Product Release Notes: Difference between revisions
(SEO-optimized content from ActiveCampaign documentation) |
(SEO-optimized content from ActiveCampaign documentation) |
||
| Line 1: | Line 1: | ||
```mediawiki | ```mediawiki | ||
'''Navigation:''' [[Main_Page]] > [[Product | '''Navigation:''' [[Main_Page]] > [[Product]] > [[Release Notes]] > Product Release Notes - March 2023 | ||
= Product Release Notes - | = Product Release Notes - March 2023 = | ||
== Introduction == | == Introduction == | ||
The '''Product Release Notes''' for | The '''Product Release Notes''' for March 2023 provide an overview of the latest enhancements, updates, and fixes made to ActiveCampaign's features and integrations. Understanding these notes is essential for users, as they highlight improvements that can enhance the user experience, streamline processes, and ensure smoother functionality within the platform. By keeping abreast of these updates, users can take advantage of new capabilities and optimize their use of ActiveCampaign. | ||
== How to Access | == How to Access == | ||
Users can access the '''Product Release Notes''' either through the ActiveCampaign Help Center or directly from the product interface. To find this specific release note: | |||
1. Navigate to the main ActiveCampaign page. | |||
2. Go to the '''Product''' section. | |||
3. Click on '''Release Notes''' to find the relevant monthly notes, including March 2023. | |||
== Step-by-Step Instructions == | == Step-by-Step Instructions == | ||
1. ** | To navigate and understand the March 2023 release, please follow these detailed instructions: | ||
2. | |||
3. | 1. **Access the ActiveCampaign interface** and enter your account. | ||
2. **Navigate to the Help Center** by selecting the '?' icon typically located in the top right corner of the interface. | |||
3. **Search for "Product Release Notes"**, and filter the results for March 2023 to view all the updates and enhancements for that month. | |||
4. Review each update date and description to understand what has changed, including new features and systematic improvements. | |||
== Configuration Options and Settings == | == Configuration Options and Settings == | ||
This release included significant updates across several integrations and features, outlined below: | |||
- **Integration Custom Object Deletion Capability:** Now, users can disconnect their integrations and delete remaining custom objects from that integration without making an API call. | |||
- | - **Salesforce Enhancements:** Improvements such as dynamic field mapping scalability and EUDC account URL support enhance user experience when connecting with Salesforce integrations. | ||
- **Segmentation Preview Updates:** The Goal Action feature was improved to include inline segmentation previews, allowing users to visualize their segmentation choices easily. | |||
- **Microsoft Dynamics Improvements:** Updates to support data-type field compatibility and optimize sync criteria processing enhance the mapping experience. | |||
- **App Studio Updates:** Enhancements to the version management table and restrictions on third-party developers (3PDs) renaming or removing published workflows. | |||
- **General Updates:** Introduction of native spellcheck in the new email designer, enhanced deal forecast report options, and mobile functionality updates. | |||
Understanding these settings allows users to leverage the features introduced effectively. | |||
== | == Best Practices and Tips == | ||
To maximize the benefits from the March 2023 updates, consider the following best practices: | |||
1. **Regularly Check Release Notes:** Make it a habit to check new release notes every month. This keeps you informed of changes that could potentially enhance your workflows. | |||
2. **Take Advantage of New Features:** Immediately adopt useful enhancements, like the '''spellcheck in the new email designer''', to improve your email communications. | |||
3. **Update Integrations:** Ensure that your integrations, such as Salesforce or Microsoft Dynamics, are configured correctly according to the new updates to avoid any disruption in service. | |||
4. **Utilize Support Resources:** If you encounter issues or need clarification regarding updates, make use of ActiveCampaign's customer support and resources. | |||
== | == Common Use Cases == | ||
Here are some common scenarios illustrating how the March 2023 updates can be utilized: | |||
- **Streamlining Workflow Management:** Users can now disconnect and delete custom objects directly, simplifying the management of integrations when business needs change. | |||
- | - **Enhancing Opportunities in Sales:** By utilizing the improved ''Deal Status Filter'', users can customize reports to better focus on specific deal stages and improve sales forecasting. | ||
- **Improving Data Sync Processes:** The updates for Microsoft Dynamics and Salesforce make it easier to map fields, allowing for better data integration and synchronization processes. | |||
== | == Troubleshooting == | ||
While most updates should integrate smoothly, some users may encounter issues. Here are troubleshooting tips: | |||
- If you cannot find a specific feature or its enhancement after the update, ensure your application is refreshed or cleared of any cached data. | |||
- For integration-related issues, recheck connectivity settings and ensure you are adhering to the latest configuration requirements from the release notes. | |||
- If problems persist, consult ActiveCampaign support for specific guidance related to new updates. | |||
- | |||
- | |||
If | |||
== FAQ == | == FAQ == | ||
=== | === What new features were added in the March 2023 release? === | ||
Multiple updates including a custom object deletion capability in integrations and spellcheck in the new email designer. | |||
=== | === How can I disconnect an integration without an API call? === | ||
Users now have the capability to disconnect their integrations directly in the platform, simplifying the process. | |||
=== | === Are there improvements for Salesforce users? === | ||
Yes, | Yes, updates include enhancements for dynamic field mapping and EUDC account URL support, overall improving user experience. | ||
=== | === Can I view deal files on mobile now? === | ||
Yes, as of March 20, 2023, users can view deal files on their mobile devices, enhancing accessibility. | |||
=== | === What should I do if an integration doesn't work after the update? === | ||
Double-check the integration settings and consult the latest release notes to ensure all new requirements are met, or reach out to support for assistance. | |||
=== | === How do I report a bug related to a recent feature update? === | ||
If you encounter | If you encounter a bug, report it directly through the ActiveCampaign support portal, providing detailed information about the issue. | ||
=== | === Where can I find these release notes? === | ||
The release notes can be found on the ActiveCampaign Help Center under the '''Product''' > '''Release Notes''' section. | |||
By staying informed on ActiveCampaign's updates through the Product Release Notes, users can ensure they utilize the platform effectively and maintain a competitive edge in their marketing efforts. | |||
``` | ``` | ||
Revision as of 07:45, 3 November 2025
```mediawiki Navigation: Main_Page > Product > Release Notes > Product Release Notes - March 2023
Product Release Notes - March 2023
Introduction
The Product Release Notes for March 2023 provide an overview of the latest enhancements, updates, and fixes made to ActiveCampaign's features and integrations. Understanding these notes is essential for users, as they highlight improvements that can enhance the user experience, streamline processes, and ensure smoother functionality within the platform. By keeping abreast of these updates, users can take advantage of new capabilities and optimize their use of ActiveCampaign.
