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Automated Program Step Email Alert Update

  • Updated

What's Changing

We've updated the format of the Automated Programs "Send Alert".  We've made the alert more useful to your sales team or other stakeholders.  All changes were requested by customers via our feature request process.

  • We're now including a table of contacts who have completed the automated program step in question, rather than just linking to the table within Act-On (which contains all contacts who've run through the step, not just the newest ones).   The alert will include up to 200 contacts, larger cohorts are still available within the app via a link.
  • We've added the lead score for each contact (uses the first or default scoresheet)
  • We've added a "View Contact Report" and "View in CRM" link for each contact
  • We've included the Program name, Step name, and account information in the alert.



When

The release is on April 5, 2023.

Customer Impact

Once released, all customers will see this new alert format for their automated program alerts.   Nothing is changing in terms of how you set up the alert.

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