Product Release Notes: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Campaigns]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes


= Product Release Notes - June 2023 =
== Product Release Notes - May 2023 ==


== Introduction ==
=== Introduction ===
The '''Product Release Notes''' serve as a comprehensive overview of all the updates and new features introduced in ActiveCampaign over a specific month. For June 2023, this release notes document outlines significant improvements and functionalities designed to enhance user experience, operational efficiency, and overall performance of the platform. Understanding these updates is crucial for users and administrators as it allows them to leverage new features effectively to meet their campaign goals.
The '''Product Release Notes''' provide a detailed overview of the recent updates and enhancements made to ActiveCampaign's platform. These notes are essential for users who want to stay informed about the latest features, improvements, and fixes that enhance productivity and functionality. Staying up to date with these changes can significantly improve user experience, streamline operations, and ensure that all users maximize the capabilities of the software.


== How to Access This Feature ==
=== How to Access the Product Release Notes ===
To access the Product Release Notes, follow these steps:
To access the Product Release Notes for ActiveCampaign:
1. Log into your ActiveCampaign account.
1. Log in to your ActiveCampaign account.
2. Navigate to the [[Campaigns]] section from the main menu.
2. Navigate to the '''Help''' section, usually found in the account menu.
3. Look for the 'Product Release Notes' link or search for it in the help section to find detailed documentation.
3. Look for the '''Updates''' category which contains the release notes.
4. Select '''Release Notes''' to view the latest updates, including the May 2023 notes.


== Step-by-Step Instructions ==
=== Step-by-Step Instructions ===
### Review the Release Highlights
The Product Release Notes for May 2023 details several key updates. Below you will find the updates laid out chronologically with steps on how to utilize these new features effectively:
- Visit the Product Release Notes page, where you will see all updates organized by date.
- Each update entry specifies the release date and provides a brief description of the new or improved features.


### Understanding Each Update
==== May 1, 2023 - Country Field Improvement ====
- Each feature update includes a succinct summary that highlights its purpose and benefits.
- A new drop-down option for specifying an account’s '''Country''' has been added to enhance the quality of customer data.
- You can click on links to detailed documents for major features for further exploration (where applicable).


### Keeping Track of Updates
==== May 1, 2023 - Enhanced Segmentation in Campaigns Triggers ====
- Regularly check the Product Release Notes to stay informed about newly released features and how they can impact your campaigns and workflows.
- New segmentation options are available for triggers related to:
  * Opens/reads email
  * Clicks a link in an email
  * Forwards an email
  * Replies to an email
  * Shares an email


== Configuration Options and Settings ==
==== May 2, 2023 - Round Robin Enhancement ====
The new updates in June 2023 come with various configuration options. Some key features include:
- The round robin feature has been modified to ensure that leads are distributed evenly among users, even when users are added or removed from the group.


* **Multi-selects in Lists**: This allows users to select multiple items from a single data type in a segment condition without needing to create individual conditions.
==== May 4, 2023 - Account Dimension/Measures in Custom Reports ====
* **Account Deal Dimensions and Measures**: New dimensions for reporting on Deals enable users to create more insightful reports regarding sales performance.
- Users can now create standalone reports and dashboards that utilize '''Account''' data in Custom Reporting.
* **CX Apps Updates**:
  * **Contact Field Personalization**: Syntax updates and enhanced support for various contact fields.
* **Improved URL Clickability**: Fields containing URLs in Contacts, Accounts, or Deals are now clickable.
* **New Reporting Capabilities**: The introduction of automated reporting for 1:1 emails enhances visibility into email performance metrics.


Each feature update may include specific settings or configurations that can be customized based on user preference.
==== May 4, 2023 - GDPR Compliant Forms ====
- Google Fonts loading has been removed to ensure compliance with GDPR, switching to a service that respects user privacy.


== Best Practices and Tips ==
==== May 4, 2023 - MFA Recovery Code Enhancement ====
- **Stay Updated**: Regularly review the Product Release Notes to ensure you are leveraging the most current features.
- Users are required to download a TXT file of their '''recovery codes''' before completing the setup/reset process of Multi-Factor Authentication (MFA).
- **Utilize New Functionalities**: Take full advantage of updated functionalities such as enhanced segmentation and report generation to optimize your campaigns.
- **Training and Support**: Ensure your team is trained on the latest features to maximize their potential in your marketing efforts.
- **Feedback Loop**: Engage with support to provide feedback on new features, as this can lead to improved functionalities in future releases.