How to Access
Users can access the Product Release Notes either through the ActiveCampaign Help Center or directly from the product interface. To find this specific release note:
1. Navigate to the main ActiveCampaign page. 2. Go to the Product section. 3. Click on Release Notes to find the relevant monthly notes, including March 2023.
Step-by-Step Instructions
To navigate and understand the March 2023 release, please follow these detailed instructions:
1. **Access the ActiveCampaign interface** and enter your account. 2. **Navigate to the Help Center** by selecting the '?' icon typically located in the top right corner of the interface. 3. **Search for "Product Release Notes"**, and filter the results for March 2023 to view all the updates and enhancements for that month. 4. Review each update date and description to understand what has changed, including new features and systematic improvements.
Configuration Options and Settings
This release included significant updates across several integrations and features, outlined below:
- **Integration Custom Object Deletion Capability:** Now, users can disconnect their integrations and delete remaining custom objects from that integration without making an API call. - **Salesforce Enhancements:** Improvements such as dynamic field mapping scalability and EUDC account URL support enhance user experience when connecting with Salesforce integrations. - **Segmentation Preview Updates:** The Goal Action feature was improved to include inline segmentation previews, allowing users to visualize their segmentation choices easily. - **Microsoft Dynamics Improvements:** Updates to support data-type field compatibility and optimize sync criteria processing enhance the mapping experience. - **App Studio Updates:** Enhancements to the version management table and restrictions on third-party developers (3PDs) renaming or removing published workflows. - **General Updates:** Introduction of native spellcheck in the new email designer, enhanced deal forecast report options, and mobile functionality updates.
Understanding these settings allows users to leverage the features introduced effectively.
Best Practices and Tips
To maximize the benefits from the March 2023 updates, consider the following best practices:
1. **Regularly Check Release Notes:** Make it a habit to check new release notes every month. This keeps you informed of changes that could potentially enhance your workflows. 2. **Take Advantage of New Features:** Immediately adopt useful enhancements, like the spellcheck in the new email designer, to improve your email communications. 3. **Update Integrations:** Ensure that your integrations, such as Salesforce or Microsoft Dynamics, are configured correctly according to the new updates to avoid any disruption in service. 4. **Utilize Support Resources:** If you encounter issues or need clarification regarding updates, make use of ActiveCampaign's customer support and resources.
Common Use Cases
Here are some common scenarios illustrating how the March 2023 updates can be utilized:
- **Streamlining Workflow Management:** Users can now disconnect and delete custom objects directly, simplifying the management of integrations when business needs change. - **Enhancing Opportunities in Sales:** By utilizing the improved Deal Status Filter, users can customize reports to better focus on specific deal stages and improve sales forecasting. - **Improving Data Sync Processes:** The updates for Microsoft Dynamics and Salesforce make it easier to map fields, allowing for better data integration and synchronization processes.
Troubleshooting
While most updates should integrate smoothly, some users may encounter issues. Here are troubleshooting tips:
- If you cannot find a specific feature or its enhancement after the update, ensure your application is refreshed or cleared of any cached data. - For integration-related issues, recheck connectivity settings and ensure you are adhering to the latest configuration requirements from the release notes. - If problems persist, consult ActiveCampaign support for specific guidance related to new updates.
FAQ
What new features were added in the March 2023 release?
Multiple updates including a custom object deletion capability in integrations and spellcheck in the new email designer.
How can I disconnect an integration without an API call?
Users now have the capability to disconnect their integrations directly in the platform, simplifying the process.
Are there improvements for Salesforce users?
Yes, updates include enhancements for dynamic field mapping and EUDC account URL support, overall improving user experience.
Can I view deal files on mobile now?
Yes, as of March 20, 2023, users can view deal files on their mobile devices, enhancing accessibility.
What should I do if an integration doesn't work after the update?
Double-check the integration settings and consult the latest release notes to ensure all new requirements are met, or reach out to support for assistance.
If you encounter a bug, report it directly through the ActiveCampaign support portal, providing detailed information about the issue.
Where can I find these release notes?
The release notes can be found on the ActiveCampaign Help Center under the Product > Release Notes section.
By staying informed on ActiveCampaign's updates through the Product Release Notes, users can ensure they utilize the platform effectively and maintain a competitive edge in their marketing efforts. ```