What’s New in CXA? August 2021 Product Updates

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

What CXA enhancements had been launched all through August?

• Increasing the CXA Accomplice ecosystem. We’ve launched a brand new ecommerce integration with Magento 2, and expanded performance for our Zendesk, Google Sheets, and Salesforce integrations.
• Progress within the ActiveCampaign CRM. We’ve made updates to the CRM and our Chrome extension — all so you possibly can work shortly and extra collaboratively together with your crew.
• Buyer Love. We proceed to have a good time 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 could be your guidebook as you discover success.

Wish to see demos of lots of the new options lined beneath? Take a look at August’s product updates webinar.

1. New integration apps and enhancements to your favourite instruments

Whether or not you’re utilizing ActiveCampaign channel options or connecting by your favourite third social gathering options, you possibly can obtain true omnichannel automation — and our continued enhancements to your favourite app integrations make it even simpler.

New ecommerce integration: ActiveCampaign extension for Magento 2

Mechanically ship your Magento retailer information to ActiveCampaign and maximize your advertising Influence.

By passing buyer, order, and deserted cart information to ActiveCampaign, you possibly can study your buyer to create related 1:1 buyer experiences that actually speaks to them. Create automations and campaigns primarily based on data-driven buyer insights, and depart the guessing video games prior to now.

The mixing will assist you to do issues like:

• Phase e mail campaigns and automations by buy habits and shopper demographics
• Enter contacts into deserted cart e mail automations to extend purchase-completion fee
• Successfully interact and observe up with prospects proper after they buy
• Use conditional content material to ship buyers messaging associated to their previous purchases or identified pursuits

Simply automate tickets with the Zendesk Assist CX App

By integrating ActiveCampaign with Zendesk Assist, you possibly can repeatedly replace and create offers with data primarily based on actions your prospects take throughout all their interactions together with your crew.

The Zendesk Assist CX App is now extra highly effective than ever! The upgraded Zendesk Assist integration now captures Ticket and Person occasions, and populates a Ticket document in ActiveCampaign. This implies you possibly can replace contacts with particulars from new tickets or when a ticket adjustments, and simply automate creation of Zendesk tickets.

Simply import your contacts from Google Sheets into ActiveCampaign

With the Google Sheets integration, you possibly can eradicate guide information entry and get the information you want for customized reviews quicker and extra reliably. Join your ActiveCampaign account to any variety of Google Sheets, create any set off in Automations, and seamlessly create rows of contact information in Google Sheets with out ever leaving the platform or utilizing third-party connection instruments.

Prospects that use Google Sheets of their enterprise now have the power to import contacts into ActiveCampaign, extending the capabilities of the platform.

Sync extra Salesforce information to ActiveCampaign

We now present native assist to sync a Salesforce Alternative to ActiveCampaign; this features a restricted set of fields inside our first launch however will quickly embrace much more fields. It will develop how one can deliver within the Salesforce integration information that powers your corporation.

2. CRM enhancements that maintain your gross sales crew aligned

Generally mundane, guide duties eat at your calendar. Different occasions contacts slip out of your funnel. When you possibly can automate contact administration, rating leads, monitor offers and pipeline, and observe duties, the time sinks disappear. ActiveCampaign’s gross sales automation CRM retains your whole gross sales course of transferring easily.

Simply discover the accounts you’re in search of in your CRM with the Account Listing Filter

You should use the sturdy filters on the Accounts web page to shortly discover the accounts you want. Filtering is obtainable on all customary and customized fields on Accounts. The function permits prospects to see accounts that meet their standards in a straightforward method after which inside AC, they will click on on every account to see the data they want. Prospects had been beforehand not in a position to filter on any of their fields leading to loopy work arounds. Prospects would export all of their account information, go to Excel, create a pivot desk (deleting duplicates if vital) to ultimately get their checklist of accounts.

Save time modifying a number of contact and account fields without delay

When you want to edit a number of fields for a selected contact, now you can make all of your adjustments without delay and hit Save. This streamlined expertise is nice for conditions the place you want to shortly jot down up to date data on a contact document, like when a gross sales consultant is on the telephone with a buyer. For simply 3 subject adjustments, we’re lowering the variety of clicks by 33% – this will increase as you replace extra fields.

Shortly search by contacts and accounts with the Chrome extension for ActiveCampaign

The Chrome extension for ActiveCampaign enables you to ship wonderful buyer experiences and handle your entire gross sales communications with out leaving your e mail account.

Any person can now search by Contacts and Accounts within the Chrome Extension’s popover. Seek for contacts by title, associated account, telephone quantity, or e mail. Once you discover what you’re in search of, you possibly can click on the Contact or Account card and you may be navigated into its related web page in your ActiveCampaign account.

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

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.

Enhancements and fixes to the Marketing campaign builder expertise embrace:

• When making a marketing campaign utilizing safari, you not have to click on right into a textual content field earlier than you possibly can edit the topic line — you possibly can modify all settings instantly.
• When a Vimeo is added to a marketing campaign, a thumbnail seems within the e mail permitting the video to be performed.
• When making a marketing campaign, we now keep in mind what template web page you beforehand used and default to this the subsequent time you go to the web page.

Our CRM has seen enhancements for a greater expertise, like:

• CRM Deal Names present instantly after making a Job
• CRM Deal Job Date Picker will now default to the present yr
• The Replace Offers Listing View Desk has acquired a design replace for higher consistency throughout your person expertise

What you possibly can stay up for from ActiveCampaign

How does ActiveCampaign ensure you’re up-to-date on new releases, buyer requests, and the latest greatest practices? By supplying you with a number of choices to get the data you want, within the ways in which greatest go well with you.

• Extra well timed and simpler to make use of product updates. Our product updates web page has a brand new look and format! A brand new weekly launch schedule means you possibly can shortly atone for which new product enhancements are most related to your corporation.
• A month-to-month webinar highlighting advantages. Get new concepts for your corporation with the news on new product releases, study the Buyer Thought of the Month, uncover new automation recipes, and watch product demos. Join right here.
• A buyer group to assist your development. 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.

Wish to maintain 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 concept. Wish to tell us how ActiveCampaign has helped you develop your corporation? Tag us with #CustomerLoveAC