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We’re constantly refining our product.

Here at Active Agent we believe that development is key and we will ensure we continually strive to improve our offerings, adding new features and products.

Check here to keep up to date with any new releases we have and get the most out of your system.

January 2021

Reports

Custom Reports: Additional Recipes

 

Users can now leverage pre-built reports to better understand the capabilities of Custom Reports. Further extending the Custom Report capabilities, this introduces the following additional Custom Report recipes:

  • Automation Engagement Trends

  • Campaign Engagement Trends

  • Deal Value by the Forecasted Close Date

  • Deal ACV by Field Value

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Security

SMS Multi-factor authentication

 

SMS is now offered as a new multi-factor authentication method for users. This allows users to receive text message codes to their devices that can be used as an additional factor for authentication. This is an addition to our existing multi-factor authentication offering where only authenticator apps were previously supported.

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February 2021

Mobile

Automation Overview Report for iOS

 

Users could previously only review a single campaign’s engagement metrics. The new Automation Overview Report provides an overall look at how an entire automated marketing strategy is performing, by aggregating all campaign data associated with a specific automation to help identify areas of opportunity and success.

Add/Edit Android UI Update & Android Task Redesign

 

This update lets users add or edit tasks in a way that aligns with our recently updated Contact, Deal, and Account Forms. Users now have greater clarity and consistency when viewing the task tab, contact profile, or deal profile.

The new, intuitive Android Task screen design leads to a dedicated Task Detail view that lets users fully understand the task, its related deals and contacts, and provides quick actions to call, email, or text.

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iOS Campaign Reporting - Contact Activity Stream

 

The Contact Activity Stream adds transparency into the data users are shown, by providing an extra level of detail when viewing a campaign’s engagement. Tap into opens, clicks, unsubscribes, bounces, and forwards to see which contacts have performed that action.

Reporting & Analytics

Custom Reports: expanded download limits

 

This will give users more flexibility to dig deep or integrate their data in new or existing workflows by expanding limits to download all results within a look or a dashboard.

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March 2021

CXM

Keep your CRM information organized and top-of-mind with Account notes.

 

Get information at the Account level of the CXM so you don’t have to click into each Contact or Deal to understand what’s going on. Account notes now include notes from related Contacts and Deals, to save you time and help you deliver a better customer experience.

Active Agent

Reporting & Analytics

Performance improvements to the Deal Forecast report

 

The Deal Forecast report provides an overview of your pipeline status and lets you forecast your business effectively on a daily, weekly, or monthly cycle. This report also allows you to review historical trends on your forecast accuracy based on what deals are still open and which deals have been closed.

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April 2021

Interface

Improved dropdown menu to help filter Contacts

 

Users can now easily discern if the number of contacts displayed are All contacts or Active contacts. By displaying the Contacts dropdown at all times, they can easily understand whether the number of contacts they are viewing is “All” or “Active” only.

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Updated contact fields to maintain accuracy on the Contact Page

 

Enhancements were made on the Contact Page to maintain the accuracy of the contact fields for Title and Number of Employees

 
 

May 2021

Tools & Templates

New helpful, descriptive dictations for a more accessible platform

 

Active Agent is continuing to implement accessibility best practices, so the platform is better for all users. In this update, the Overview page and “Manage Templates” section have been updated. The “Recent Activity” section on your Overview page has been enhanced so that screen readers read out the email address of each subscriber or contact. The “Manage Templates” section will now read the name of the template as well, to make your platform experience more helpful and accessible to all customers.

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