What’s New in CXA? Cellular Name Logging, Deal Proprietor Bulk edit, Shopify Types, and Extra

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ActiveCampaign is highlighting a round-up of every month’s releases so you’ll be able to proceed to scale with a platform that’s scaling with you.

What enhancements and new options have been launched all through January? 

  1. Construct B2B relationships that develop your small business. Nurture unified gross sales experiences that construct lasting buyer relationships. B2B enhancements embody one-off emails for the Outlook extension and Microsoft Dynamics 365 integrations. 
  2. Differentiating your model is less complicated than ever.  Create lovely content material that drives significant buyer experiences with updates to Pages, together with new touchdown web page templates. 
  3. Drive motion with information to create a greater buyer expertise.  Unify and take motion on the info that lets you create significant buyer experiences, with enhancements to the Calendly integration.
  4. Buyer Love. We proceed to rejoice your imaginative and prescient by bringing you enhancements of your most-loved instruments throughout all areas of the platform.

Maintain studying to study extra about how ActiveCampaign is supplying you with a platform that continues to develop with you, and may be your guidebook as you discover success.

1. Develop B2B relationships by unified gross sales and advertising and marketing

Typically mundane, handbook duties eat at your calendar. Different instances contacts slip out of your funnel. Gross sales engagement automation makes use of wealthy buyer information from each gross sales and advertising and marketing touchpoint  for a unified engagement technique, boosting outcomes throughout all areas of your small business to drive extra progress.  

Ship electronic mail info to ActiveCampaign out of your Outlook inbox — with a single click on

Our fashionable Outlook extension is now even higher, with the arrival of a top-requested characteristic — one-off emails! Inside your Outlook account’s despatched folder, you’ll be able to add an electronic mail’s content material to a Contact’s exercise feed and electronic mail tab inside the CRM — with only one click on.

Merely click on the “Save electronic mail to ActiveCampaign” button that seems within the sidebar when viewing despatched electronic mail. That electronic mail’s topic and physique shall be saved to the Contact report. If the Contact doesn’t exist already, it will likely be created routinely.

Add Contact Scores to your Microsoft Dynamics 365 integration and join with the proper prospects

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For Microsoft Dynamics 365 integration customers, we’ve added assist for the ActiveCampaign contact rating to be mapped for leads or contacts. These insights allow you to simply evaluate scores in order that your gross sales staff is at all times centered on nurturing the very best high quality and engaged leads. 

Scores can be used to:

  • Establish contacts who’re a very good match in your services or products
  • Establish the pursuits of your contacts
  • Measure the engagement of latest clients

If you want so as to add ActiveCampaign Contact Rating to your Microsoft Dynamics 365 integration, you will want to have a rating setup in ActiveCampaign and add it to your Knowledge Configuration within the app. Study extra about contact scoring right here.

Seamlessly sync 10,000 data per entity between ActiveCampaign and Microsoft Dynamics 365

One other new enchancment lets clients with bigger information units sync as much as 10,000 data per entity throughout the outbound and inbound syncs between ActiveCampaign and Microsoft Dynamics 365. Which means that irrespective of how a lot information you could have, you may be assured that it’s easily syncing with ActiveCampaign on the schedule you’ve set.

Study how syncing works with the ActiveCampaign Microsoft Dynamics 365 integration right here.

2. Differentiating your model is less complicated than ever with Pages updates.

Rising companies of all sizes are strapped with sources and are continually going through the necessity to do extra with much less. In an effort to present up within the inbox and different buyer channels like the large manufacturers you compete with, ActiveCampaign provides companies instruments to assist up-level your model in a easy means, and extra simply drive significant buyer experiences.  

Create touchdown pages that convert with new Pages templates.

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Pages allow you to seize leads, develop your viewers, and join the dots in your omnichannel technique. Prospects now have entry to 9 new touchdown web page templates. These new templates embody:

  • Two thanks web page templates
  • Three product templates
  • Two occasion templates
  • Two product comparability templates.

These templates have been thoughtfully designed to incorporate gentle and darkish choices, suggestive textual content, and a contemporary appear and feel.

