Updates tagged "Personalization"
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.
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.
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