Product Updates

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

We are excited to announce the update of the Campaigns Agent in Active Intelligence. This powerful enhancement transforms how you create email campaigns by bringing intelligent design capabilities directly into your AI workflow, enabling you to generate complete, on-brand campaigns through natural conversation.  Key FeaturesIntegrated campaign generation Prompt Active Intelligence to create complete email campaigns without leaving your workspace, no more switching between tools or starting from scratch. Visual layout selection Choose from five professional email layouts (2-column, Simple, Editorial, Callouts, and Image Grid) directly within the Active Intelligence workspace as you build. Brand Kit integration Automatically apply your brand guidelines, ensuring every AI-generated campaign maintains consistent colors, fonts, and styling. Content Inspiration from Any URL Insert any website link directly in the prompt box to pull content ideas, messaging, and themes from existing web pages. Intelligent quick edits Refine your campaign instantly with one-click adjustments- make content shorter, longer, more formal, more casual, funnier, add urgency, boost excitement, tone down sales language, or improve readability Iterative Feedback Loop Add specific feedback to adjust messaging and design until your campaign is exactly what you needBenefitsFaster 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 Consistent brand experience Your brand kit automatically applies to every AI-generated campaign, eliminating the manual work of formatting and ensuring brand consistency across all communications Data-Driven inspiration Pull proven messaging and content structures from your website to inform your campaigns Effortless refinement  No design or copywriting expertise needed—use quick edits and feedback to perfect your campaigns with simple, conversational adjustmentsUse CasesSeasonal Promotion LaunchPrompt: "Create a holiday sale email campaign using our brand kit, pull inspiration from [website], and make it exciting with urgency" Product Announcement "Build an editorial-style campaign announcing our new product feature, keep it professional but friendly, and base the messaging on [website]"  Re-engagement Campaign "Generate a simple layout email to win back inactive customers, make it warm and conversational, then make it shorter and add a sense of urgency" Event Invitation "Create a callouts layout campaign for our upcoming webinar using our brand kit, pull content ideas from our event landing page, and boost excitement" [insert landing page link] Newsletter Content "Build an image grid layout newsletter highlighting our latest blog posts, make it casual and engaging, then improve readability" Upgrade and/or Setup InstructionsThis is available for all users Additional ResourcesActive Intelligence Overview

We are excited to announce the expansion of automation capabilities in Active Intelligence. The Automation agent now supports Facebook Custom Audience management, e-commerce triggers, and CRM pipeline actions, unlocking powerful cross-channel and conversion-focused automation workflows. Key FeaturesFacebook Actions (Add to Facebook Custom Audience action, Remove from Facebook Custom Audience action) Ecommerce triggers (Abandons Cart trigger, Makes Purchase trigger) Pipeline triggers & Actions (Enters Pipeline trigger)BenefitsUnified Cross-Channel Orchestration Sync your marketing automation with Facebook retargeting campaigns seamlessly E-commerce Automation Activate cart abandonment and post-purchase journeys through conversational automation building Sales Pipeline Integration Trigger deal tasks and notifications automatically when opportunities enter your pipelineUse CasesCreate an abandoned cart recovery automation that sends email and SMS reminders over 3 days Prompt: “Create an automation for a 3-day abandoned cart journey with email and SMS reminder”  Build a post-purchase automation that thanks customers and requests reviews after online orders Prompt: “Create an automation that sends an email after they have order from my online store.” Set up Facebook retargeting campaigns that add contacts during automation journeys and remove them upon completion Prompt: “Create an automation that adds my contacts to a Facebook retargeting campaign.”  Prompt: “Add in the automation, when they finish going through the automation, remove that contact from Facebook ads.” Automate deal task assignment and team notifications when new opportunities enter specific pipeline stages Prompt: “Create an automation that assigns a deal task once and notify me when a new deal is created in the pipeline.” Upgrade and/or Setup InstructionsThese blocks are automatically available in Active Intelligence. Simply describe your desired automation workflow to the Automation agent using natural language, and these triggers and actions will be available as building blocks. Additional ResourcesActive Intelligence Overview

