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


== Product Release Notes - September 2023 ==
= Product Release Notes - January 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''' for January 2023 provide users with an overview of the latest updates and enhancements made to the ActiveCampaign platform. These notes are essential for users as they provide insights into new features, improvements, and deprecated options that affect how the service is accessed and utilized. Users can benefit from understanding these updates to fully leverage ActiveCampaign’s capabilities, ensuring they are informed about the newest functionalities and improvements aimed at enhancing user experience and productivity.


=== 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''', users can navigate to the ActiveCampaign website and locate the updates section. From there, they can select the release notes for the specific month they are interested in. These notes are usually compiled in chronological order and are updated regularly to reflect the most current changes.


=== Step-by-Step Instructions ===
== Step-by-Step Instructions ==
1. **Login** to your ActiveCampaign account.
1. **Navigate to the ActiveCampaign website.**
2. Navigate to the '''Support''' section usually located in your account's sidebar.
2. **Log in** to your account to access the latest updates.
3. Select the '''Release Notes''' link to view the latest updates.
3. Click on the **Updates** section typically found in the dashboard or main menu.
4. Click on the '''September 2023''' link to access the specific details of the month's releases.
4. Select **Release Notes** to view the chronological listing of updates.
5. Click on the **January 2023** release notes to access detailed information pertaining to that month.


=== Configuration Options and Settings ===
== Configuration Options and Settings ==
Here are the key features and configurations introduced in September 2023:
While the '''Product Release Notes''' don't include specific configuration options, users should be aware of several key enhancements and removed features outlined in the January 2023 notes:


* '''Account Field Changes Trigger''': This new trigger allows users to initiate actions based on changes to account-related fields for contacts within an automation.
- **ERJA Partial Sunset**: The enrichment add-on known as ERJA was partially sunset on January 4, 2023, due to its low usage and decreasing matches.
* '''Multi-Contact Triggers''': This feature allows users to trigger automation flows based on multiple contacts associated with objects like Deals or Accounts.
- **Deals Endpoint Update**: On January 5, 2023, the deals endpoint was updated to provide more specific information regarding failed custom fields.
* '''Individual Contact and Deal Triggers''': Transitioning from the previous Field Changes trigger, this enables precise automation based on specific contact or deal fields.
- **MSD Integration Updates**: Several enhancements were made on January 10, 2023, regarding the Microsoft Dynamics integration, including the introduction of a new label for campaigns and automations, and adjustments to how the sync operates.
* '''To/From Operators''': This feature enhances the trigger logic, enabling more complex conditions in your automations.
- **App Studio Changes**: As of January 11, 2023, app submissions now require specifying the app’s nature as private or public, altering previous metadata requirements.
* '''Email Field Addition''': Users can now trigger automations when email addresses on contacts are either created or changed.
- **Activity Stream for Sales Customers**: Introduced on January 19, 2023, the Account Activity Stream helps sales customers track changes more effectively.
* '''Update Contact Field to Blank''': This enhancement allows for the updated action where specified fields can be set to a blank/empty state.
 
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


=== Best Practices and Tips ===
== Best Practices ==
- Always check the '''Product Release Notes''' monthly to stay updated on new features and improvements.
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:
- 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.
- 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 ===
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
1. **Account Trigger Automation**: Automatically launch a welcome series for contacts when a new field in their account is filled out.
- **Engage with new features**: Experiment with newly released enhancements to fully understand how they can benefit your workflows.
2. **Multi-Contact Engagement**: When a deal is created related to multiple contacts, ensure that all relevant contacts receive notifications.
- **Provide feedback**: ActiveCampaign values user feedback, and sharing your experiences with new features can help the team refine future updates.
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 ===
== Common Use Cases with Examples ==
Should you encounter any issues with the new features:
The updates in the January 2023 release notes offer various practical applications, including:
- 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 ===
- **MSD Integration**: Users integrating with Microsoft Dynamics can streamline their workflow by using the new features such as error linking which gives direct access to failed records.
For additional features that connect to the updates in September 2023, refer to:
- **Sales Account Activity Stream**: Sales teams could use this enhancement to better monitor account interactions and drive follow-up actions efficiently.
- [[Automations]]
- **Personalized Task Names in CRM**: With the enhancement on January 19, 2023, CRM users can utilize dynamic content in task names, creating more tailored and effective task management.
- [[Tags]]
- [[CRM]]
- [[User Management]]


=== FAQ ===
== Troubleshooting ==
'''Q1: What new features were introduced in September 2023?'''
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:
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?'''
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
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.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.


'''Q3: Are the updates available for all plan types?'''
== Related Features ==
A3: Yes, the features introduced in September 2023 are available across all ActiveCampaign plans.
For further reading and understanding, users can refer to the following relevant features:
- [[Integrations]]: Read more about how to connect ActiveCampaign with other software like Microsoft Dynamics.
- [[CRM]]: Learn more about enhancing customer relationship management through ActiveCampaign.


'''Q4: What improvements have been made to error messaging?'''
== FAQ ==
A4: The error messaging within the '''Automations Builder''' has been updated for a more consistent experience, helping users identify missing configurations easily.
*'''Q: What main updates occurred in January 2023?'''
A: Key updates included the partial sunset of ERJA, enhancements to the MSD integration, and the introduction of the Account Activity Stream for sales.


