Product Updates

Week of May 11, 2026Active Intelligence adapts to how you work — tune your weekly insights to reflect what you care about most, and connect ActiveCampaign directly to Claude for live visibility and instant action.HighlightsAutonomous Insights TuningYou can now tune individual Autonomous Insights to match your specific business context — adjusting time range, benchmarks, and analytical focus — and preview the revised output before saving, so your weekly insights reflect what actually matters to your account.Available to: All plansLearn more →Claude AppYou can now connect your ActiveCampaign account to Claude and get a live view of your contacts, deals, automations, and campaigns right inside the conversation — so you can ask questions, get real answers from your data, and take action without switching tabs.Try prompting: "How is my 'Welcome & Nurture Series' automation performing?"Try prompting: "List all open deals in the 'to contact' stage of my sales pipeline."Available to: All plansLearn more →

Week of May 18, 2026This week, spend less time switching between tabs and get more done in ActiveCampaign instead. Active Intelligence can now help you create Meta-approved WhatsApp templates and manage your Asana tasks, without leaving ActiveCampaign. Meanwhile, your ActiveCampaign Brand Kit gets even better at making every AI-generated email feel like yours.HighlightsWhatsApp Template CreationKeep your WhatsApp marketing running smoothly — Active Intelligence can now help you design compliant WhatsApp messages, submit them for Meta approval, and add these approved messages to campaigns and automations.Available to: All customers with a WhatsApp messaging planLearn more →Asana Connector for Active IntelligenceYou can now access your Asana tasks the moment you need to, right from ActiveCampaign. Just ask Active Intelligence to review upcoming tasks, get project summaries, create new tasks, and turn your Asana data into actionable insights — all in a single conversation.Try prompting: "List all my Asana tasks that are due this week."Available to: All customers, requires Asana accountAlso newBrand Kit Enrichment: On-brand voice, tone, and imagesActive Intelligence now automatically pulls your brand's voice, tone, and imagery from your website so every email it generates sounds and looks like you.Available to: All customersLearn more →Suggested prompts for new trial customersNow see personalized prompt suggestions at the end of the agentic onboarding experience, tailored to your Brand Kit, industry, and account setup.Available to: Trial customers

You can now seamlessly connect your ActiveCampaign data to reach the right customers at the right time – with Active Intelligence as your guide. Create, launch, and analyze Google Ads Performance Max campaigns, all from one conversation. Key FeaturesMeet your new Google Ads assistantBrand new to Google Ads? The Google Ads connector in Active Intelligence is ready to help you create a new Google Ads account, launch your first ad campaign, and analyze performance to identify what advertising strategies work best for your business.   Create a Google Ads Performance Max campaign right from Active IntelligenceThe Google Ads connector guides you through each step of creating a Google Ads Performance Max campaign – an all-in-one campaign type that uses AI to proactively find and convert new customers across Google's entire inventory, including Search, YouTube, Display, Maps, Gmail, and Discover – from a single campaign. Performance Max is designed to maximize your growth by automatically boosting conversions, leads, and sales within your set budget.   Optimize your ad campaigns from one simple conversationThe Google Ads connector will work with you to handle the details – like smart bidding, budget optimization, audience creation, and ad placement. You can also use the Google Ads gen AI asset creation (in beta) or opt to use images from your ActiveCampaign content manager.  BenefitsReach your best customers across the Google networkDiscover and convert new customers across Google Search, YouTube, Display and more from a single ad campaign.   Seamlessly connect your ActiveCampaign data to Google Ads to reach the right customers at the right timeThe Google Ads connector can help you create automations to engage new Google Ads leads, create Google Ads audiences, and add or remove contacts in your existing Google Ads audiences.   Stay in control of your strategy and brand at every step Combine your skills with AI for a more effective online advertising strategy. Take the lead on design or copy when you’d like to, or get help from the Google Ads connector.   $500 USD ad credit for new Google Ads customersNew to Google Ads? Spend $500 USD in your first 60 days and get $500 USD in ad credit. Terms and conditions apply.  Example Prompts"Help me connect Google Ads to ActiveCampaign."  "Create a Performance Max campaign for my travel agency's new Thailand tour." "Create a new Google ad and email campaign for our new spring clothing line." “How is my Thailand tour Google Ads campaign performing?”  Setup InstructionsThis is available for all ActiveCampaign plans.  Additional Resources• Help Article  

