Act-On Contacts Beta: Automated Journey Improvements and more!

Act-On Contacts is a major initiative to consolidate marketing lists into a single All Contacts list. We are now in beta on this initiative. Learn More and Participate.

Automated Journey Builder Step Changes

We've altered some of the steps in Automated Journeys to work better with Act-On Contacts as a source list. This includes:

New "Append to Segment" step replaces "Copy to List"
Changing Early Exit options to allow "Append to Segment"
Removed the "Add To CRM" list push policy option, as this is controlled by the All Contacts CRM sync
Removed the Dynamic Campaign option for SalesForce
Ensured that if Act-On Contacts is the source list, only Act-On Contacts segments can be selected in various areas of the journey builder
Remove Score type fields for the Change Field step (these are updated automatically for CRM users, and will be available via List Maintenance soon).
Improve the "Create from Template" option to allow picking Act-On Contacts as the source list.
Prevent editing Act-On Contacts based programs in the Classic program editor.

"Engaged Contacts" data card

You'll see this new data card at the top right of your All Contacts page. Don't worry if it says "0%" for now, we are still putting the finishing touches on the data collection for this element. Soon you will see how your contacts break down in terms of engagement behavior (anything that you have given points to on a score sheet counts as an engagement behavior).

Official comment

Duessa Holscher

Act-On Team October 18, 2022 16:48

Hi!
In this context "Act-On Contacts" refers to a special "All Contacts" area of Act-On that is managed differently from Marketing Lists. When this feature is activated, you'll have the opportunity to pick a segment or list from Marketing Lists, or a segment from the "Act-On Contacts" area, and depending on what you pick, you'll see slightly different functionality in Automated Programs. We are currently beta testing this initiative with select clients. We've been working with your organization but I'm not sure if instances you work with have been involved. I'm happy to discuss further with you 1-on-1 if desired!

Thanks,

Duessa

Juhi Khanchandani October 17, 2022 23:12

Hi Duessa,

Thank you for sharing the update. Could you please explain more about the point number 5, 6, 7, and 8.

Point 5 - what do you mean by only Act-On Contacts segments can be selected in various areas of the journey builder? What other contacts segments would we be selecting?

Point 6 - I can still see the Score type fields in the Change Field Steps.

Point 7 - I could always select the Act-On contacts as a source list while creating an automation program from template.

Point 8 - What is and 'Act-On Contacts based programs' ?

Thank you

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