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Release Updates

What’s New

Apps & Integrations

New Twilio Automation Action with Personalization

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.

Campaigns

Enhancement Email Designer Revision History

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).

Chrome Extension

Contact Permissions update

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

Enhancement Account Export, Improved Deal Export

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.

Deal + Account Import

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.

Mobile

New Contact Profile (iOS)

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 now fully supported (iOS)

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.

Opening links to Contacts and Accounts on a mobile device will automatically open the relevant Contact or Account (iOS and Android)

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.


Onboarding

Welcome message for mobile users on the web

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.

Settings — Date & Time Format Selector

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.

“Should this be a field?” quiz

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.

Conversations

Welcome Message styling options

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.

Conversation History on Deals Overview Page

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

Google Contacts and Nimble Automation Actions

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.

Spiffy Native App with Automation Action

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.
Survicate Native App with Automation Action

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.

Campaigns

Delete All functionality added to Manage Exclusions

You can now remove all Contacts from the exclusion list with a one-button click.

Chrome Extension

Updated Task Manager

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.

Conversations

Feature Awareness Icon

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.

Mobile

Split Test Reporting Enhancement (Android)

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.

Campaign Revenue (Android)

You can now access Revenue attributed to a Campaign.

Split Test Options + Email Ratios (Android)

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.

Updated tasks in Deal Detail (iOS)

You can now tap on any incomplete tasks within a deal to view task details (including description, primary contact, and due date).

Recently Viewed Deals (iOS)

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.

Onboarding

Recommended Lists - Quick List Setup

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

Split message drill field for Campaign Performance Report

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.

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