Product Updates

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

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