We are excited to announce the ability to edit existing automations using Active Intelligence. Users can now open inactive automations and use conversational prompts to modify triggers, actions, conditions, and workflow logic, making automation maintenance and optimization faster and more intuitive than ever. Key FeaturesConversational editing interface accessible via the Active Intelligence sidebar Natural language modification of existing automation components Edit capability for inactive automations to ensure safe workflow updatesBenefitsFaster Iteration Update automation logic without manually navigating complex workflow builders Lower Learning Curve Modify automations using plain language instead of remembering technical configuration steps Easier bulk edits Describe your desired changes conversationally and let AI handle the technical implementationUse CasesUpdate email content in a nurture automation by asking  Prompt: "Change the subject line in the second email to focus on ROI" Add new conditions to existing workflows  Prompt: "Only send the follow-up SMS if they haven't opened the email" Modify timing and delays by requesting  Prompt: "Change the wait time between emails from 2 days to 3 days"  Upgrade and/or Setup InstructionsThis feature is automatically available in Active Intelligence. To use it:Navigate to any automation in your account Open the Active Intelligence sidebar by selecting the AI icon Describe the changes you'd like to make using natural language Review the suggested modifications and apply them to your automation  Additional ResourcesActive Intelligence Overview

We’re excited to announce the release of Active Intelligence to all users, not just admin groups. Active Intelligence provides users with AI-powered insights, content and image creation, and automated customer journeys directly through a conversational interface- empowering every team member to work smarter and engage customers more effectively. Key FeaturesPrompt-based campaign and automation creation Generate complete email campaigns, customer journey automations, and lead capture forms using simple text prompts.  Instant insights  Ask Active Intelligence about campaigns, performance, and customer insights   Personalized cards Jumpstart your creativity with a selection of AI-suggested prompts tailored to common marketing tasks and goals. BenefitsDemocratize data-driven decisions Moves powerful AI insights from an admin-only tool to a team wide resource, enabling faster and more informed actions at every level.  Activate a growth flywheel  Empowers multiple team members to simultaneously generate ideas, create assets, and optimize journeys, creating a self reinforcing cycle of engagement and improvement.  Dramactically enhance productivity  Reduces time spent on manual reporting, content drafting, and workflow building from hours to seconds, freeing marketers for strategic work. Use CasesInstant Campaign Performance Report Ask: "What was the performance of our Q3 nurture campaign?" to instantly receive a summary of opens, clicks, conversions, and ROI without building a manual report. One-Click Lead Gen Form Prompt: "Create a form to capture leads for our upcoming webinar on AI marketing." to generate a ready-to-use, optimized form with relevant fields. Automated Welcome Journey Instruct: "Build a 3-email welcome automation for new SaaS trial users."to get a complete workflow with suggested send times and AI-drafted email copy. Upgrade and/or Setup InstructionsNo upgrade or setup is required. Additional ResourcesActive Intelligence Overview

Business Goals now has its own dedicated space in the main navigation in ActiveCampaign. This release provides a centralized location for managing goals, with enhanced filtering and quick access to conversion insights that streamlines workflows. Key FeaturesDedicated Business Goals page accessible directly from the main navigation Goal filtering options: All, Active, Starred, and Archived Sub-navigation with direct access to Conversions management and Conversion Attribution reporting Star functionality to prioritize important goals for quick reference BenefitsStreamlined Goal Management Access all your business goals from a single, dedicated location with Active Intelligence serving as your homepage. Faster Goal Discovery Instantly filter and find the goals you need whether you're reviewing active initiatives, checking starred priorities, or auditing archived goals. Improved Conversion Insights Navigate directly to conversion management and attribution reports from the same workspace, eliminating extra clicks and keeping your goal performance analysis in one place. Upgrade and/or Setup InstructionsThis release is currently available to Admin users. Additional ResourcesBusiness Goals Overview

We are excited to announce the release of archiving contacts in ActiveCampaign. This new feature provides a more flexible way to manage your contact database instead of permanently deleting a contact. Archived contacts are retained for one year and do not count toward your billable contact limits, giving you better control over contact management and billing compliance.  Key FeaturesArchive contacts Move contacts to an archived state, removing them from your active contact count. Restoration Restore archived contacts back to active status (subject to a 30-day restriction). Bulk action Archive up to 100 contacts per page, matching the current delete functionality. Retention Period Archived contacts are automatically and permanently deleted from the system after one year.BenefitsImproved contacts management Safely remove contacts from your active list without permanent deletion, preserving data and providing a recovery option. Maintain billing control Archived contacts do not count as billable contacts, helping you manage costs and stay within your plan's contact limits. Streamlined compliance  The one-year automated cleanup helps maintain database hygiene and aligns with data retention practices. Upgrade and/or Setup InstructionsNo upgrade or setup is required. The "Archive" button will appear alongside existing options in your Contacts interface. Additional ResourcesHow to archive contacts?

