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Release Updates

What’s New

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March 2020

Campaigns

Resend a campaign to an individual contact

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.

Make better-informed decisions with data

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.

Personalization

Slack Automation Action with Personalization (Beta)

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.

Integrations

View and leverage integration information across the platform

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.

Conversations

Bring more context to your conversations

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.

Android App

Access your campaign performance at your fingertips with your Android device

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.

Download the app today!

Communicate with your contacts more seamlessly

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.

iOS App

See your split test performance side by side on iOS

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.

Check it out on the iOS app here!

Work more flexibly with these mobile app improvements

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.

Easier deal sharing for better collaboration

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.

Communicate with your contacts more seamlessly

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.

Ecommerce

Provide a more tailored ecommerce customer experience

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.

Security

A more secure experience

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 unized account access. Available to all admin users.

Read more on our Help Article.

February 2020

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.

January 2020

Integrations

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

What is it? 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 is it useful? 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. Setup instructions are available here and are live in our Help Center along with a separate article for FAQs here.


Ecommerce

update Display discount code on order receipt

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

How is it useful? 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

update Saved Responses available for inbox composer

What is it? You now have the ability to leverage Saved Responses within the Conversations unified inbox.

Why is it useful? 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
update Editing Standard Fields on visitor detail pane

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

How is it useful? 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 is it? You can now filter campaign results based off of the date the campaign was initially sent.

Why is it useful? This enables a more holistic view of the campaign’s engagement over time.

New metrics in Campaign Performance Report
new Conversion Attribution Report

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

How is it useful? 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 is it? 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 is it useful? Seamless access to the correct deal on your mobile app saves you time whether you are sharing links or clicking through AC notification emails. Get the iOS app here

new Campaign Reporting (beta) in Android app

What is it? 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 is it useful? 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. Get the Android app here

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@lysbaj.com, we would love to speak with you!

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

What is it? 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.

Updated deal cards + improved deal filtering in Android app


Deals

update Deal Permissions

What is it? 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 is it useful? Prevent team members from seeing each other’s deals to drive focus on their own pipelines.

Deal Permissions

December 2020

Integrations

new Unbounce Integration with ActiveCampaign
Unbounce integration

What is it? You can now seamlessly connect Unbounce to your Activecampaign account without the need for third-party integrations.

How is it Useful? This native integration captures data from any number of Unbounce landing pages and pulls the information into ActiveCampaign. You can then use this information to create meaningful and personalized actions and communications from your ActiveCampaign account. Log into your ActiveCampaign account and find Unbounce in the Apps section to set it up.

new Calendly Integration
Calendly

What is it? With ActiveCampaign’s native Calendly integration, you can connect your Calendly account to your ActiveCampaign account without the need for third-party connection tools.

How is it useful? This will add or update contacts within ActiveCampaign whenever a meeting is booked in Calendly. You can map key event information from each booked meeting (such as start time, contact name and email, and event name) to standard and custom fields on the contact details page. Plus, with automations you can update deals in your pipeline and send personalized, follow-up messages to boost sales productivity and close more deals faster.

CRM

update Contacts Exporting

What is it? We’ve made improvements to exporting contacts in terms of usability and experience using the tool.

  • Exports will run faster and no longer face any timeouts due to backend improvement.
  • We’ve created an export page where you can navigate to view, download and rerun recent exports.

How is it useful? Now you can export faster and allow exporting to happen in the background so you can navigate away or close your browser. Log into your ActiveCampaign account and find Calendly in the Apps section 1 to set it up.

Contacts Exporting
new Deals for Accounts

What is it? We now offer users the flexibility to manage their CRM in a way that works best works for their business. Deals for Accounts is the B2B-friendly way to manage your customer relationships.

How is it useful? With Accounts, users can now market and sell to customers business to business—and see which contacts are associated with each customer. It also lets folks create a deal on an account with multiple contacts so that you can have one deal, yet see all the different contacts that you’ll need to interact with to close that deal.

Deals for Accounts
update Deal Detail Page

What is it? We’ve also updated the Deal Detail page to provide a more efficient method to capture and find critical information, identify key contacts, and ultimately win more deals.

How is it useful? Here are some of the key feature enhancements to the page:

  • Field grouping for deal fields
  • Ability to assign Roles to contacts on a deal
  • Visibility into how long a deal has been in each stage
  • Auto-saving of deal notes
  • Capturing the Forecasted Close Date of a deal
Deal Detail Page

Reports

new Forecast Reporting

What is it? We’ve rolled out a new report that will allow you to forecast your business by leveraging the historical forecast accuracy of your team.

How is it useful? By using the new Forecasted Close Date field in the CRM, you can project your future business and understand whether your team is on target to hit your sales goals. This will empower you to know not only what’s in your pipeline, but be able to discern what’s actually expected to close.

Forecast Reporting


Mobile

update Deal Updates in Android and iOS
Deal Updates in Android and iOS

What is it? Updates to the deal interface that now show the contact or account associated with the deal and improved on the filtering experience.

Why is it useful? You can save time by being able to more easily identify the deal you’re looking for with key details such as the primary contact or the account associated with the Deal. With the updated filtering design, it is clear whether or not you have a filter applied and you can ensure all expected deals are visible.

enhancement Task Management Enhancements in Android

What is it? When editing a task, you can now select who you would like to assign the task to. Also, task due dates now respects the user’s local timezone.

update View recently created Contacts and Accounts in iOS
View recently created Contacts and Accounts in iOS

What is it? When you access the Contact tab, you will now see a list of recently created Contacts and Accounts sorted by the most recent creation date.

Why is it useful? Closing deals can be a time-sensitive manner. Reduce time to action by easily identifying new prospects to get in touch with.

new Mobile Campaign Reporting Beta in iOS
Mobile Campaign Reporting Beta in iOS

What is it? 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.
  • This view is currently available on iOS only and is coming soon to Android!

Why is it useful? 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 app-feedback@lysbaj.com, we would love to speak with you!


Previous releases

See all older release notes

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