Product Release Notes: Difference between revisions

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


== Product Release Notes - May 2023 ==
= Product Release Notes - April 2023 =


=== Introduction ===
== 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.
The '''Product Release Notes''' for April 2023 detail various updates and enhancements made to ActiveCampaign’s platform. These updates significantly improve user experience, expand capabilities, and address user needs, making it essential for users to stay informed about new features and modifications. Understanding these updates can help users maximize the benefits of the tools available and adapt their strategies accordingly.


=== How to Access the Product Release Notes ===
== How to Access This Feature ==
To access the Product Release Notes for ActiveCampaign:
To access the Product Release Notes, users can navigate to the [[Product Updates]] section in ActiveCampaign’s Help Center. From there, select the [[Release Notes]] category to view the latest product updates, including the April 2023 release notes.
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 ===
== 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:
1. **Log in** to your ActiveCampaign account.
2. Click on the **Help** icon, typically found in the top right corner of the dashboard.
3. Select **Help Center** to be redirected to the help documentation.
4. From the Help Center, navigate to the **Product Updates** section.
5. Click on **Release Notes** to view the latest updates and enhancements, including the April 2023 notes.


==== May 1, 2023 - Country Field Improvement ====
== Configuration Options and Settings ==
- A new drop-down option for specifying an account’s '''Country''' has been added to enhance the quality of customer data.
The following key updates were introduced in April 2023:


==== May 1, 2023 - Enhanced Segmentation in Campaigns Triggers ====
=== April 3, 2023 - MS D365: Sync ActiveCampaign Tags to Dynamics ===
- New segmentation options are available for triggers related to:
- D365 users can now view all '''ActiveCampaign tags''' associated with a contact. This enhancement allows for better segmentation and filtering within the CRM.
  * 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 ====
=== April 3, 2023 - CX Apps: Apps/Accounts Page Design Updates ===
- 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.
- Unnecessary pagination on the account details page has been hidden, and additional whitespace has been added above and below the **education banner** on the account tab for better readability.


==== May 4, 2023 - Account Dimension/Measures in Custom Reports ====
=== April 3, 2023 - Add "In Progress" Status Back to CX Apps Logs ===
- Users can now create standalone reports and dashboards that utilize '''Account''' data in Custom Reporting.
- The '''"In Progress" status''' has returned, allowing customers to see when the processing of their events is ongoing.


==== May 4, 2023 - GDPR Compliant Forms ====
=== April 5, 2023 - Expanded Email Sync ===
- Google Fonts loading has been removed to ensure compliance with GDPR, switching to a service that respects user privacy.
- Users can now sync emails related to all contacts on a deal, those without an associated deal, and contacts linked to closed deals. This provides greater visibility into all communications related to a deal.


==== May 4, 2023 - MFA Recovery Code Enhancement ====
=== April 14, 2023 - "Any New Deal" Notification Enhancement ===
- Users are required to download a TXT file of their '''recovery codes''' before completing the setup/reset process of Multi-Factor Authentication (MFA).
- A pipeline permissions check has been added for the '''"Any New Deal" notification''' aimed at non-admin users to ensure proper access and security.


==== May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1 ====
=== April 17, 2023 - Enhanced Segmentation for Ecommerce Triggers ===
- New Pages customers will now manage their assets using the '''Platform Content Manager (PCM)'''.
- The introduction of the V2 Segmentation engine in automation triggers allows V2 users to segment on 1-to-1 emails and custom objects.


==== May 9, 2023 - Segmentation Multi-Selects: Tags ====
=== April 20, 2023 - Custom Reporting Add-On ===
- Tags have been consolidated into a single condition, allowing unlimited access to tags in segmentation.
- An updated empty state for pages has been released, offering clearer guidance on how to utilize the reporting features effectively.


==== May 10, 2023 - Email Campaign in Automation Update ====
=== April 25, 2023 - Order Status Automation ===
- A contact must now be active on a list to receive email campaigns via automations.
- Users can now trigger automations based on changes to an order status by setting up an automation trigger of '''Order is Updated''', with segmentation by status.


==== May 11, 2023 - AI Generated Content in Email Designer ====
=== April 27, 2023 - Webhooks Setting Page Redesign ===
- AI content generation features have been added to the email designer, assisting users in creating content based on specified tones, structures, and goals.  
- The webhooks page has received a redesign for consistency with ActiveCampaign’s modern aesthetic.