We are excited to announce the release of Enhanced Automation Actions and Triggers, now available in Active Intelligence. This update significantly expands your automation capabilities, enabling you to prompt Active Intelligence to build more sophisticated customer journeys with a comprehensive set of new triggers, actions, and workflow enhancements. Key FeaturesNew Triggers:Tag is removed Site visited Replies to email Contact field changes Score changes (track when contact or deal scores cross thresholds)New Actions:Send notification email Webhook Add a note Adjust a contact score Jump to (navigate between automation steps) End another automation Start another automation Send SMS Send 1-1 Email Add Deal Add Deal Task Adjust Contact/Deal ScoreWorkflow Enhancements:Create automations with multiple triggers Specify Campaign names for any Email trigger Add or remove multiple tags in a single action BenefitsGreater flexibility Build complex, multi-step customer journeys that respond to a wider range of customer behaviors and data changes, all through natural language prompts to Active Intelligence. Improved integration Connect your automations across channels with SMS capabilities, CRM deal management, and webhook integrations for seamless workflow orchestration. Better segmentation  Leverage multiple triggers and campaign-specific configurations to create more precise, targeted customer experiences.Use CasesAsk Active Intelligence:Landing page lead follow-up "Follow up with my landing page leads with a few text messages" Outbound nurturing "Create me an outbound nurturing sequence for my leads" Pipeline management "Add a new deal to my pipeline when someone fills out my form" High-intent notifications "When my Web Score goes above 100, notify me" Task assignment "Assign me a task when someone visits my website" Engagement scoring "Add points to my Lead score when someone engages with my emails" Upgrade and/or Setup InstructionsThese new actions and triggers are automatically available in Active Intelligence. Simply prompt Active Intelligence to build automations using any of these capabilities, and the platform will configure them for you. No manual setup or version upgrade required. Additional ResourcesActive Intelligence Overview

We are thrilled to announce the introduction of Multi-User Access for the ActiveCampaign Partner Portal—our most requested partner feature! This release empowers partners with secure, individual access management by enabling you to provision unique login credentials for each team member, eliminating the need to share passwords and MFA codes. Key FeaturesUnlimited User Access Add unlimited users to your partner portal account, each with their own unique login credentials and email address for secure, individual access Comprehensive User Management Add, edit, and delete users directly from the new Users page in your portal, with full visibility into all team members who have access to your account Individual Authentication Each user receives their own email-based login and MFA verification, creating a proper audit trail and eliminating credential sharing Flexible User Administration Search, sort, and manage users with an intuitive interface that includes bulk delete capabilities and easy password management for your entire team  BenefitsEnhanced Security & Compliance Eliminate the security risks and compliance issues associated with shared credentials, providing each team member with their own secure access Simplified Team Management Quickly onboard new team members or remove access for departing employees without disrupting other users or changing shared passwords Improved Team Collaboration Enable your entire partner team to access the portal simultaneously without coordination, allowing everyone to work efficiently on their own schedule  Upgrade and/or Setup InstructionsMulti-User Access is now available to all partners at no additional cost. To get started, log into your Partner Portal and navigate to My Partner Account → Users to begin adding team members. Click the "Add a new user" button to create user accounts with unique credentials for each team member. Additional ResourcesPartner Portal - Add and manage account users

It’s now even easier to link ActiveCampaign to Claude, with ActiveCampaign’s official Claude connector, now available in Claude’s connector directory. Key FeaturesGive Claude secure access to your ActiveCampaign account Ask Claude to complete tasks in ActiveCampaign or retrieve information for you, in seconds. Manage your ActiveCampaign data through natural language commands Prompt your AI to update contacts, analyze campaign performance, and manage automations. BenefitsLess impromptu logins No need to log in to ActiveCampaign for those quick tasks like checking how yesterday’s campaign performed. Instead, just tell Claude what you need. Break free from your to-do list Check off tasks instead of watching your to-do list grow, by asking Claude to update a contact or start an automation. Make Claude your true business assistant Change the way you work by connecting Claude not just to ActiveCampaign, but all your favorite business tools. Claude will then have the access it needs to provide better insights and handle more tasks for you. Use CasesEmail and Automation insights “How did yesterday’s campaign perform?”  Contact management “Add ‘VIP Customer’ tag to Sarah Terry.” Automation management “Add John Murrey to my ‘Re-engagement Flow’ automation.”  Upgrade and/or Setup InstructionsFind the ActiveCampaign connector in Claude’s directory, here. Get a full walk-through of connecting ActiveCampaign to Claude, here. Additional ResourcesHow to connect Claude with ActiveCampaign? How to connect Claude with ActiveCampaign? Video