We are excited to announce the release of Active Intelligence Contact Import, roll out beginning May 7th, 2026. This new capability transforms the contact import experience. Active Intelligence preps your contact imports for you by mapping existing fields, recommending new ones where needed, and suggesting lists and tags so your contacts are campaign-ready from day one. Key FeaturesUpload CSV or XLSX files and let AI handle the formatting Automatically map columns to existing fields or create new custom fields Get smart recommendations for lists and tags based on your data Import clean, validated contacts without manual preparationBenefitsFaster activation Import contacts in minutes instead of hours by eliminating manual CSV formatting and field mapping   Reduced errors AI validates data quality and catches formatting issues before contacts are imported   Ongoing efficiency New customers go live faster with clean, campaign-ready data from day one, existing customers can seamlessly expand their database without operational frictionUse CasesMigrating contacts from during initial onboarding Adding contacts from events, webinars, or trade shows to existing databases Importing customer lists from acquisitions or new business partnerships Uploading periodically refreshed contact databases from external systemsUpgrade and/or Setup InstructionsActive Intelligence Contact Import capabilities begin rolling out to accounts on May 7th.

We are excited to announce the release of our new Migration Solution. This transforms the platform switching experience, working with our preferred partner Quazzlient and leveraging Active Intelligence to migrate your marketing assets from your previous platform into ActiveCampaign, seamlessly and without the manual work. Key FeaturesAutomated data extraction  Quazzlient securely pulls your marketing data from previous platform through an API connection on your behalf   Intelligent transformation  Active Intelligence converts your raw data to match ActiveCampaign's format, mapping contacts, lists, tags, fields, and reformatting email templates, automations, and forms.    Seamless import  Your transformed data loads directly into ActiveCampaign as ready-to-use assetsBenefitsAccelerated activation Reduces setup time from weeks to hours, enabling you to launch your first campaign immediately instead of spending days on manual rebuilding   Zero campaign downtime Your marketing data transfer seamlessly so you can maintain momentum without running dual platforms or pausing marketing effortsUse CasesEliminate the weeks of manual migration work that's been holding you back, and transition to ActiveCampaign without campaign downtime or productivity lossUpgrade and/or Setup InstructionsEligible customers will be able to access the migration solution via their ActiveCampaign account. To begin:Review and accept the Quazzlient T&Cs Provide your API key to Quazzlient to initiate the migration Review your assets exported by Quazzlient and complete the import using Active IntelligenceCurrently rolling out for customers switching from Mailchimp, however please stay tuned for exciting updates in this space!

We are excited to announce an enhanced support experience now available in ActiveCampaign. The Support Agent is now a fully integrated member of your team, available directly through the Active Intelligence prompt input bar for a more personalized and seamless support experience. Key FeaturesAccess support directly through the Active Intelligence prompt input bar or by clicking the "Chat with Us" button in the top navigation on any page outside of the homepage. Active Intelligence surfaces relevant help articles to guide you through completing tasks manually. Need to talk to someone? Active Intelligence will collect the details and open a chat window so you can connect with a CX representative.BenefitsUnified Support Experience Everything you need for support lives in one place, the Active Intelligence workspace, so you spend less time hunting for help and more time focused on your work.   Smarter Escalation Active Intelligence intelligently surfaces the right resources first, and seamlessly connects you with a CX representative when the situation calls for it.   Your Support Team, Not Just a Chatbot The Support Agent is positioned as a true team member, ready to assist alongside as a helping hand rather than as a last resort.Use CasesYou have a question about a feature and ask Active Intelligence directly, which provides a relevant help article to walk you through it Active Intelligence is unable to fulfill your request, so it connects you with a CX representative through a chat window without requiring you to navigate elsewhere You want to reach a human right away and use the Active Intelligence prompt bar as your single entry point for all support needsUpgrade and/or Setup InstructionsThe "Chat with Us" button flow has been adjusted to open the Active Intelligence workspace. Since ACAI is at the forefront of the homepage, the "Chat with Us" button won't be available.  To reach support, simply use the Active Intelligence prompt input bar. No additional setup is required. Additional ResourcesGet help with your ActiveCampaign account

We are excited to announce the release of Agentic Marketing Opportunity, now available for all new ActiveCampaign accounts. This transformative feature enhances the onboarding journey by providing users with an Active Intelligence-first experience that delivers immediate, personalized value.Key FeaturesAutomatic brand kit generation from your website domain (logo, colors, fonts, tone) Personalized marketing strategy based on your business type and goals Real-time creation of ready-to-send campaigns  Context-aware personalization using your signup responsesBenefitsInstant Value Demonstration Experience Active Intelligence automation capabilities within minutes of signup, not days, with a complete marketing opportunity built specifically for your business   Eliminate Setup Friction  Skip complex configuration and manual content creation. AI handles the heavy lifting so you can focus on understanding platform value and deploying your first campaigns   AI-First Experience  See the future of marketing automation in action as Active Intelligence creates personalized strategies and campaigns, positioning ActiveCampaign as an intelligent partner in growing your audience.Upgrade and/or Setup InstructionsAgentic Marketing Opportunity is automatically enabled for all new trial signups and straight-to-paid accounts. No configuration required.