==== May 15, 2023 - Connected Emails: Expanded Syncing Capabilities ====
=== April 27, 2023 - New Campaign Designer for Double Opt-In Emails ===
- Users can now sync emails related to:
- The new '''Campaign Designer''' is now utilized for double opt-in emails generated from forms, enhancing the design and customization options.
  * 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 ====
=== April 28, 2023 - Campaigns Performance Report Design: Milestone 1 ===
- The apps section under '''Connected Apps''' will now display in alphabetical order for easier navigation.
- The initial phase in redesigning the styling and functionality of report layouts has been completed, improving usability and insights.


==== May 15, 2023 - Update CX App "Log Details" Modal ====
== Best Practices and Tips ==
- The payload container within the '''log details''' modal has been adjusted to prevent spillout.
- Regularly review the '''Product Release Notes''' to remain informed about new features and improvements. Being aware of changes can enhance your use of the platform.
- Test new features in a controlled environment or with a small segment before implementing them across your entire operation to ensure they meet your specific needs.
- Utilize the expanded sync capabilities and segmentation options to refine marketing efforts and improve customer engagement.


==== May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block ====
== Troubleshooting ==
- Users can now use the "Task is Completed" trigger with a 1:1 Email Block when it is set to a specific deal.
If you experience issues with the new features released in April 2023:
1. Ensure all integrations are correctly configured, especially if implementing D365 sync or enhanced segmentation.
2. Check for any account-specific restrictions that may affect new features, particularly permissions related to non-admin users.
3. Consult the Help Center for any known issues regarding the updates.  


==== May 18, 2023 - Login Verification SMS Option ====
== FAQ ==
- An SMS verification option has been added for enhanced security during the login process.
=== 1. What is the purpose of the Product Release Notes? ===
The Product Release Notes provide a comprehensive overview of the new features, updates, and enhancements made to ActiveCampaign’s platform.


==== May 18, 2023 - Automated 1:1 Email Threading ====
=== 2. How often are the Product Release Notes updated? ===
- Email configured in the 1:1 email modal will appear in recipients' inboxes as part of the same email chain for better contextual communication.
The Product Release Notes are updated on a monthly basis, detailing all changes made within that timeframe.


==== May 18, 2023 - Files on Contacts and Accounts ====
=== 3. Are all users able to access the updates in the Product Release Notes? ===
- Users can now store files tied to individual '''Contacts''' and '''Accounts''' throughout the CRM.
Yes, all ActiveCampaign users can access the Product Release Notes through the Help Center.


==== May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting ====
=== 4. How can I stay informed about future updates? ===
- New dimensions for '''Last Event Date''' have been introduced in Custom Reporting, helping users reference critical data points directly.
Regularly check the [[Product Updates]] section of the Help Center and consider subscribing to notifications for the latest news.


==== May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals ====
=== 5. Can I provide feedback on newly released features? ===
- After creating a '''Contact''' or '''Account''', a notification will appear, allowing immediate access to the new entry for further updates.
Yes, users are encouraged to provide feedback through the support channels to help improve future updates.


==== May 23, 2023 - Reassign List Owner When User is Deleted ====
=== 6. What should I do if a new feature is not working as expected? ===
- The list owner will automatically be reassigned to the primary admin when a user is deleted from the system.
If you encounter issues, verify your settings and permissions first, then consult the troubleshooting section or contact support for assistance.


=== Configuration Options and Settings ===
=== 7. Where can I find previous Product Release Notes? ===
In this release, several key configurations and options have been introduced, including:
Previous Product Release Notes can also be found under the [[Release Notes]] section in the Help Center, allowing users to track historical changes.
- 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.
This comprehensive overview of the April 2023 Product Release Notes is aimed at ensuring users are well-equipped to utilize the latest features effectively.
 
=== 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 07:44, 3 November 2025

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

Product Release Notes - April 2023

Introduction

The Product Release Notes for April 2023 detail various updates and enhancements made to ActiveCampaign’s platform. These updates significantly improve user experience, expand capabilities, and address user needs, making it essential for users to stay informed about new features and modifications. Understanding these updates can help users maximize the benefits of the tools available and adapt their strategies accordingly.