We're introducing insights cards – proactive AI recommendations that appear directly on your campaigns page without you having to ask. These cards surface key insights about your account performance on a weekly cadence, with the ability to click and explore further through chat.The "Create a campaign" button will be replaced with a "Start from scratch" hyperlink positioned below the prompt bar. Customers can create campaigns by either clicking this hyperlink or using the prompt bar directly. It will be available initially to Enterprise accounts, then rolling out to Pro accounts. Key FeaturesProactive insights Receive AI-generated recommendations automatically on your campaigns page – no prompts needed. Active Intelligence analyzes your data and surfaces what matters most. Weekly cadence Get fresh insights delivered on a regular weekly schedule, keeping you informed about trends, opportunities, and areas for improvement in your campaigns. Click to explore Expand any card to open a full chat conversation where you can ask follow-up questions, get more context, or dive deeper into the insight. BenefitsStay ahead of issues Catch performance trends and potential problems before they impact your results – Active Intelligence brings important insights to your attention proactively. Discover opportunities automatically Uncover optimization opportunities you might have missed without having to manually analyze your data or know what questions to ask. Save time on analysis Skip the manual review process – let AI do the heavy lifting and surface the most important insights for you to act on. Get actionable next steps Move from insight to action quickly with recommendations you can click into and explore through natural conversation.Use CasesEngagement performance "Your *9 campaigns* over the last 30 days demonstrate *outstanding engagement performance* significantly exceeding industry standards. With an average *open rate of 45.32%* (industry median: 20.39%) and *click rate of 5.05%* (industry median: 2.58%), your campaigns are performing *122% better* than typical email marketing benchmarks. Content analysis "Your *3 campaigns* show distinct messaging strategies with varying success rates. The **"Optimizing QA with Solidroad"** campaign significantly outperformed others with a *52.5% open rate* and *22.5% click rate*, demonstrating the power of engaging, narrative-driven content with creative personalization like the Ichabod Crane theme." Next email campaign recommendation "*Key recommendations* for your next campaign: maintain your proven *Wednesday/Thursday evening send schedule*, incorporate more *educational content* similar to your QA optimization campaign, and continue your *targeted segmentation approach* while experimenting with *interactive elements* to potentially push your already impressive click-to-open rate of *15.2%* even higher."Upgrade and/or Setup InstructionsIt will be available initially to Enterprise accounts. Additional ResourcesActive Intelligence Overview Active Intelligence 101 Demo Video

We're introducing personalized cards on the workspace overlay, dynamic recommendations that adapt to your brand kit and industry. These cards refresh automatically when you update your brand kit, delivering relevant insights tailored to your business. It will be available to any accounts with brand kits. Key FeaturesDynamic personalization Experience cards that automatically adapt based on your brand kit settings and industry, providing recommendations that match your specific business context. Brand kit integration Cards refresh intelligently when you update your brand kit – no manual refresh needed. Your recommendations stay current with your brand evolution. Automatic updates Cards swap out seamlessly when your brand kit changes, ensuring you always see the most relevant content for your current setup.BenefitsGet relevant recommendations See suggestions that actually match your brand instead of generic advice – making it easier to implement strategies that work for your business. Stay aligned with your brand Keep your workspace recommendations in sync with your brand identity as it evolves, without any extra effort on your part. Save time on discovery Skip the guesswork – let ActiveCampaign surface the right tools and strategies for your specific situation automatically.Use CasesNew brand launch "I just updated my brand colors and messaging." Your workspace cards automatically refresh to show design and campaign suggestions that align with your new brand identity. Feature discovery  "How can I make the most of ActiveCampaign?" Get personalized recommendations for features and strategies that match your business type and current brand setup.Upgrade and/or Setup InstructionsIt will be available to any accounts, across all tiers, with brand kits.Additional ResourcesActive Intelligence Overview Active Intelligence 101 Demo Video

