You now have the ability to roll back individual edits in the designer via the ctrl/cmd + Z shortcut or the new “Undo” button in the toolbar. Available to all users that have campaign builder permissions, gives more granular and transparent control over their content creation process.
Conversations will automate first touch-points, collect data, and help qualify leads from inbound web chat messages. Real-time chat can be a time burden on businesses, so Chatbot automations will allow for more qualification and data collection before an Agent needs to answer.
You now have more control by being able to customize your view and optimize your personal workflow within the Conversations inbox. Agents can access settings to configure their personal view of available modules in the visitor detail pane. Adjusting the visibility or order of the modules will only be reflected in the agent’s personal inbox. This updates impacts all Conversations customers.
CRM & Pipeline Management
You can now create Date/Time custom fields on Contacts, Deals, or Accounts. Store more information in ActiveCampaign that will help deliver great experiences for customers. Examples include meeting date/times, or information they’re tracking for SLAs. Available to all users that have access to Contacts, Deals, or Accounts.
You can now define a default on import that lets you quickly get data into the ActiveCampaign without needing to spend time modifying a CSV. Available to all users with access to import Deals.
- On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is “off,” meaning existing data will not be overwritten by blank values.
- Users can choose a default Pipeline, which will be used if a Pipeline has not been defined.
- Users can choose a default stage (within the chosen Pipeline) if a stage has not been defined.
You now have more control over your data when using the Account Import function. On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is off (existing data will not be overwritten by blank values). Available to all users with access to import Accounts.
You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.
The Contact Activity Tab now shows Campaign Replies and Link Click events. This gives you more information on individual contacts, providing more context or allowing for better troubleshooting.
You can now more easily find the correct contact or deal when users share links or click on AC notification emails. When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveCampaign mobile app.
You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.
You now can to filter contacts by list, status, and tag in the ActiveCampaign mobile app. See how lists, or the number of contacts with a given tag, are growing. The app now provides this ability while also surfacing a 30 day trend.
You can now delete contacts in the ActiveCampaign app. Accounts can be flooded with incomplete or fake leads. By reintroducing contact delete to our new Contact Profile, users with Contact Delete permissions are enabled to clean up these contacts while on the go.
You can now see the same groupings and field orders that your web platform view provides.
Reporting & Analytics
The All Automations report’s backend framework is migrating in order to resolve specific load time issues and (in extreme cases) where the report would not load at all. Currently available for Trial, Plus, Pro, Enterprise accounts.
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