Product Release Notes: Difference between revisions

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


= Product Release Notes - August 2023 =
== Product Release Notes - July 2023 ==


== Introduction ==
=== Introduction ===
The '''Product Release Notes''' provide a comprehensive overview of the latest features and enhancements introduced in ActiveCampaign for the month of August 2023. These updates are critical for users to stay informed about new capabilities and improvements that can enhance their marketing and sales efforts. Understanding these changes allows users to leverage new functionalities effectively and keep their systems streamlined and efficient.
The '''Product Release Notes''' for July 2023 document recent enhancements and updates to the ActiveCampaign platform. These updates aim to improve usability, integrate additional features, and provide better functionality for users managing their account. Understanding these release notes is crucial for users who want to leverage new capabilities effectively, streamline their workflows, and enhance their overall experience with the platform.


== How to Access This Feature ==
=== How to Access This Feature ===
To access the Product Release Notes, navigate to the [[Product Updates]] section on the ActiveCampaign knowledge base. Here you will find a list of the most recent updates, including the detailed notes for each respective month.
To access the Product Release Notes, users can visit the ‘Product Updates’ section on the ActiveCampaign website or navigate directly to the release notes provided in the account dashboard. The Product Release Notes are typically published after significant updates to ensure that all users are aware of the most recent changes and improvements.


== Step-by-Step Instructions ==
=== Step-by-Step Instructions ===
1. **Log into your ActiveCampaign account.**
1. **Log into** your ActiveCampaign account.
2. **Navigate to the knowledge base** by clicking on the Help icon located in the bottom-right corner.
2. Navigate to the **Account Settings** or the **Help Center** option located in the main menu.
3. Select **Product Updates** from the list of options presented.
3. Click on **Product Updates** to find the latest release notes.
4. Scroll down to locate the **August 2023 Release Notes**.
4. Select the relevant month to view specific updates and changes made during that period.


Once you have accessed the notes, you can review each update for relevant information tailored to your account.
=== Configuration Options and Settings ===
While the Product Release Notes themselves do not contain configuration settings directly, they highlight many new features that can be configured within your ActiveCampaign account. Here are some key configuration options that have been updated or newly introduced in July 2023:


== Configuration Options and Settings ==
- **Pagination** in dynamic dropdown inputs for easier management of user data.
The following enhancements were introduced in August 2023:
- The new **Lists** section in Custom Reporting to analyze campaign performance metrics.
- **Integration logging** improvements for Microsoft Dynamics 365 that enhance usability.
- Customizable **hover colors** for buttons to improve user interface interactions.
- Option to **add contacts** to Salesforce campaigns, thereby creating better workflow automation.
- **Woocommerce plugin updates** that provide better error handling and readability in logs.
- Enhanced **Ecommerce error handling** that alerts users to issues directly within their integrations.
- New **segmentation operators** to refine contact targeting based on textual data.
- A redesigned **form sidebar** with a **CSS panel** for custom styling.


=== New Features ===
=== Best Practices and Tips ===
- **Microsoft D365**: Users can now control the directionality of inbound and outbound syncs, allowing for customized integration tailored to individual needs.
- Regularly check the [[Product Updates]] section for the latest improvements and features that can help optimize your marketing efforts.
- Utilize the new segmentation features to refine your audience targeting for campaigns, ensuring higher engagement rates.
- Take advantage of the Custom Reporting capabilities to analyze the performance metrics and make informed decisions in your marketing strategies.
- Ensure that your integrations are up-to-date, particularly the Woocommerce plugin, to avoid potential issues and make the most of the logging features.
- Implement the new hover color feature to enhance user experience on your buttons, making them more engaging and noticeable.
 
=== Common Use Cases with Examples ===
1. **Segmentation**: A user may want to target customers whose first name starts with "A" for a special promotional campaign. Utilizing the new "starts with" operator will simplify this segmentation process.
    
    
- **Security Checklist (V1)**: An admin-view of the security checklist has been released featuring items such as '''phone number verification''', '''session timeouts''', and '''MFA/SSO''' that have yet to be completed.
2. **Custom Reporting**: A digital marketer can create reports that showcase which email lists have the highest unsubscribe rates, helping them refine their strategies accordingly.
 
- **Contact Phone in Custom Reports**: Users can build reports that include contacts with varying country codes to provide targeted lead lists containing contact information for their sales representatives.
 
- **Segmentation: Email Activity Windows**: This allows for precise engagement tracking by specifying time windows for email activities directly within the segmentation builder.
 
- **Android: WhatsApp vs SMS Preferences**: Users can now choose their preferred messaging provider in the app settings.
 
- **Collapsable AI Component in Email Designer**: To enhance user experience, the AI component will now be collapsible by default, saving valuable screen space.
 
