We've got several new Act-On Analytics features to share!
Email Message Rollup
The Email Performance liveboard has a new tab: Message Rollup. This shows all messages sent during the time period, with key operational statistics. This is available for all analytics users.
CRM Data
For Dynamic Business Analytics users with an integrated CRM (SalesForce, Dynamics, Sugar, Netsuite), CRM related data is now available in the Contacts data model (now renamed to Contacts, Engagement and Attribution). This includes standard CRM fields from the following tables:
- Opportunity / Deal
- Opportunity / Deal Contact
- Owner
- Account
Use this additional data to round out your analysis of contacts, summarize by account or owner, or to see how your marketing activities influence opportunities (see more about that below!)
Engagement Data
For Dynamic Business Analytics users, we've added engagement summary data to the Contacts data model. Previously, all activity data was siloed. You could dive deep into e-mail performance with the Email data model, or Form submissions with the Form data model, but it was difficult to get a cross-channel analysis of your contact engagement. Now, the Contacts model (renamed to Contacts, Engagement and Attribution) includes fields such as:
- Channel (Email, Form, Website, SMS, Webinar, Landing Page, Media)
- Engagement Type (differs by channel - could be Open, Clicked, Submitted, Replied, Session, Downloaded, Attended, Registered)
- Asset Name (which specific email, form, webinar, etc.)
- Asset Id (specific email, form, webinar, etc.)
- Activity Date (when the engagement occurred)
- Engagement Count (how many events occurred)
- Contact Count with Engagement (counts how many contacts had at least 1 activity)
- Campaign Name (so you can filter on Campaign)
- Program Name (so you can filter on specific Automated Programs that trigged engagements)
- Tag Name (so you can filter on specific asset tags)
This is designed to be summary data, so it only counts inbound engagement, not sends. It defaults to "True open = person" for all open/click engagement, so bot activity is excluded. It does not include all the details you will find in the channel specific data models - use those for a deeper dive into performance.
The Contacts liveboard now includes an Engagement tab with some visualizations to show you how your marketing is working across channels, and how engaged your audience is.
Attribution Data
For Dynamic Business Analytics users, the addition of CRM data makes it possible to analyze how marketing activities have influenced opportunities. This is shown on the Attribution tab of the Contacts liveboard, available to users with an integrated CRM.
This liveboard allows you to filter on Opportunity Create date and/or Opportunity Close date, and to customize the Attribution Window parameter. Please review the following attribution related data points now in the Contacts, Engagement and Attribution model.
Attribution Window Parameter: This is a variable you can set. This represents the number of days before opportunity creation date to include when attributing marketing interactions to an opportunity. Default is 90 days. Increase to capture longer sales cycles; decrease to focus on more recent pre-opportunity engagement.
Influential Engagements: Count of engagement activities which were related to an opportunity, i.e. they occurred within X days of the opportunity creation up to the opportunity close. Uses the Attribution Window parameter
Attributable to Opp: True/False flag indicates if an engagement activity relates to an opportunity. If the activity occurred from X days before opportunity creation thru opportunity close, we relate it. Uses the Attribution Window parameter. Use this to filter when creating charts or tables with specific engagement activities.
Webinar Message Performance
For all Analytics users, the Webinars liveboard now includes a Message Performance table. This table will give you specific metrics for e-mail messages that were directly related to a webinar and created through the webinar workflow, including invitations, reminders, follow ups, and registration confirmations.
AI Data Analyst Chat History
For Dynamic Business Analytics subscribers, the AI Data Analyst now includes a chat history sidebar.
When you start a chat with the AI analyst, you'll now see a sidebar with your chat history. Save time by returning to a previous chat.
When
These features were released May 7, 2026.
Customer Impact
Impact and availability varies based on your Analytics subscription level.
All Customers:
- Message Rollup tab added to the Email Performance liveboard
- Webinar message performance table added to the Webinar liveboard
Dynamic Business Analytics with integrated CRM:
- Contacts data model renamed to Contacts, Engagement and Attribution
- Contacts liveboard includes new Engagement and Attribution tabs
- New Account, Owner, and Opportunity related fields added to the data model
- New Engagement related fields added to the data model
- Chat history available for the AI Data Analyst
Dynamic Business Analytics without integrated CRM:
- Contacts data model renamed to Contacts, Engagement and Attribution
- Contacts liveboard includes new Engagement tab
- New Engagement related fields added to the data model
- Chat history available for the AI Data Analyst