Really feel assured when publishing adjustments to your touchdown pages

A banner message now seems to tell you that your adjustments to a touchdown web page are dwell, and the publish button has been up to date to indicate if adjustments have been made.

Beforehand, when adjustments have been made to an present touchdown web page and printed, the Publish button was grayed-out and no affirmation message was introduced. This was typically complicated  — customers could have thought the operation was not profitable until they refreshed the dwell web page. Now you can really feel extra assured once you’re publishing updates to your pages. 

3. Drive motion with information to create a greater buyer expertise.

You utilize all several types of instruments to run your small business — however there isn’t a straightforward solution to make sense of all the info you get from these totally different instruments. It’s much more difficult to take significant motion on that information to ship buyer experiences that result in progress.

ActiveCampaign brings information collectively from a number of sources and makes it straightforward to automate significant buyer experiences from that information, resulting in new methods to develop your small business.

Do extra along with your Calendly information — set off automations off of scheduled, modified and canceled conferences

The latest model of Calendly integration helps customized objects, so that you now have entry to a Calendly Occasion object which can retailer all occasion particulars from Calendly as conferences are scheduled, modified and canceled. Prospects will now be capable of set off an automation a number of instances for each occasion acquired and filter on the incoming occasion information.

Inside the contact report profile, customers will now see a Calendly tab added to their Customized objects desk. There you will note info relating to:

  • Occasion Kind
  • Occasion Date & Time
  • Occasion Location (which may be issues like a digital assembly hyperlink, a cellphone quantity, a bodily tackle)
  • Occasion Particulars (hyperlink to Calendly Assembly)
  • Standing (Scheduled, Canceled, Rescheduled)

3. Continued progress throughout the platform: how we present #CustomerLoveAC 

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We proceed to reinforce all areas of the platform in our ongoing focus to supply you extra worth and make it simpler to create true 1:1 buyer experiences.

Right here’s only a few of the various updates we’ve revamped the previous month to the automation builder:  

  • The Historical past UI has been up to date to raised present precisely how your automations have processed
  • Electronic mail Open Stories present extra a extra correct Open rely/share
  • Builder UI is now extra clear when displaying the related hyperlink when viewing a Hyperlink Clicked set off
  • A bug has been corrected that might make some automation blocks disappear from the automation builder when copying If/Else blocks
  • Discipline Adjustments begin triggers have been improved to indicate inside search segments.
  • Improved search perform for This Deal segments when configuring triggers and actions. 

Search for the next updates to the Conversations chatbot:

  • Now you can ship an URL that features % image inside conversations
  • A bug repair to raised assign Conversations (and hold them from reverting again to Unassigned)
  • A bug repair that can correctly save fields when creating a brand new customized contact discipline by the chatbot automation

Enhancements throughout different areas of the platform embody enhancements to the:

  • Zapier integration. An replace to make sure the right date and time are referenced in Zap Motion for brand spanking new or up to date account actions, and extra constant information syncs between take a look at and dwell Zaps.
  • WooCommerce integration. Bulk sync has been improved for non-standard order statuses, for higher deserted cart syncs
  • SMS. An replace to point “Able to ship” on SMS Supervisor web page solely as soon as an account’s 10DLC registration has been authorised

What you’ll be able to sit up for from ActiveCampaign

How does ActiveCampaign be sure you’re up-to-date on new releases, buyer requests, and the most recent finest practices? By supplying you with a number of choices to get the data you want, within the ways in which finest swimsuit you. 

  • Well timed and straightforward to make use of product updates. Our product updates web page has a weekly launch schedule so you’ll be able to shortly make amends for which new product enhancements are most related to your small business. 
  • Electronic mail updates that hold you within the know. Keep updated with weekly updates about new releases and enhancements to favourite instruments. 
  • A buyer group to assist your progress. The ActiveCampaign Group is a unified house so that you can get recommendation, community with different customers, earn rewards, and get entry to new product updates and options. 

Need to hold updated with us on social? Comply with us on LinkedIn, Instagram, and Fb. Have concepts for brand spanking new options or product enhancements? Submit an thought. Need to tell us how ActiveCampaign has helped you develop your small business? Tag us with #CustomerLoveAC