Product Release Notes: Difference between revisions

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


= Product Release Notes - March 2023 =
= Product Release Notes - January 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 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 ==
== 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:
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. 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 ==
To navigate and understand the March 2023 release, please follow these detailed instructions:
1. **Navigate to the ActiveCampaign website.**
 
2. **Log in** to your account to access the latest updates.
1. **Access the ActiveCampaign interface** and enter your account.
3. Click on the **Updates** section typically found in the dashboard or main menu.
2. **Navigate to the Help Center** by selecting the '?' icon typically located in the top right corner of the interface.
4. Select **Release Notes** to view the chronological listing of updates.
3. **Search for "Product Release Notes"**, and filter the results for March 2023 to view all the updates and enhancements for that month.
5. Click on the **January 2023** release notes to access detailed information pertaining to 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:
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:


- **Integration Custom Object Deletion Capability:** Now, users can disconnect their integrations and delete remaining custom objects from that integration without making an API call.
- **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.
- **Salesforce Enhancements:** Improvements such as dynamic field mapping scalability and EUDC account URL support enhance user experience when connecting with Salesforce integrations.
- **Deals Endpoint Update**: On January 5, 2023, the deals endpoint was updated to provide more specific information regarding failed custom fields.
- **Segmentation Preview Updates:** The Goal Action feature was improved to include inline segmentation previews, allowing users to visualize their segmentation choices easily.
- **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.
- **Microsoft Dynamics Improvements:** Updates to support data-type field compatibility and optimize sync criteria processing enhance the mapping experience.
- **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.
- **App Studio Updates:** Enhancements to the version management table and restrictions on third-party developers (3PDs) renaming or removing published workflows.
- **Activity Stream for Sales Customers**: Introduced on January 19, 2023, the Account Activity Stream helps sales customers track changes more effectively.
- **General Updates:** Introduction of native spellcheck in the new email designer, enhanced deal forecast report options, and mobile functionality updates.
 
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


Understanding these settings allows users to leverage the features introduced effectively.
== 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.
To maximize the benefits from the March 2023 updates, consider the following best practices:
- **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.


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.
== Common Use Cases with Examples ==
2. **Take Advantage of New Features:** Immediately adopt useful enhancements, like the '''spellcheck in the new email designer''', to improve your email communications.
The updates in the January 2023 release notes offer various practical applications, including:
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 ==
- **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.
Here are some common scenarios illustrating how the March 2023 updates can be utilized:
- **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.


- **Streamlining Workflow Management:** Users can now disconnect and delete custom objects directly, simplifying the management of integrations when business needs change.
== Troubleshooting ==
- **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.
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:
- **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 ==
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
While most updates should integrate smoothly, some users may encounter issues. Here are troubleshooting tips:
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.


- If you cannot find a specific feature or its enhancement after the update, ensure your application is refreshed or cleared of any cached data.
== Related Features ==
- For integration-related issues, recheck connectivity settings and ensure you are adhering to the latest configuration requirements from the release notes.
For further reading and understanding, users can refer to the following relevant features:
- If problems persist, consult ActiveCampaign support for specific guidance related to new updates.
- [[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 ==
== FAQ ==
=== What new features were added in the March 2023 release? ===
*'''Q: What main updates occurred in January 2023?'''
Multiple updates including a custom object deletion capability in integrations and spellcheck in the new email designer.
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 can I disconnect an integration without an API call? ===
*'''Q: How do I find the most recent Product Release Notes?'''
Users now have the capability to disconnect their integrations directly in the platform, simplifying the process.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


=== Are there improvements for Salesforce users? ===
*'''Q: Was there a major feature removed in January 2023?'''
Yes, updates include enhancements for dynamic field mapping and EUDC account URL support, overall improving user experience.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


=== Can I view deal files on mobile now? ===
*'''Q: How can I benefit from understanding release notes?'''
Yes, as of March 20, 2023, users can view deal files on their mobile devices, enhancing accessibility.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


=== What should I do if an integration doesn't work after the update? ===
*'''Q: Is there a way to provide feedback on the updates?'''
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.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


=== How do I report a bug related to a recent feature update? ===
*'''Q: What should I do if a new feature doesn't work as expected?'''
If you encounter a bug, report it directly through the ActiveCampaign support portal, providing detailed information about the issue.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


=== Where can I find these release notes? ===
*'''Q: Where can I find more details on integrations?'''
The release notes can be found on the ActiveCampaign Help Center under the '''Product''' > '''Release Notes''' section.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


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 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. ```