Our latest features and product updates

Coming Soon: A Rebuilt Outbound Email Experience

Act-On is rebuilding the outbound email experience to bring your email messages together in one place, with a cleaner view of real recipient engagement. This update is in beta now and rolling out broadly later this summer.What's ChangingEmails organized the way you actually work. Drafts, scheduled, awaiting approval, failed, and sent messages share a single set of organizing tools. Folders, tag...
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You can follow the Our latest features and product updates section to get notified whenever new articles are published. Sign in to your Act-On Help Center account. Go to the section here. Click Follow on the right side. If prompted, choose your preference: New articles - get updates when new content is posted. New articles and comments - also get updates when others comment. That’s it - yo...
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In Beta: CRM Sync Results Dashboard

Act-On's new CRM Sync Dashboard gives you a single place to monitor your CRM sync results and fix errors quickly. Two new dashboards in Data Management summarize what's coming in from your CRM and what Act-On is sending out, so you can spot issues, resolve them in bulk, and keep your sales and marketing data flowing.Quick Reference (Advanced Users) - Click to Expand Where to find it: Data Mana...
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Analytics Updates: New Data, New Visualizations & New Features

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 DataFor Dynamic Business Analytics users with an integrated CRM (SalesForce, Dynamics, Sugar, Netsuite), CRM related da...
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Analytics Updates: Webinar reports, Enhanced chat agent

For users of Act-On's integrated webinar connections (GoToWebinar, Zoom, WebEx) new reports on overall webinar performance help marketers understand the impact of their webinar activities. Also, the integrated analytics AI chat feature has been upgraded. What's ChangingWebinar ReportsWe've added reporting for Webinars. See overall performance trends such as average # of attendees and % of reg...
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Beta: Form Submission & Webinar Details in Segmentation 2.0

Act-On's Segmentation 2.0 initiative is currently in beta as part of our Audience Center feature. It offers powerful new segmentation features, like the ability to filter by True Open to eliminate security system clicks & opens. To learn more about the beta, check out this article and then sign up here. What's ChangingWe've added new functionality to help you segment on detailed submission ...
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New Website Visitors Analytics

Act-on has replaced the existing Website Visitor report with an upgraded analytics-based Website Visits liveboard. What's ChangingThe new liveboard has dramatically improved capabilities to help you understand website visit trends. Ask the AI chatbot questions about your website traffic trends Filter your results by any time frame, domain or individual page. Analyze traffic resulting from par...
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New: Upload data to Custom Data from a file

While Act-On tracks many standard contact behaviors such as form submissions, email engagement, website visits, and webinar attendance, you may have additional data that would improve how you segment and target your audience.Act-On’s Custom Data integration lets you add related data to supplement your contact records. This can include behavioral data such as purchases, event registrations, inte...
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More Personalized Sender Options for Audience Center

What's ChangingPersonalized From is a feature that allows personalized senders based on your CRM owner data or defined data in your contact list. For Audience Center users, we've enhanced this feature:In Contact Settings, choose whether to use your CRM Owner or alternate Name & Email fields from your All Contacts list. This allows you to designate a different relationship from your CRM data ...
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New SMS Analytics Report

What's ChangingSMS data is now included in Act-On’s analytics reporting packages. This gives SMS users a complete view of message performance across sends, clicks, replies, suppressions, failures, and billing credits used.Dynamic Business Analytics subscribers will see the new SMS data model and SMS liveboard. You can use the chatbot to explore SMS metrics, customize the liveboard, and create c...
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Enhancements in Analytics for Forms, Media Download and Landing Pages

What’s ChangingNew analytics data in Forms, Media Downloads, and Landing Pages to help you measure engagement more deeply and understand where your conversions come from.HighlightsLanding Pages: View data by URL group to see how each distribution channel performs.Contact Insights: Access demographic and engagement data for individual contacts who completed forms or downloaded media (available w...
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Subject Line Optimizer

We’ve launched a new AI-powered Subject Line Optimizer. This feature analyzes your own historical email performance (using True Open data) to assess a draft subject line and generate up to four data-driven alternatives. You can access it directly from the Review & Send page when creating an email message.WhenThe Subject Line Optimizer will be available to all accounts in North America starting ...
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BETA: True Open and Saved Groups in Segmentation 2.0

Act-On’s new beta segmentation in Audience Center helps you create contact segments more quickly, with improved accuracy and a simplified workflow.This update introduces True Open filters and reusable segment saved groups to help you build more accurate, consistent contact segments.What's ChangingTwo new features have been added to the Segmentation 2.0 beta.True Open filters in segmentationWhen...
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New Landing Page Composer: General Availability

What's ChangingThe New Landing Page Composer is now the default for all new landing pages in Act-On, moving out of beta and into general availability.All workflows for creating new original landing pages now use the modern composer by default. To create a landing page in the previous version, check the Use the legacy composer box in the creation dialog. The "BETA" labels on landing pages create...
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Contact data in Analytics

Overview: You can now analyze email performance with contact-level attributes from Audience Center (e.g., industry, job title, lead score, region) so you can see who is engaging and drill down to individual contacts.What’s ChangingFilter and drill by standard Audience Center contact fields (e.g., industry, job title, lead score, lead source, company, state/region/segment).New tabs in the Email ...
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BETA: Advanced Segmentation in Audience Center