We're expanding Autonomous Insights to include a “Featured Insight” on your homepage. Active Intelligence now highlights one key recommendation in detailed view at a time, giving you more in-depth reasoning to help you prioritize what matters most for improving your marketing performance. Key FeaturesFeatured insight in detailed view: See highlighted insights on your homepage with expanded context, helpful visualizations, and actionable recommendations that draw attention to a key opportunity. Additional insights readily accessible: Access more performance insights in the section below the featured insight, keeping all recommendations within easy reach. Weekly refresh cadence: Get fresh insights delivered on a regular weekly schedule, with the featured insight and additional insights updating based on your latest campaign and automation performance. Click to explore: Expand any insight to open a full conversation with Active Intelligence where you can ask follow-up questions, understand the "why" behind recommendations, and get guidance tailored to your business goals. BenefitsDive into key opportunities right on your homepage: Active Intelligence spotlights one recommendation in detailed view, making it easy to prioritize and take action on high-impact opportunities while keeping additional insights readily accessible. Get expanded context for better decisions: See detailed reasoning, performance data, and benchmarking for the featured insight, helping you understand why it matters and how to act on it effectively. Move from insight to action faster: Every insight opens a conversation where you can explore specific next steps, ask follow-up questions, and get guidance aligned to your marketing goals, turning recommendations into results quickly. Setup InstructionsFeatured Insight is available now to all paid ActiveCampaign customers with Active Intelligence enabled. The featured insight will automatically appear on your homepage as insights are identified from your marketing data.Note: New accounts must be at least 30 days old and have sent at least one campaign or one automated email to recieve a Featured Insight.Additional ResourcesActive Intelligence Autonomous Insights

We're excited to announce that the SMS Inbox is now available on the ActiveCampaign mobile app. Respond to customer SMS replies in real time – wherever you are. Never miss a moment to connect, nurture prospects, and close deals through instant, personal conversations, even when you're away from your desk. Key FeaturesCentralized Mobile Inbox: View, manage, and reply to all SMS conversations from your phone with conversation threading, read/unread filtering, and search functionality. Push Notifications: Get instant alerts when contacts reply to your SMS campaigns or automations, so you can respond while the conversation is still warm.  Contact Profile Pane: View contact information, tags, lists, and automations they're part of directly in the inbox to better personalize your responses. BenefitsNever miss a moment to connect with your customers: Push notifications alert you the instant a contact replies, so you can respond while the opportunity is still warm, whether you're between meetings, at a job site, or away from your desk. Manage conversations from anywhere: Access the full SMS Inbox experience on mobile to move conversations forward directly from your phone. Setup InstructionsThis feature is available to customers on Plus, Professional, and Enterprise plans with the SMS Marketing add-on who have a registered, dedicated phone number in the United States, United Kingdom, or Australia.If you already have a registered, dedicated number, SMS Inbox is automatically enabled on your mobile app. To access the inbox, tap the Inbox icon in the ActiveCampaign mobile app.Mobile inbox access is limited to Admin users by default. You can grant SMS Inbox access to your team on the web application:Navigate to Settings > Users & Groups Select the group you want to grant access to (e.g., "Customer Service Team") Open the Permissions tab In the SMS section, check the "SMS Two-Way Inbox" permission checkbox Save your changesGroup members will receive an email notification with a link to access the SMS Inbox. Once enabled, team members will see the SMS Inbox available in their navigation menu and mobile app. Additional ResourcesUse the SMS Inbox for two-way text messaging

Active Intelligence is now directly connected to Calendly, Stripe, and Wix. Additional connectors will be released in the future. You can now prompt Active Intelligence to work across your connected tools, all from a single workspace. Key FeaturesGet data from your connected tools just by asking Active Intelligence Ask questions like “Which month had the highest number of Calendly bookings last year?” or “How many active subscriptions do I have in Stripe?” and watch as Active Intelligence pulls this information for you. Have Active Intelligence take action in your connected tools Just tell Active Intelligence when you need – start designing a Wix page, create a new payment link in Stripe, or update a Calendly booking, right from ActiveCampaign.  BenefitsBring your business tools into the conversationsAccess your business data the moment you need it, just by asking Active Intelligence. No tab switching or coding required.  Work across your business tools, from a single workspaceActive Intelligence can now take action when you make requests like “design a new email and create a new Stripe payment link to go with it.” Move from idea to action more quickly and get more done across all your connected tools.  Use CasesAsk Active Intelligence to: Design a Wix page for the email campaign I just created. Create a new Stripe product called X, priced at X, then generate a payment link I can share in my email and sms campaigns. List all Calendly bookings for your week ahead.   Setup InstructionsThis capability is available for all ActiveCampaign plans.  Additional ResourcesWix connector help article Stripe connector help article Calendly connector help article 

