Upgrade to Audience Center Contact Management

  • Updated

Audience Center gives you a single, consolidated contact database that replaces separate Marketing Lists. It makes it easier to manage contacts and segments, keep data clean, and use the same contact records across email, forms, landing pages, scoring, and reporting.

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  • Audience Center replaces separate Marketing Lists with a single All Contacts database.
  • Segments can combine leads and contacts from any source using the same schema.
  • CRM sync options provide more control over what comes in and how it is updated.
  • Upgrade Assistant helps copy segments, convert Forms, and switch programs to Audience Center.
  • Turn off old Marketing List syncs and List Maintenance programs once your Audience Center setup is live.
Try it like this: Use the Upgrade Assistant to copy your most important Marketing List segments into Audience Center, convert your primary lead capture Forms to submit to All Contacts, then switch one key nurture program to the new segments before you turn off any legacy list syncs.

Benefits of using Audience Center to manage contacts

  • Create a single, consolidated contact list that reduces duplicates. Use All Contacts as the shared source for all campaigns instead of maintaining many separate lists.
  • Accurate segmentation across all sources. Build segments that combine leads and contacts from any source without sifting through redundant records scattered across lists.
  • Improved CRM syncing options. Control which fields sync, how opt-outs are handled, and how frequently data is updated.
  • Drag-and-drop organization. Organize segments in nested subfolders and use tags so teams can quickly find the audiences they need.
  • Access to AI based features. Use AI focused tools like Predictive Lead Scoring and AI Audience Insights, with more features planned on top of Audience Center contacts.
  • Better rollup reporting across all contacts. View total contact growth, sendable contacts, and Active Contacts for the month from one consistent database.
  • Cleaner data. Use improved data hygiene tools to reduce errors during imports, syncs, and segmentation.
  • Prepared for future features. New segmentation tools, custom data management, and reporting improvements are being built on Audience Center contacts.

Do-it-yourself upgrade

Start taking advantage of Audience Center Contacts using the tools already available in your account.

  • Build your All Contacts list .
  • Import contacts from Marketing Lists, or sync with your CRM.
  • Use the Upgrade Assistant to:
    • Copy segment definitions from existing Marketing Lists into Audience Center segments.
    • Convert your Forms so new submissions write directly to Audience Center Contacts.
    • Switch your nurture and lifecycle programs to use Audience Center segments as their source.
  • Shut down any unneeded Marketing List syncs or List Maintenance programs once you have confirmed your Audience Center segments and programs are working as expected.

Upgrade help with an Act-On consultant

If you want more guidance, you can meet with an Act-On specialist who will help you plan and execute your upgrade. You will schedule a series of short calls to review the steps above, align them with your use cases, and leave time between each call to make updates in your account.

The goal is to leave you fully upgraded to use Audience Center for your contact management and segmentation.

Our Customer Success team can walk you through the benefits and answer any questions. Contact support for details.

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