Product Release Notes: Difference between revisions

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'''Navigation:''' [[Main_Page]] > [[Release Notes]] > [[October 2023]] > Product Release Notes
'''Navigation:''' [[Main_Page]] > [[Release Notes]] > [[September 2023]] > Product Release Notes


= Product Release Notes - October 2023 =
== Product Release Notes - September 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 September 2023 detail the latest enhancements and functionality introduced into the ActiveCampaign platform. Keeping users informed of these updates is crucial as it helps optimize their experience and the efficiency of the tools available in their marketing automation efforts. Understanding new features can greatly influence user engagement, streamline processes, and enhance the overall effectiveness of campaigns.


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''', navigate to the ActiveCampaign platform's documentation or the release notes section. This section contains comprehensive information about updates made each month. The latest notes can typically be found on the main support page under the [[Release Notes]] category or the specific month like [[September 2023]].


== How to Access ==
=== Step-by-Step Instructions ===
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.
1. **Login** to your ActiveCampaign account.
2. Navigate to the '''Support''' section usually located in your account's sidebar.
3. Select the '''Release Notes''' link to view the latest updates.
4. Click on the '''September 2023''' link to access the specific details of the month's releases.


== Step-by-Step Instructions ==
=== Configuration Options and Settings ===
The following updates were introduced in October 2023, encapsulating new features and modifications:
Here are the key features and configurations introduced in September 2023:


=== October 10, 2023 - ECOM - Coupons Personalization ===
* '''Account Field Changes Trigger''': This new trigger allows users to initiate actions based on changes to account-related fields for contacts within an automation.
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.
* '''Multi-Contact Triggers''': This feature allows users to trigger automation flows based on multiple contacts associated with objects like Deals or Accounts.
* '''Individual Contact and Deal Triggers''': Transitioning from the previous Field Changes trigger, this enables precise automation based on specific contact or deal fields.
* '''To/From Operators''': This feature enhances the trigger logic, enabling more complex conditions in your automations.
* '''Email Field Addition''': Users can now trigger automations when email addresses on contacts are either created or changed.
* '''Update Contact Field to Blank''': This enhancement allows for the updated action where specified fields can be set to a blank/empty state.


=== October 10, 2023 - RSS Feed Updates ===
=== Best Practices and Tips ===
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'''.
- Always check the '''Product Release Notes''' monthly to stay updated on new features and improvements.
- Test the new features in a sandbox environment if possible before implementing them in active workflows.
- Use the '''To/From Operators''' to create intricate logic that closely aligns with your customer journey.
- Utilize the '''Account Field Changes Trigger''' effectively to enhance targeted communications when significant account changes occur.
- Ensure your automations are properly configured to take advantage of updated messaging, such as the automated welcome emails for new users.


=== October 10, 2023 - Contacts Overview - Filter Combination Logic Update ===
=== Common Use Cases with Examples ===
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.
1. **Account Trigger Automation**: Automatically launch a welcome series for contacts when a new field in their account is filled out.
2. **Multi-Contact Engagement**: When a deal is created related to multiple contacts, ensure that all relevant contacts receive notifications.
3. **Triggered Email Updates**: Automate a notification to customer service when a contact's email is updated, so they can confirm the change with the contact.


=== October 10, 2023 - Update Default Value for Start and End Automation Actions ===
=== Troubleshooting Section ===
Default values for the '''Enter other automations''' and '''Exit other automations''' actions have been modified to be empty, streamlining user experience and reducing confusion.
Should you encounter any issues with the new features:
- Make sure to consult the updated error messaging in the '''Automations Builder''', which has been designed to provide clarity on any missing configurations.
- For specific issues with the '''Account Field Changes Trigger''' or '''Multi-Contact Triggers''', review your settings and ensure all related fields are correctly mapped.
- Always refer to the latest release notes for known issues or enhancements that could impact functionality.