February 12, 2026 • AIWe are excited to announce major expansion of Active Intelligence automation capabilities. Tell Active Intelligence to draft and edit entire customer journeys using powerful triggers and actions from your favorite CX apps- including Spoki, Twilio, Postmark, Google Sheets, Slack, Pipedrive, Google Ads, ClickSend, and LinkedIn Ads. Active Intelligence meets you where you are with instant editing right in your sidebar.Key FeaturesDeal Intelligence Triggers Replies to SMS Trigger, Deal Field Changes Trigger, Deal Owner Changes Trigger, Deal Value Changes Trigger Multi-Channel Messaging Actions Spoki WhatsApp Action, Twilio SMS Action, ClickSend SMS Action, Postmark Transactional Email Action Marketing & Advertising Actions Google Ads Action, LinkedIn Ads Action Business Tools Integration Actions Google Sheets Action, Slack Action, Pipedrive ActionBenefitsUnified Customer Journey Orchestration Build end-to-end automations that span email, SMS, WhatsApp, ads, and business tools from a single conversational interface Real-Time Deal Intelligence React instantly to deal changes with automated notifications and follow-up actions Two-Way SMS Engagement Capture and act on SMS responses to create dynamic conversational workflows Cross-Platform Advertising Sync Keep your ad audiences updated automatically based on contact behavior and list membership Team Collaboration Keep your team informed with automated Slack notifications for critical pipeline eventsUse Cases Create a task to follow up personally when contacts respond to your SMS campaigns "When a user responds to my texts, add a task to follow up." Receive instant notifications when deal projected close dates are updated by your sales team "Send me a notification when a Deal's projected close date gets updated." Add automated notes documenting deal reassignments for accountability and context "When a deal gets assigned to Mark, make sure to add a note that was re-assigned." Get alerts when deal values change to monitor pipeline health in real time "When a deal value changes, notify me." Automatically update your master Google Sheet when contact email addresses are modified "When an email address is updated, update my Google Sheet." Build retargeting audiences in Google Ads based on list subscriptions "When a contact is added to my Subscriber list, add them to my Google Ads audience." Build retargeting audiences in LinkedIn Ads based on list subscriptions "When a contact is added to my Subscriber list, add them to my LinkedIn Ads audience." Send order confirmation emails via Postmark when e-commerce purchases are completed "When a new order is placed, send out a transactional email." Follow up with contacts via Spoki when they submit forms "Follow up via Spoki when a contact submits a form." Follow up with contacts via Twilio when they submit forms "Follow up via Twilio when a contact submits a form." Follow up with contacts via ClickSend when they submit forms "Follow up via ClickSend when a contact submits a form." Post Slack notifications to your sales channel when new deals are created "Post a slack message to my channel when a new deal is created." Keep Pipedrive synchronized with ActiveCampaign contact updates automatically "When a contact is updated, make sure to update them in Pipedrive." Upgrade and/or Setup InstructionsEnsure your CX apps (Spoki, Twilio, Postmark, Google Sheets, Slack, Pipedrive, Google Ads, ClickSend, LinkedIn Ads) are connected in your ActiveCampaign integrations Open the Active Intelligence sidebar from any automation Describe your desired workflow using natural language, referencing the apps you want to use Review and apply the suggested automation blocksAdditional ResourcesActive Intelligence Overview

We are excited to announce the release of the Smart Start Guide, now available in trial accounts. This guided onboarding experience provides clear steps to unlock the full potential of Active Intelligence and faster time to value in your new account.Key FeaturesAdd Brand Kit Create Email Campaign Create AutomationBenefitsFaster Setup with AI Brand Kit: Establish your brand identity in one step so Active Intelligence can instantly generate on-brand content across your campaigns and automations. Effortless Campaign Creation: Use Active Intelligence to build a polished email campaign in minutes. Ready-to-Launch Automations: Generate an automation tailored to your goals, so you are set up and ready to engage your audience.Upgrade and/or Setup InstructionsThe Smart Start Guide is now available to trial accounts, with plans to bring this experience to resold trial accounts and existing customers in a future release. 

