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)
 
(8 intermediate revisions by 3 users not shown)
Line 1: Line 1:
```mediawiki
```mediawiki
'''Navigation:''' [[Main_Page]] > [[Release Notes]] > [[October 2023]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Updates]] > [[Release Notes]] > Product Release Notes


= Product Release Notes - October 2023 =
= Product Release Notes - January 2023 =


== Introduction ==
== Introduction ==
The '''Product Release Notes - October 2023''' provide an overview of significant updates, new features, and enhancements introduced by ActiveCampaign during this period. Understanding these updates is crucial for users and teams as it allows them to leverage new functionalities, optimize their marketing efforts, and maintain the overall health and efficiency of their ActiveCampaign account.
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.


Each release is designed to improve user experience, offering additional tools and capabilities that are tailored to meet the evolving needs of businesses. This article outlines the most notable changes made in October 2023, ensuring users are informed and ready to utilize the new features.
== How to Access This Feature ==
 
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.
== How to Access ==
To view the Product Release Notes, navigate within your ActiveCampaign account or visit the ActiveCampaign documentation page designated for release notes. The notes detail all updates and are categorized by month, providing a structured view of enhancements over time.


== Step-by-Step Instructions ==
== Step-by-Step Instructions ==
The following updates were introduced in October 2023, encapsulating new features and modifications:
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.


=== October 10, 2023 - ECOM - Coupons Personalization ===
== Configuration Options and Settings ==
Shopify and WooCommerce users now have a dedicated block that streamlines the process of managing coupon codes. Users can easily pull in existing coupon codes and create new ones without the hassle of copy-pasting. This integration enhances the efficiency of direct and automated email campaigns.
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:
 
=== October 10, 2023 - RSS Feed Updates ===
ActiveCampaign has improved how RSS feeds operate. Users now need to click on '''Read Feed''' to refetch the feed, eliminating unnecessary background processing. Additionally, settings can be saved even when the URL is modified, with an option to reset fields readily available by clicking '''Reset fields'''.


=== October 10, 2023 - Contacts Overview - Filter Combination Logic Update ===
- **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.
An update to the filter combination logic allows users to see all filters (List and Status) by default. When the '''None''' option is selected for the List filter, the Status dropdown will be hidden, as it is not applicable in this case. Users can navigate between other Lists within the filter to regain access to the Status dropdown.
- **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.


=== October 10, 2023 - Update Default Value for Start and End Automation Actions ===
== Best Practices ==
Default values for the '''Enter other automations''' and '''Exit other automations''' actions have been modified to be empty, streamlining user experience and reducing confusion.
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


=== October 16, 2023 - New Dimension to Custom Reporting: Campaign Type ===
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
This enhancement introduces additional dimensions to the Campaign model in Custom Reporting, empowering users to access more detailed information critical for evaluating marketing effectiveness.
- **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.


=== October 17, 2023 - Enhanced Segmentation in Triggers ===
== Common Use Cases with Examples ==
New segmentation capabilities were released for various triggers, such as:
The updates in the January 2023 release notes offer various practical applications, including:
* Subscribes to list
* Unsubscribes from list
* Tag is added
* Tag is removed


This allows for advanced segmentation strategies within email marketing campaigns.
- **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.
=== October 20, 2023 - Email Send Limiters ===
- **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.
The introduction of '''Email Send Limiters''' gives users increased control over their email campaign capabilities, enabling better management of email distributions.
 
=== October 26, 2023 - AI Automation Builder ===
This innovative feature allows users to construct automations using text-based prompts, making the process of setting up automations more efficient and user-friendly.
 
=== October 26, 2023 - Ecommerce Product and Order Postman Collection ===
The new Postman collection is available for customers who do not use Shopify or WooCommerce. This collection facilitates integration with product and order endpoints that support the product catalog block and order status use cases.
 
