Updates tagged "Mobile"
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.
Apps & Integrations
The Automation Actions for Google Contacts and Nimble allow customers to create and update ActiveCampaign contacts in their CRM. This action can be triggered by any event, including subscription to a list, opening of an email, or any third party trigger.
The Spiffy Native App allows users to connect Spiffy Checkout pages directly from inside ActiveCampaign, so they can transfer purchase data into ActiveCampaign. Use cases include:
- Transfer billing and shipping address, along with anything else collected from a Spiffy Checkout page back into ActiveCampaign contact records.
- Create a new contact (or update an existing contact) in ActiveCampaign when someone completes an order on a Spiffy Checkout page.
- Set Spiffy Checkout pages as tag purchase goals within Automations.
- Automatically add a Spiffy-branded tag for a specific Checkout in the contact record of your customers.
The Survicate Native App allows users to connect their Survicate account directly from inside ActiveCampaign to transfer survey response data into ActiveCampaign.
- Access lists of pre-built Survicate surveys directly inside ActiveCampaign.
- Custom field mapping populates an ActiveCampaign contact’s custom fields with survey responses.
- Create a new contact in ActiveCampaign when someone fills out a Survicate contact form survey
- Set Survicate surveys as triggers within Automations
- Automatically add a Survicate-branded tag for a specific survey in the contact record of customers.
You can now remove all Contacts from the exclusion list with a one-button click.
The Task Manager filtering is updated so that, similar to within mobile apps, it shows only tasks for the user and hides tasks on closed deals. The updated design also allows the user to drill into ActiveCampaign if they need further context, as well as easily add new tasks.
A persistent icon within the inbox that announces the new features that are available within Conversations. This icon will help communicate features that need to be configured within Conversations settings so that users can quickly find the value in new releases.
Easily compare how your split tests are performing compared to one another. When viewing the “All Test” view in a Split Test Campaign, users can select a specific metric (i.e. Opens) and see how each test performed in a single view.
You can now access Revenue attributed to a Campaign.
You can now access the split details you've configured for split test campaigns under the “All Tests” tab. This includes if (and how) a winner will be determined, along with the % of contacts each message will be sent to.
You can now tap on any incomplete tasks within a deal to view task details (including description, primary contact, and due date).
Now access up to 20 recently viewed deals when you tap on the search option. This will only show deals viewed on this specific device. This list is cleared when the user logs out.
When adding lists for the first time, users will be given some recommended list options (like Newsletter, Customers, Prospects, etc) that they can quickly add with a single click.
Reporting & Analytics
A new column within the Campaign Performance Report, labeled “Campaign Subject,” allows users to review the performance of split messages by clicking into the campaign message.
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.
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