Product Release Notes: Difference between revisions

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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 - May 2023 ==
= Product Release Notes - January 2023 =


=== Introduction ===
== Introduction ==
The '''Product Release Notes''' provide a detailed overview of the recent updates and enhancements made to ActiveCampaign's platform. These notes are essential for users who want to stay informed about the latest features, improvements, and fixes that enhance productivity and functionality. Staying up to date with these changes can significantly improve user experience, streamline operations, and ensure that all users maximize the capabilities of the software.
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 the Product Release Notes ===
== How to Access This Feature ==
To access the Product Release Notes for ActiveCampaign:
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 in to your ActiveCampaign account.
2. Navigate to the '''Help''' section, usually found in the account menu.
3. Look for the '''Updates''' category which contains the release notes.
4. Select '''Release Notes''' to view the latest updates, including the May 2023 notes.


=== Step-by-Step Instructions ===
== Step-by-Step Instructions ==
The Product Release Notes for May 2023 details several key updates. Below you will find the updates laid out chronologically with steps on how to utilize these new features effectively:
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.


==== May 1, 2023 - Country Field Improvement ====
== Configuration Options and Settings ==
- A new drop-down option for specifying an account’s '''Country''' has been added to enhance the quality of customer data.
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:


==== May 1, 2023 - Enhanced Segmentation in Campaigns Triggers ====
- **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.
- New segmentation options are available for triggers related to:
- **Deals Endpoint Update**: On January 5, 2023, the deals endpoint was updated to provide more specific information regarding failed custom fields.
  * Opens/reads email
- **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.
  * Clicks a link in an email
- **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.
   * Forwards an email
- **Activity Stream for Sales Customers**: Introduced on January 19, 2023, the Account Activity Stream helps sales customers track changes more effectively.
  * Replies to an email
    
  * Shares an email
These updates illustrate the commitment of ActiveCampaign to continually refine the user experience through regular adjustments and enhancements of existing features.


==== May 2, 2023 - Round Robin Enhancement ====
== Best Practices ==
- The round robin feature has been modified to ensure that leads are distributed evenly among users, even when users are added or removed from the group.
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


==== May 4, 2023 - Account Dimension/Measures in Custom Reports ====
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
- Users can now create standalone reports and dashboards that utilize '''Account''' data in Custom Reporting.
- **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.


==== May 4, 2023 - GDPR Compliant Forms ====
== Common Use Cases with Examples ==
- Google Fonts loading has been removed to ensure compliance with GDPR, switching to a service that respects user privacy.
The updates in the January 2023 release notes offer various practical applications, including:


==== May 4, 2023 - MFA Recovery Code Enhancement ====
- **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.
- Users are required to download a TXT file of their '''recovery codes''' before completing the setup/reset process of Multi-Factor Authentication (MFA).
- **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.


==== May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1 ====
== Troubleshooting ==
- New Pages customers will now manage their assets using the '''Platform Content Manager (PCM)'''.
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:


==== May 9, 2023 - Segmentation Multi-Selects: Tags ====
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
- Tags have been consolidated into a single condition, allowing unlimited access to tags in segmentation.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.


==== May 10, 2023 - Email Campaign in Automation Update ====
== Related Features ==
- A contact must now be active on a list to receive email campaigns via automations.
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.


==== May 11, 2023 - AI Generated Content in Email Designer ====
== FAQ ==
- AI content generation features have been added to the email designer, assisting users in creating content based on specified tones, structures, and goals.  
*'''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.


