agents with proper Deals permissions will now see a “Conversations” tab on the deals overview page. When a known visitor is associated with a deal, their conversation history will be surfaced within this tab on the deal page. This provides a more complete picture for our customers when they’re reviewing a deal, so they can quickly access the contact’s full conversation history, and better understand their needs.
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