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'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes


== Product Release Notes - December 2023 ==
= Product Release Notes - January 2023 =


=== Introduction ===
== Introduction ==
The '''Product Release Notes''' serve as a comprehensive snapshot of the latest updates and enhancements made to ActiveCampaign’s platform. This is vital for users who want to stay informed about new features, improvements, and fixes that enhance their overall experience with the service. In December 2023, several significant updates were rolled out, including enhancements related to Microsoft Dynamics 365, eCommerce manual syncing, and trigger segmentation improvements.
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 ==
To access the latest '''Product Release Notes''', navigate to the [[Updates]] section of the ActiveCampaign help center. From there, you can locate the specific release notes for December 2023, as well as any previous notes for reference.
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. On the dashboard, locate the help center by clicking on the **Help** button (often represented as a question mark icon).
2. **Log in** to your account to access the latest updates.
3. In the help center, navigate to the '''Updates''' section.
3. Click on the **Updates** section typically found in the dashboard or main menu.
4. From the '''Updates''' section, click on '''Release Notes'''. You will find the articles pertaining to each month's updates listed chronologically.
4. Select **Release Notes** to view the chronological listing of updates.
5. Click on '''Product Release Notes - December 2023''' to read the detailed 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 ==
In the December 2023 release notes, several new configuration options were introduced:
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:


* **Microsoft Dynamics 365**: Users now have the ability to turn off and re-map any standard fields with the exception of the primary field and relationship field. This allows for greater flexibility in managing custom fields relevant to business processes.
- **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.
    
    
* **eCommerce Manual and Historical Sync Progress Bar**: For Shopify users, historical syncing has been enhanced to provide a clear understanding of the syncing process. Users can now see a progress bar during syncing and backdate their store data from the inception of their store’s history.
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


* **Enhanced Segmentation in All Triggers**: The introduction of custom object segmentation and other improvements in trigger capabilities means that users can now set up more detailed automation triggers based on various events like:
== Best Practices ==
  * Event is recorded
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:
  * Web page visited
  * Dismisses a site message
  * Conversion occurs


=== 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.
- Regularly review the '''Product Release Notes''' to stay updated on new features and functionality that could enhance your use of ActiveCampaign.
- **Engage with new features**: Experiment with newly released enhancements to fully understand how they can benefit your workflows.
- When configuring fields in Microsoft Dynamics 365, be deliberate about which fields you choose to re-map to ensure that all necessary data is captured efficiently.
- **Provide feedback**: ActiveCampaign values user feedback, and sharing your experiences with new features can help the team refine future updates.
- Utilize the enhanced segmentation features to create more targeted automations, which can lead to improved engagement and conversion rates.


=== Common Use Cases with Examples ===
== Common Use Cases with Examples ==
* **Microsoft Dynamics 365 Integration**: A company using '''Microsoft Dynamics 365''' can customize their integration by re-mapping standard fields according to their specific needs, ensuring that all relevant customer information is synchronized properly.
The updates in the January 2023 release notes offer various practical applications, including:
 
* **Shopify Historical Sync**: An online store using Shopify could take advantage of the historical syncing feature to backdate previous sales data into ActiveCampaign, allowing for better analysis and reporting from the start of their operations.


* **Advanced Automation Triggers**: Businesses can set up automations that trigger when a customer visits a web page or engages with site messages. This capability allows for timely, relevant follow-ups, enhancing the customer journey.
- **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 experience issues accessing the latest '''Product Release Notes''' or using 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:


1. Ensure you are logged into your ActiveCampaign account.
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
2. Clear your browser cache and refresh the page if you do not see the latest updates.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.
3. Check if any fields are still not appearing correctly; remember that certain fields in '''Microsoft Dynamics 365''' may need to be activated for visibility.
4. If synchronization issues arise with Shopify, double-check the date settings to ensure historical data is linked correctly.


=== FAQ ===
== 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.


'''Q1: What are Product Release Notes?'''
== FAQ ==
A1: Product Release Notes detail the latest updates and enhancements made to the ActiveCampaign platform, which include new features, improvements, and fixes.
*'''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.


'''Q2: How often are the Product Release Notes updated?'''
*'''Q: How do I find the most recent Product Release Notes?'''
A2: The Product Release Notes are typically updated monthly to reflect all changes made during that period.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


'''Q3: Can I provide feedback about the new features?'''
*'''Q: Was there a major feature removed in January 2023?'''
A3: Yes, ActiveCampaign encourages users to share their feedback regarding new features and updates through their support channels.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


'''Q4: Are these updates available to all ActiveCampaign users?'''
*'''Q: How can I benefit from understanding release notes?'''
A4: New features are generally available based on the user’s subscription plan, such as Starter, Plus, Pro, and Enterprise plans.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


'''Q5: Where can I find previous Product Release Notes?'''
*'''Q: Is there a way to provide feedback on the updates?'''
A5: Previous notes can be found in the same '''Release Notes''' section of the [[Updates]] page within the help center.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


'''Q6: What do I do if I encounter a problem with a new feature?'''
*'''Q: What should I do if a new feature doesn't work as expected?'''
A6: If you face issues with new features, refer to troubleshooting tips or contact ActiveCampaign support for assistance.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


'''Q7: Is there a way to subscribe to updates?'''
*'''Q: Where can I find more details on integrations?'''
A7: Users can subscribe to notifications for updates regarding new features and product announcements through their account settings or support options.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


For any additional information or assistance, be sure to explore other relevant articles in the [[Updates]] and [[Release Notes]] sections.
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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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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