==== May 15, 2023 - Connected Emails: Expanded Syncing Capabilities ====
*'''Q: How do I find the most recent Product Release Notes?'''
- Users can now sync emails related to:
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.
  * All contacts on a deal
  * Contacts without any associated deal
  * Contacts linked to a closed deal (Won/Lost)


==== May 15, 2023 - Sort Connected Apps in Alphabetical Order ====
*'''Q: Was there a major feature removed in January 2023?'''
- The apps section under '''Connected Apps''' will now display in alphabetical order for easier navigation.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


==== May 15, 2023 - Update CX App "Log Details" Modal ====
*'''Q: How can I benefit from understanding release notes?'''
- The payload container within the '''log details''' modal has been adjusted to prevent spillout.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


==== May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block ====
*'''Q: Is there a way to provide feedback on the updates?'''
- Users can now use the "Task is Completed" trigger with a 1:1 Email Block when it is set to a specific deal.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


==== May 18, 2023 - Login Verification SMS Option ====
*'''Q: What should I do if a new feature doesn't work as expected?'''
- An SMS verification option has been added for enhanced security during the login process.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


==== May 18, 2023 - Automated 1:1 Email Threading ====
*'''Q: Where can I find more details on integrations?'''
- Email configured in the 1:1 email modal will appear in recipients' inboxes as part of the same email chain for better contextual communication.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


==== May 18, 2023 - Files on Contacts and 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.
- Users can now store files tied to individual '''Contacts''' and '''Accounts''' throughout the CRM.
 
==== May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting ====
- New dimensions for '''Last Event Date''' have been introduced in Custom Reporting, helping users reference critical data points directly.
 
==== May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals ====
- After creating a '''Contact''' or '''Account''', a notification will appear, allowing immediate access to the new entry for further updates.
 
==== May 23, 2023 - Reassign List Owner When User is Deleted ====
- The list owner will automatically be reassigned to the primary admin when a user is deleted from the system.
 
=== Configuration Options and Settings ===
In this release, several key configurations and options have been introduced, including:
- Enhanced segmentation settings for triggers
- New dropdown option for selecting '''Country'''
- Configurable login verification options
- Automatic reassignment of list ownership
 
Users should ensure they are familiar with these configuration options to utilize the updates fully.
 
=== Best Practices and Tips ===
- Regularly check the '''Product Release Notes''' to stay informed about new features and improvements.
- Use the enhanced segmentation capabilities to target your audience more effectively based on engagement metrics.
- Familiarize yourself with the '''Platform Content Manager''' if you are a New Pages customer to manage your assets efficiently.
- Utilize the new AI content generation tool to create more engaging emails tailored to your brand voice.
 
=== Troubleshooting ===
If you encounter issues after the updates:
1. Check the latest release notes to see if the issue has been noted and if fixes are provided.
2. Ensure you have updated your app/browser to the latest version.
3. Clear your cache or try logging in from a different browser.
 
If issues persist, contact ActiveCampaign support for further assistance.
 
=== Related Features ===
To understand better how the recent updates work together, explore the following related features:
- [[Updates]]
- [[Release Notes]]
- [[Automation]]
 
=== FAQ ===
'''Q1: How can I stay updated on future releases?'''
A1: Regularly check the '''Product Release Notes''' section in ActiveCampaign for the latest information.
 
'''Q2: Are the updates available to all plan types?'''
A2: Yes, the features outlined in the May 2023 release are available for all plan types including Starter, Plus, Pro, and Enterprise.
 
'''Q3: Is there a limit to the number of tags I can use with the new segmentation feature?'''
A3: No, the update allows access to unlimited tags within the segmentation.
 
'''Q4: How do I ensure my data complies with GDPR after the recent updates?'''
A4: Ensure that your forms are set to use the new GDPR-compliant options, and review any third-party integrations.
 
'''Q5: Can I see a summary of changes made in prior months?'''
A5: Yes, you can view past release notes in the same section to get a complete overview of changes made over time.
 
'''Q6: If I delete a user, what happens to their assigned lists?'''
A6: The assigned lists will now automatically be reassigned to the primary admin when a user is deleted.
 
'''Q7: How can I make use of the AI features in the email designer?'''
A7: Explore the AI content generation options available within the email designer to create tailored and engaging content based on your desired parameters.
```
```

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. ```