Product Release Notes: Difference between revisions

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```mediawiki
'''Navigation:''' [[Main_Page]] > [[Release Notes]] > [[September 2023]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Product Updates]] > Product Release Notes


== Product Release Notes - September 2023 ==
= Product Release Notes - August 2023 =


=== Introduction ===
== Introduction ==
The '''Product Release Notes''' for September 2023 detail the latest enhancements and functionality introduced into the ActiveCampaign platform. Keeping users informed of these updates is crucial as it helps optimize their experience and the efficiency of the tools available in their marketing automation efforts. Understanding new features can greatly influence user engagement, streamline processes, and enhance the overall effectiveness of campaigns.
The '''Product Release Notes''' provide a comprehensive overview of the latest features and enhancements introduced in ActiveCampaign for the month of August 2023. These updates are critical for users to stay informed about new capabilities and improvements that can enhance their marketing and sales efforts. Understanding these changes allows users to leverage new functionalities effectively and keep their systems streamlined and efficient.


=== How to Access This Feature ===
== How to Access This Feature ==
To access the '''Product Release Notes''', navigate to the ActiveCampaign platform's documentation or the release notes section. This section contains comprehensive information about updates made each month. The latest notes can typically be found on the main support page under the [[Release Notes]] category or the specific month like [[September 2023]].
To access the Product Release Notes, navigate to the [[Product Updates]] section on the ActiveCampaign knowledge base. Here you will find a list of the most recent updates, including the detailed notes for each respective month.


=== Step-by-Step Instructions ===
== Step-by-Step Instructions ==
1. **Login** to your ActiveCampaign account.
1. **Log into your ActiveCampaign account.**
2. Navigate to the '''Support''' section usually located in your account's sidebar.
2. **Navigate to the knowledge base** by clicking on the Help icon located in the bottom-right corner.
3. Select the '''Release Notes''' link to view the latest updates.
3. Select **Product Updates** from the list of options presented.
4. Click on the '''September 2023''' link to access the specific details of the month's releases.
4. Scroll down to locate the **August 2023 Release Notes**.


=== Configuration Options and Settings ===
Once you have accessed the notes, you can review each update for relevant information tailored to your account.
Here are the key features and configurations introduced in September 2023:


* '''Account Field Changes Trigger''': This new trigger allows users to initiate actions based on changes to account-related fields for contacts within an automation.
== Configuration Options and Settings ==
* '''Multi-Contact Triggers''': This feature allows users to trigger automation flows based on multiple contacts associated with objects like Deals or Accounts.
The following enhancements were introduced in August 2023:
* '''Individual Contact and Deal Triggers''': Transitioning from the previous Field Changes trigger, this enables precise automation based on specific contact or deal fields.
* '''To/From Operators''': This feature enhances the trigger logic, enabling more complex conditions in your automations.
* '''Email Field Addition''': Users can now trigger automations when email addresses on contacts are either created or changed.
* '''Update Contact Field to Blank''': This enhancement allows for the updated action where specified fields can be set to a blank/empty state.


=== Best Practices and Tips ===
=== New Features ===
- Always check the '''Product Release Notes''' monthly to stay updated on new features and improvements.
- **Microsoft D365**: Users can now control the directionality of inbound and outbound syncs, allowing for customized integration tailored to individual needs.
- Test the new features in a sandbox environment if possible before implementing them in active workflows.
 
- Use the '''To/From Operators''' to create intricate logic that closely aligns with your customer journey.
- **Security Checklist (V1)**: An admin-view of the security checklist has been released featuring items such as '''phone number verification''', '''session timeouts''', and '''MFA/SSO''' that have yet to be completed.
- Utilize the '''Account Field Changes Trigger''' effectively to enhance targeted communications when significant account changes occur.
- Ensure your automations are properly configured to take advantage of updated messaging, such as the automated welcome emails for new users.


=== Common Use Cases with Examples ===
- **Contact Phone in Custom Reports**: Users can build reports that include contacts with varying country codes to provide targeted lead lists containing contact information for their sales representatives.
1. **Account Trigger Automation**: Automatically launch a welcome series for contacts when a new field in their account is filled out.
2. **Multi-Contact Engagement**: When a deal is created related to multiple contacts, ensure that all relevant contacts receive notifications.
3. **Triggered Email Updates**: Automate a notification to customer service when a contact's email is updated, so they can confirm the change with the contact.


=== Troubleshooting Section ===
- **Segmentation: Email Activity Windows**: This allows for precise engagement tracking by specifying time windows for email activities directly within the segmentation builder.
Should you encounter any issues with the new features:
- Make sure to consult the updated error messaging in the '''Automations Builder''', which has been designed to provide clarity on any missing configurations.
- For specific issues with the '''Account Field Changes Trigger''' or '''Multi-Contact Triggers''', review your settings and ensure all related fields are correctly mapped.
- Always refer to the latest release notes for known issues or enhancements that could impact functionality.