== Configuration Options and Settings ==
Each of the features outlined introduces several configuration options and settings. Here are some key options that users can expect:
 
* '''Coupons Personalization''' - Easily manage existing coupon codes within email campaigns.
* '''RSS Feed Settings''' - Control how feeds are fetched and saved.
* '''Filter Logic''' - Modify how contacts are viewed based on filter selections.
* '''Segmentation Triggers''' - Customize how triggers interact with new segmentation settings.
* '''Email Send Limiters''' - Set parameters for email distribution.
 
These configuration options enhance usability and provide flexibility tailored to the user’s specific marketing and communication strategies.
 
== Best Practices and Tips ==
To make the most of the updates introduced in October 2023, consider the following best practices:
 
* Regularly monitor and leverage the '''Coupons Personalization''' feature to enhance promo campaigns.
* Utilize the improved RSS feed functionality to ensure timely content updates in email communications.
* Experiment with the new filter logic to better understand your contact's behavior and preferences.
* Implement and test the '''Email Send Limiters''' to avoid over-saturation of email communications.
* Take advantage of the AI Automation Builder to streamline creations and reduce the time spent on setting up complex workflows.


== Troubleshooting ==
== Troubleshooting ==
Should any issues arise while utilizing the new features introduced in October 2023, consider the following troubleshooting steps:
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:


* Ensure that all integrations (e.g., Shopify, WooCommerce) are correctly set up and functioning.
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
* For RSS feeds, verify that the feed URL is correct and accessible.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.
* If filter options aren’t functioning as expected, try refreshing the page or logging out and back into your account.
* If the email limiters are not applying as intended, review your limits to ensure they are correctly configured within your settings.


== Related Features ==
== Related Features ==
- [[Release Notes]] - For ongoing updates and changes beyond October 2023.
For further reading and understanding, users can refer to the following relevant features:
- [[Integrations]] - To find integrations with platforms like Shopify and WooCommerce.
- [[Integrations]]: Read more about how to connect ActiveCampaign with other software like Microsoft Dynamics.
- [[Custom Reporting]] - To learn more about utilizing the enhanced reporting dimensions.
- [[CRM]]: Learn more about enhancing customer relationship management through ActiveCampaign.


== FAQ ==
== FAQ ==
'''Q1: How can I verify that my RSS feed settings are saved?'''
*'''Q: What main updates occurred in January 2023?'''
A: After making changes to your RSS feed settings, click on '''Read Feed''' to ensure changes are reflected. If issues persist, check your URL again.
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: What should I do if the coupon personalization feature does not appear?'''
A: Ensure your account is connected to either Shopify or WooCommerce and that you have the appropriate access permissions.


'''Q3: How can I utilize the new AI Automation Builder effectively?'''
*'''Q: How do I find the most recent Product Release Notes?'''
A: Start with basic automation ideas and use text prompts to develop flows; the system will assist in creating more structured outcomes.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


'''Q4: Can I adjust the email send limits at any time?'''
*'''Q: Was there a major feature removed in January 2023?'''
A: Yes, go into your email settings to adjust your send limits as necessary based on your campaign needs.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


'''Q5: Will the updates affect my existing workflows?'''
*'''Q: How can I benefit from understanding release notes?'''
A: Most updates are designed to enhance functionalities and should integrate smoothly with existing workflows; however, it is recommended to review key settings post-update.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


'''Q6: Where can I find more detailed reporting options?'''
*'''Q: Is there a way to provide feedback on the updates?'''
A: You can learn more about the Custom Reporting dimensions and capabilities in the [[Release Notes]] regarding Custom Reporting.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


'''Q7: How do I reset the fields in RSS Feed settings?'''
*'''Q: What should I do if a new feature doesn't work as expected?'''
A: Click on the '''Reset fields''' button to revert your settings to their default state.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


Ensure you remain up to date with all the latest features and enhancements by regularly checking the '''Product Release Notes'''.
*'''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. ```

Retrieved from "https://activepedia.com/index.php?title=Product_Release_Notes&oldid=123"