Product Release Notes: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Product]] > [[Release Notes]] > Product Release Notes - March 2023
'''Navigation:''' [[Main_Page]] > [[Product Updates]] > Product Release Notes


= Product Release Notes - March 2023 =
= Product Release Notes - February 2023 =


== Introduction ==
== 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.
The '''Product Release Notes''' for February 2023 outlines significant enhancements and updates that improve user experience and platform functionality within ActiveCampaign. Keeping track of these updates is critical for users as it ensures they are utilizing the platform's capabilities to their fullest potential. This document serves to inform ActiveCampaign users of changes that include new features, UI improvements, and bug fixes, fostering a better marketing and sales experience.


== How to Access ==
== How to Access this Feature ==
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:
Users can access the '''Product Release Notes''' through the ActiveCampaign app by navigating to the Help Center. This section can typically be found under the '''Product Updates''' category or through direct announcements within the platform interface.


1. Navigate to the main ActiveCampaign page.
== Step-by-Step Instructions ==
2. Go to the '''Product''' section.
Here’s a detailed overview of the updates released in February 2023:
3. Click on '''Release Notes''' to find the relevant monthly notes, including March 2023.
 
=== February 1, 2023 - SMS: 10DLC Failure Customer Self Service ===
An enhancement was made allowing users to see when a failure occurs with their '''10DLC registration'''. Additionally, users can now easily '''resubmit''' their details if an issue arises.
 
=== February 2, 2023 - Marketing Revenue Report: Empty State ===
An updated empty state has been introduced for the '''Marketing Revenue Report''', improving the visibility of data presentation.
 
=== February 7, 2023 - List Exclusions Blank State Updates ===
Updates have been made to the '''List Exclusions''' pages to align with the current visual styling, enhancing consistency across the user interface.
 
=== February 7, 2023 - Subscriptions by Email Blank State Update ===
Similar to the list exclusions, the '''Subscriptions by Email''' pages have received updates for visual and functional improvements.
 
=== February 9, 2023 - New Segmentation in Goal Action ===
The Goal action has been upgraded with a consolidated UI, which offers a more streamlined configuration experience. This update includes a new '''segment builder''' for Custom Object and 1-1 Email segmentation.
 
=== February 9, 2023 - Free Design Service Page Update ===
This page was revised to reflect updated styling and now features a new call-to-action button that states "Explore More Services," leading to implementation services options.
 
=== February 9, 2023 - CX Apps: Actions Description Improvements ===
Enhancements were made to the action block in CX Apps, allowing it to expand and support more than one line of text, improving readability and usability.
 
=== February 9, 2023 - Login Experience Enhancement ===
To improve the user experience during login, changes were made to allow both '''username''' and '''emails''' as valid credentials, along with a "Remember me" feature that autofills the username if enabled.
 
=== February 9, 2023 - Forms: Empty State & Styling Update ===
An updated empty state design for '''Forms''' was introduced, enhancing visual clarity.


== Step-by-Step Instructions ==
=== February 13, 2023 - MFA for Mobile Apps, Chrome Ext, and Outlook Add-in ===
To navigate and understand the March 2023 release, please follow these detailed instructions:
For users who enable '''Multi-Factor Authentication (MFA)''', an additional authentication step is now required in our Mobile Apps, Chrome Extension, and Outlook Add-in.
 
=== February 14, 2023 - Added World Currencies & Searchable Drop-down ===
Over 100 new currencies have been integrated into the platform, and drop-downs have been updated for enhanced user selection.
 
=== February 15, 2023 - V2 Segmentation Builder & Engine ===
A rolled out V2 segmentation builder and engine allows users to segment against '''Custom Objects''' and 1:1 emails across various functionalities. This update includes a new weighted search for Tag and List selections for improved accuracy in searches.
 
=== February 21, 2023 - Persistent Task Filters ===
New persistent filters and column sorting have been added in the Deals and Task Manager sections, improving task interaction for users.


1. **Access the ActiveCampaign interface** and enter your account.
=== February 22, 2023 - Indent/Outdent in New Email Designer ===
2. **Navigate to the Help Center** by selecting the '?' icon typically located in the top right corner of the interface.
The new email designer now allows users to indent and outdent paragraphs, providing better formatting options in emails.
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 ==
=== February 22, 2023 - New Custom Social Icon ===
This release included significant updates across several integrations and features, outlined below:
Users can add a custom social icon, allowing them to upload their own images and link out to any desired site.


- **Integration Custom Object Deletion Capability:** Now, users can disconnect their integrations and delete remaining custom objects from that integration without making an API call.
=== February 23, 2023 - Calendar Feed: Empty State ===
- **Salesforce Enhancements:** Improvements such as dynamic field mapping scalability and EUDC account URL support enhance user experience when connecting with Salesforce integrations.
We introduced an updated empty state for the '''Calendar sync''', improving navigation and user experience.
- **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.
=== February 23, 2023 - Accounts: Empty State ===
An updated empty state for the '''Accounts''' section enhances clarity when no accounts are listed.