=== Related Features ===
- **Android: WhatsApp vs SMS Preferences**: Users can now choose their preferred messaging provider in the app settings.
For additional features that connect to the updates in September 2023, refer to:
- [[Automations]]
- [[Tags]]
- [[CRM]]
- [[User Management]]


=== FAQ ===
- **Collapsable AI Component in Email Designer**: To enhance user experience, the AI component will now be collapsible by default, saving valuable screen space.
'''Q1: What new features were introduced in September 2023?'''
A1: Key new features include the '''Account Field Changes Trigger''', '''Multi-Contact Triggers''', and improvements to existing functionalities including the ability to set fields to blank.


'''Q2: How do I trigger automations based on multiple contacts?'''
- **Message Alignment in Email Designer**: A new alignment tool has been added allowing users to justify message alignment—left or right—in their email designs.
A2: You can use the new '''Multi-Contact Triggers''' to initiate automations based on multiple contacts linked to an object like a Deal or an Account.


'''Q3: Are the updates available for all plan types?'''
- **SMS - 10DLC Numbers Requirement**: Adjustments have been made to the 'Subscribe by SMS' feature, now requiring a registered 10-digit code for users with USA phone numbers.
A3: Yes, the features introduced in September 2023 are available across all ActiveCampaign plans.


'''Q4: What improvements have been made to error messaging?'''
- **CX Apps: Reconnect Account Workflow**: To improve ease of use, a dynamic update will allow users to reconnect accounts directly without needing to walk through the entire setup.
A4: The error messaging within the '''Automations Builder''' has been updated for a more consistent experience, helping users identify missing configurations easily.


'''Q5: Can I set a contact field to empty?'''
- **Security: Password Confirmation in Reset Workflow**: Password resets will now require users to confirm their new password by entering it twice and offer the option to show/hide their input.
A5: Yes, the updated '''Update Contact Field''' action allows users to set a specified field to an empty or blank value.


'''Q6: Where can I find the most recent updates?'''
- **Segmentation: Show Long Fields on Hover**: This feature allows users to hover over dropdowns to reveal full field names, enhancing usability.
A6: The most recent updates can be found in the '''Release Notes''' section of the ActiveCampaign support documentation.


'''Q7: How can I ensure my automations comply after the updates?'''
== Best Practices and Tips ==
A7: Regularly review the updated release notes and run tests after implementing new features to confirm compliance with your marketing goals.
- Regularly consult the '''Product Release Notes''' to stay updated on new features that may enhance your usage of ActiveCampaign.
- Take advantage of the '''Security Checklist''' to ensure your account is secure and fully optimized.
- When creating custom reports, make full use of the '''Contact Phone in Custom Reports''' to target the right audience effectively.
- Utilize the new segmentation capabilities for more precise targeting in your email marketing efforts.  


For more information, you may refer to the official ActiveCampaign documentation or reach out to the support team for assistance.
== Common Use Cases with Examples ==
- **Tailored Integration**: Businesses using Microsoft D365 can now customize their sync preferences which can streamline customer relationship management.
- **Enhanced Security**: Admin users can use the '''Security Checklist''' to identify and resolve outstanding security issues such as enabling MFA/SSO, ensuring a more secure operating environment.
- **Reporting Efficiency**: Marketing teams can create custom reports with country-specific contact numbers, improving outreach strategies tailored to different geographic markets.
 
== Troubleshooting ==
If you encounter issues while accessing the Release Notes or implementing new features:
- Ensure you are logged into an appropriate plan type that supports the features (refer to specific functionalities as needed).
- Clear your browser cache or try accessing the notes through a different browser.
- For persistent issues, contact ActiveCampaign support for assistance.
 
== Related Features ==
For more information regarding features mentioned in the release notes:
- [[Product Updates]]
- [[Security Features]]
- [[Segmentation Tools]]
 
== FAQ ==
'''Q1: How often are the Product Release Notes updated?'''
A1: The Product Release Notes are updated monthly to reflect the latest features and enhancements introduced in ActiveCampaign.
 
'''Q2: Where can I find older Product Release Notes?'''
A2: Previous months' release notes can be accessed in the archived section of the [[Product Updates]].
 
'''Q3: Are all users able to access the Product Release Notes?'''
A3: Yes, all ActiveCampaign users can access the Product Release Notes via the knowledge base.
 
'''Q4: What if I have questions about a new feature?'''
A4: For any inquiries regarding new features, you can refer to the documentation in the knowledge base or reach out to ActiveCampaign support.
 
'''Q5: How can I provide feedback on the features?'''
A5: Feedback can be submitted through the ActiveCampaign Community Forum or via direct contact with customer support.
 
