Product Release Notes
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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. ```