== Common Use Cases with Examples ==
==== May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1 ====
- **List Cleanup**: Utilize the **Segmentation** feature to identify contacts who are inactive and can be removed from your lists, thus improving your overall email deliverability.
- New Pages customers will now manage their assets using the '''Platform Content Manager (PCM)'''.
- **Enhanced Reporting**: Use the new dimensions and measures in the custom reporting feature to get a clearer view of your Deal workflows, tracking performance across different teams.
- **Automated 1:1 Emails**: Monitor automated email activities using the new reporting capabilities to gauge recipient engagement and optimize future content.


== Troubleshooting ==
==== May 9, 2023 - Segmentation Multi-Selects: Tags ====
If you encounter issues with any of the new features:
- Tags have been consolidated into a single condition, allowing unlimited access to tags in segmentation.
- Check the most updated Product Release Notes for any known issues or updates related to the feature.
- Ensure you’re following the correct setup instructions as outlined in the feature descriptions.
- Reach out to ActiveCampaign support if problems persist after following initial troubleshooting steps provided in the documentation.


== Related Features ==
==== May 10, 2023 - Email Campaign in Automation Update ====
- To learn more about features that are closely related to those outlined in the June 2023 release notes, consider visiting:
- A contact must now be active on a list to receive email campaigns via automations.
  * [[Campaigns]]
  * [[Automations]]
  * [[Reporting]]


== FAQ ==
==== May 11, 2023 - AI Generated Content in Email Designer ====
=== What are Product Release Notes? ===
- AI content generation features have been added to the email designer, assisting users in creating content based on specified tones, structures, and goals.  
They are detailed records of updates and new features introduced in ActiveCampaign, specifying changes and enhancements made in a given month.


=== How often are Product Release Notes published? ===
==== May 15, 2023 - Connected Emails: Expanded Syncing Capabilities ====
These notes are typically published monthly to keep users informed of new developments and enhancements in the platform.
- Users can now sync emails related to:
  * All contacts on a deal
  * Contacts without any associated deal
  * Contacts linked to a closed deal (Won/Lost)


=== Where can I find the latest updates? ===
==== May 15, 2023 - Sort Connected Apps in Alphabetical Order ====
You can access the latest updates directly from the [[Campaigns]] section or through the help center in your ActiveCampaign account.
- The apps section under '''Connected Apps''' will now display in alphabetical order for easier navigation.


=== Are there new features for all plan types? ===
==== May 15, 2023 - Update CX App "Log Details" Modal ====
Most features are available across different plans, but some may be limited to specific tiers like Starter, Plus, Pro, or Enterprise.
- The payload container within the '''log details''' modal has been adjusted to prevent spillout.


=== How can I provide feedback on a new feature? ===
==== May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block ====
You can submit feedback directly through ActiveCampaign’s support channels, ensuring your suggestions are considered for future updates.
- Users can now use the "Task is Completed" trigger with a 1:1 Email Block when it is set to a specific deal.


=== Is training available for the new features? ===
==== May 18, 2023 - Login Verification SMS Option ====
Yes, ActiveCampaign often provides training materials and support resources to help users transition to new features effectively.
- An SMS verification option has been added for enhanced security during the login process.


=== What should I do if I experience issues with new updates? ===
==== May 18, 2023 - Automated 1:1 Email Threading ====
Refer to the troubleshooting section in the Product Release Notes or reach out to the ActiveCampaign support team for further assistance.
- Email configured in the 1:1 email modal will appear in recipients' inboxes as part of the same email chain for better contextual communication.


By staying informed about the latest enhancements and features, you can effectively utilize ActiveCampaign to its fullest and enhance your marketing efforts.
==== May 18, 2023 - Files on Contacts and Accounts ====
- Users can now store files tied to individual '''Contacts''' and '''Accounts''' throughout the CRM.
 
==== May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting ====
- New dimensions for '''Last Event Date''' have been introduced in Custom Reporting, helping users reference critical data points directly.
 
