Product Release Notes: Difference between revisions

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


= Product Release Notes - February 2023 =
= Product Release Notes - January 2023 =


== Introduction ==
== Introduction ==
The '''Product Release Notes''' for February 2023 outlines significant enhancements and updates that improve user experience and platform functionality within ActiveCampaign. Keeping track of these updates is critical for users as it ensures they are utilizing the platform's capabilities to their fullest potential. This document serves to inform ActiveCampaign users of changes that include new features, UI improvements, and bug fixes, fostering a better marketing and sales experience.
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 ==
Users can access the '''Product Release Notes''' through the ActiveCampaign app by navigating to the Help Center. This section can typically be found under the '''Product Updates''' category or through direct announcements within the platform interface.
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 ==
Here’s a detailed overview of the updates released in February 2023:
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.


=== February 1, 2023 - SMS: 10DLC Failure Customer Self Service ===
== Configuration Options and Settings ==
An enhancement was made allowing users to see when a failure occurs with their '''10DLC registration'''. Additionally, users can now easily '''resubmit''' their details if an issue arises.
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:


=== February 2, 2023 - Marketing Revenue Report: Empty State ===
- **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 updated empty state has been introduced for the '''Marketing Revenue Report''', improving the visibility of data presentation.
- **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.


=== February 7, 2023 - List Exclusions Blank State Updates ===
== Best Practices ==
Updates have been made to the '''List Exclusions''' pages to align with the current visual styling, enhancing consistency across the user interface.
To maximize the benefits from the '''Product Release Notes''', users are encouraged to:


=== February 7, 2023 - Subscriptions by Email Blank State Update ===
- **Regularly review release notes**: Keeping up-to-date with new features ensures you are making the most of ActiveCampaign’s capabilities.
Similar to the list exclusions, the '''Subscriptions by Email''' pages have received updates for visual and functional improvements.
- **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.


=== February 9, 2023 - New Segmentation in Goal Action ===
== Common Use Cases with Examples ==
The Goal action has been upgraded with a consolidated UI, which offers a more streamlined configuration experience. This update includes a new '''segment builder''' for Custom Object and 1-1 Email segmentation.
The updates in the January 2023 release notes offer various practical applications, including:


=== February 9, 2023 - Free Design Service Page Update ===
- **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.
This page was revised to reflect updated styling and now features a new call-to-action button that states "Explore More Services," leading to implementation services options.
- **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.


=== February 9, 2023 - CX Apps: Actions Description Improvements ===
== Troubleshooting ==
Enhancements were made to the action block in CX Apps, allowing it to expand and support more than one line of text, improving readability and usability.
While users generally won't encounter troubleshooting specific to the '''Product Release Notes''', if there are any issues with new features:
 
=== February 9, 2023 - Login Experience Enhancement ===
To improve the user experience during login, changes were made to allow both '''username''' and '''emails''' as valid credentials, along with a "Remember me" feature that autofills the username if enabled.
 
=== February 9, 2023 - Forms: Empty State & Styling Update ===
An updated empty state design for '''Forms''' was introduced, enhancing visual clarity.
 
=== February 13, 2023 - MFA for Mobile Apps, Chrome Ext, and Outlook Add-in ===
For users who enable '''Multi-Factor Authentication (MFA)''', an additional authentication step is now required in our Mobile Apps, Chrome Extension, and Outlook Add-in.
 
=== February 14, 2023 - Added World Currencies & Searchable Drop-down ===
Over 100 new currencies have been integrated into the platform, and drop-downs have been updated for enhanced user selection.
 
=== February 15, 2023 - V2 Segmentation Builder & Engine ===
A rolled out V2 segmentation builder and engine allows users to segment against '''Custom Objects''' and 1:1 emails across various functionalities. This update includes a new weighted search for Tag and List selections for improved accuracy in searches.
 
=== February 21, 2023 - Persistent Task Filters ===
New persistent filters and column sorting have been added in the Deals and Task Manager sections, improving task interaction for users.
 
=== February 22, 2023 - Indent/Outdent in New Email Designer ===
The new email designer now allows users to indent and outdent paragraphs, providing better formatting options in emails.
 
