Updates tagged "Mobile"
We have removed the 20 seat per account limit. You can now purchase and assign as many seats as you need so you can continue to be supported as your business scales.
New web chat availability settings provide more control over when the web chat widget is available to visitors on your website. You can now turn the chat widget off outside of your working hours, or when an agent is not available, to improve the experience for visitors to your site.
We have introduced a new inbox toggle that allows each individual agent to set their overall availability for Conversations. This can serve as an internal indicator for other agents to understand who is available or away within the Inbox. This agent setting is also tied directly to a configuration option within the new Web Chat Display Rules. This update improves team efficiency by providing Conversations agents the transparency they need to understand which colleagues are logged in/available internally to help field conversations.
Mobile - iOS
You can now see an incoming caller's contact name even if they are not in your phone's address book. No more waiting for an incoming call to go to voicemail just to get the caller’s name—you can now get the context you need as the call is happening. Note: You must enable caller ID for this update to work. Instructions and status can be found in the "Settings" tab of the mobile app. Only the last 1,000 created contacts will have caller ID.
Mobile app users with Contact Edit Permissions can now update a contact's list status from "Subscribed" to "Unsubscribed." This has been an ongoing ask from our mobile customers. Occasionally, subscribers will directly ask to be taken off a certain list or to stop receiving certain types of content during a phone call or via email. This update provides the ability to take a more manual list update action that is not easily handled by a direct unsubscribe link or automation.
When mobile app users with Contact Add Permissions create a new contact, required fields will now get default values. Additionally, we improved validation messaging.
We know our mobile app users want to know how many other tasks they have to do on a certain date, so they can better understand workload and protect themselves from a day of too many tasks. We’ve now added a task count that allows you to see how many tasks you have to do on a set due date.
All mobile app users now have the option to turn off sending diagnostics and usage data.
Mobile - Android
Customers with Deal Access can now globally turn push notifications on or off. Previously, you were given one opportunity to accept or deny push notifications. Now, you can adjust that decision in the Settings tab of the mobile app. This ability is only available for customers with Deal Access because "Deal Assignment' is the only notification event we have. Other customers would never get any push notifications. This will change as we add more notification types.
Agents can now set availability and see other agents’ availability when assigning or reassigning conversations. If the chat widget is set to hide or show based on agent availability, it is important for you to set your status so visitors don’t expect an immediate response. It’s also important to see which agents are available when assigning or reassigning conversations, so visitors are not left waiting for a response.
Our Professional and Enterprise customers can now create targeted website experiences with expanded contact detail conditions and custom contact fields. By leveraging tags, custom fields, and additional contact details, you can now create hyper-targeted experiences for your website visitors.
Reporting & Analytics
We have introduced a new filter in the All Automations Report that lets you quickly search for and select a specific automation by name. If your account has a significant number of automations, this update allows you to more easily look up a specific automation to see how it's performing.
As part of an ongoing effort to extend Custom Reporting capabilities, we are introducing two updates:
- We removed unnecessary models from displaying during the global dashboard filter creation and edit process. This helps streamline the ability to create a global dashboard filter without second-guessing which one is associated with custom reporting during the selection process
- We are deprecating the Forecasted Close Date as a value in the Deal Custom Field Name dimension to remove confusion from the Forecasted Close Date dimension that’s available under the Deals view. By adding Forecasted Close Date within Deals as its own dimension, you are now able to analyze your deals based on when the deals are expected to close. This means you no longer need to use the Forecasted Close Date value from the Deal Custom Field Name dimension
Note: You should replace any references to the Forecasted Close Date value in the Custom Field Name dimension with the new Forecasted Close Date field dimension.
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.
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.
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.
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.
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.
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.
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
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.)
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.
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!
When adding a contact to a Deal or Account, we’ll display recently viewed contacts from a user’s iOS device to make it easier to select the contact they need. Before, you needed to search for a contact to associate them to a Deal or Account. Users will still be able to search globally for a contact. Note: Available to all users who use Deals and Accounts.
All users with Campaign Report permissions now have more context of how a campaign was set up and what future sends are triggered by.
New validation patterns will appear when adding or editing Contacts and Deals. A red asterisk next to the field title marks it required and if there is an error saving, a validation message will display beneath. Fields are also optimized to only show the most important fields on creation while still giving the user a way to view and edit all standard and custom fields. Note: Available for all users who use Deals.
When viewing a split test’s report, users will see what email ratios and winning criteria was defined during setup. This is helpful in remembering which data point (clicks or opens) was used to determine the winner and/or for seeing when a winner will be determined. Note: Available to all users with Campaign Reporting permissions
What - Streamlined Deal and Account add/edit forms by removing extra steps that took the user away from the main form + added more helpful validation patterns. Note: Available to users with Deal and Account add/edit permissions
Users with Deals now have the ability to sort deals alphabetically in the pipeline view. Until now, users could only sort by creation date or value.
