2023

Act-On Contact Website Prospector Owner Settings - Released

What’s Changing For Act-On Contacts users, Website Prospector can operate directly from the All Contacts list, rather than requiring the configuration of a Marketing List in Other Lists > Accounts List. Website prospector is a tool that can identify website visitors and filter them by sales owner. For Act-On Contacts users with an integrated CRM, the sales owner assignment will now automaticall...
Read Article →
Act-On Analytics: KPI Alerts, Tags & More

We've got some exciting enhancements to share for our Act-On Analytics users! What's Changing KPI Alerts Subscribers to our Dynamic Business Analytics or Premium AI Analytics packages now have the option to set up an e-mail alert for any KPI-style data point. Click on the Alert icon to create an alert. The alert scheduling screen allows you to set conditions to trigger the alert or set up a r...
Read Article →
Webhooks: Add and Update Webhook Events Release Rollout

What’s Changing We are adding two additional events that can be triggered when an Act-On Contact is added or updated. When Starting December 14, 2023 through March 2024. If you wish to have access to this feature sooner, please submit a Technical Support case with a request. Customer Impact Customers have additional tools to integrate with non-Act-On built-in CRMs. Sales teams will have access...
Read Article →
API Infrastructure Upgrade

At Act-On, we want to be the most user-friendly, intelligent, and open marketing automation platform in the industry. As we continuously work to enhance and expand our API capabilities, we're excited to announce that we will be upgrading our API manager on December 11, 2023. What's Changing All traffic to the current API manager will be redirected to the upgraded API manager on December 11, 202...
Read Article →
Deciding when to update your API credentials

At Act-On, we want to be the most user-friendly, intelligent, and open marketing automation platform in the industry. As we continuously work to enhance and expand our API capabilities, we're excited to announce that we will be upgrading our API manager on December 11, 2023. Ultimately the decision of when and how to update your connected application is up to you and the development group that ...
Read Article →
Marketing Network: Account Management Pages Upgrade

What’s Changing Act-On is upgrading the Marketing Network account management pages! The marketing network users on the parent account will have a new interface to view and manage the child accounts. Admin users will have increased stats about their child account and active contacts availability. Admin users and managers on the parent account can search, sort, and filter the child accounts. Ad...
Read Article →
Webhooks: CRM Link in AP Step Webhook Payload Released!

What’s Changing The webhook payload for events triggered from an Automated Program step will include the CRM record URL. This is only applicable to customers using our built-in integrations with Salesforce, Sugar, Netsuite, and Zendesk Sell. When December 7, 2023. Customer Impact Customers have additional tools to integrate with non-Act-On built-in CRMs. Sales teams will have access to the mos...
Read Article →
Act-On Analytics: Campaign & Program Filters, Day of the Week charts

We're continuing to enhance Act-On Analytics with more data you've requested! What's Changing Act-On Campaign Data We've added Campaign data to the Email, Forms, Landing Pages and Media worksheets so now you can compare performance at the campaign level or easily select messages that belong to a particular campaign. All users will see the Campaign filter at the top of the standard liveboards ...
Read Article →
Act-On Webhooks: New Event Released!

What’s Changing We're excited to announce a significant and impactful upgrade to our Webhooks capability, designed to facilitate sharing of contact insights in real-time. Now you can be instantly informed when the lead score for a prospect exceeds a set threshold, such as reaching "Hot" status. The use case applications are vast, from creating leads in your CRM for immediate sales follow-up to ...
Read Article →
Act-On Webhooks in Automated Journey Builder: Released!

What's Changed You can now initiate webhooks directly from the Automated Journey Builder. You have the power to synchronize your Act-On campaigns with your favorite apps and services, precisely when you choose to do so. Unparalleled Control: With this feature, you can determine precisely when and how to trigger external workflows. Craft the perfect message and deliver it to your audience at t...
Read Article →
Released: Analytics Share & Schedule Email Delivery

Now that you've created an amazing Liveboard in Act-On Analytics, share it with your colleagues! What's Changing Users of Act-On's Advanced Analytics now have the option to share custom content and schedule email delivery of Liveboards for themselves and their colleagues. Sharing a Liveboard or Answer Use the "Share" icon at the top of the Liveboard or Answer to share this content with your col...
Read Article →
Released: List Picker Search Improvements (Based on your feedback!)

We're making some changes to the List Picker search results based on feedback from our users! What's Changing When you search for a list or segment in the list picker, we previously showed just the search results, but no context as to the hierarchy. If you have similarly named segments, it can be hard to tell which one to pick without knowing the parent segment or list. This was especially prob...
Read Article →
Released: New Personalized From "Fallback Sender"

What's Changing Act-On's Personalized From feature is a great way to customize your emails with a sales owner's name as the sender. Typically, Act-On uses data you've defined in your CRM or on a marketing list, but if any contacts don't have a sales owner defined, the email can fail to send. Learn more about personalized from. With the new 'fallback' sender, you can choose a sender to use if th...
Read Article →
Act-On Webhooks in Automated Journey Builder, Real-Time Score Notifications, and other enhancements: Now in Beta!

What's Changing We're excited to announce significant and impactful upgrades to our Webhooks capability, designed to give you more control and real-time insights into your marketing campaigns. 1. Real Time Lead Score Notifications. Now, you can be instantly informed when the lead score for a prospect exceeds a set threshold, such as reaching "Hot" status. The use case applications are vast, f...
Read Article →
Actonio is Here to Help

What's Changing Act-On's help gets an AI boost with our support bot Actonio, always available at the top right of your Act-On screen: Chat with Actonio, access our help content, or connect with support: When Actonio is available from October 19th, 2023. Customer Impact This feature will be available for all customers and there is no action needed.
Read Article →
Act-On Contacts CRM Enhancement: Field Level Push Policies (Released)

What's Changing Act-On Contacts users who sync with a CRM now have greater control over what fields Act-On can overwrite in their CRM. The default setting is a 2-way push, meaning that the CRM will update Act-On, and Act-On will update the CRM if data in a mapped field changes. Users can now change the default to a 1-way push, meaning Act-On will not overwrite any data in the CRM. Users can ...
Read Article →
Improvements to listing pages (based on your feedback!)

