Product Release Notes
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Product Release Notes - May 2023
Introduction
The Product Release Notes provide a detailed overview of the recent updates and enhancements made to ActiveCampaign's platform. These notes are essential for users who want to stay informed about the latest features, improvements, and fixes that enhance productivity and functionality. Staying up to date with these changes can significantly improve user experience, streamline operations, and ensure that all users maximize the capabilities of the software.
How to Access the Product Release Notes
To access the Product Release Notes for ActiveCampaign: 1. Log in to your ActiveCampaign account. 2. Navigate to the Help section, usually found in the account menu. 3. Look for the Updates category which contains the release notes. 4. Select Release Notes to view the latest updates, including the May 2023 notes.
Step-by-Step Instructions
The Product Release Notes for May 2023 details several key updates. Below you will find the updates laid out chronologically with steps on how to utilize these new features effectively:
May 1, 2023 - Country Field Improvement
- A new drop-down option for specifying an account’s Country has been added to enhance the quality of customer data.
May 1, 2023 - Enhanced Segmentation in Campaigns Triggers
- New segmentation options are available for triggers related to:
* Opens/reads email * Clicks a link in an email * Forwards an email * Replies to an email * Shares an email
May 2, 2023 - Round Robin Enhancement
- The round robin feature has been modified to ensure that leads are distributed evenly among users, even when users are added or removed from the group.
May 4, 2023 - Account Dimension/Measures in Custom Reports
- Users can now create standalone reports and dashboards that utilize Account data in Custom Reporting.
May 4, 2023 - GDPR Compliant Forms
- Google Fonts loading has been removed to ensure compliance with GDPR, switching to a service that respects user privacy.
May 4, 2023 - MFA Recovery Code Enhancement
- Users are required to download a TXT file of their recovery codes before completing the setup/reset process of Multi-Factor Authentication (MFA).
May 4, 2023 - Platform Content Manager for New Pages Customers - Milestone 1
- New Pages customers will now manage their assets using the Platform Content Manager (PCM).
May 9, 2023 - Segmentation Multi-Selects: Tags
- Tags have been consolidated into a single condition, allowing unlimited access to tags in segmentation.
May 10, 2023 - Email Campaign in Automation Update
- A contact must now be active on a list to receive email campaigns via automations.
May 11, 2023 - AI Generated Content in Email Designer
- AI content generation features have been added to the email designer, assisting users in creating content based on specified tones, structures, and goals.
May 15, 2023 - Connected Emails: Expanded Syncing Capabilities
- Users can now sync emails related to:
* All contacts on a deal * Contacts without any associated deal * Contacts linked to a closed deal (Won/Lost)
May 15, 2023 - Sort Connected Apps in Alphabetical Order
- The apps section under Connected Apps will now display in alphabetical order for easier navigation.
May 15, 2023 - Update CX App "Log Details" Modal
- The payload container within the log details modal has been adjusted to prevent spillout.
May 16, 2023 - "Task is Completed" Trigger Compatibility with 1:1 Email Block
- Users can now use the "Task is Completed" trigger with a 1:1 Email Block when it is set to a specific deal.
May 18, 2023 - Login Verification SMS Option
- An SMS verification option has been added for enhanced security during the login process.
May 18, 2023 - Automated 1:1 Email Threading
- Email configured in the 1:1 email modal will appear in recipients' inboxes as part of the same email chain for better contextual communication.
May 18, 2023 - Files on Contacts and Accounts
- Users can now store files tied to individual Contacts and Accounts throughout the CRM.
May 18, 2023 - Last Event Date for Campaigns & Automations in Custom Reporting
- New dimensions for Last Event Date have been introduced in Custom Reporting, helping users reference critical data points directly.
May 23, 2023 - Easy Access to Newly Created Contacts, Accounts, and Deals
- After creating a Contact or Account, a notification will appear, allowing immediate access to the new entry for further updates.
May 23, 2023 - Reassign List Owner When User is Deleted
- The list owner will automatically be reassigned to the primary admin when a user is deleted from the system.
Configuration Options and Settings
In this release, several key configurations and options have been introduced, including: - Enhanced segmentation settings for triggers - New dropdown option for selecting Country - Configurable login verification options - Automatic reassignment of list ownership
Users should ensure they are familiar with these configuration options to utilize the updates fully.
Best Practices and Tips
- Regularly check the Product Release Notes to stay informed about new features and improvements. - Use the enhanced segmentation capabilities to target your audience more effectively based on engagement metrics. - Familiarize yourself with the Platform Content Manager if you are a New Pages customer to manage your assets efficiently. - Utilize the new AI content generation tool to create more engaging emails tailored to your brand voice.
Troubleshooting
If you encounter issues after the updates: 1. Check the latest release notes to see if the issue has been noted and if fixes are provided. 2. Ensure you have updated your app/browser to the latest version. 3. Clear your cache or try logging in from a different browser.
If issues persist, contact ActiveCampaign support for further assistance.
Related Features
To understand better how the recent updates work together, explore the following related features: - Updates - Release Notes - Automation
FAQ
Q1: How can I stay updated on future releases? A1: Regularly check the Product Release Notes section in ActiveCampaign for the latest information.
Q2: Are the updates available to all plan types? A2: Yes, the features outlined in the May 2023 release are available for all plan types including Starter, Plus, Pro, and Enterprise.
Q3: Is there a limit to the number of tags I can use with the new segmentation feature? A3: No, the update allows access to unlimited tags within the segmentation.
Q4: How do I ensure my data complies with GDPR after the recent updates? A4: Ensure that your forms are set to use the new GDPR-compliant options, and review any third-party integrations.
Q5: Can I see a summary of changes made in prior months? A5: Yes, you can view past release notes in the same section to get a complete overview of changes made over time.
Q6: If I delete a user, what happens to their assigned lists? A6: The assigned lists will now automatically be reassigned to the primary admin when a user is deleted.
Q7: How can I make use of the AI features in the email designer? A7: Explore the AI content generation options available within the email designer to create tailored and engaging content based on your desired parameters. ```