List Picker Improvements (Based on your requests!)

  • Updated

The List Picker - where you choose lists or segments to email, add to a program, or invite to a webinar - now has more flexible layout and easier ways to find what you're looking for, based directly on customer feedback.

Why this matters: Small usability fixes like a resizable sidebar or defaulting to your Favorites add up, especially if you're picking lists and segments dozens of times a week. These changes came straight from customer requests, so if something about the List Picker has bugged you, there's a decent chance it's addressed here.

What's Changing

Earlier this year Act-On released a new "List Picker" - this is where you pick what lists or segments you want to email, add to a program, invite to a webinar, etc. Based on customer feedback requesting more flexibility in how to format the screen and how to find the lists and segments you're looking for, a few small enhancements have been made that should have a big impact on usability.

A few small enhancements have been made that should have a big impact on usability.

1. Folders & Filters: For most list types, the screen will default to your "Favorites" for quick and easy access. If you don't have any favorites, it will open your "default" folder. No default folder? Then you'll see all lists or segments.

2. Movable sidebar: Customer feedback noted it can be hard to see the full list or segment name sometimes. To help maximize space, you can now adjust or collapse the side panel of filters & folders.

3. Expand / Collapse Hierarchy: Want to see all your segments expanded? Just use the Expand All button at the top of the screen.

When

This change was released on October 5, 2023.

Customer Impact

Customers should see this change immediately when using the list picker.

Thanks to customers who provided feedback on this project! To submit a product idea or suggestion, check out the Feature Requests page on Connect.

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