Updates tagged "Ecommerce"
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.
Customers sometimes misplace emails, or get added to lists right after you send an important email out. You can now seamlessly choose to resend a campaign to an individual contact from the contact record. This is only for one-time campaigns and not for automated or recurring campaigns. Available to all accounts.
View how many marked your email as spam when unsubscribing. The unsubscribe report now includes the number of spam complaints received. This can help you understand how many of those who unsubscribed considered your email spam so you can make changes to your approach. Available to all Campaigns users.
The Slack Automation Action makes it easy for you to post messages to any Slack channel you have access to, using the “Post Message to a Slack Channel” automation action. This will help you to communicate with your team about your Activecampaign account. For example, you can use this action to alert a channel whenever a contact or deal reaches a certain score when a contact submits an ActiveCampaign form and Slack. Available to all accounts.
Your Calendly, Typeform and Unbounce integrations are more powerful than ever. You can view tags that are applied to contacts through integrations, as well as trigger automations on events in other platforms. For example, you can trigger automations on new Calendly events, or submitted Typeform and Unbounce forms. Available to any accounts integrating with Typeform, Unbounce and Calendly. More integrations to come.
You’re no longer in the dark when engaging with a known visitor. Agents now have the ability to view, add, and edit custom field data within the visitor detail pane. Editing field values in the inbox will update the contact record. By surfacing this information, agents now have context when interacting with a visitor. Available to all Conversations users.
Easily check in to see how your campaigns are performing, and make sure everything is on track. Access unique opens, unique clicks, and see how each link is performing. Check to see if a winner has been determined for your split campaign and how each test is performing. Render a preview of your sent campaign. Available to all Android users with Campaign reporting access.
On Android, you can now tap the message icon on the contact profile which will open up the messages app with the contact’s number pre-populated.
It is now easier than ever to compare how the performance of your tests side by side. Simply select the performance metric you are interested in digging into and you will be able to see how the campaign performed as a whole, along with the variation of each test all in one view. Available to all iOS users with Campaign reporting access.
Scan business cards on the go. Manually adding contact info isn’t ideal when meeting new contacts on the go. You can now quickly snap a photo of the business card and add them to your growing contact list. This is currently available on iOS only.
When collaborating with teams, having the ability to share and direct someone to a specific place - through their preferred communication channel - is common. Now it’s simple to do when sharing Deals in ActiveCampaign. This is currently available on iOS only.
On iOS, you can select your default e-mail client that will open up any time you select the email contact option. This option can be configured in the settings tab of your app.
Further target your customers by segmenting on discount codes used in orders. There are two new conditions: “Has used discount code” and “Has not used discount code”. You can easily select from a list of discount codes used when setting up these two segment conditions.
Account admins can now enable a session timeout. This is an account-level security setting that will log a user out if they are idle for a set period of time. While enabling this setting is not required, it is highly recommended as it will provide an additional layer of security and prevent unauthorized account access. Available to all admin users.
Chat needs to be both proactive and reactive. You now have the ability to grab the attention of website visitors by displaying a proactive message that will encourage engagement with the web chat widget. This message can be created and managed within the Conversations’ settings page. Available to all accounts with Conversations.
For Conversations accounts that have an eCommerce deep data integration, you will now be able to see an overview of a contact’s previous order history as well as abandoned cart information all within the context of the Conversations inbox.
If a known visitor has eCommerce data, a new widget will dynamically display within the visitor detail pane providing the following:
- Total Revenue; Total # of Orders, and Average Order Value
- Order search box to quickly search a contact’s order history
- Order snapshots that will provide an overview of the details for that specific order.
Available to all Conversations accounts with eCommerce deep data integration.
For users leveraging Deals, a new widget will be exposed within the visitor detail pane for known visitors, providing a seamless experience between the CRM and Conversations inbox. You can now pick up a conversation fully informed on the relevant background of the visitor or quickly add them to a pipeline during a conversation.
Available to all Conversations customers with Deals access and permissions.
You can now choose which information you’d like included in your exports, allowing for more flexibility. Default fields always included, but you can choose whether to include tags, lists, custom fields, accounts, and contact scores. Available to all accounts.
Available on iOS, you can now dive into details for sent campaigns. You can access performance metrics (such as unique opens, unique clicks broken down by link, revenue, etc), toggle between split test messages and see if a winner has been determined, see the last time an automation email was sent. This also includes the ability to preview emails and view configuration details (i.e. subject, preheader). Available to all accounts.
When you access the Contact tab, you will now see a list of recently created Contacts and Accounts you have permission to view sorted by most recent create date. We limit this to 100 Contacts and 100 Accounts. Previously, you could only search for individual contacts or accounts. Now, you can quickly access recent Contacts or Accounts which allows you to be proactive and reduce time to action with new prospects. Available to all accounts.
The date-based automation trigger now includes Deal Date fields (standard and custom) allowing users to trigger automations around values like forecasted close, renewal, or next call dates. Available to all Plus and above plan tiers.
If you have multiple eCommerce stores connected to your ActiveCampaign account you can now segment the following by each store:
The following eCommerce segment conditions now allow filtering by all stores that are connected to the ActiveCampaign account:
- Has made a purchase / Has not made a purchase
- Has opted into marketing / Has not opted into marketing
- Has abandoned cart / Does not have abandoned cart (BigCommerce and Square stores will not be available for these conditions)
- Has recovered abandoned cart / Has not recovered abandoned cart (BigCommerce and Square stores will not be available for these conditions)
Available to all accounts with connected eCommerce deep data stores.
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.
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.
When a discount code is used in an order, the code itself will now appear in the order receipt on the contact profile.
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.
You now have the ability to leverage Saved Responses within the Conversations unified inbox.
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.
Agents now have the ability to add and edit Standard Contact Fields for a known visitor.
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.
You can now filter campaign results based off of the date the campaign was initially sent.
This enables a more holistic view of the campaign’s engagement over time.
In order to identify trends across customers’ journey, you will now be able to uncover common touchpoints that ultimately lead to conversion.
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.
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.
Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails.
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.
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.
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 email@example.com, we would love to speak with you!
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 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
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.
Prevent team members from seeing each other’s deals to drive focus on their own pipelines.
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