== Best Practices and Tips ==
== Configuration Options and Settings ==
To maximize the benefits from the March 2023 updates, consider the following best practices:
While the above features do not have dedicated configuration options within this article, users should be aware of the general settings and button functions that may be affected by these updates, including:


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.
- The '''Submit''' button to resubmit 10DLC information.
2. **Take Advantage of New Features:** Immediately adopt useful enhancements, like the '''spellcheck in the new email designer''', to improve your email communications.
- Improved UI elements offering streamlined experiences for interactive pages.
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 ==
== Best Practices and Tips ==
Here are some common scenarios illustrating how the March 2023 updates can be utilized:
To maximize the benefits of these updates, consider the following best practices:


- **Streamlining Workflow Management:** Users can now disconnect and delete custom objects directly, simplifying the management of integrations when business needs change.
1. Regularly check the '''Product Release Notes''' to stay updated on the latest features and usability improvements.
- **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.
2. Actively utilize the new '''segment builder''' for more accurate audience targeting in campaigns.
- **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.
3. Leverage '''Multi-Factor Authentication (MFA)''' for added security, especially when accessing sensitive data on mobile devices.


== Troubleshooting ==
== Troubleshooting ==
While most updates should integrate smoothly, some users may encounter issues. Here are troubleshooting tips:
If users encounter issues with the new features, they should refer to the following common troubleshooting steps:


- If you cannot find a specific feature or its enhancement after the update, ensure your application is refreshed or cleared of any cached data.
- Ensure that all requests made through the '''10DLC registration''' process are correctly filled out to avoid failure notices.
- For integration-related issues, recheck connectivity settings and ensure you are adhering to the latest configuration requirements from the release notes.
- If the new segmentation options do not appear, refresh your browser or clear your cache to see updates.
- If problems persist, consult ActiveCampaign support for specific guidance related to new updates.
- When using MFA, make sure all required authentication apps are correctly set up.


== FAQ ==
== FAQ ==
=== What new features were added in the March 2023 release? ===
=== Q1: What is 10DLC and why is it important? ===
Multiple updates including a custom object deletion capability in integrations and spellcheck in the new email designer.
10DLC refers to a specific type of registration for messaging in the U.S. that ensures compliance with telecommunications regulations. It is important for reliable SMS communications.


=== How can I disconnect an integration without an API call? ===
=== Q2: How can I enable Multi-Factor Authentication (MFA)? ===
Users now have the capability to disconnect their integrations directly in the platform, simplifying the process.
MFA can be enabled in the security settings of your account under the '''User Settings''' section.


=== Are there improvements for Salesforce users? ===
=== Q3: What improvements were made to the marketing revenue report? ===
Yes, updates include enhancements for dynamic field mapping and EUDC account URL support, overall improving user experience.
The marketing revenue report now has an updated empty state for better presentation of information when no data is available.


=== Can I view deal files on mobile now? ===
=== Q4: How do I use the new segment builder? ===
Yes, as of March 20, 2023, users can view deal files on their mobile devices, enhancing accessibility.
The new segment builder can be accessed when setting up goals or campaigns. It features options for Custom Objects and 1:1 Email segmentation.


=== What should I do if an integration doesn't work after the update? ===
=== Q5: What should I do if I experience login issues? ===
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're having trouble logging in, ensure you're using the correct email or username and try clearing your browser cache. You may also consider utilizing the "Remember me" option for ease of access.


=== How do I report a bug related to a recent feature update? ===
=== Q6: How can I contact support if I have further questions about these updates? ===
If you encounter a bug, report it directly through the ActiveCampaign support portal, providing detailed information about the issue.
You can contact ActiveCampaign support through the Help Center or directly within your account dashboard for assistance.


=== Where can I find these release notes? ===
=== Q7: Where can I find older release notes? ===
The release notes can be found on the ActiveCampaign Help Center under the '''Product''' > '''Release Notes''' section.
Older release notes can typically be found archived in the '''Help Center''' under the '''Product Updates''' 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.
By keeping up with these updates and utilizing the new features effectively, users can fully leverage ActiveCampaign’s offerings for an enhanced marketing experience.
```
```

Revision as of 07:46, 3 November 2025

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

Product Release Notes - February 2023

Introduction

The Product Release Notes for February 2023 outlines significant enhancements and updates that improve user experience and platform functionality within ActiveCampaign. Keeping track of these updates is critical for users as it ensures they are utilizing the platform's capabilities to their fullest potential. This document serves to inform ActiveCampaign users of changes that include new features, UI improvements, and bug fixes, fostering a better marketing and sales experience.

How to Access this Feature

Users can access the Product Release Notes through the ActiveCampaign app by navigating to the Help Center. This section can typically be found under the Product Updates category or through direct announcements within the platform interface.