=== October 16, 2023 - New Dimension to Custom Reporting: Campaign Type ===
=== Related Features ===
This enhancement introduces additional dimensions to the Campaign model in Custom Reporting, empowering users to access more detailed information critical for evaluating marketing effectiveness.
For additional features that connect to the updates in September 2023, refer to:
- [[Automations]]
- [[Tags]]
- [[CRM]]
- [[User Management]]


=== October 17, 2023 - Enhanced Segmentation in Triggers ===
=== FAQ ===
New segmentation capabilities were released for various triggers, such as:
'''Q1: What new features were introduced in September 2023?'''
* Subscribes to list
A1: Key new features include the '''Account Field Changes Trigger''', '''Multi-Contact Triggers''', and improvements to existing functionalities including the ability to set fields to blank.
* Unsubscribes from list
* Tag is added
* Tag is removed


This allows for advanced segmentation strategies within email marketing campaigns.
'''Q2: How do I trigger automations based on multiple contacts?'''
A2: You can use the new '''Multi-Contact Triggers''' to initiate automations based on multiple contacts linked to an object like a Deal or an Account.


=== October 20, 2023 - Email Send Limiters ===
'''Q3: Are the updates available for all plan types?'''
The introduction of '''Email Send Limiters''' gives users increased control over their email campaign capabilities, enabling better management of email distributions.
A3: Yes, the features introduced in September 2023 are available across all ActiveCampaign plans.


=== October 26, 2023 - AI Automation Builder ===
'''Q4: What improvements have been made to error messaging?'''
This innovative feature allows users to construct automations using text-based prompts, making the process of setting up automations more efficient and user-friendly.
A4: The error messaging within the '''Automations Builder''' has been updated for a more consistent experience, helping users identify missing configurations easily.


=== October 26, 2023 - Ecommerce Product and Order Postman Collection ===
'''Q5: Can I set a contact field to empty?'''
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.
A5: Yes, the updated '''Update Contact Field''' action allows users to set a specified field to an empty or blank value.


== Configuration Options and Settings ==
'''Q6: Where can I find the most recent updates?'''
Each of the features outlined introduces several configuration options and settings. Here are some key options that users can expect:
A6: The most recent updates can be found in the '''Release Notes''' section of the ActiveCampaign support documentation.


* '''Coupons Personalization''' - Easily manage existing coupon codes within email campaigns.
'''Q7: How can I ensure my automations comply after the updates?'''
* '''RSS Feed Settings''' - Control how feeds are fetched and saved.
A7: Regularly review the updated release notes and run tests after implementing new features to confirm compliance with your marketing goals.
* '''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 ==
Should any issues arise while utilizing the new features introduced in October 2023, consider the following troubleshooting steps:
 
* Ensure that all integrations (e.g., Shopify, WooCommerce) are correctly set up and functioning.
* For RSS feeds, verify that the feed URL is correct and accessible.
* 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 ==
- [[Release Notes]] - For ongoing updates and changes beyond October 2023.
- [[Integrations]] - To find integrations with platforms like Shopify and WooCommerce.
- [[Custom Reporting]] - To learn more about utilizing the enhanced reporting dimensions.
 
== FAQ ==
'''Q1: How can I verify that my RSS feed settings are saved?'''
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.
 
'''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?'''
A: Start with basic automation ideas and use text prompts to develop flows; the system will assist in creating more structured outcomes.
 
'''Q4: Can I adjust the email send limits at any time?'''
A: Yes, go into your email settings to adjust your send limits as necessary based on your campaign needs.
 
'''Q5: Will the updates affect my existing workflows?'''
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.
 
'''Q6: Where can I find more detailed reporting options?'''
A: You can learn more about the Custom Reporting dimensions and capabilities in the [[Release Notes]] regarding Custom Reporting.
 
'''Q7: How do I reset the fields in RSS Feed settings?'''
A: Click on the '''Reset fields''' button to revert your settings to their default state.
 
Ensure you remain up to date with all the latest features and enhancements by regularly checking the '''Product Release Notes'''.


