New List Maintenance Program Page and Additional Features

  • Updated

List Maintenance Programs let you run scheduled actions on a list or segment - updating field values, or copying data from one list to another - without touching each contact by hand. This update replaces the previous List Maintenance Program section with a new one, and your existing programs were migrated automatically.

Why this matters: The new section adds subfolders, color-coded tags, and a Change Field option that can stamp today's date onto a record - useful for tracking status changes or behaviors over time - plus support for personalizations in Change Field steps, so field updates can pull in dynamic values instead of static text.

What's Changing

The new section includes:

  • A better overall user experience that more closely matches the Automated Programs workflow
  • New organizational tools to keep track of your programs, such as multi-level subfolders and color-coded tags
  • Support for programs to change fields on Act-On Contacts segments (part of the Act-On Contacts initiative)
  • Tracking the history of program creation and edits
  • A new Change Field option to set the field to today's date (great for recording contact behaviors or status transitions)
  • A new option to include personalizations in the Change Field step, for example, you can change Full Name to {{First}} {{Last}} or pull in related CRM object data.

Example of the Change Field step with personalization, changing Full Name to {{First}} {{Last}}.

The Update Status to CRM Fields program step editor, showing a step titled 'Update "Lead Status" to Marketing Qualified' with List field, Update value, and Apply if contact is in segment settings.

When

April 12, 2023.

Customer Impact

The new features are currently available to all users.

What's Next

Learn more about setting up a program in Create a List Maintenance Program.

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