What’s new in CXA? Transactional e-mail, an improved types expertise, and customized object enhancements!

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It’s an thrilling time to be an ActiveCampaign person proper now. With our latest acquisition, to the continued releases that assist customized objects, our dedication to offering distinctive experiences continues. Let’s dive into a few of the newest bulletins and releases that provide help to scale whereas utilizing ActiveCampaign, and see how your every day use of the platform can be elevated.

Particular announcement: ActiveCampaign supplies transactional e-mail by means of Postmark! 

Final week, we introduced some very thrilling information: we have now acquired transactional e-mail supplier Postmark! Transactional e-mail is critical for companies to ship clients 1:1 info resembling order confirmations, password resets, and so forth. 

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ActiveCampaign’s acquisition of Postmark implies that entrepreneurs, gross sales groups, mission managers, and anybody else that will profit from the ability of transactional messaging will be capable of talk with their clients through the multi-step automation builder. Be taught extra about the affect of transactional messaging and the way CXA performs a giant half. 

Seamless interplay between your types and touchdown pages

By way of ActiveCampaign’s assortment of internet and e-mail instruments, you’ll be able to leverage your web site as a channel that turns guests into priceless leads, in the end rising your viewers and enterprise. Talk with clients throughout channels and throughout their journey, serving up the most effective content material for them primarily based on what you be taught from their actions.  

Final month, we added a brand new type block in Pages referred to as “Inline Kind”. Everytime you drag this block on the Pages canvas you will note an inventory of the inline ActiveCampaign types you will have created beforehand within the types builder. 

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In a serious step in direction of enhancing the types expertise, we have now additionally retired Pages subscription types. Don’t fear, if you have already got current subscription types you’ll be able to nonetheless edit and make updates to them. This drastically improves the connection between types and Pages, not requiring you so as to add code utilizing the embed block. 

Added safety and entry to the cellular app

Each iOS and Android customers at the moment are in a position to login to the ActiveCampaign cellular app utilizing SSO. When you have SSO arrange on your account, each the ActiveCampaign and Conversations cellular apps will show a webview and permit customers to authenticate through SSO (e.g. Okta). This improves safety and your login expertise throughout units. 

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New methods to mannequin and handle your information utilizing customized objects

A enterprise is just as robust as their information, and ActiveCampaign lets you not solely clearly handle and manage your information, however our CXA platform lets you shortly take motion on that information. With customized objects, you’ll be able to determine what information issues most to your objectives, viewers, and use circumstances and automate particular duties or communications primarily based on the instruments you utilize each day. 

Create your individual customized objects on Accounts & Offers

We’re excited to announce a latest replace to customized objects that permits you to create dynamic relationships between Accounts or Offers and any information you utilize to run what you are promoting resembling conferences, assist tickets, occasions, and extra.

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This replace additional contextualizes your CRM by bringing extra of the info you utilize to energy what you are promoting straight into your Account and Deal information. Once you incorporate your distinctive enterprise information by means of customized objects, your CRM turns into extra precisely modeled to what you are promoting course of – which results in extra closed offers and accelerated progress.

Enterprise clients can create their very own customized objects straight throughout the ActiveCampaign platform – no coding experience required.

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Modify and add area choices for customized objects

We’re persevering with to take a position ultimately person expertise for Customized Objects. As you proceed to create their very own customized objects, we purpose to give you a constant expertise throughout customized and normal objects (contacts, accounts, and offers).

Now you can modify area choices, add further area choices, and modify your default forex for a forex area. Any eligible reseller accounts will be capable of entry customized objects “Handle Information” web page by means of the navigation.

Change the show order of customized object fields

Inside every customized object, now you can change the order of fields as they’re displayed. This may be executed within the information supervisor (in Settings) by an admin, and is ready for all customers on an account. This is not going to affect something associated to the API or different capabilities related to customized objects.

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Clients shouldn’t be caught with the unique order of customized object fields. Regardless if the customized object is an app or their very own inside customized object, completely different clients have completely different wants and preferences, and altering the order of customized fields provides every buyer the pliability to prioritize the fields they should see first.

Microsoft Dynamics alternatives sync with customized objects

We’re unlocking new information fashions for our clients to allow them to actually carry their tech stack along with ActiveCampaign. Dynamics Alternatives at the moment are obtainable inside our direct integration to assist stronger advertising and gross sales alignment than ever earlier than by triggering automations and including extra personalization of their outreach to clients.

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What’s new for Automations? 

It’s no secret that automation is on the coronary heart of the whole lot we do at ActiveCampaign. Our mission is that will help you ship wonderful experiences to every buyer, and to take action with out spending countless hours every day inside a platform. That mission continues with an enhanced Wait motion contained in the automation workflow builder. 

Wait actions are crucial to customers’ capability to ship the appropriate message on the proper time, and are particularly vital when they’re configured with a particular Date/Time situation (ex. wait till 5PM CST). Wait steps with a time situation make up  roughly 75% of all Wait actions that exist throughout all lively automations — with over 150,000 clients utilizing ActiveCampaign, that’s a variety of automations. Due to this, we made some modifications in how we course of these actions in opposition to different kinds of Wait and Purpose actions.

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Targets will nonetheless all the time course of first however, after that we now prioritize time-based Wait actions provided that they’re pretty easy to calculate and course of. The outcomes of this alteration will range from account to account however, in our largest accounts we noticed a 50% enchancment in efficiency and timeliness of Purpose & Wait processing.

What you’ll be able to look ahead to from ActiveCampaign

How does ActiveCampaign ensure you’re up-to-date on new releases, buyer requests, and the latest finest practices? By supplying you with a number of choices to get the data you want, within the ways in which finest go well with 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 compensate for which new product enhancements are most related to what you are promoting. 
  • Electronic mail updates that maintain 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 Neighborhood 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 maintain updated with us on social? Comply with us on LinkedIn, Instagram, and Fb. Have concepts for brand new options or product enhancements? Submit an concept. Need to tell us how ActiveCampaign has helped you develop what you are promoting? Tag us with #CustomerLoveAC



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