==== May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals ====
- After creating a '''Contact''' or '''Account''', a notification will appear, allowing immediate access to the new entry for further updates.
 
==== May 23, 2023 - Reassign List Owner When User is Deleted ====
- The list owner will automatically be reassigned to the primary admin when a user is deleted from the system.
 
=== Configuration Options and Settings ===
In this release, several key configurations and options have been introduced, including:
- Enhanced segmentation settings for triggers
- New dropdown option for selecting '''Country'''
- Configurable login verification options
- Automatic reassignment of list ownership
 
Users should ensure they are familiar with these configuration options to utilize the updates fully.
 
=== Best Practices and Tips ===
- Regularly check the '''Product Release Notes''' to stay informed about new features and improvements.
- Use the enhanced segmentation capabilities to target your audience more effectively based on engagement metrics.
- Familiarize yourself with the '''Platform Content Manager''' if you are a New Pages customer to manage your assets efficiently.
- Utilize the new AI content generation tool to create more engaging emails tailored to your brand voice.
 
=== Troubleshooting ===
If you encounter issues after the updates:
1. Check the latest release notes to see if the issue has been noted and if fixes are provided.
2. Ensure you have updated your app/browser to the latest version.
3. Clear your cache or try logging in from a different browser.
 
If issues persist, contact ActiveCampaign support for further assistance.
 
=== Related Features ===
To understand better how the recent updates work together, explore the following related features:
- [[Updates]]
- [[Release Notes]]
- [[Automation]]
 
=== FAQ ===
'''Q1: How can I stay updated on future releases?'''
A1: Regularly check the '''Product Release Notes''' section in ActiveCampaign for the latest information.
 
'''Q2: Are the updates available to all plan types?'''
A2: Yes, the features outlined in the May 2023 release are available for all plan types including Starter, Plus, Pro, and Enterprise.
 
'''Q3: Is there a limit to the number of tags I can use with the new segmentation feature?'''
A3: No, the update allows access to unlimited tags within the segmentation.
 
'''Q4: How do I ensure my data complies with GDPR after the recent updates?'''
A4: Ensure that your forms are set to use the new GDPR-compliant options, and review any third-party integrations.
 
'''Q5: Can I see a summary of changes made in prior months?'''
A5: Yes, you can view past release notes in the same section to get a complete overview of changes made over time.
 
'''Q6: If I delete a user, what happens to their assigned lists?'''
A6: The assigned lists will now automatically be reassigned to the primary admin when a user is deleted.
 
