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)
 
(4 intermediate revisions by one other user not shown)
Line 1: Line 1:
```mediawiki
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Campaigns]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes


= Product Release Notes - June 2023 =
= Product Release Notes - January 2023 =


== Introduction ==
== Introduction ==
The '''Product Release Notes''' serve as a comprehensive overview of all the updates and new features introduced in ActiveCampaign over a specific month. For June 2023, this release notes document outlines significant improvements and functionalities designed to enhance user experience, operational efficiency, and overall performance of the platform. Understanding these updates is crucial for users and administrators as it allows them to leverage new features effectively to meet their campaign goals.
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, follow these steps:
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.
1. Log into your ActiveCampaign account.
2. Navigate to the [[Campaigns]] section from the main menu.
3. Look for the 'Product Release Notes' link or search for it in the help section to find detailed documentation.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
### Review the Release Highlights
1. **Navigate to the ActiveCampaign website.**
- Visit the Product Release Notes page, where you will see all updates organized by date.
2. **Log in** to your account to access the latest updates.
- Each update entry specifies the release date and provides a brief description of the new or improved features.
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.
### Understanding Each Update
5. Click on the **January 2023** release notes to access detailed information pertaining to that month.
- Each feature update includes a succinct summary that highlights its purpose and benefits.
- You can click on links to detailed documents for major features for further exploration (where applicable).
 
### Keeping Track of Updates
- Regularly check the Product Release Notes to stay informed about newly released features and how they can impact your campaigns and workflows.


== Configuration Options and Settings ==
== Configuration Options and Settings ==
The new updates in June 2023 come with various configuration options. Some key features include:
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:


* **Multi-selects in Lists**: This allows users to select multiple items from a single data type in a segment condition without needing to create individual conditions.
- **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.
* **Account Deal Dimensions and Measures**: New dimensions for reporting on Deals enable users to create more insightful reports regarding sales performance.
- **Deals Endpoint Update**: On January 5, 2023, the deals endpoint was updated to provide more specific information regarding failed custom fields.
* **CX Apps Updates**:
- **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.
  * **Contact Field Personalization**: Syntax updates and enhanced support for various contact fields.
- **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.
* **Improved URL Clickability**: Fields containing URLs in Contacts, Accounts, or Deals are now clickable.
- **Activity Stream for Sales Customers**: Introduced on January 19, 2023, the Account Activity Stream helps sales customers track changes more effectively.
* **New Reporting Capabilities**: The introduction of automated reporting for 1:1 emails enhances visibility into email performance metrics.
 
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


Each feature update may include specific settings or configurations that can be customized based on user preference.
== Best Practices ==
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


== Best Practices and Tips ==
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
- **Stay Updated**: Regularly review the Product Release Notes to ensure you are leveraging the most current features.
- **Engage with new features**: Experiment with newly released enhancements to fully understand how they can benefit your workflows.
- **Utilize New Functionalities**: Take full advantage of updated functionalities such as enhanced segmentation and report generation to optimize your campaigns.
- **Provide feedback**: ActiveCampaign values user feedback, and sharing your experiences with new features can help the team refine future updates.
- **Training and Support**: Ensure your team is trained on the latest features to maximize their potential in your marketing efforts.
- **Feedback Loop**: Engage with support to provide feedback on new features, as this can lead to improved functionalities in future releases.


== Common Use Cases with Examples ==
== Common Use Cases with Examples ==
- **List Cleanup**: Utilize the **Segmentation** feature to identify contacts who are inactive and can be removed from your lists, thus improving your overall email deliverability.
The updates in the January 2023 release notes offer various practical applications, including:
- **Enhanced Reporting**: Use the new dimensions and measures in the custom reporting feature to get a clearer view of your Deal workflows, tracking performance across different teams.
 
- **Automated 1:1 Emails**: Monitor automated email activities using the new reporting capabilities to gauge recipient engagement and optimize future content.
- **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 ==
== Troubleshooting ==
If you encounter issues with any of the new features:
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:
- Check the most updated Product Release Notes for any known issues or updates related to the feature.
 
- Ensure you’re following the correct setup instructions as outlined in the feature descriptions.
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
- Reach out to ActiveCampaign support if problems persist after following initial troubleshooting steps provided in the documentation.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.


== Related Features ==
== Related Features ==
- To learn more about features that are closely related to those outlined in the June 2023 release notes, consider visiting:
For further reading and understanding, users can refer to the following relevant features:
  * [[Campaigns]]
- [[Integrations]]: Read more about how to connect ActiveCampaign with other software like Microsoft Dynamics.
  * [[Automations]]
- [[CRM]]: Learn more about enhancing customer relationship management through ActiveCampaign.
  * [[Reporting]]


== FAQ ==
== FAQ ==
=== What are Product Release Notes? ===
*'''Q: What main updates occurred in January 2023?'''
They are detailed records of updates and new features introduced in ActiveCampaign, specifying changes and enhancements made in a given month.
A: Key updates included the partial sunset of ERJA, enhancements to the MSD integration, and the introduction of the Account Activity Stream for sales.


=== How often are Product Release Notes published? ===
*'''Q: How do I find the most recent Product Release Notes?'''
These notes are typically published monthly to keep users informed of new developments and enhancements in the platform.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


=== Where can I find the latest updates? ===
*'''Q: Was there a major feature removed in January 2023?'''
You can access the latest updates directly from the [[Campaigns]] section or through the help center in your ActiveCampaign account.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


=== Are there new features for all plan types? ===
*'''Q: How can I benefit from understanding release notes?'''
Most features are available across different plans, but some may be limited to specific tiers like Starter, Plus, Pro, or Enterprise.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


=== How can I provide feedback on a new feature? ===
*'''Q: Is there a way to provide feedback on the updates?'''
You can submit feedback directly through ActiveCampaign’s support channels, ensuring your suggestions are considered for future updates.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


=== Is training available for the new features? ===
*'''Q: What should I do if a new feature doesn't work as expected?'''
Yes, ActiveCampaign often provides training materials and support resources to help users transition to new features effectively.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


=== What should I do if I experience issues with new updates? ===
*'''Q: Where can I find more details on integrations?'''
Refer to the troubleshooting section in the Product Release Notes or reach out to the ActiveCampaign support team for further assistance.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


By staying informed about the latest enhancements and features, you can effectively utilize ActiveCampaign to its fullest and enhance your marketing efforts.
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. ```