Product Release Notes: Difference between revisions

From Activepedia
Jump to navigation Jump to search
(SEO-optimized content from ActiveCampaign documentation)
(SEO-optimized content from ActiveCampaign documentation)
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
```mediawiki
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Product Updates]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes


= Product Release Notes - August 2023 =
= Product Release Notes - January 2023 =


== Introduction ==
== Introduction ==
The '''Product Release Notes''' provide a comprehensive overview of the latest features and enhancements introduced in ActiveCampaign for the month of August 2023. These updates are critical for users to stay informed about new capabilities and improvements that can enhance their marketing and sales efforts. Understanding these changes allows users to leverage new functionalities effectively and keep their systems streamlined and efficient.
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 [[Product Updates]] section on the ActiveCampaign knowledge base. Here you will find a list of the most recent updates, including the detailed notes for each respective month.
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. **Log into your ActiveCampaign account.**
1. **Navigate to the ActiveCampaign website.**
2. **Navigate to the knowledge base** by clicking on the Help icon located in the bottom-right corner.
2. **Log in** to your account to access the latest updates.
3. Select **Product Updates** from the list of options presented.
3. Click on the **Updates** section typically found in the dashboard or main menu.
4. Scroll down to locate the **August 2023 Release Notes**.
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.
Once you have accessed the notes, you can review each update for relevant information tailored to your account.


== Configuration Options and Settings ==
== Configuration Options and Settings ==
The following enhancements were introduced in August 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:


=== New Features ===
- **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.
- **Microsoft D365**: Users can now control the directionality of inbound and outbound syncs, allowing for customized integration tailored to individual needs.
- **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.
    
    
- **Security Checklist (V1)**: An admin-view of the security checklist has been released featuring items such as '''phone number verification''', '''session timeouts''', and '''MFA/SSO''' that have yet to be completed.
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


- **Contact Phone in Custom Reports**: Users can build reports that include contacts with varying country codes to provide targeted lead lists containing contact information for their sales representatives.
== Best Practices ==
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


- **Segmentation: Email Activity Windows**: This allows for precise engagement tracking by specifying time windows for email activities directly within the segmentation builder.
- **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.


- **Android: WhatsApp vs SMS Preferences**: Users can now choose their preferred messaging provider in the app settings.
== Common Use Cases with Examples ==
The updates in the January 2023 release notes offer various practical applications, including:


- **Collapsable AI Component in Email Designer**: To enhance user experience, the AI component will now be collapsible by default, saving valuable screen space.
- **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.


- **Message Alignment in Email Designer**: A new alignment tool has been added allowing users to justify message alignment—left or right—in their email designs.
== Troubleshooting ==
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:


- **SMS - 10DLC Numbers Requirement**: Adjustments have been made to the 'Subscribe by SMS' feature, now requiring a registered 10-digit code for users with USA phone numbers.
- **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.


- **CX Apps: Reconnect Account Workflow**: To improve ease of use, a dynamic update will allow users to reconnect accounts directly without needing to walk through the entire setup.
== Related Features ==
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.


- **Security: Password Confirmation in Reset Workflow**: Password resets will now require users to confirm their new password by entering it twice and offer the option to show/hide their input.
== FAQ ==
*'''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.


- **Segmentation: Show Long Fields on Hover**: This feature allows users to hover over dropdowns to reveal full field names, enhancing usability.
*'''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.


== Best Practices and Tips ==
*'''Q: Was there a major feature removed in January 2023?'''
- Regularly consult the '''Product Release Notes''' to stay updated on new features that may enhance your usage of ActiveCampaign.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.
- Take advantage of the '''Security Checklist''' to ensure your account is secure and fully optimized.
- When creating custom reports, make full use of the '''Contact Phone in Custom Reports''' to target the right audience effectively.
- Utilize the new segmentation capabilities for more precise targeting in your email marketing efforts.
 
== Common Use Cases with Examples ==
- **Tailored Integration**: Businesses using Microsoft D365 can now customize their sync preferences which can streamline customer relationship management.
- **Enhanced Security**: Admin users can use the '''Security Checklist''' to identify and resolve outstanding security issues such as enabling MFA/SSO, ensuring a more secure operating environment.
- **Reporting Efficiency**: Marketing teams can create custom reports with country-specific contact numbers, improving outreach strategies tailored to different geographic markets.
 
== Troubleshooting ==
If you encounter issues while accessing the Release Notes or implementing new features:
- Ensure you are logged into an appropriate plan type that supports the features (refer to specific functionalities as needed).
- Clear your browser cache or try accessing the notes through a different browser.
- For persistent issues, contact ActiveCampaign support for assistance.
 
== Related Features ==
For more information regarding features mentioned in the release notes:
- [[Product Updates]]
- [[Security Features]]
- [[Segmentation Tools]]
 
== FAQ ==
'''Q1: How often are the Product Release Notes updated?'''
A1: The Product Release Notes are updated monthly to reflect the latest features and enhancements introduced in ActiveCampaign.


'''Q2: Where can I find older Product Release Notes?'''
*'''Q: How can I benefit from understanding release notes?'''
A2: Previous months' release notes can be accessed in the archived section of the [[Product Updates]].
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


'''Q3: Are all users able to access the Product Release Notes?'''
*'''Q: Is there a way to provide feedback on the updates?'''
A3: Yes, all ActiveCampaign users can access the Product Release Notes via the knowledge base.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


'''Q4: What if I have questions about a new feature?'''
*'''Q: What should I do if a new feature doesn't work as expected?'''
A4: For any inquiries regarding new features, you can refer to the documentation in the knowledge base or reach out to ActiveCampaign support.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


'''Q5: How can I provide feedback on the features?'''
*'''Q: Where can I find more details on integrations?'''
A5: Feedback can be submitted through the ActiveCampaign Community Forum or via direct contact with customer support.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


With this comprehensive overview, users should now have a clear understanding of the product updates introduced in August 2023 and how these can be utilized within their ActiveCampaign accounts.
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. ```