'''Q7: How can I make use of the AI features in the email designer?'''
A7: Explore the AI content generation options available within the email designer to create tailored and engaging content based on your desired parameters.
```
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Revision as of 07:43, 3 November 2025

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

Product Release Notes - May 2023

Introduction

The Product Release Notes provide a detailed overview of the recent updates and enhancements made to ActiveCampaign's platform. These notes are essential for users who want to stay informed about the latest features, improvements, and fixes that enhance productivity and functionality. Staying up to date with these changes can significantly improve user experience, streamline operations, and ensure that all users maximize the capabilities of the software.

How to Access the Product Release Notes

To access the Product Release Notes for ActiveCampaign: 1. Log in to your ActiveCampaign account. 2. Navigate to the Help section, usually found in the account menu. 3. Look for the Updates category which contains the release notes. 4. Select Release Notes to view the latest updates, including the May 2023 notes.

Step-by-Step Instructions

The Product Release Notes for May 2023 details several key updates. Below you will find the updates laid out chronologically with steps on how to utilize these new features effectively:

May 1, 2023 - Country Field Improvement

- A new drop-down option for specifying an account’s Country has been added to enhance the quality of customer data.

May 1, 2023 - Enhanced Segmentation in Campaigns Triggers

- New segmentation options are available for triggers related to: 

 * Opens/reads email
 * Clicks a link in an email
 * Forwards an email
 * Replies to an email
 * Shares an email

May 2, 2023 - Round Robin Enhancement

- The round robin feature has been modified to ensure that leads are distributed evenly among users, even when users are added or removed from the group.

May 4, 2023 - Account Dimension/Measures in Custom Reports

- Users can now create standalone reports and dashboards that utilize Account data in Custom Reporting.

May 4, 2023 - GDPR Compliant Forms

- Google Fonts loading has been removed to ensure compliance with GDPR, switching to a service that respects user privacy.

May 4, 2023 - MFA Recovery Code Enhancement

- Users are required to download a TXT file of their recovery codes before completing the setup/reset process of Multi-Factor Authentication (MFA).

May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1

- New Pages customers will now manage their assets using the Platform Content Manager (PCM).

May 9, 2023 - Segmentation Multi-Selects: Tags

- Tags have been consolidated into a single condition, allowing unlimited access to tags in segmentation.

May 10, 2023 - Email Campaign in Automation Update

- A contact must now be active on a list to receive email campaigns via automations.

May 11, 2023 - AI Generated Content in Email Designer

- AI content generation features have been added to the email designer, assisting users in creating content based on specified tones, structures, and goals.

May 15, 2023 - Connected Emails: Expanded Syncing Capabilities

- Users can now sync emails related to: 

 * All contacts on a deal
 * Contacts without any associated deal
 * Contacts linked to a closed deal (Won/Lost)

May 15, 2023 - Sort Connected Apps in Alphabetical Order

- The apps section under Connected Apps will now display in alphabetical order for easier navigation.

May 15, 2023 - Update CX App "Log Details" Modal

- The payload container within the log details modal has been adjusted to prevent spillout.

May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block

- Users can now use the "Task is Completed" trigger with a 1:1 Email Block when it is set to a specific deal.

May 18, 2023 - Login Verification SMS Option

- An SMS verification option has been added for enhanced security during the login process.

May 18, 2023 - Automated 1:1 Email Threading

- Email configured in the 1:1 email modal will appear in recipients' inboxes as part of the same email chain for better contextual communication.

May 18, 2023 - Files on Contacts and Accounts

- Users can now store files tied to individual Contacts and Accounts throughout the CRM.

May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting

- New dimensions for Last Event Date have been introduced in Custom Reporting, helping users reference critical data points directly.

May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals

- After creating a Contact or Account, a notification will appear, allowing immediate access to the new entry for further updates.

May 23, 2023 - Reassign List Owner When User is Deleted

- The list owner will automatically be reassigned to the primary admin when a user is deleted from the system.

Configuration Options and Settings

In this release, several key configurations and options have been introduced, including: - Enhanced segmentation settings for triggers - New dropdown option for selecting Country - Configurable login verification options - Automatic reassignment of list ownership

Users should ensure they are familiar with these configuration options to utilize the updates fully.

Best Practices and Tips

- Regularly check the Product Release Notes to stay informed about new features and improvements. - Use the enhanced segmentation capabilities to target your audience more effectively based on engagement metrics. - Familiarize yourself with the Platform Content Manager if you are a New Pages customer to manage your assets efficiently. - Utilize the new AI content generation tool to create more engaging emails tailored to your brand voice.

Troubleshooting

If you encounter issues after the updates: 1. Check the latest release notes to see if the issue has been noted and if fixes are provided. 2. Ensure you have updated your app/browser to the latest version. 3. Clear your cache or try logging in from a different browser.

If issues persist, contact ActiveCampaign support for further assistance.

Related Features

To understand better how the recent updates work together, explore the following related features: - Updates - Release Notes - Automation

FAQ

Q1: How can I stay updated on future releases? A1: Regularly check the Product Release Notes section in ActiveCampaign for the latest information.

Q2: Are the updates available to all plan types? A2: Yes, the features outlined in the May 2023 release are available for all plan types including Starter, Plus, Pro, and Enterprise.

Q3: Is there a limit to the number of tags I can use with the new segmentation feature? A3: No, the update allows access to unlimited tags within the segmentation.

Q4: How do I ensure my data complies with GDPR after the recent updates? A4: Ensure that your forms are set to use the new GDPR-compliant options, and review any third-party integrations.

Q5: Can I see a summary of changes made in prior months? A5: Yes, you can view past release notes in the same section to get a complete overview of changes made over time.

Q6: If I delete a user, what happens to their assigned lists? A6: The assigned lists will now automatically be reassigned to the primary admin when a user is deleted.

Q7: How can I make use of the AI features in the email designer? A7: Explore the AI content generation options available within the email designer to create tailored and engaging content based on your desired parameters. ```

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