'''Q5: Can I set a contact field to empty?'''
*'''Q: How do I find the most recent Product Release Notes?'''
A5: Yes, the updated '''Update Contact Field''' action allows users to set a specified field to an empty or blank value.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


'''Q6: Where can I find the most recent updates?'''
*'''Q: Was there a major feature removed in January 2023?'''
A6: The most recent updates can be found in the '''Release Notes''' section of the ActiveCampaign support documentation.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


'''Q7: How can I ensure my automations comply after the updates?'''
*'''Q: How can I benefit from understanding release notes?'''
A7: Regularly review the updated release notes and run tests after implementing new features to confirm compliance with your marketing goals.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


For more information, you may refer to the official ActiveCampaign documentation or reach out to the support team for assistance.
*'''Q: Is there a way to provide feedback on the updates?'''
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.
 
*'''Q: What should I do if a new feature doesn't work as expected?'''
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.
 
*'''Q: Where can I find more details on integrations?'''
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.
 
By consistently reviewing the '''Product Release Notes''', users can stay informed and effectively utilize all the features that ActiveCampaign has to offer for their marketing and sales efforts.
```
```

Latest revision as of 07:46, 3 November 2025

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

Product Release Notes - January 2023[edit | edit source]

Introduction[edit | edit source]

The Product Release Notes for January 2023 provide users with an overview of the latest updates and enhancements made to the ActiveCampaign platform. These notes are essential for users as they provide insights into new features, improvements, and deprecated options that affect how the service is accessed and utilized. Users can benefit from understanding these updates to fully leverage ActiveCampaign’s capabilities, ensuring they are informed about the newest functionalities and improvements aimed at enhancing user experience and productivity.

How to Access This Feature[edit | edit source]

To access the Product Release Notes, users can navigate to the ActiveCampaign website and locate the updates section. From there, they can select the release notes for the specific month they are interested in. These notes are usually compiled in chronological order and are updated regularly to reflect the most current changes.

Step-by-Step Instructions[edit | edit source]

1. **Navigate to the ActiveCampaign website.** 2. **Log in** to your account to access the latest updates. 3. Click on the **Updates** section typically found in the dashboard or main menu. 4. Select **Release Notes** to view the chronological listing of updates. 5. Click on the **January 2023** release notes to access detailed information pertaining to that month.

Configuration Options and Settings[edit | edit source]

While the Product Release Notes don't include specific configuration options, users should be aware of several key enhancements and removed features outlined in the January 2023 notes:

- **ERJA Partial Sunset**: The enrichment add-on known as ERJA was partially sunset on January 4, 2023, due to its low usage and decreasing matches. - **Deals Endpoint Update**: On January 5, 2023, the deals endpoint was updated to provide more specific information regarding failed custom fields. - **MSD Integration Updates**: Several enhancements were made on January 10, 2023, regarding the Microsoft Dynamics integration, including the introduction of a new label for campaigns and automations, and adjustments to how the sync operates. - **App Studio Changes**: As of January 11, 2023, app submissions now require specifying the app’s nature as private or public, altering previous metadata requirements. - **Activity Stream for Sales Customers**: Introduced on January 19, 2023, the Account Activity Stream helps sales customers track changes more effectively.

These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.

Best Practices[edit | edit source]

To maximize the benefits from the Product Release Notes, users are encouraged to:

- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities. - **Engage with new features**: Experiment with newly released enhancements to fully understand how they can benefit your workflows. - **Provide feedback**: ActiveCampaign values user feedback, and sharing your experiences with new features can help the team refine future updates.

Common Use Cases with Examples[edit | edit source]

The updates in the January 2023 release notes offer various practical applications, including:

- **MSD Integration**: Users integrating with Microsoft Dynamics can streamline their workflow by using the new features such as error linking which gives direct access to failed records. - **Sales Account Activity Stream**: Sales teams could use this enhancement to better monitor account interactions and drive follow-up actions efficiently. - **Personalized Task Names in CRM**: With the enhancement on January 19, 2023, CRM users can utilize dynamic content in task names, creating more tailored and effective task management.

Troubleshooting[edit | edit source]

While users generally won't encounter troubleshooting specific to the Product Release Notes, if there are any issues with new features:

- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features. - **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.

Related Features[edit | edit source]

For further reading and understanding, users can refer to the following relevant features: - Integrations: Read more about how to connect ActiveCampaign with other software like Microsoft Dynamics. - CRM: Learn more about enhancing customer relationship management through ActiveCampaign.

FAQ[edit | edit source]

  • Q: What main updates occurred in January 2023?

A: Key updates included the partial sunset of ERJA, enhancements to the MSD integration, and the introduction of the Account Activity Stream for sales.

  • Q: How do I find the most recent Product Release Notes?

A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.

  • Q: Was there a major feature removed in January 2023?

A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.

  • Q: How can I benefit from understanding release notes?

A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.

  • Q: Is there a way to provide feedback on the updates?

A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.

  • Q: What should I do if a new feature doesn't work as expected?

A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.

  • Q: Where can I find more details on integrations?

A: Additional details can be found in the Integrations section of the ActiveCampaign documentation.

By consistently reviewing the Product Release Notes, users can stay informed and effectively utilize all the features that ActiveCampaign has to offer for their marketing and sales efforts. ```

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