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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.

December 2020

Mobile - IOS

Update business card scanner

 

When mobile app users create a new contact, required fields will now get default values. Additionally, we improved validation messaging.

Recently Viewed Accounts when Adding/Editing Deals (iOS)

 

We know our mobile app users want to know how many other tasks they have to do on a certain date, so they can better understand workload and protect themselves from a day of too many tasks. We’ve now added a task count that allows you to see how many tasks you have to do on a set due date.

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Mobile - Android

Push notification toggle

 

You can now globally turn push notifications on or off. Previously, you were given one opportunity to accept or deny push notifications. Now, you can adjust that decision in the Settings tab of the mobile app. 

Reporting & Analytics

Custom Reporting: Improved dashboard filter creation experience & improved clarity on Forecasted Close Date

 

As part of an ongoing effort to extend Custom Reporting capabilities, we are introducing two updates:

  • We removed unnecessary models from displaying during the global dashboard filter creation and edit process. This helps streamline the ability to create a global dashboard filter without second-guessing which one is associated with custom reporting during the selection process

  • We are deprecating the Forecasted Close Date as a value in the Deal Custom Field Name dimension to remove confusion from the Forecasted Close Date dimension that’s available under the Deals view. By adding Forecasted Close Date within Deals as its own dimension, you are now able to analyze your deals based on when the deals are expected to close. This means you no longer need to use the Forecasted Close Date value from the Deal Custom Field Name dimension

Note: You should replace any references to the Forecasted Close Date value in the Custom Field Name dimension with the new Forecasted Close Date field dimension.

Product Updates
 

November 2020

Mobile

Push Notification Toggle (iOS)

 

Users with Deal Access can now globally turn push notifications on or off. Previously, users were given one opportunity to accept or deny push notifications. Now, users will be able to adjust that decision in the settings tab. The reason this is only available for users with Deal access is because “Deal Assignment” is the only notification event we have. Other users would never get any push notifications. This will change as we add more notification types.

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Recently Viewed Accounts when Adding/Editing Deals (iOS)

 

All users with Deals will now see a recently viewed contacts list on their mobile devices. Before this change, you had to always search for an Account to associate it to a Deal. Occasionally though, the Account was recently viewed on the device. For these scenarios, we’re making it easier for the user to select the Account they need. Users will still be able to search globally for an Account.

Reporting & Analytics

Custom Reporting: cross joining between table attributes and improved dashboard filter creation

 

As part of an ongoing effort to extend Custom Reporting capabilities, we are excited to introduce some new updates! Users will now have the ability to cross join between, Campaign, Contact, and Deal attributes. We also removed unnecessary models from displaying during the global dashboard filter creation process. Cross joining enables users to answer deeper level questions based on their desired parameters between the existing table attributes. Removing unnecessary models helps streamline the ability to create a global dashboard filter without second guessing which one is associated with custom reporting during the selection process. (In order to enable cross join between automations, campaign, and contact attributes; the “relationship type” filter dimensions must be selected and defined.)

 

October 2020

Mobile

Recently Viewed Contacts when

Adding/Editing Deals or Accounts (iOS)

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Users with Deals now have the ability to sort deals alphabetically in the pipeline view. Until now, users could only sort by creation date or value.

Sort Deals By Title Name (iOS)

 

When adding a contact to a Deal or Account, we’ll display recently viewed contacts from a user’s iOS device to make it easier to select the contact they need. Before, you needed to search for a contact to associate them to a Deal or Account. Users will still be able to search globally for a contact. Note: Available to all users who use Deals and Accounts.

 

This gives users the ability to compose emails from scratch or from a saved response, creating consistency and saving time. When composing from a saved response, personalization tags and HTML are copied over.

Saved Responses (iOS)

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Deal and Account Form Improvements (iOS)

 

What - Streamlined Deal and Account add/edit forms by removing extra steps that took the user away from the main form + added more helpful validation patterns. Note: Available to users with Deal and Account add/edit permissions.