With this comprehensive overview, users should now have a clear understanding of the product updates introduced in August 2023 and how these can be utilized within their ActiveCampaign accounts.
```
```

Revision as of 07:41, 3 November 2025

```mediawiki Navigation: Main_Page > Product Updates > Product Release Notes

Product Release Notes - August 2023

Introduction

The Product Release Notes provide a comprehensive overview of the latest features and enhancements introduced in ActiveCampaign for the month of August 2023. These updates are critical for users to stay informed about new capabilities and improvements that can enhance their marketing and sales efforts. Understanding these changes allows users to leverage new functionalities effectively and keep their systems streamlined and efficient.

How to Access This Feature

To access the Product Release Notes, navigate to the Product Updates section on the ActiveCampaign knowledge base. Here you will find a list of the most recent updates, including the detailed notes for each respective month.

Step-by-Step Instructions

1. **Log into your ActiveCampaign account.** 2. **Navigate to the knowledge base** by clicking on the Help icon located in the bottom-right corner. 3. Select **Product Updates** from the list of options presented. 4. Scroll down to locate the **August 2023 Release Notes**.

Once you have accessed the notes, you can review each update for relevant information tailored to your account.

Configuration Options and Settings

The following enhancements were introduced in August 2023:

New Features

- **Microsoft D365**: Users can now control the directionality of inbound and outbound syncs, allowing for customized integration tailored to individual needs.

- **Security Checklist (V1)**: An admin-view of the security checklist has been released featuring items such as phone number verification, session timeouts, and MFA/SSO that have yet to be completed.

- **Contact Phone in Custom Reports**: Users can build reports that include contacts with varying country codes to provide targeted lead lists containing contact information for their sales representatives.

- **Segmentation: Email Activity Windows**: This allows for precise engagement tracking by specifying time windows for email activities directly within the segmentation builder.

- **Android: WhatsApp vs SMS Preferences**: Users can now choose their preferred messaging provider in the app settings.

- **Collapsable AI Component in Email Designer**: To enhance user experience, the AI component will now be collapsible by default, saving valuable screen space.

- **Message Alignment in Email Designer**: A new alignment tool has been added allowing users to justify message alignment—left or right—in their email designs.

- **SMS - 10DLC Numbers Requirement**: Adjustments have been made to the 'Subscribe by SMS' feature, now requiring a registered 10-digit code for users with USA phone numbers.

- **CX Apps: Reconnect Account Workflow**: To improve ease of use, a dynamic update will allow users to reconnect accounts directly without needing to walk through the entire setup.

- **Security: Password Confirmation in Reset Workflow**: Password resets will now require users to confirm their new password by entering it twice and offer the option to show/hide their input.

- **Segmentation: Show Long Fields on Hover**: This feature allows users to hover over dropdowns to reveal full field names, enhancing usability.

Best Practices and Tips

- Regularly consult the Product Release Notes to stay updated on new features that may enhance your usage of ActiveCampaign. - Take advantage of the Security Checklist to ensure your account is secure and fully optimized. - When creating custom reports, make full use of the Contact Phone in Custom Reports to target the right audience effectively. - Utilize the new segmentation capabilities for more precise targeting in your email marketing efforts.

Common Use Cases with Examples

- **Tailored Integration**: Businesses using Microsoft D365 can now customize their sync preferences which can streamline customer relationship management. - **Enhanced Security**: Admin users can use the Security Checklist to identify and resolve outstanding security issues such as enabling MFA/SSO, ensuring a more secure operating environment. - **Reporting Efficiency**: Marketing teams can create custom reports with country-specific contact numbers, improving outreach strategies tailored to different geographic markets.

Troubleshooting

If you encounter issues while accessing the Release Notes or implementing new features: - Ensure you are logged into an appropriate plan type that supports the features (refer to specific functionalities as needed). - Clear your browser cache or try accessing the notes through a different browser. - For persistent issues, contact ActiveCampaign support for assistance.

Related Features

For more information regarding features mentioned in the release notes: - Product Updates - Security Features - Segmentation Tools

FAQ

Q1: How often are the Product Release Notes updated? A1: The Product Release Notes are updated monthly to reflect the latest features and enhancements introduced in ActiveCampaign.

Q2: Where can I find older Product Release Notes? A2: Previous months' release notes can be accessed in the archived section of the Product Updates.

Q3: Are all users able to access the Product Release Notes? A3: Yes, all ActiveCampaign users can access the Product Release Notes via the knowledge base.

Q4: What if I have questions about a new feature? A4: For any inquiries regarding new features, you can refer to the documentation in the knowledge base or reach out to ActiveCampaign support.

Q5: How can I provide feedback on the features? A5: Feedback can be submitted through the ActiveCampaign Community Forum or via direct contact with customer support.

With this comprehensive overview, users should now have a clear understanding of the product updates introduced in August 2023 and how these can be utilized within their ActiveCampaign accounts. ```

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