Updates tagged "Reporting & Analytics"
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.
You now have the ability to roll back individual edits in the designer via the ctrl/cmd + Z shortcut or the new “Undo” button in the toolbar. Available to all users that have campaign builder permissions, gives more granular and transparent control over their content creation process.
Conversations will automate first touch-points, collect data, and help qualify leads from inbound web chat messages. Real-time chat can be a time burden on businesses, so Chatbot automations will allow for more qualification and data collection before an Agent needs to answer.
You now have more control by being able to customize your view and optimize your personal workflow within the Conversations inbox. Agents can access settings to configure their personal view of available modules in the visitor detail pane. Adjusting the visibility or order of the modules will only be reflected in the agent’s personal inbox. This updates impacts all Conversations customers.
CRM & Pipeline Management
You can now create Date/Time custom fields on Contacts, Deals, or Accounts. Store more information in ActiveCampaign that will help deliver great experiences for customers. Examples include meeting date/times, or information they’re tracking for SLAs. Available to all users that have access to Contacts, Deals, or Accounts.
You can now define a default on import that lets you quickly get data into the ActiveCampaign without needing to spend time modifying a CSV. Available to all users with access to import Deals.
- On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is “off,” meaning existing data will not be overwritten by blank values.
- Users can choose a default Pipeline, which will be used if a Pipeline has not been defined.
- Users can choose a default stage (within the chosen Pipeline) if a stage has not been defined.
You now have more control over your data when using the Account Import function. On Import, users can now choose if they want to overwrite existing data if columns are blank. The default is off (existing data will not be overwritten by blank values). Available to all users with access to import Accounts.
You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.
The Contact Activity Tab now shows Campaign Replies and Link Click events. This gives you more information on individual contacts, providing more context or allowing for better troubleshooting.
You can now more easily find the correct contact or deal when users share links or click on AC notification emails. When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveCampaign mobile app.
You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.
You now can to filter contacts by list, status, and tag in the ActiveCampaign mobile app. See how lists, or the number of contacts with a given tag, are growing. The app now provides this ability while also surfacing a 30 day trend.
You can now delete contacts in the ActiveCampaign app. Accounts can be flooded with incomplete or fake leads. By reintroducing contact delete to our new Contact Profile, users with Contact Delete permissions are enabled to clean up these contacts while on the go.
You can now see the same groupings and field orders that your web platform view provides.
Reporting & Analytics
The All Automations report’s backend framework is migrating in order to resolve specific load time issues and (in extreme cases) where the report would not load at all. Currently available for Trial, Plus, Pro, Enterprise accounts.
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.
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 firstname.lastname@example.org, 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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