We're excited to announce that SMS keyword management is now easier to find and use, with a new home directly in the SMS dashboard. We're also introducing native QR code generation, making it faster to grow your SMS audience whether you're capturing opt-ins online or in-store. Key FeaturesEnhanced Keyword Management: SMS keywords are now discoverable and manageable directly within the SMS dashboard, no more navigating through list settings to find and configure them. QR Code Generation: Automatically generate a scannable QR code for every SMS keyword you create. When scanned, it opens the customer's messaging app with your keyword pre-filled, making opt-in effortless. Downloadable QR Codes: Download your QR code as an image file and place it anywhere your customers are, from in-store signage and product packaging to digital screens and landing pages. Shareable Opt-in Link: Prefer your own QR code generator? Copy the SMS url string directly and use it however you like. BenefitsGrow your SMS list faster: A more accessible keyword setup means fewer missed opportunities to capture subscribers, especially during high-traffic moments like sales, events, and in-store promotions Capture subscribers online or offline: Downloadable and printable QR codes let you turn physical touchpoints like storefronts, receipts, and event booths into SMS opt-in moments. Less time configuring, more time marketing: Keyword setup lives right in the SMS dashboard so you can find it quickly and get up and running fast. Setup InstructionsThis feature is available to customers on Plus, Professional, and Enterprise plans with the SMS Marketing add-on who have a registered, dedicated phone number.To create a keyword and generate a QR code:Click SMS on the left menu, then click Keywords Click Create a keyword and fill in your keyword, phone number, list, and confirmation message Optionally, toggle on collect phone number only if you don't want to require an email address Click Save and your QR code will be generated automatically and ready to download Additional ResourcesUse Subscribe by SMS Keyword Feature

We are excited to announce the improvement of faster load times for campaign reports, with load times improved up to 94%. This upgrade also delivers faster navigation, quicker filtering, and instant dashboard access, so your insights are ready the moment you are. This performance boost is already live for most accounts and will be rolled out to all remaining customers over the coming weeks.Key FeaturesFaster load times Up to 94% faster load times on campaign reporting pages A better experience Accelerated navigation and filtering for seamless data explorationBenefitsImproved experience Spend less time waiting and enjoy a smoother, more responsive interface with faster filtering and seamless navigationUpgrade and/or Setup InstructionsNo setup needed, this is live for most accounts. This will be rolled out to the remaining accounts over the coming weeks.

We are excited to announce significant enhancements to the Campaigns Agent in Active Intelligence. These updates provide users with more design flexibility and the ability to leverage their existing brand assets directly in AI-generated campaigns.Key FeaturesNew AI-generated modern email templates  12-14 modern email templates and layouts in the "AI made for you" section Dark/light mode available Dark and light mode support for all new templates Ask Active Intelligence to pull images directly from your content library Use your existing images in generated campaigns by referencing them by name, link, or alt textBenefitsFaster campaign creation Generate complete, designed email campaigns in minutes instead of hours by describing what you want in plain language and letting AI handle the heavy lifting Brand Consistency Use images from your content manager to maintain brand consistency across AI-generated campaigns without manual uploads Faster Campaign Creation Modern, production-ready templates reduce the time from concept to launchUpgrade and/or Setup InstructionsNo setup required, these features are automatically available in Active Intelligence. Simply start a new campaign generation and explore the expanded template library, or reference your content library images by name when prompting the Campaigns Agent.Additional ResourcesActive Intelligence Overview

We are excited to announce Segment Growth Visualization, an Active Intelligence exclusive feature that allows you to track and analyze your segment performance over time through interactive visualizations and direct API access. Key FeaturesVisual Insights Interactive chart visualization of contact growth over time Exportable Data Table format generation for easy data export and analysis API Integration Direct API endpoint provision with links for integration with tools like ZapierBenefitsData-Driven Insights Visualize segment trends to understand audience growth patterns and campaign impact Flexible Data Access Choose between visual charts, exportable tables, or direct API access based on your workflow needs Time-Saving Analysis Get instant visualizations without manual report building or data exports Integration-Ready Receive the correct API endpoints to connect segment data with your existing tools and workflowsUse CasesAsk Active Intelligence “Create a chart to show the growth of my [segment name] over time” Track the impact of lead generation campaigns on specific segment growth Analyze seasonal trends in audience segmentation for planning purposes Export segment growth data to share with stakeholders or import into business intelligence tools Automate segment monitoring by connecting the API endpoint to Zapier workflowsUpgrade and/or Setup InstructionsAvailable exclusively in Active Intelligence.To start building this data:Go to Contacts > Segments Find your "Upsell contacts" segment Click the 🔄 refresh icon regularly (daily, weekly, or monthly depending on your needs) Each refresh creates a new historical data pointAdditional ResourcesActive Intelligence Overview