We're integrating our entire knowledge base directly into Active Intelligence – get instant answers to your questions without leaving your workflow. No more switching to support chat or hunting through help docs. It will be available across all tiers - Enterprise, Pro, Plus (limited access), and Starter (limited access). Key FeaturesBuilt-in knowledge base  Access our complete help documentation directly through Active Intelligence without being redirected to the support bot or navigating away from your work. Clear, step-by-step instructions  Get detailed guidance on any ActiveCampaign feature or process with actionable instructions right where you need them. Related resources  Receive relevant knowledge articles alongside your answers to help you understand the full context and explore related topics.BenefitsStay in your flow Resolve questions instantly without bouncing between support chat, help docs, or other resources – everything you need is right where you're working. Get reliable answers fast Access the same trusted information from our knowledge base through a conversational interface that understands your questions and delivers clear, helpful responses. Save time on troubleshooting Resolve common issues more efficiently with direct access to step-by-step guidance instead of searching through documentation or waiting for support.Use CasesTechnical setup questions  "How do I set up DMARC for my domain?" Get complete configuration instructions with all the steps you need, right in your workflow. Feature optimization  "How can I send emails on the best date and time?" Receive detailed guidance on using send time optimization features with links to related best practices. Troubleshooting issues  "Why aren't my emails being delivered?" Access comprehensive troubleshooting steps and diagnostic guidance without leaving Active Intelligence. Upgrade and/or Setup InstructionsIt will be available across all tiers - Enterprise, Pro, Plus, and Starter. (Not available to resellers or accounts that have the support chat disabled via account settings) Additional ResourcesDemo: https://youtu.be/9qzuw8U9j9s 

We're thrilled to announce the launch of Active Intelligence, now available in mobile for iOS and Android. This powerful new feature introduces a conversational workspace that transforms how you ask questions, uncover insights, and build campaigns, all through an intuitive, AI-powered interface.Key Features Instant Campaign Insights Simply ask questions like “How did my last email perform?” or “Which subject line resonated best?” and get instant data visualizations and summaries.   AI-Powered Email Creation Describe your campaign goal, and Active Intelligence will generate high-performing, on-brand email copy tailored to your audience.   Intelligent Personalization Our AI learns from your business, customer behaviors, and industry trends to help you deliver more relevant and scalable content.   CRM Insights (Coming Next) Deeper integration with your customer data is on the way! Soon, you'll be able to ask complex questions about segments, lifecycle stages, and customer journeys to fuel even more personalized marketing.BenefitsAccess Active Intelligence anywhere Launch and optimize campaigns in minutes, saving hours of manual work and delivering ROI sooner.   Smarter marketing, faster Turn goals into campaign assets instantly. Generate sophisticated, on-brand emails without manual setup or creative back-and-forth.   Personal touch at scale Craft campaigns that feel personal to every contact, powered by AI that learns from your unique business context.   Faster time to value  Launch and optimize campaigns in minutes, saving hours of manual work and delivering ROI sooner. Upgrade and/or Setup InstructionsActive Intelligence is available now on mobile. Download now from the Apple (iOS) or Play (Android) store. Additional ResourcesHow to use Active Intelligence on mobile device?

We are excited to announce the release of Template Lock functionality for ActiveCampaign HQ (ACHQ). This new feature enables franchise and enterprise businesses to maintain complete content control and brand consistency by locking templates when syncing them to subaccounts, ensuring critical messaging remains unchanged while eliminating the need for complex approval workflows.Key FeaturesGranular lock control Choose to lock templates at the point of sync, preventing subaccount users from editing or duplicating the original content while still allowing them to use the template for campaigns and automations Visual lock indicators Clear lock icons and status overlays throughout the platform show subaccount users which templates are locked, providing immediate visibility into editing permissions Streamlined campaign creation Locked templates automatically skip the editor step, taking subaccount users directly to the campaign builder to configure settings and send, accelerating the campaign deployment process Permanent lock status Once locked by ACHQ administrators, templates remain locked to ensure ongoing compliance and brand protection across all sub accountsBenefitsBrand consistency & compliance Maintain complete control over approved messaging and designs, particularly critical for regulated industries where content compliance is non-negotiable Enterprise-scale content management Efficiently distribute brand-compliant templates to hundreds of locations without worrying about unauthorized edits or off-brand modifications Operational efficiency Eliminate time-consuming approval workflows by ensuring templates are used as-is, allowing franchisees to focus on campaign execution rather than design Risk mitigation Protect your brand from compliance violations and messaging inconsistencies that could arise from template modifications at the local levelUse CasesCampaign optimization“Why did my open rate drop in the last month?” Active Intelligence can analysis the issue and suggests improvementsCampaign and automation building“Create a welcome series for new customers” Active Intelligence can build the campaign and automation series for youPerformance reporting“Which campaigns drove the most engagement last month?” Active Intelligence can pull the insightsUpgrade and/or Setup InstructionsTo start using this feature, navigate to Sync Manager in the top navigation menu of your ActiveCampaignHQ dashboard, select the Templates tab, choose a template to sync, and check the "Lock this template" option when selecting subaccounts. No additional setup or upgrade is required!Additional ResourcesACHQ Email Template Sync

