Advanced Contacts Features

  • Updated

When you were a new user getting confident with Act-On, you added your contacts (either as Act-On Contacts or the previous Marketing Lists) synced with your CRM if your organization uses one with Act-On, and learned about segments.

Now we'll talk about some advanced features to get the most from your contacts lists.  

Note: the following is about All Contacts; the central place in Act-On to manage & organize your contacts and segments. If you want to know more about the previous system, see Marketing Lists.


Organizing Your Segments

The following tools are available in At-On to organize your segments of contacts.


Easily organize and categorize your All Contacts segments in much the same way as Microsoft File Explorer or Finder in macOS:

All Contacts - folders.png


Tags are a flexible and powerful way to organize your All Contacts segments. Apply multiple tags to a segment to categorize it in different ways and filter by tag to see your relevant segments grouped together. You can also use colors to indicate different categories of tags.

See Getting Started with Tags.

All Contacts - tags.png

Random A/B Split

Split an All Contacts segment into two or more sub-segments with randomly assigned contacts. This can be useful for A/B testing or to spread the workload that may result from messaging all your contacts at the same time.

See Create A/B Split Segments in Act-On Contacts.

Sync Form Submissions

When your contacts fill out Forms, for example, from a specific marketing campaign, you can submit the data to All Contacts to automatically create segments of contacts that you know are related to that campaign. If you are using Act-On with a CRM, you can also do this by pushing the data to your CRM.

See Syncing Form Submissions to Act-On Contacts.

Lead Scoring

Act-On's Lead Scoring Rules feature is a powerful tool to define and measure your marketing funnel.
For example, Contacts are scored depending on the information they supply, actions they do (such as opening an email, downloading media, etc.), and other touch points that you can define. The score determines your most qualified leads; how likely they are to buy. 

Then, based on their score, you can take actions, such as segmenting contacts to target with an "it looks like you're ready to buy" campaign.

See Lead Scoring Rules Overview.

Contact Preferences

To see which of your contacts has done what, filter & edit your All Contacts segments for Opt-Outs, Inactive Soft Bounces, Hard Bounces, SMS Opt-Ins, and more.

See Manage Contact Preferences in Act-On All Contacts.

List Maintenance Programs

Use List Maintenance Programs to automatically make changes to your All Contacts data. This has many uses, including:
  • Recording data for hard bounces, soft bounces, etc. to sync to your CRM
  • Changing a specific field value for every record in a segment
  • Incrementing a field to count every time a behavior occurs.
  • Recording a date when a contact's status changes

See Create A List Maintenance Program (Act-On Contacts).

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