This gives users the ability to compose emails from scratch or from a saved response, creating consistency and saving time. When composing from a saved response, personalization tags and HTML are copied over.
For non-english speaking users, strings are now translated in Web Personalization so the user can experience the product in their preferred language. Note: Web Personalization is available to users on Professional and Enterprise tiers
For users on Plus and some Lite accounts that have access to our Pages product, upgrading for web personalization will be a natural progression. In the secondary “Site” nav (if the user has permission to use it), users will see a button to upgrade. Resold accounts will not see a button to upgrade but they will see copy in place of the button that reads “Upgrade for web personalization.” Note: Available to resold & non-resold accounts on Plus and those on Lite that also have Pages.
To ensure resellers and white-labeled partners have the same flexibility with Web Personalization as they do with the rest of the platform, a few links in Web Personalization now take users to ActiveCampaign branded help docs. These links will now be dynamically displayed, depending on the reseller checking the “Hide product links” box on their reseller dashboard. The upgrade buttons aren’t dynamic. Any resold account will not see the button to upgrade, even if the reseller doesn’t want to hide product links. As mentioned above, users will see text that says “upgrade for web personalization”
To provide admins the same high-level control over Web Personalization as they do with other features within ActiveCampaign, admins now have the ability to toggle Web Personalization on and off for specific groups. This means that Web Personalization will be on for admins and off for non-admins by default. If the admin wants to give a specific group access, they will have to manually toggle it on for that group. Note: This is available to users on Professional and Enterprise tiers
A personalized experience shouldn’t stop once the visitor clicks a link. Users now have the ability to redirect links to any page or website, leading to a more relevant customer journey. Note: Available all users on professional or enterprise
Reporting & Analytics
Web Personalization users can access this report to better understand the performance and engagement of each published experience over time. Dynamically filter experience name and date to see metrics and trends around total visitors and a breakdown of new vs returning visitors. The breakdown will also display an identifier for each contact who visited the experience, which can be clicked on to view more details. Users can also jump back into the experience overview page directly from the report for any enhancements. Note: This is available to Professional and Enterprise tiers using Web Personalization.
Getting started with automations can be challenging, so all users will now get Automation Recipe Recommendations personalized by the account industry selected during sign up. Once users have set up their automations, they do not need to see recommendations and can toggle them on/off.
If a user has verified a domain (or if the domain is waiting to be verified) a user can remove the domain from the list and reset the domain verification process. Previously, if a user tested this functionality to understand its impact, they were unable to remove the domain. Note: Available to all users who have had access to domain verification since 7/28/20. Resellers are excluded.
First send tips are a collection of tips and educational content that give users strategic guidance. In the first tip, users are encouraged to start thinking about segmentation, even if they are just sending a test campaign. The second tip will be related to campaign reporting and will start to improve the user’s understanding of what to expect from their data. These tips will display until a user dismisses them. Note: Tips will be hidden for resellers.
If a user has submitted a support ticket they can now access the ticket from the platform. This link will open a new tab to display their open tickets. If branding is turned off, this link will be hidden. Previously, customers often had to bookmark the support page.
Apps & Integrations
App Studio is a self-serve portal for developers and SaaS companies interested in building Apps on our platform. It unlocks the ability for developers to build Apps that extend ActiveCampaign with branded triggers and actions. As the capabilities grow, so does App Studio - any new capability exposed in our configuration will automatically be available to build in App Studio. Through App Studio, Partners can independently build, validate and test their app configuration, submit their app for review and release an approved App directly to the ecosystem. Partners can extend the capabilities of ActiveCampaign by launching their app in the ActiveCampaign App Ecosystem, and to our global network of 100K+ customers. Note: While all accounts have access to App Studio, this release will be largely valuable to App Partners who’ve requested a sandbox account.
Unbounce integration app users now have added pagination capabilities to retrieve all resources from Unbounce when an account is connected to ActiveCampaign. This capability will enable ActiveCampaign to retrieve all resources for a customer to subscribe to data and events. A known issue was resolved, where Unbounce customers with greater than 200 landing pages could not access all of them when connecting to their Unbounce account. This will improve experience for all accounts.
All customers who have a Zendesk Sell account (all tiers) can create & update leads in Zendesk Sell with Contact data from ActiveCampaign to ensure lead data is up to date and actionable. Users can easily set up automations that allow you to identify Zendesk Sell tags that you'd like to automatically apply to any of your leads.
New options to forms make them easier to customize! Includes 14 new font options on all forms. For pop-up and floating box forms, adjust corner radius, padding, shadow intensity, and a new option to add an image as the background. Previously, forms had been limited to a single font, few sizing options and no ability to add images to the background. Additional notes: All form types will now have 14 new fonts included. All the other formatting options will only be available on the pop-up and floating box forms for now. This is not available to resellers.
Users can now rename a campaign, regardless of status.
Pages users can now route their page visitors to another page when they submit a form on a page. Note: Available to all accounts with access to Pages.
Reporting & Analytics
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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