Step-by-Step Instructions

Here’s a detailed overview of the updates released in February 2023:

February 1, 2023 - SMS: 10DLC Failure Customer Self Service

An enhancement was made allowing users to see when a failure occurs with their 10DLC registration. Additionally, users can now easily resubmit their details if an issue arises.

February 2, 2023 - Marketing Revenue Report: Empty State

An updated empty state has been introduced for the Marketing Revenue Report, improving the visibility of data presentation.

February 7, 2023 - List Exclusions Blank State Updates

Updates have been made to the List Exclusions pages to align with the current visual styling, enhancing consistency across the user interface.

February 7, 2023 - Subscriptions by Email Blank State Update

Similar to the list exclusions, the Subscriptions by Email pages have received updates for visual and functional improvements.

February 9, 2023 - New Segmentation in Goal Action

The Goal action has been upgraded with a consolidated UI, which offers a more streamlined configuration experience. This update includes a new segment builder for Custom Object and 1-1 Email segmentation.

February 9, 2023 - Free Design Service Page Update

This page was revised to reflect updated styling and now features a new call-to-action button that states "Explore More Services," leading to implementation services options.

February 9, 2023 - CX Apps: Actions Description Improvements

Enhancements were made to the action block in CX Apps, allowing it to expand and support more than one line of text, improving readability and usability.

February 9, 2023 - Login Experience Enhancement

To improve the user experience during login, changes were made to allow both username and emails as valid credentials, along with a "Remember me" feature that autofills the username if enabled.

February 9, 2023 - Forms: Empty State & Styling Update

An updated empty state design for Forms was introduced, enhancing visual clarity.

February 13, 2023 - MFA for Mobile Apps, Chrome Ext, and Outlook Add-in

For users who enable Multi-Factor Authentication (MFA), an additional authentication step is now required in our Mobile Apps, Chrome Extension, and Outlook Add-in.

February 14, 2023 - Added World Currencies & Searchable Drop-down

Over 100 new currencies have been integrated into the platform, and drop-downs have been updated for enhanced user selection.

February 15, 2023 - V2 Segmentation Builder & Engine

A rolled out V2 segmentation builder and engine allows users to segment against Custom Objects and 1:1 emails across various functionalities. This update includes a new weighted search for Tag and List selections for improved accuracy in searches.

February 21, 2023 - Persistent Task Filters

New persistent filters and column sorting have been added in the Deals and Task Manager sections, improving task interaction for users.

February 22, 2023 - Indent/Outdent in New Email Designer

The new email designer now allows users to indent and outdent paragraphs, providing better formatting options in emails.

February 22, 2023 - New Custom Social Icon

Users can add a custom social icon, allowing them to upload their own images and link out to any desired site.

February 23, 2023 - Calendar Feed: Empty State

We introduced an updated empty state for the Calendar sync, improving navigation and user experience.

February 23, 2023 - Accounts: Empty State

An updated empty state for the Accounts section enhances clarity when no accounts are listed.

Configuration Options and Settings

While the above features do not have dedicated configuration options within this article, users should be aware of the general settings and button functions that may be affected by these updates, including:

- The Submit button to resubmit 10DLC information. - Improved UI elements offering streamlined experiences for interactive pages.

Best Practices and Tips

To maximize the benefits of these updates, consider the following best practices:

1. Regularly check the Product Release Notes to stay updated on the latest features and usability improvements. 2. Actively utilize the new segment builder for more accurate audience targeting in campaigns. 3. Leverage Multi-Factor Authentication (MFA) for added security, especially when accessing sensitive data on mobile devices.

Troubleshooting

If users encounter issues with the new features, they should refer to the following common troubleshooting steps:

- Ensure that all requests made through the 10DLC registration process are correctly filled out to avoid failure notices. - If the new segmentation options do not appear, refresh your browser or clear your cache to see updates. - When using MFA, make sure all required authentication apps are correctly set up.

FAQ

Q1: What is 10DLC and why is it important?

10DLC refers to a specific type of registration for messaging in the U.S. that ensures compliance with telecommunications regulations. It is important for reliable SMS communications.

Q2: How can I enable Multi-Factor Authentication (MFA)?

MFA can be enabled in the security settings of your account under the User Settings section.

Q3: What improvements were made to the marketing revenue report?

The marketing revenue report now has an updated empty state for better presentation of information when no data is available.

Q4: How do I use the new segment builder?

The new segment builder can be accessed when setting up goals or campaigns. It features options for Custom Objects and 1:1 Email segmentation.

Q5: What should I do if I experience login issues?

If you're having trouble logging in, ensure you're using the correct email or username and try clearing your browser cache. You may also consider utilizing the "Remember me" option for ease of access.

Q6: How can I contact support if I have further questions about these updates?

You can contact ActiveCampaign support through the Help Center or directly within your account dashboard for assistance.

Q7: Where can I find older release notes?

Older release notes can typically be found archived in the Help Center under the Product Updates section.

By keeping up with these updates and utilizing the new features effectively, users can fully leverage ActiveCampaign’s offerings for an enhanced marketing experience. ```