How to Access This Feature

To access the Product Release Notes, users can navigate to the Product Updates section in ActiveCampaign’s Help Center. From there, select the Release Notes category to view the latest product updates, including the April 2023 release notes.

Step-by-Step Instructions

1. **Log in** to your ActiveCampaign account. 2. Click on the **Help** icon, typically found in the top right corner of the dashboard. 3. Select **Help Center** to be redirected to the help documentation. 4. From the Help Center, navigate to the **Product Updates** section. 5. Click on **Release Notes** to view the latest updates and enhancements, including the April 2023 notes.

Configuration Options and Settings

The following key updates were introduced in April 2023:

April 3, 2023 - MS D365: Sync ActiveCampaign Tags to Dynamics

- D365 users can now view all ActiveCampaign tags associated with a contact. This enhancement allows for better segmentation and filtering within the CRM.

April 3, 2023 - CX Apps: Apps/Accounts Page Design Updates

- Unnecessary pagination on the account details page has been hidden, and additional whitespace has been added above and below the **education banner** on the account tab for better readability.

April 3, 2023 - Add "In Progress" Status Back to CX Apps Logs

- The "In Progress" status has returned, allowing customers to see when the processing of their events is ongoing.

April 5, 2023 - Expanded Email Sync

- Users can now sync emails related to all contacts on a deal, those without an associated deal, and contacts linked to closed deals. This provides greater visibility into all communications related to a deal.

April 14, 2023 - "Any New Deal" Notification Enhancement

- A pipeline permissions check has been added for the "Any New Deal" notification aimed at non-admin users to ensure proper access and security.

April 17, 2023 - Enhanced Segmentation for Ecommerce Triggers

- The introduction of the V2 Segmentation engine in automation triggers allows V2 users to segment on 1-to-1 emails and custom objects.

April 20, 2023 - Custom Reporting Add-On

- An updated empty state for pages has been released, offering clearer guidance on how to utilize the reporting features effectively.

April 25, 2023 - Order Status Automation

- Users can now trigger automations based on changes to an order status by setting up an automation trigger of Order is Updated, with segmentation by status.

April 27, 2023 - Webhooks Setting Page Redesign

- The webhooks page has received a redesign for consistency with ActiveCampaign’s modern aesthetic.

April 27, 2023 - New Campaign Designer for Double Opt-In Emails

- The new Campaign Designer is now utilized for double opt-in emails generated from forms, enhancing the design and customization options.

April 28, 2023 - Campaigns Performance Report Design: Milestone 1

- The initial phase in redesigning the styling and functionality of report layouts has been completed, improving usability and insights.

Best Practices and Tips

- Regularly review the Product Release Notes to remain informed about new features and improvements. Being aware of changes can enhance your use of the platform. - Test new features in a controlled environment or with a small segment before implementing them across your entire operation to ensure they meet your specific needs. - Utilize the expanded sync capabilities and segmentation options to refine marketing efforts and improve customer engagement.

Troubleshooting

If you experience issues with the new features released in April 2023: 1. Ensure all integrations are correctly configured, especially if implementing D365 sync or enhanced segmentation. 2. Check for any account-specific restrictions that may affect new features, particularly permissions related to non-admin users. 3. Consult the Help Center for any known issues regarding the updates.

FAQ

1. What is the purpose of the Product Release Notes?

The Product Release Notes provide a comprehensive overview of the new features, updates, and enhancements made to ActiveCampaign’s platform.

2. How often are the Product Release Notes updated?

The Product Release Notes are updated on a monthly basis, detailing all changes made within that timeframe.

3. Are all users able to access the updates in the Product Release Notes?

Yes, all ActiveCampaign users can access the Product Release Notes through the Help Center.

4. How can I stay informed about future updates?

Regularly check the Product Updates section of the Help Center and consider subscribing to notifications for the latest news.

5. Can I provide feedback on newly released features?

Yes, users are encouraged to provide feedback through the support channels to help improve future updates.

6. What should I do if a new feature is not working as expected?

If you encounter issues, verify your settings and permissions first, then consult the troubleshooting section or contact support for assistance.

7. Where can I find previous Product Release Notes?

Previous Product Release Notes can also be found under the Release Notes section in the Help Center, allowing users to track historical changes.

This comprehensive overview of the April 2023 Product Release Notes is aimed at ensuring users are well-equipped to utilize the latest features effectively. ```

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