- **Message Alignment in Email Designer**: A new alignment tool has been added allowing users to justify message alignment—left or right—in their email designs.
 
- **SMS - 10DLC Numbers Requirement**: Adjustments have been made to the 'Subscribe by SMS' feature, now requiring a registered 10-digit code for users with USA phone numbers.
 
- **CX Apps: Reconnect Account Workflow**: To improve ease of use, a dynamic update will allow users to reconnect accounts directly without needing to walk through the entire setup.
 
- **Security: Password Confirmation in Reset Workflow**: Password resets will now require users to confirm their new password by entering it twice and offer the option to show/hide their input.


- **Segmentation: Show Long Fields on Hover**: This feature allows users to hover over dropdowns to reveal full field names, enhancing usability.
3. **Salesforce Integration**: A sales team can now more efficiently add contacts to an active Salesforce campaign, allowing for streamlined communication and efficiency in managing leads.


== Best Practices and Tips ==
=== Troubleshooting Section ===
- Regularly consult the '''Product Release Notes''' to stay updated on new features that may enhance your usage of ActiveCampaign.
If you experience issues accessing the new features outlined in the Product Release Notes, consider the following troubleshooting steps:
- Take advantage of the '''Security Checklist''' to ensure your account is secure and fully optimized.
- When creating custom reports, make full use of the '''Contact Phone in Custom Reports''' to target the right audience effectively.
- Utilize the new segmentation capabilities for more precise targeting in your email marketing efforts.


== Common Use Cases with Examples ==
- Ensure that your ActiveCampaign account is updated and that you are aware of the feature availability based on your subscription plan.
- **Tailored Integration**: Businesses using Microsoft D365 can now customize their sync preferences which can streamline customer relationship management.
- If you encounter difficulties with the **Woocommerce plugin**, check for updates and refer to the troubleshooting tips provided in the updated error handling section of the notes.
- **Enhanced Security**: Admin users can use the '''Security Checklist''' to identify and resolve outstanding security issues such as enabling MFA/SSO, ensuring a more secure operating environment.
- If integration issues arise, verify the connection settings in your account, and follow any prompts or notifications regarding disconnections.
- **Reporting Efficiency**: Marketing teams can create custom reports with country-specific contact numbers, improving outreach strategies tailored to different geographic markets.


== Troubleshooting ==
=== FAQ Section ===
If you encounter issues while accessing the Release Notes or implementing new features:
'''Q1: What are Product Release Notes?'''
- Ensure you are logged into an appropriate plan type that supports the features (refer to specific functionalities as needed).
A1: Product Release Notes detail the updates, enhancements, and new features added to the ActiveCampaign platform over a specified time period.
- Clear your browser cache or try accessing the notes through a different browser.
- For persistent issues, contact ActiveCampaign support for assistance.


== Related Features ==
'''Q2: How often are Product Release Notes published?'''
For more information regarding features mentioned in the release notes:
A2: Release notes are typically published after significant updates, often on a monthly basis.
- [[Product Updates]]
- [[Security Features]]
- [[Segmentation Tools]]


== FAQ ==
'''Q3: Where can I find the most recent Product Release Notes?'''
'''Q1: How often are the Product Release Notes updated?'''
A3: You can find the most recent release notes in the [[Product Updates]] section of the ActiveCampaign Help Center.
A1: The Product Release Notes are updated monthly to reflect the latest features and enhancements introduced in ActiveCampaign.


'''Q2: Where can I find older Product Release Notes?'''
'''Q4: Do I need a specific plan to access new features?'''
A2: Previous months' release notes can be accessed in the archived section of the [[Product Updates]].
A4: Some features may only be available for certain plan types, so please check each feature for plan compatibility.


'''Q3: Are all users able to access the Product Release Notes?'''
'''Q5: How can I provide feedback regarding new features?'''
A3: Yes, all ActiveCampaign users can access the Product Release Notes via the knowledge base.
A5: Feedback can typically be submitted through the support or feedback tabs within your ActiveCampaign account.


'''Q4: What if I have questions about a new feature?'''
'''Q6: Are all updates included in the Product Release Notes?'''
A4: For any inquiries regarding new features, you can refer to the documentation in the knowledge base or reach out to ActiveCampaign support.
A6: Yes, the release notes document all the changes, enhancements, and fixes made to improve user experience.


'''Q5: How can I provide feedback on the features?'''
'''Q7: Why is it important to stay updated with Product Release Notes?'''
A5: Feedback can be submitted through the ActiveCampaign Community Forum or via direct contact with customer support.
A7: Staying updated allows users to take full advantage of the platform's capabilities, ensuring efficient use of marketing tools.


