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Release Updates

What’s New

Updates tagged "Deals"

Reporting & Analytics

SMS Replies in Automation Overview Report

All ActiveCampaign users across all plan tiers can now drill into a suite of SMS reports directly from a corresponding automation in the recently updated Automation Overview report. This enables users to examine the SMS data for any automation that uses messages.

Enhancement Custom Reporting Enhancements

As an effort to extend Custom Reporting capabilities for customers on the Enterprise plan tier, we are introducing three new updates to the existing feature: More Contact Attributes, Shared Spaces, and Reporting Templates.

More Contact Attributes

Users can now utilize significantly more contact dimensions and measures. By providing more contact attributes, users can further segment and dive deeper to understand how contacts are engaging with their business. Note: Contact attributes will not be able to cross-join with automation and campaign attributes in this update.

Shared Spaces

Users can share saved reports with other users within the account. Shared spaces will remove the need to recreate the same report across different users on the same account and provide a more collaborative experience for those trying to share and cross-examine data. Note: Reports saved in the shared space will be accessible to all users within the account.

Reporting Templates

Users can leverage pre-built reporting templates to better understand the capabilities of Custom Reporting. Pre-built reporting templates will provide a framework for users who want to leverage custom reports starting from the dashboard level. Note: Reporting templates will only include a framework for automation and campaign attributes at this time.

Note: All custom reporting data is refreshed daily around 08:00 UTC.

Automation Overview Report Update

For all users across all plan tiers, the Automation Overview report (within the All Automation report) user interface has been updated to improve load time performance and to provide a consistent user experience across the reporting navigation. The original functionality of the report has been maintained – including the ability to edit the automation or view the automation map. The report will also display a 14-day trend visualization for sends, opens, and clicks.

Ecommerce

Enhancement Shopify Product Block Enhancement

For customers using the Shopify integration, we have increased the number of collections shown in the dropdown of the Shopify product block in the email designer to now show up to 250 collections in alphabetical order. The block previously showed up to 100 collections so this new limit should enable a majority of merchants to access all of their collections. Note: this is available for users in Trial and on Plus, Professional, and Enterprise plan tiers.

Mobile

New Push Notifications

All users with Deals who opt-in will receive a push notification whenever a Deal (new or existing) is assigned to them. Tapping on a notification takes you directly to the deal, ensuring you can get to your work at a moment's notice.

New Send SMS Messages with WhatsApp (iOS)

Users with WhatsApp installed can now make WhatsApp the default SMS app to send text messages to contacts, instead of the Messages app. By setting WhatsApp as the default SMS app, users can now contact their leads and customers in the app they communicate with most. Note: users with WhatsApp already installed will be prompted the first time tapping a message icon to set their default SMS app. Until then, users must go to the Settings tab.

Conversations

New Agent Assignments

Available for all Conversations users in both the web and mobile app experience, agents can now assign a conversation to themselves or to other agents, providing clarity within the shared inbox experience. The agent can also filter their conversation list view based on ownership to see their assigned conversations, unassigned conversations, or team members’ conversations. This helps improve agent efficiency and workflow when responding to customer conversations.

CRM

Field Editing

Field editing within Contact, Deals, and Accounts has been improved to allow users who use those features in the ActiveCampaign web application to edit multiple fields at once and click Save at the end. This enables multi-field editing so you can update multiple fields at once before saving all the changes, instead of saving each field change one-by-one. If you’re editing multiple records a day, those savings add up quickly.

Onboarding

Campaigns “Welcome” Page

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.

Web Personalization

Display Segment Criteria

Users who use web personalization can now quickly get an “Experience Recap” of any web personalization experience and see the associated segment criteria. When the button is clicked, the “Segment Criteria” modal will show the various conditions for that experience. This allows users to view what segment criteria qualifies a user for a specific experience.

Integrations

New Google Sheets CX App with Automation Action
Google Sheets CX App Integration with Automation Action

What

The Google Sheets CX app allows you to seamlessly connect Google Sheets to ActiveCampaign, and update rows with contact data without leaving the platform. This is ActiveCampaign’s first direct integration that includes built-in automation action.

How

With any trigger in ActiveCampaign, a new row of contact data is created in Google Sheets. It is accessible in a new CX Apps section in Automations. Log into your ActiveCampaign account and find the Google Sheets CX app in the Automations section to set it up.

Ecommerce

Enhancement Display discount code on order receipt

What

When a discount code is used in an order, the code itself will now appear in the order receipt on the contact profile.

How

If multiple discount codes are used in an order, a line for each individual code will appear on the order receipt. Merchants can now have a complete understanding of which discount codes their customers used.

Display discount code on order receipt

Conversations

Enhancement Saved Responses available for inbox composer

What

You now have the ability to leverage Saved Responses within the Conversations unified inbox.

Why

With Saved Responses, you can create and reuse common messages and responses for both chat and email communication channels. You can also keep these responses organized by category by managing them in Settings / Saved Responses.

Please note that at this time personalization tags and text formatting are not supported in Conversations through Saved Responses.

Saved Responses available for inbox composer
Enhancement Editing Standard Fields on visitor detail pane

What

Agents now have the ability to add and edit Standard Contact Fields for a known visitor.

How

Within the visitor details pane, an agent can manage these fields within the context of a Conversation without having to solely rely on gathering this information through the auto-reply capture form or manually adding them directly on the Contact Record overview page.

Editing Standard Fields on visitor detail pane

Reports

New New metrics in Campaigns Performance Report

What

You can now filter campaign results based off of the date the campaign was initially sent.

Why

This enables a more holistic view of the campaign’s engagement over time.

New metrics in Campaign Performance Report
New Conversion Attribution Report

What

In order to identify trends across customers’ journey, you will now be able to uncover common touchpoints that ultimately lead to conversion.

How

Using a Last-Touch attribution method, you can now measure the effectiveness of marketing sources and mediums that span the attribution window in order to maximize customer engagement.

Conversion Attribution Report

Mobile

New Links on any iOS device now open in the CRM Deals App

What

When you open a link to a deal on an iOS mobile device, it will take you directly to the relevant deal (if you have access to that deal) in the ActiveCampaign mobile app.

Why

Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails.

New Campaign Reporting (beta) in Android app

What

This initial release introduces a Campaigns tab that surfaces the most recently sent Campaigns along with the open rate, click rate, and unsubscribe-rate. In order to access this tab, you must have Campaign reporting permissions.

Why

Having the ability to access your campaign reporting from anywhere gives you the freedom to work flexibly and know how your audience is interacting with your campaign.

Additional notes

Coming soon: Campaign report details and much more. In the meantime, we welcome all feedback through the survey link available in the current view or reach out directly to us at app-feedback@activecampaign.com, we would love to speak with you!

New to Android: Campaign Reporting (Beta)
Enhancement Updated deal cards + improved deal filtering in Android app

What

Deal cards now surface the primary contact or account on the deal in order to make it easier to identify the relevant deal. You can also filter by deal status (Open, Won, Lost or All deals) and deal filter settings will persist between app launches.

Why

Why is useful? This makes it easier to find the deal you are looking for with identifiable deal details and you no longer have to reset deal filters each time you launch the app

Updated deal cards + improved deal filtering in Android app

Deals

Enhancement Deal Permissions

What

You can now choose to only allow users to see deals they own. You can remove visibility to other deals by removing the “Enable Group Access to All Deals” permission in User Groups.

Why

Prevent team members from seeing each other’s deals to drive focus on their own pipelines.

Deal Permissions

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