We are excited to announce the Forms Agent's new conversational building capability, now available in Active Intelligence. This feature allows you to build, edit, and design inline forms through natural conversation with Active Intelligence, no coding required.Key FeaturesNatural language editing for existing forms Conversational interface for building inline forms from scratch Effortless design Design customization through simple prompts. And refine and edit fields or design as you go. BenefitsNo Technical Skills Required Build professional forms by simply describing what you need in plain language Faster Form Creation Skip the manual building process and let Active Intelligence handle the work. Design branded forms by describing your style preferences without touching CSS. Iterative Design Process Make changes and refinements through conversation rather than navigating complex builder interfaces Accessibility for All Users Empowers non-technical team members to create sophisticated forms independentlyUse CasesCreate a Lead Capture Form "Create a lead capture form with name, email, company name, and phone number fields" "Build a newsletter signup form with email and interests checkboxes" "Make a simple contact form with name, email, subject, and message fields" Create an Event Registration form "Create an event registration form for a webinar with attendee details and dietary preferences" "Build a conference signup form that collects name, email, company, job title, and session preferences"Upgrade and/or Setup InstructionsAvailable now for inline forms in Active Intelligence.Additional ResourcesActive Intelligence Overview

We're expanding Active Intelligence Insight Cards to include email automation performance analysis. Active Intelligence now analyzes your email automation engagement trends, content effectiveness, and sending patterns to surface weekly insights with actionable next steps to optimize your entire email marketing strategy, including emails within automations. Key FeaturesProactive insights: Explore email automation insights including engagement performance analysis, content improvement recommendations, and optimization suggestions to improve your automations. Weekly refresh cadence: Get fresh insights delivered on a regular weekly schedule, keeping you informed about engagement trends, content opportunities, and optimization recommendations. Click to explore: Expand any card to open a full conversation with Active Intelligence where you can ask follow-up questions, get more context, or dive deeper into recommendations.BenefitsGet autonomous insights from your always-on marketing partner: Active Intelligence continuously monitors your email automations and proactively surfaces insights based on marketing and industry best practices without requiring you to ask. Catch issues early before they impact results: Get alerts to engagement drops, content gaps, and optimization opportunities as they emerge.  Move from insight to action faster: Every card opens a conversation where you can understand the "why" behind recommendations, explore specific next steps, and get guidance aligned to your marketing goals. Setup InstructionsInsight Cards are available now to all paid ActiveCampaign customers with Active Intelligence enabled. Cards will automatically appear on your homepage and automation overview page as insights are identified from your email automation data. Note: New accounts must be at least 30 days old and have 1 active email automation to access these insight cards. Additional ResourcesActive Intelligence Overview

We're excited to announce Active Intelligence Insight Cards – get proactive AI insights and recommendations that appear directly on your homepage. Active Intelligence works as your always-on marketing partner, autonomously analyzing your email campaign performance and surfacing weekly insights with actionable next steps to optimize campaign engagement and drive results. Key FeaturesProactive insights Explore campaign insights including engagement performance analysis, content improvement recommendations, and campaign optimization suggestions for your next campaigns. Weekly refresh cadence Get fresh insights delivered on a regular weekly schedule, keeping you informed about engagement trends, content opportunities, and optimization recommendations. Click to explore Expand any card to open a full conversation with Active Intelligence where you can ask follow-up questions, get more context, or dive deeper into recommendations.BenefitsGet autonomous insights from your always-on marketing partner Active Intelligence continuously monitors your campaigns and proactively surfaces insights based on marketing and industry best practices without requiring you to ask. Catch issues early before they impact results Get alerts to engagement drops, content gaps, and optimization opportunities as they emerge.  Move from insight to action faster Every card opens a conversation where you can understand the "why" behind recommendations, explore specific next steps, and get guidance aligned to your marketing goals. Upgrade and/or Setup InstructionsInsight Cards are available now to all paid ActiveCampaign customers with Active Intelligence enabled. Cards will automatically appear on your homepage and campaigns overview page as insights are identified from your email campaign data.Note: New accounts must be at least 30 days old and have sent at least one campaign to access Insight Cards. Additional ResourcesActive Intelligence Overview