For more information, you may refer to the official ActiveCampaign documentation or reach out to the support team for assistance.
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Revision as of 07:41, 3 November 2025

```mediawiki Navigation: Main_Page > Release Notes > September 2023 > Product Release Notes

Product Release Notes - September 2023

Introduction

The Product Release Notes for September 2023 detail the latest enhancements and functionality introduced into the ActiveCampaign platform. Keeping users informed of these updates is crucial as it helps optimize their experience and the efficiency of the tools available in their marketing automation efforts. Understanding new features can greatly influence user engagement, streamline processes, and enhance the overall effectiveness of campaigns.

How to Access This Feature

To access the Product Release Notes, navigate to the ActiveCampaign platform's documentation or the release notes section. This section contains comprehensive information about updates made each month. The latest notes can typically be found on the main support page under the Release Notes category or the specific month like September 2023.

Step-by-Step Instructions

1. **Login** to your ActiveCampaign account. 2. Navigate to the Support section usually located in your account's sidebar. 3. Select the Release Notes link to view the latest updates. 4. Click on the September 2023 link to access the specific details of the month's releases.

Configuration Options and Settings

Here are the key features and configurations introduced in September 2023:

  • Account Field Changes Trigger: This new trigger allows users to initiate actions based on changes to account-related fields for contacts within an automation.
  • Multi-Contact Triggers: This feature allows users to trigger automation flows based on multiple contacts associated with objects like Deals or Accounts.
  • Individual Contact and Deal Triggers: Transitioning from the previous Field Changes trigger, this enables precise automation based on specific contact or deal fields.
  • To/From Operators: This feature enhances the trigger logic, enabling more complex conditions in your automations.
  • Email Field Addition: Users can now trigger automations when email addresses on contacts are either created or changed.
  • Update Contact Field to Blank: This enhancement allows for the updated action where specified fields can be set to a blank/empty state.

Best Practices and Tips

- Always check the Product Release Notes monthly to stay updated on new features and improvements. - Test the new features in a sandbox environment if possible before implementing them in active workflows. - Use the To/From Operators to create intricate logic that closely aligns with your customer journey. - Utilize the Account Field Changes Trigger effectively to enhance targeted communications when significant account changes occur. - Ensure your automations are properly configured to take advantage of updated messaging, such as the automated welcome emails for new users.

Common Use Cases with Examples

1. **Account Trigger Automation**: Automatically launch a welcome series for contacts when a new field in their account is filled out. 2. **Multi-Contact Engagement**: When a deal is created related to multiple contacts, ensure that all relevant contacts receive notifications. 3. **Triggered Email Updates**: Automate a notification to customer service when a contact's email is updated, so they can confirm the change with the contact.

Troubleshooting Section

Should you encounter any issues with the new features: - Make sure to consult the updated error messaging in the Automations Builder, which has been designed to provide clarity on any missing configurations. - For specific issues with the Account Field Changes Trigger or Multi-Contact Triggers, review your settings and ensure all related fields are correctly mapped. - Always refer to the latest release notes for known issues or enhancements that could impact functionality.

Related Features

For additional features that connect to the updates in September 2023, refer to: - Automations - Tags - CRM - User Management

FAQ

Q1: What new features were introduced in September 2023? A1: Key new features include the Account Field Changes Trigger, Multi-Contact Triggers, and improvements to existing functionalities including the ability to set fields to blank.

Q2: How do I trigger automations based on multiple contacts? A2: You can use the new Multi-Contact Triggers to initiate automations based on multiple contacts linked to an object like a Deal or an Account.

Q3: Are the updates available for all plan types? A3: Yes, the features introduced in September 2023 are available across all ActiveCampaign plans.

Q4: What improvements have been made to error messaging? A4: The error messaging within the Automations Builder has been updated for a more consistent experience, helping users identify missing configurations easily.

Q5: Can I set a contact field to empty? A5: Yes, the updated Update Contact Field action allows users to set a specified field to an empty or blank value.

Q6: Where can I find the most recent updates? A6: The most recent updates can be found in the Release Notes section of the ActiveCampaign support documentation.

Q7: How can I ensure my automations comply after the updates? A7: Regularly review the updated release notes and run tests after implementing new features to confirm compliance with your marketing goals.

For more information, you may refer to the official ActiveCampaign documentation or reach out to the support team for assistance. ```

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