Building an Automated Program and checking its reporting used to mean bouncing between two separate interfaces. They now live under a single header, so you can move from editing a program to viewing its results without losing your place.
What's Changing
New tabs with dropdown menus make it easy to navigate inside an Automated Program:
When you edit a paused or draft program, Act-On automatically detects when the program has unsaved changes and displays a Save Changes button. When a program has no unsaved changes or is running, you'll see an Action menu.
A new Start step was also added to the Steps page. The Start step displays how many contacts are waiting to enter the program, how many contacts started the program, and how many exited at the beginning of the program due to suppression rules. When expanded, the Start step shows the program source list(s) and/or segment(s).
A visual indicator was also added into the program flow for steps with an error (for example, a missing required configuration), helping identify areas of the program that need more work.
When
Released on November 3, 2022.
Customer Impact
These changes further streamline and simplify the Automated Programs user experience, provide more clarity on how contacts move through programs, and make it easier to identify errors in the program flow.
What's Next
This navigation update was followed by additional Automated Programs improvements described in Enhancements to Automated Programs.
Related to