We're excited to announce that SMS Inbox & Two-Way Messaging is now available to your entire team, not just account admins. Manage SMS conversations across your team with granular group and user-based permissions, enabling faster response times and delivering improved customer service experiences. Key FeaturesGroup & User-Based Permissions Grant SMS Inbox access to specific user groups and users through the familiar permission settings interface, giving you control over who can view and respond to customer conversations. Message Attribution See which team member sent each message directly in the conversation view, providing accountability and context for all customer interactions. Typing Indicators View when another team member is actively typing in a conversation, preventing duplicate responses, and improving team coordination.BenefitsFaster response times Empower customer-facing teams to reply directly without waiting for admin involvement. Effective collaboration Distribute SMS workload across your team while maintaining the right permission levels for each user. Better customer engagement Enable those who know your customers best to manage conversations, creating more personalized interactions that drive loyalty and revenue. Launch campaigns and optimizations in minutes Saving hours of work and delivering ROI sooner. Upgrade and/or Setup InstructionsThis feature is available to customers on Plus, Professional, and Enterprise plans with the SMS Marketing add-on who have a registered, dedicated phone number in the United States, United Kingdom, and Australia.To grant SMS Inbox access to your team:Navigate to Settings > Users & Groups Select the group you want to grant access to (e.g., "Customer Service Team") Open the Permissions tab In the SMS section, check the "SMS Two-Way Inbox" permission checkbox Save your changesGroup members will receive an email notification with a link to access the SMS Inbox. Once enabled, team members will see the SMS Inbox available in their navigation menu. Administrators maintain full access to the SMS Inbox by default. Additional ResourcesUse the SMS Inbox for two-way text messaging

We are excited to announce an update to the Salesforce integration. You can now configure Salesforce and ActiveCampaign to sync contacts with only a unique phone number. Key FeaturesSync Salesforce contacts with a phone number but no email address, to ActiveCampaign.  Create a new Salesforce Contact, Lead, or Person Account for ActiveCampaign contacts with a phone number but no email address. BenefitsConsistent and complete data across ActiveCampaign and Salesforce You now have the ability to sync all leads, contacts, and person accounts between Salesforce and ActiveCampaign, no email address required.  Extend your mobile-first reach Engage Salesforce contacts with ActiveCampaign’s SMS and WhatsApp capabilities.   Take NotesThe Salesforce integration is available for all customers on Enterprise. Before making this update to your production environment, it’s strongly recommended to test the new phone-only contact sync functionality first in a Salesforce scratch org or sandbox environment and an ActiveCampaign sandbox account.  You’ll need phone-only contacts enabled in both your ActiveCampaign and Salesforce account to use this new capability.  Once the phone-only contact sync is enabled, it cannot be disabled. Upgrade and/or Setup InstructionsHow to update your Salesforce Integration to the latest versionNavigate to Setup in your Salesforce account. Use the Quick Find bar and search for Installed Packages. Look for “ActiveCampaign” in the list. Check your current version, the version number will be displayed next to the ActiveCampaign package.  Visit the Salesforce AppExchange to download the latest version of the ActiveCampaign Salesforce Integration.  Additional ResourcesHow to connect Salesforce to ActiveCampaign

We're introducing Custom Instructions – account-wide guidelines that teach Active Intelligence about your business, audience, and communication style. Set your context once, and Active Intelligence automatically applies it to every conversation, campaign creation, and recommendation across your entire account.Admins can access Custom Instructions from the new "Customize" option in Active Intelligence, where they can add and edit instructions that benefit every team member automatically.It will be available initially to direct customer accounts, then rolling out to reseller/agency accounts. Key FeaturesWorking Preferences Tell Active Intelligence how you want to collaborate – whether you prefer detailed explanations or quick responses, multiple options or single recommendations, and whether you like to ideate together or get straight to drafts. Target Audience Context Define who you serve, their demographics, pain points, and what matters to them – so Active Intelligence automatically tailors content and recommendations to your specific customers. Content Guidelines Set rules for how your business communicates, including tone, messaging to emphasize or avoid, structure preferences, and any industry-specific language considerations. Additional Business Context Share what makes your business unique – your products, services, differentiators, competitive positioning, and strategic priorities that should inform AI's recommendations. BenefitsActive Intelligence that works your way Get responses in the format and style you prefer – whether that's multiple options to choose from, step-by-step guidance, or direct recommendations ready to implement. Content that speaks to your audience Every campaign, email, and automation automatically reflects who your customers are and what resonates with them – no more generic messaging that misses the mark. Consistency across your team Everyone gets Active Intelligence assistance that understands your communication rules, brand guidelines, and business context without needing individual training or setup. Smarter strategic guidance Recommendations align with your competitive positioning, strategic priorities, and what actually differentiates your business in the market. Use CasesLocal Service Business Define your working preferences to ensure Active Intelligence asks clarifying questions before creating content. Share details about your community-focused audience who values personal connection over corporate messaging. Set content guidelines for friendly, conversational tone with specific length requirements and mandatory CTAs. Add context about what differentiates you from larger competitors and your emphasis on personalized service. Result: Active Intelligence collaborates with you before drafting, creates encouraging content that speaks to first-time customers, stays within your preferred format, and emphasizes community connection over other selling points. B2B Software Company Specify that you prefer multiple options for key elements like subject lines. Describe your audience of mid-level professionals who need to justify ROI and prefer reliability. Set guidelines for professional but approachable language focused on efficiency, with scannable formatting. Include context about competing against complex enterprise tools by emphasizing ease of implementation. Result: Active Intelligence provides 2-3 options to choose from, focuses messaging on time savings and quick value rather than technical specs, maintains professional tone with bullets, and highlights your quick-setup differentiator. Professional Services Firm Indicate preference for detailed strategic discussions before execution. Define your audience of decision-makers seeking expert guidance and proven results. Set content rules for authoritative yet accessible tone, emphasis on expertise and case studies, avoidance of sales language. Add context about your premium positioning and consultative approach. Result: Active Intelligence engages in strategy conversation first, creates content that demonstrates expertise without being overly technical, naturally incorporates proof points, and positions recommendations around consultation rather than transactions. Upgrade and/or Setup InstructionsCustom Instructions are available to Active Intelligence subscribers. Admin users can access the feature by clicking "Customize" in Active Intelligence and selecting "Instructions." Additional ResourcesActive Intelligence Overview

