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Release Updates

What’s New

Updates tagged "Onboarding"

Conversations

New Facebook Messenger as an inbound channel

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.

Web Personalization

Published experience limits

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.

Onboarding

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.

Automations welcome page

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.

Advanced Settings SPF/Sender ID improvements

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.

Mobile

Push Notification Toggle (iOS)

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.

Recently Viewed Accounts when Adding/Editing Deals (iOS)

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

Custom Reporting: cross joining between table attributes and improved dashboard filter creation

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.)

Custom Reporting: Added Deals Forecasted Close Date dimension

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.

Pages

PayPal Embed Block

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!

Mobile

Recently Viewed Contacts when Adding/Editing Deals or Accounts (iOS)

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.

Campaign Details — Date Based Send Rules (iOS)

All users with Campaign Report permissions now have more context of how a campaign was set up and what future sends are triggered by.

Contact and Deal Forms Refresh (Android)

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.

Campaign Reporting Split Test Ratios (iOS)

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

Deal and Account Form Improvements (iOS)

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

Sort Deals By Title Name (iOS)

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.

Saved Responses (iOS)

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.

Web Personalization

Localization

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

Upgrade Experience for Pages users

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.

Reseller Experience

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”

Group Permissions

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

Personalize links on a page

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

New Web Personalization Report

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.

Onboarding

New Automation Recipe Recommendations

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.

Remove a verified email domain

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.

Campaigns First Send Tips

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.

View open tickets

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

New App Ecosystem

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 — all resources are available to bring data to ActiveCampaign

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.

Zendesk — Sell Automation Action

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.

Campaigns

Enhancement Expanded Formatting Options for Forms

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.

Rename a Campaign

Users can now rename a campaign, regardless of status.

Pages
Option to open link on Form Submit

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

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.

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.

List Recommendations by Industry

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

API v3: Contacts, Accounts, and Deals

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

New Paypal App

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.

Enhancement Calendly App - Date/Time Fields

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.

Conversations

Enhancement Chatbot Question Block

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.

Chatbot Preview

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.

Ecommerce

Fix Abandoned Cart Block Configuration

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.

Mobile

Contact Profile - Automation Management (iOS)

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.

Chatbot Question Block (iOS and Android)

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.

Contact Activity Filters (iOS)

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.

Account Add/Edit Field Group Support (Android)

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.

Campaigns

Enhancement Campaign Template Refresh

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.

Billing

Invoice PDFs

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

Enhancement Custom Reporting

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.

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