With this comprehensive overview, users should now have a clear understanding of the product updates introduced in August 2023 and how these can be utilized within their ActiveCampaign accounts.
By regularly visiting the Product Release Notes, users can enhance their understanding of current capabilities and maximize their use of the ActiveCampaign platform.
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Revision as of 07:42, 3 November 2025

```mediawiki Navigation: Main_Page > Product Updates > Product Release Notes

Product Release Notes - July 2023

Introduction

The Product Release Notes for July 2023 document recent enhancements and updates to the ActiveCampaign platform. These updates aim to improve usability, integrate additional features, and provide better functionality for users managing their account. Understanding these release notes is crucial for users who want to leverage new capabilities effectively, streamline their workflows, and enhance their overall experience with the platform.

How to Access This Feature

To access the Product Release Notes, users can visit the ‘Product Updates’ section on the ActiveCampaign website or navigate directly to the release notes provided in the account dashboard. The Product Release Notes are typically published after significant updates to ensure that all users are aware of the most recent changes and improvements.

Step-by-Step Instructions

1. **Log into** your ActiveCampaign account. 2. Navigate to the **Account Settings** or the **Help Center** option located in the main menu. 3. Click on **Product Updates** to find the latest release notes. 4. Select the relevant month to view specific updates and changes made during that period.

Configuration Options and Settings

While the Product Release Notes themselves do not contain configuration settings directly, they highlight many new features that can be configured within your ActiveCampaign account. Here are some key configuration options that have been updated or newly introduced in July 2023:

- **Pagination** in dynamic dropdown inputs for easier management of user data. - The new **Lists** section in Custom Reporting to analyze campaign performance metrics. - **Integration logging** improvements for Microsoft Dynamics 365 that enhance usability. - Customizable **hover colors** for buttons to improve user interface interactions. - Option to **add contacts** to Salesforce campaigns, thereby creating better workflow automation. - **Woocommerce plugin updates** that provide better error handling and readability in logs. - Enhanced **Ecommerce error handling** that alerts users to issues directly within their integrations. - New **segmentation operators** to refine contact targeting based on textual data. - A redesigned **form sidebar** with a **CSS panel** for custom styling.

Best Practices and Tips

- Regularly check the Product Updates section for the latest improvements and features that can help optimize your marketing efforts. - Utilize the new segmentation features to refine your audience targeting for campaigns, ensuring higher engagement rates. - Take advantage of the Custom Reporting capabilities to analyze the performance metrics and make informed decisions in your marketing strategies. - Ensure that your integrations are up-to-date, particularly the Woocommerce plugin, to avoid potential issues and make the most of the logging features. - Implement the new hover color feature to enhance user experience on your buttons, making them more engaging and noticeable.

Common Use Cases with Examples

1. **Segmentation**: A user may want to target customers whose first name starts with "A" for a special promotional campaign. Utilizing the new "starts with" operator will simplify this segmentation process.

2. **Custom Reporting**: A digital marketer can create reports that showcase which email lists have the highest unsubscribe rates, helping them refine their strategies accordingly.

3. **Salesforce Integration**: A sales team can now more efficiently add contacts to an active Salesforce campaign, allowing for streamlined communication and efficiency in managing leads.

Troubleshooting Section

If you experience issues accessing the new features outlined in the Product Release Notes, consider the following troubleshooting steps:

- Ensure that your ActiveCampaign account is updated and that you are aware of the feature availability based on your subscription plan. - If you encounter difficulties with the **Woocommerce plugin**, check for updates and refer to the troubleshooting tips provided in the updated error handling section of the notes. - If integration issues arise, verify the connection settings in your account, and follow any prompts or notifications regarding disconnections.

FAQ Section

Q1: What are Product Release Notes? A1: Product Release Notes detail the updates, enhancements, and new features added to the ActiveCampaign platform over a specified time period.

Q2: How often are Product Release Notes published? A2: Release notes are typically published after significant updates, often on a monthly basis.

Q3: Where can I find the most recent Product Release Notes? A3: You can find the most recent release notes in the Product Updates section of the ActiveCampaign Help Center.

Q4: Do I need a specific plan to access new features? A4: Some features may only be available for certain plan types, so please check each feature for plan compatibility.

Q5: How can I provide feedback regarding new features? A5: Feedback can typically be submitted through the support or feedback tabs within your ActiveCampaign account.

Q6: Are all updates included in the Product Release Notes? A6: Yes, the release notes document all the changes, enhancements, and fixes made to improve user experience.

Q7: Why is it important to stay updated with Product Release Notes? A7: Staying updated allows users to take full advantage of the platform's capabilities, ensuring efficient use of marketing tools.

By regularly visiting the Product Release Notes, users can enhance their understanding of current capabilities and maximize their use of the ActiveCampaign platform. ```

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