Product Release Notes: Difference between revisions

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


= Product Release Notes - April 2023 =
= Product Release Notes - January 2023 =


== Introduction ==
== Introduction ==
The '''Product Release Notes''' for April 2023 detail various updates and enhancements made to ActiveCampaign’s platform. These updates significantly improve user experience, expand capabilities, and address user needs, making it essential for users to stay informed about new features and modifications. Understanding these updates can help users maximize the benefits of the tools available and adapt their strategies accordingly.
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, users can navigate to the [[Product Updates]] section in ActiveCampaign’s Help Center. From there, select the [[Release Notes]] category to view the latest product updates, including the April 2023 release notes.
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. **Log in** to your ActiveCampaign account.
1. **Navigate to the ActiveCampaign website.**
2. Click on the **Help** icon, typically found in the top right corner of the dashboard.
2. **Log in** to your account to access the latest updates.
3. Select **Help Center** to be redirected to the help documentation.
3. Click on the **Updates** section typically found in the dashboard or main menu.
4. From the Help Center, navigate to the **Product Updates** section.
4. Select **Release Notes** to view the chronological listing of updates.
5. Click on **Release Notes** to view the latest updates and enhancements, including the April 2023 notes.
5. Click on the **January 2023** release notes to access detailed information pertaining to that month.


== Configuration Options and Settings ==
== Configuration Options and Settings ==
The following key updates were introduced in April 2023:
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:


=== April 3, 2023 - MS D365: Sync ActiveCampaign Tags to Dynamics ===
- **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.
- D365 users can now view all '''ActiveCampaign tags''' associated with a contact. This enhancement allows for better segmentation and filtering within the CRM.
- **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.


=== April 3, 2023 - CX Apps: Apps/Accounts Page Design Updates ===
== Best Practices ==
- Unnecessary pagination on the account details page has been hidden, and additional whitespace has been added above and below the **education banner** on the account tab for better readability.
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


=== April 3, 2023 - Add "In Progress" Status Back to CX Apps Logs ===
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
- The '''"In Progress" status''' has returned, allowing customers to see when the processing of their events is ongoing.
- **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.


=== April 5, 2023 - Expanded Email Sync ===
== Common Use Cases with Examples ==
- Users can now sync emails related to all contacts on a deal, those without an associated deal, and contacts linked to closed deals. This provides greater visibility into all communications related to a deal.
The updates in the January 2023 release notes offer various practical applications, including:


=== April 14, 2023 - "Any New Deal" Notification 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.
- A pipeline permissions check has been added for the '''"Any New Deal" notification''' aimed at non-admin users to ensure proper access and security.
- **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.


=== April 17, 2023 - Enhanced Segmentation for Ecommerce Triggers ===
== Troubleshooting ==
- The introduction of the V2 Segmentation engine in automation triggers allows V2 users to segment on 1-to-1 emails and custom objects.
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:
 
=== April 20, 2023 - Custom Reporting Add-On ===
- An updated empty state for pages has been released, offering clearer guidance on how to utilize the reporting features effectively.
 
=== April 25, 2023 - Order Status Automation ===
- Users can now trigger automations based on changes to an order status by setting up an automation trigger of '''Order is Updated''', with segmentation by status.


=== April 27, 2023 - Webhooks Setting Page Redesign ===
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
- The webhooks page has received a redesign for consistency with ActiveCampaign’s modern aesthetic.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.


=== April 27, 2023 - New Campaign Designer for Double Opt-In Emails ===
== Related Features ==
- The new '''Campaign Designer''' is now utilized for double opt-in emails generated from forms, enhancing the design and customization options.
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.
=== April 28, 2023 - Campaigns Performance Report Design: Milestone 1 ===
- [[CRM]]: Learn more about enhancing customer relationship management through ActiveCampaign.
- The initial phase in redesigning the styling and functionality of report layouts has been completed, improving usability and insights.
 
== Best Practices and Tips ==
- Regularly review the '''Product Release Notes''' to remain informed about new features and improvements. Being aware of changes can enhance your use of the platform.
- Test new features in a controlled environment or with a small segment before implementing them across your entire operation to ensure they meet your specific needs.
- Utilize the expanded sync capabilities and segmentation options to refine marketing efforts and improve customer engagement.
 
== Troubleshooting ==
If you experience issues with the new features released in April 2023:
1. Ensure all integrations are correctly configured, especially if implementing D365 sync or enhanced segmentation.
2. Check for any account-specific restrictions that may affect new features, particularly permissions related to non-admin users.
3. Consult the Help Center for any known issues regarding the updates.  


== FAQ ==
== FAQ ==
=== 1. What is the purpose of the Product Release Notes? ===
*'''Q: What main updates occurred in January 2023?'''
The Product Release Notes provide a comprehensive overview of the new features, updates, and enhancements made to ActiveCampaign’s platform.
A: Key updates included the partial sunset of ERJA, enhancements to the MSD integration, and the introduction of the Account Activity Stream for sales.


=== 2. How often are the Product Release Notes updated? ===
*'''Q: How do I find the most recent Product Release Notes?'''
The Product Release Notes are updated on a monthly basis, detailing all changes made within that timeframe.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


=== 3. Are all users able to access the updates in the Product Release Notes? ===
*'''Q: Was there a major feature removed in January 2023?'''
Yes, all ActiveCampaign users can access the Product Release Notes through the Help Center.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


=== 4. How can I stay informed about future updates? ===
*'''Q: How can I benefit from understanding release notes?'''
Regularly check the [[Product Updates]] section of the Help Center and consider subscribing to notifications for the latest news.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


=== 5. Can I provide feedback on newly released features? ===
*'''Q: Is there a way to provide feedback on the updates?'''
Yes, users are encouraged to provide feedback through the support channels to help improve future updates.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


=== 6. What should I do if a new feature is not working as expected? ===
*'''Q: What should I do if a new feature doesn't work as expected?'''
If you encounter issues, verify your settings and permissions first, then consult the troubleshooting section or contact support for assistance.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


=== 7. Where can I find previous Product Release Notes? ===
*'''Q: Where can I find more details on integrations?'''
Previous Product Release Notes can also be found under the [[Release Notes]] section in the Help Center, allowing users to track historical changes.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


This comprehensive overview of the April 2023 Product Release Notes is aimed at ensuring users are well-equipped to utilize the latest features effectively.
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. ```