We are thrilled to announce the release of our newest AI capability: the AI Actions Library. This feature expands upon the existing AI Prompt Block by offering a curated library of suggested actions your clients can leverage when building automations. The AI Actions Library includes versatile actions such as building custom prompts, summarizing content, analyzing data, translating text, classifying intent, and determining sentiment. Key Features Explore ready to use AI actions  Access a library of AI Actions within the automation builder Analyze and categorize data Detect sentiment, analyze customer behavior, and classify text based on customer feedback. Identify positive, neutral, or negative feedback and trigger appropriate follow-ups. Real-time personalization Generate contextual responses based on customer inquiries. Instant translations Automatically detect customer’s language and translate messages to send replies in their preferred language.  Benefits AI Actions Library is a dedicated assistant for your clients Rather than starting from scratch, these AI actions empower them to save and reuse high-performing actions and adapt dynamically to various needs, whether it's pulling real-time data or navigating complex if/else logic.  Additional Resources• AI Action Library Overview

Resellers can now leverage the AI-powered interface of Active Intelligence workspace within their clients' accounts. This overlay screen gives your client instant answers, lets them build campaigns by describing goals, and delivers recommendations without switching tools. Key FeaturesActive Intelligence transforms how agencies can analyze, create, and optimize their clients' marketing by combining:  Conversational insights Agencies and their clients can ask questions about campaigns and get instant performance data, trends, and recommendations.  AI campaign and automation creation Agencies and their clients can describe what they want to achieve and AI builds emails and drip sequences tailored to their audience and goals.  Additional ResourcesActive Intelligence Overview

Active Intelligence Workspace integrates natural language AI into the Partner Portal, empowering partners to gain insights and execute actions across their entire portfolio of child accounts. This feature revolutionizes multi-account operations with conversational AI-driven reporting, visibility, insights, and operational efficiency. Key Features Instant Multi-Account Visibility Gain instant multi-account visibility through natural language queries across your entire portfolio, eliminating the need to log into individual accounts and providing real-time insights on demand. Predictive Financial Intelligence Proactively forecast billing and revenue streams, identify upgrade opportunities, and understand payment patterns and timing. Proactive Churn Prevention Proactively prevent churn with AI-powered churn scoring, an early warning system for at-risk accounts, and actionable insights on engagement drops. Operational Efficiency at Scale Achieve operational efficiency at scale with bulk account creation, cross-account performance comparisons, and insight generation.   Additional ResourcesPartner Portal - Use Active Intelligence

We're excited to announce a revitalized Partner Portal experience, featuring new navigation and advanced filtering. This update delivers a modernized, unified user interface with enhanced data visibility, saved personal views, and significantly faster loading times, ensuring your team can work more efficiently. Key Features Updated Navigation  A more intuitive and simplified user interface with main navigation on the left, a secondary navigation, and a dedicated billing page for clearer movement between screens. Higher Data Visibility A holistic view of clients with essential data points (CNAME, plan, billing term, grouped/individual limits, cancel date, expiration date, next bill date) consolidated into clear, dedicated columns, eliminating the need to click through multiple screens. Advanced Filtering & Search The ability to apply multiple, granular queries to client lists (e.g., by account status, plan type, billing term, contact limits, next bill date) to quickly pinpoint exact information. Saved Personal Views The option to save filter combinations as "personal views" for one-click access to customized, pre-filtered client lists (e.g., "Upcoming Renewals," "Over-Limit Accounts," "New Trial Sign-ups").   Benefits Leverage a more modern, intuitive, and simplified user interface  Make navigating within the Partner Portal a breeze, while benefiting from faster loading times, allowing your team to save time and energy while making updates. Take a more holistic view of clients  Essential data points, and advanced filtering/search that allows your team to quickly pinpoint the information they need. You can also save filter combinations as “personal views” for a simple one-click access to customized client lists.   Additional ResourcesPartner Portal - Create and save a personal view