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Release Updates

What’s New

Conversations

New Welcome Message for the chat widget

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.

Enhancement Ecommerce widget surfaced in the visitor detail pane.

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.

Enhancement Deals widget in the visitor detail pane

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.

Contacts

Enhancement Configurable Contact Exports

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.

Mobile

New iOS - Campaign Reporting Details

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.

New Android - View recently created Contacts and 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.

Automations

Enhancement Update Date Based Trigger includes Deal Fields

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.

Ecommerce

Enhancement New segment conditions for your connected eCommerce stores.

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.

Integrations

New Google Sheets CX App with Automation Action
Google Sheets CX App Integration with Automation Action

What

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.

How

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.

Ecommerce

Enhancement Display discount code on order receipt

What

When a discount code is used in an order, the code itself will now appear in the order receipt on the contact profile.

How

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.

Display discount code on order receipt

Conversations

Enhancement Saved Responses available for inbox composer

What

You now have the ability to leverage Saved Responses within the Conversations unified inbox.

Why

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.

Saved Responses available for inbox composer
Enhancement Editing Standard Fields on visitor detail pane

What

Agents now have the ability to add and edit Standard Contact Fields for a known visitor.

How

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.

Editing Standard Fields on visitor detail pane

Reports

New New metrics in Campaigns Performance Report

What

You can now filter campaign results based off of the date the campaign was initially sent.

Why

This enables a more holistic view of the campaign’s engagement over time.

New metrics in Campaign Performance Report
New Conversion Attribution Report

What

In order to identify trends across customers’ journey, you will now be able to uncover common touchpoints that ultimately lead to conversion.

How

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.

Conversion Attribution Report

Mobile

New Links on any iOS device now open in the CRM Deals App

What

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.

Why

Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails.

New Campaign Reporting (beta) in Android app

What

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.

Why

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.

Additional notes

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 app-feedback@activecampaign.com, we would love to speak with you!

New to Android: Campaign Reporting (Beta)
Enhancement Updated deal cards + improved deal filtering in Android app

What

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

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

Updated deal cards + improved deal filtering in Android app

Deals

Enhancement Deal Permissions

What

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.

Why

Prevent team members from seeing each other’s deals to drive focus on their own pipelines.

Deal Permissions
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