Act-On’s new beta segmentation experience in Audience Center lets you build powerful, targeted contact segments in two ways: Query Segments for dynamic, rule-based targeting, and Direct Select Segments for manually chosen, static contact groups.What’s ChangingThe new segmentation engine delivers faster, more accurate performance and a modern, streamlined workflow. Streaming upkeep for near-rea...
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True Open filter on Email Performance Report

New: True Open Filter in Email PerformanceThe True Open filter is now available in the Email Performance liveboard. Use it to exclude opens and clicks classified as Security System or Privacy System, so your reports focus on human engagement (Person). Quick Reference (Advanced Users) – Click to Expand Go to Reports > Email Performance (or Reports > Analytics). ...
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Now Available: True Open in Act-On Analytics

We have released a new True Open liveboard to the Analytics area of Act-On. True Open is Act-On’s AI-powered feature that identifies opens and clicks by security and privacy systems. You can exclude these opens and clicks from your email performance report, giving you a clearer view of your true email performance.What’s ChangingWe added a new True Open Impact liveboard to the standard Email Per...
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Permissions Change for CRM Data Management Page

What's ChangingThe Data Management page (in Settings) controls important configurations for your Contacts data structure and CRM sync. For accounts with an integrated CRM, we are now limiting edit access for this page to admin users only. Marketing users can view the page in a read-only mode:WhenThis change was released on July 10, 2025.Customer ImpactThis will help administrators keep control ...
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Improved Create in CRM Automated Programs Step

The Create in CRM step in Automated Programs is a powerful tool that lets you send leads to your CRM when they reach a qualified state. You can also create tasks, notes, and more.What's ChangingWe've revamped the user experience for this step to make it easier. One unified step replaces separate steps for sending leads & contacts, creating tasks, and adding to campaigns. Required fields are sho...
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Update to the way email data is calculated in Analytics

We've made several updates to how email engagement metrics are calculated in Act-On Analytics and the Email Performance Report. These changes improve accuracy, help align metrics across reports, and make results more reflective of actual contact behavior.What's ChangingThese updates apply to data in both the Analytics dashboard and the Email Performance Report: Unique opens and clicks are now c...
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Now Available: CRM Sync Control Enhancements

Gain precise control over which records sync with your CRM with new filtering and entity selection options arriving soon. Quick Reference (Advanced Users) – Click to Expand What: Add record-level Filters for Leads and Contacts, and choose which Entities to Sync overall. Why: Reduce cross-account data exposu...
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Multi-Factor Authentication (MFA) for Act-On Sign In

What’s Changing Act-On now offers optional Multi-Factor Authentication (MFA) to enhance customer account security. By enabling MFA, users are required to provide an additional verification method during sign-in, adding a layer of protection to their organization's Act-On data. Learn more about the MFA option at Act-On. When 2 June, 2025. Customer Impact Multi-Factor Authentication is available ...
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Coming Soon: Optional Multi-Factor Authentication (MFA) for Act-On Sign In

What’s Changing Act-On will soon offer optional Multi-Factor Authentication (MFA) to provide enhanced security for customer accounts. By enabling MFA, users will be required to provide an additional verification method during sign-in, adding a layer of protection to their organization's Act-On data. When This optional feature will be available starting June 2, 2025. Customer Impact Multi-factor...
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Analytics Updates - Have a conversation with your data!

Act-On Analytics has some exciting enhancements! What's Changing For All Users Have a conversation with your data! Ask any business question in the search bar - and start a conversation! Our AI data search chatbot will create a chart or table based on your question. Keep chatting to evolve the result, dive deeper, or explore more data points. This feature will be available for all users. You...
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Additional Standard Fields in Data Management

What's Changing Your All Contacts database is set up in Settings > Data Management, where you can choose from Act-On Standard Fields or Custom Fields to add to your data schema (Learn more). We've added a new set of fields to the Standard Field list. These fields include: Industry Segment Subsegment Business Unit Org Type User Type Region Role Lead Source Status Size Product Language When The...
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Beta: Expand Integration Opportunities with Act-On's Custom Data APIs

What's Changing If you are looking to add more power to your segmentation within Act-On, our new Custom Data APIs open a world of integrations! Designed to work with Audience Center, this new set of APIs allows you to upload extended profile data or behavior data that can be joined to your contact data via email address or External ID. These APIs are perfect for tracking external events, webina...
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Audience Center - A new way to manage your contacts!

Act-On Audience Center is your base for all things Contacts related! It offers powerful AI capabilities, a best-in-class segmentation experience, and improved reporting and data management tools. Benefits include: Access to powerful AI capabilities. Enjoy new AI-driven features like Predictive Lead Scoring, AI Audience Insights, and many other soon-to-come features across our platform. Best-...
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Beta: New Segmentation Experience

What's Changing We're building a new Audience Segmentation UX! We've got plans for some exciting capabilities including: Ability to segment by new criteria Email Links Clicked Segment Membership Overall Engagement Flexible behavior date ranges Custom data One-to-many behavior/opportunity data & much more! Intuitive drag-&-drop UX for building segment logic Faster update times & better perf...
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New for Forms: File Upload Block

What's Changing Looking to have your audience upload resumes, claim forms, images, or other files to Act-On via Form submission? We've added a File Upload block to the Act-On Form composer, available for Forms that submit to Act-On Contacts. The File Upload block can be configured to allow one or more files in a single upload, or multiple file upload fields can be added to a single Form. You c...
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