 

September 2020

Reporting & Analytics

Shared Spaces

 

Users can share saved reports with other users within the account. Shared spaces will remove the need to recreate the same report across different users on the same account and provide a more collaborative experience for those trying to share and cross-examine data. Note: Reports saved in the shared space will be accessible to all users within the account.

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Automation Overview Report Update

 

For all users across all plan tiers, the Automation Overview report (within the All Automation report) user interface has been updated to improve load time performance and to provide a consistent user experience across the reporting navigation. The original functionality of the report has been maintained – including the ability to edit the automation or view the automation map. The report will also display a 14-day trend visualization for sends, opens, and clicks.

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Push Notifications

 

This gives users the ability to compose emails from scratch or from a saved response, creating consistency and saving time. When composing from a saved response, personalization tags and HTML are copied over.

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CXM

 

Field Editing

 

Field editing within Contact, Deals, and Accounts has been improved to allow users who use those features in the ActiveAgent web application to edit multiple fields at once and click Save at the end. This enables multi-field editing so you can update multiple fields at once before saving all the changes, instead of saving each field change one-by-one. If you’re editing multiple records a day, those savings add up quickly.

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August 2020

Mobile

Contact Activity Filters (iOS)

 

When viewing an activity feed in our mobile app, you can now filter the activities you see by category. We’ve added the option to select which categories of activity you want to see to help you get the information you’re looking for, faster.

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Account Add/Edit Field Group Support (Android)

 

In order to provide a more consistent experience across our web and mobile applications, we’ve updated the order that fields and field groups appear when you go to add and edit accounts in the mobile app. The order is now the same as the order you see in the web version of the ActiveAgent platform. Previously, these fields did not appear in the same order across our web and mobile applications.

 

July 2020

CRM & Pipeline Management

Deal List View

 

For everyone with access to the ActiveAgent CXM, you can now view all your deals across all Pipelines, Stages, and Statuses in one list view. Users can also now export all your deals from the list view. You can still access your Deal Tasks via the “check mark” on this view. This update will help provide a clear view into all your deals in one place and allow you to identify trends quicker, instead of complex workarounds that were needed previously.

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Mobile

Campaign Resend (iOS & Android)

 

Now, if you’re a mobile AA user, you can resend broadcast campaigns from your phone. To increase engagement, we recommend resending their campaigns to new subscribers and/or non-openers. Now, while viewing a campaign’s performance on the go, it is easier than ever to resend with a new, catchy subject line!

Field Groups - Contact Edit and Account View (Android)

 

If you have contact add/edit permission and access to “Accounts” on the ActiveAgent Android app, you will now see all field groups and custom fields for contacts and accounts as you would normally see them on the desktop version of ActiveAgent. Custom fields and custom groups are already supported in View Contact and View/Edit Deal.

Field Groups - Deal Add/Edit (Android)

 

If you have Deal edit/add permissions in your ActiveAgent Android app, you can now view all fields and field groups as you would on the web application, so you have a cohesive, uniform experience across all channels.

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June 2020

Mobile

Contact Tab updates (iOS)

 

You will now have more context when looking at recently created Contacts and Accounts. Separating Contacts and Accounts reduces clutter, provides focus, and reflects your web platform experience. The Contact Tab now shows the Created Date associated with a specific Contact or Account. iOS app users that have access to Accounts will be able to use the toggle at the top of the screen to select between viewing only Contacts or Accounts.

Opens clicked Deals in the ActiveCampaign app (Android users)

 

You can now more easily find the correct contact or deal when users share links or click on AA notification emails.
When a user opens a link to a deal on their Android mobile device, it will take them directly to the relevant Deal (if they have access to it) in the ActiveAgent mobile app.

Contact Field group ordering (Android)

 

You can now specify the order of Field Groups and Custom Fields on Contacts. This provides more consistency between web and mobile experience, and is more efficient for users when managing fields.

Deal Custom Field Groups (Android)

 

You can now see the same groupings and field orders that your web platform view provides.