=== February 22, 2023 - New Custom Social Icon ===
Users can add a custom social icon, allowing them to upload their own images and link out to any desired site.


=== February 23, 2023 - Calendar Feed: Empty State ===
- **Check for updated documentation**: Ensure you are referring to the latest documentation for instructions pertaining to newly added features.
We introduced an updated empty state for the '''Calendar sync''', improving navigation and user experience.
- **Contact support**: If a feature is not functioning as intended, reaching out to ActiveCampaign support may provide timely solutions.
 
=== February 23, 2023 - Accounts: Empty State ===
An updated empty state for the '''Accounts''' section enhances clarity when no accounts are listed.
 
== Configuration Options and Settings ==
While the above features do not have dedicated configuration options within this article, users should be aware of the general settings and button functions that may be affected by these updates, including:
 
- The '''Submit''' button to resubmit 10DLC information.
- Improved UI elements offering streamlined experiences for interactive pages.
 
== Best Practices and Tips ==
To maximize the benefits of these updates, consider the following best practices:
 
1. Regularly check the '''Product Release Notes''' to stay updated on the latest features and usability improvements.
2. Actively utilize the new '''segment builder''' for more accurate audience targeting in campaigns.
3. Leverage '''Multi-Factor Authentication (MFA)''' for added security, especially when accessing sensitive data on mobile devices.
 
== Troubleshooting ==
If users encounter issues with the new features, they should refer to the following common troubleshooting steps:


- Ensure that all requests made through the '''10DLC registration''' process are correctly filled out to avoid failure notices.
== Related Features ==
- If the new segmentation options do not appear, refresh your browser or clear your cache to see updates.
For further reading and understanding, users can refer to the following relevant features:
- When using MFA, make sure all required authentication apps are correctly set up.
- [[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 ==
=== Q1: What is 10DLC and why is it important? ===
*'''Q: What main updates occurred in January 2023?'''
10DLC refers to a specific type of registration for messaging in the U.S. that ensures compliance with telecommunications regulations. It is important for reliable SMS communications.
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 can I enable Multi-Factor Authentication (MFA)? ===
*'''Q: How do I find the most recent Product Release Notes?'''
MFA can be enabled in the security settings of your account under the '''User Settings''' section.
A: You can access them by navigating to the Updates section in your ActiveCampaign dashboard and selecting Release Notes.


=== Q3: What improvements were made to the marketing revenue report? ===
*'''Q: Was there a major feature removed in January 2023?'''
The marketing revenue report now has an updated empty state for better presentation of information when no data is available.
A: Yes, the ERJA enrichment add-on was partially sunset due to low usage.


=== Q4: How do I use the new segment builder? ===
*'''Q: How can I benefit from understanding release notes?'''
The new segment builder can be accessed when setting up goals or campaigns. It features options for Custom Objects and 1:1 Email segmentation.
A: Keeping informed about updates allows you to leverage new features and maintain effective workflows with ActiveCampaign.


=== Q5: What should I do if I experience login issues? ===
*'''Q: Is there a way to provide feedback on the updates?'''
If you're having trouble logging in, ensure you're using the correct email or username and try clearing your browser cache. You may also consider utilizing the "Remember me" option for ease of access.
A: Yes, ActiveCampaign encourages users to share their experiences and feedback regarding new features through support channels.


=== Q6: How can I contact support if I have further questions about these updates? ===
*'''Q: What should I do if a new feature doesn't work as expected?'''
You can contact ActiveCampaign support through the Help Center or directly within your account dashboard for assistance.
A: Check for updated documentation and consider reaching out to ActiveCampaign support for assistance.


=== Q7: Where can I find older release notes? ===
*'''Q: Where can I find more details on integrations?'''
Older release notes can typically be found archived in the '''Help Center''' under the '''Product Updates''' section.
A: Additional details can be found in the [[Integrations]] section of the ActiveCampaign documentation.


By keeping up with these updates and utilizing the new features effectively, users can fully leverage ActiveCampaign’s offerings for an enhanced marketing experience.
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. ```