What’s Changing We’ve made the following updates to listing pages based on customer feedback: We’ve increased the width of the Title column. This addresses issues where the title was cut off when viewing listing pages, especially on smaller screens. To allocate more space for the Title column, we’ve made the Tags column narrower. Tags are displayed in the flattened state by default to fit into...
Read Article →
Self-Service Act-On API Key Generation: Released!

What's Changing We have some exciting news to share that will take your integration with our platform to the next level: we've introduced the ability to generate API keys in Act-On as the first step of our upcoming API manager upgrade! What to Expect:In preparation for the upcoming launch of our new API manager in the next few weeks, we've introduced a convenient feature. Administrator users ca...
Read Article →
List Picker Improvements (Based on your requests!)

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. We got some feedback: you wanted more flexibility in how to format the screen and how to find the lists and segments you are looking for. So we've made some small enhancements that will hopefully make a big impact on...
Read Article →
Act-On Analytics: Released!

What's Changing Act-On has implemented a powerful new analytics tool to help marketers analyze their marketing campaigns. Standard Analytics - Now Activated For Everyone Standard Analytics features include interactive Liveboards for Email, Forms, Landing Pages, and Media download performance. You'll find these under Reports as a replacement for the previous versions of these reports. With thes...
Read Article →
Webex Webinars and Act-On Upgrade: Released!

We are excited to announce we've updated Act-On’s integration with Webex Webinars to use New Forms (otherwise known as Lab Forms). What's Changed Pre-Upgrade (Classic Form) Post Upgrade (New Form) Form Builder Experience Form Builder Experience Form Design Options Form Design Options Cannot re-use previously created Forms Can copy an existing Form Form is standal...
Read Article →
Act-On Webhooks: New Features Released!

What’s Changing We're excited to introduce the latest enhancements to our webhooks functionality. Our commitment to providing you with a flexible integration experience has led us to expand and refine our webhook events, giving you even greater control and insight into your data. What's New? More Notifications, More Control: We've broadened the scope of notifications you can monitor with our ...
Read Article →
New Landing Pages and Templates Listings Page

What’s Changing We updated the Landing Page listing pages to our new listing page UI/UX. These pages are where you view, manage, and organize your Act-On Landing Pages and Landing Page templates. The new listing pages allow you to: Organize your Landing Pages and Landing Page templates into folders & subfolders. Use tags to group and find related Landing Pages and templates. Find Landing Pages...
Read Article →
Apple Link Tracking Protection

What’s Changing This year, Apple announced changes that will impact links marketers place in emails. These changes will roll out with the release of iOS 17, iPadOS 17, and Safari 17. Apple has confirmed that the rollout of iOS 17 will begin on September 18, 2023.What is Apple’s Link Tracking Protection? From Apple’s Press Release:“Some websites add extra information to their URLs in order to tr...
Read Article →
Introducing an all new Act-On Anywhere for Outlook

What's Changing We have completely rebuilt Act-On Anywhere for Outlook. From an enhanced user interface to improved functionality, using Act-On Anywhere now seamlessly integrates with your Outlook inbox to aid in utilizing your Act-On marketing assets and improve your overall marketing performance. Enhancements include a modern user interface, an intuitive experience for previewing and selectin...
Read Article →
Act-On AI Predictive Lead Score

What's Changing Act-On brings the power of AI to lead scoring! AI Predictive Lead Score leverages our proprietary machine learning models to help you identify leads that are most likely to convert. AI Predictive Lead Score is presented in the Act-On Contact Report as a percentage value. The percentage value represents the likelihood of the contact converting to a customer. AI Predictive Lead...
Read Article →
New Email Templates Listing Page

What’s Changing We updated email templates to our new listing page UI/UX. The new email templates listing page allows you to: Organize your email templates into folders & subfolders Use tags to group and find related email templates Identify email templates used with event-triggered emails with a new filter Search and sort email templates Use bulk actions to easily organize or manage multip...
Read Article →
Sugar CRM Integration Upgrade - Opt-Out Sync: Released

All accounts connected to Sugar CRM are now able to synchronize contact opt-out subscriptions between Act-On and Sugar CRM. What's Changed Data management has a new setting where the sync can be configured. When Push Opt-Out to CRM is enabled, the following data updates can be expected: A contact’s opt-out state is updated to True in SugarCRM when the contact unsubscribes to marketing ema...
Read Article →
Act-On Webhooks: Released!

What's Changing We have launched our first round of Act-On Outgoing and Incoming Webhooks. With this new capability, you can stay up to date with important events and automate workflows effortlessly. What is included in the first release? Slack and MS Teams notifications when an Automated Program Starts or Stops Send opt-outs and bounces to your CRM if it is not connected to Act-On or any othe...
Read Article →
New Segmentation Criteria for Open Rates and Click Rates

What's Changing We've added 4 new behavior criteria in the segmentation editor. Now you can query for contacts based on: Open rate (enter a number between 1 and 100) Click rate (enter a number between 1 and 100) Change in open rate (enter a number between -100 and 100) Change in click rate (enter a number between -100 and 100) These new criteria will allow you to target contacts who are incr...
Read Article →