We're excited to announce that SMS Inbox & Two-Way Messaging is now available to your entire team, not just account admins. Manage SMS conversations across your team with granular group and user-based permissions, enabling faster response times and delivering improved customer service experiences. Key FeaturesGroup & User-Based Permissions Grant SMS Inbox access to specific user groups and users through the familiar permission settings interface, giving you control over who can view and respond to customer conversations. Message Attribution See which team member sent each message directly in the conversation view, providing accountability and context for all customer interactions. Typing Indicators View when another team member is actively typing in a conversation, preventing duplicate responses, and improving team coordination.BenefitsFaster response times Empower customer-facing teams to reply directly without waiting for admin involvement. Effective collaboration Distribute SMS workload across your team while maintaining the right permission levels for each user. Better customer engagement Enable those who know your customers best to manage conversations, creating more personalized interactions that drive loyalty and revenue. Launch campaigns and optimizations in minutes Saving hours of work and delivering ROI sooner. Upgrade and/or Setup InstructionsThis feature is available to customers on Plus, Professional, and Enterprise plans with the SMS Marketing add-on who have a registered, dedicated phone number in the United States, United Kingdom, and Australia.To grant SMS Inbox access to your team:Navigate to Settings > Users & Groups Select the group you want to grant access to (e.g., "Customer Service Team") Open the Permissions tab In the SMS section, check the "SMS Two-Way Inbox" permission checkbox Save your changesGroup members will receive an email notification with a link to access the SMS Inbox. Once enabled, team members will see the SMS Inbox available in their navigation menu. Administrators maintain full access to the SMS Inbox by default. Additional ResourcesUse the SMS Inbox for two-way text messaging

We are excited to announce enhanced fuzzy matching capabilities in the Active Intelligence Segment agent. This feature helps users build segments faster by intelligently recommending tag matches even when exact names aren't provided, reducing session abandonment and accelerating segment creation. Key FeaturesIntelligent tag name matching that handles misspellings and abbreviations Best-guess recommendations when no exact match is available In-context feedback options to refine suggestionsBenefitsFaster Segment Creation Reduces friction by eliminating back-and-forth requests for exact tag names Improved User Experience Natural conversation flow continues even with imperfect inputUse CasesBuild a segment targeting customers with product interest tags when you can't recall the exact tag name format Create targeted segments using abbreviated tag names your team commonly uses in conversation Quickly segment contacts when tags follow inconsistent naming conventions across your account Upgrade and/or Setup InstructionsThis feature is automatically available in Active Intelligence. No setup required. Simply start creating segments with the Segment agent and experience the improved matching capabilities. Additional ResourcesActive Intelligence Overview

We are excited to announce enhanced fuzzy matching capabilities for Lists in the Active Intelligence Segment agent. This feature intelligently recommends list matches even when exact names aren't provided, making segment creation more intuitive and reducing abandonment when list names are misspelled or abbreviated. Key FeaturesIntelligent list name matching that handles misspellings and abbreviations  Best-guess recommendations when no exact match is available  In-context feedback to refine suggestions and improve accuracy BenefitsFaster Segment Building Continue building segments without stopping to look up exact list names  Better Outcomes Users provide feedback on tangible results rather than abstract naming issuesUse CasesCreate segments based on list membership when you remember the concept but not the exact list name Build targeted segments using shortened versions of list names commonly used in your team  Segment contacts across multiple lists with similar or related naming patterns Upgrade and/or Setup InstructionsThis feature is automatically available in Active Intelligence. No setup required. Simply start creating segments with the Segment agent and experience the improved list matching capabilities. Additional ResourcesActive Intelligence Overview