2023

Act-On Contact Website Prospector Owner Settings - Released

Website Prospector can now run directly off your All Contacts list instead of requiring you to maintain a separate Marketing List under Other Lists > Accounts List. For accounts with an integrated CRM, sales owner assignment comes straight from your CRM's owner data. Why this matters: You no longer need to upload and maintain a separate ownership list by hand. Website Prospector data stays cur...
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Act-On Analytics: KPI Alerts, Tags & More

Act-On Analytics is adding a few requested capabilities: email alerts on your KPI data points, a Tag filter for Forms and Landing Pages, and new click-data visualizations on the Landing Page liveboard. Why this matters: An alert means you find out about a KPI change the moment it happens instead of during your next scheduled check-in, and tagging by topic or division makes it much faster to fi...
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Webhooks: Add and Update Webhook Events Release Rollout

What’s Changing Two additional events can now 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 to the most up...
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API Infrastructure Upgrade

Act-On upgraded its API manager on December 11, 2023, as part of ongoing work to expand its API capabilities. What's Changing All traffic to the current API manager will be redirected to the upgraded API manager on December 11, 2023. You can wait until then and only update the Client ID and Client Secret values. Or you may choose to update your integration at any point by also updating the Base...
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Deciding when to update your API credentials

Act-On is upgrading its API manager on December 11, 2023, which means every connected application needs new credentials and a new Base URL. You have two options: update before the 11th, or wait and update on the day itself. Neither is wrong — which one fits depends on how your integration is set up. Who does this: Whoever owns your Act-On API integration — typically a developer or admin — dec...
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Marketing Network: Account Management Pages Upgrade

Act-On's Marketing Network received an upgraded set of account management pages. If you manage child accounts from a parent account, you get a dedicated interface for viewing, organizing, and reporting on them. Why this matters: Better visibility into child account stats and easier organization (search, sort, filter, folders) means less time hunting for the account you need and more time actin...
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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 Act-On's 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 th...
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Act-On Analytics: Campaign & Program Filters, Day of the Week charts

Act-On Analytics now shows more of the context you asked for: which campaign a message belongs to, what triggered it, and how performance breaks down by day of the week. Why this matters: Without campaign and trigger context, it's hard to tell whether a spike in performance came from a specific campaign, program, form, or webinar. These filters let you isolate the answer instead of guessing. W...
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Act-On Webhooks: New Event Released!

What’s Changing This is a significant upgrade to Act-On's 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 fine-tuning your lead nurtu...
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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...
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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...
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Released: List Picker Search Improvements (Based on your feedback!)

Searching for a list or segment in the list picker used to show you results with no sense of where they lived in your hierarchy — a real problem when you have several similarly named segments, like the identical subsegments under every webinar list. Now search results show the matching lists and segments in context, so you can tell them apart before you pick one. Why this matters: Picking the ...
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Released: New Personalized From "Fallback Sender"

Act-On's Personalized From feature lets you send email as the sender a prospect actually recognizes, using the sales owner data defined in your CRM or on a marketing list. Until now, if a contact had no sales owner on record, the send could fail outright. The new fallback sender fixes that: you choose a backup sender to use whenever a contact's sales owner can't be found. Why this matters: A m...
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Act-On Webhooks in Automated Journey Builder, Real-Time Score Notifications, and other enhancements: Released!

Webhooks just got more useful for keeping your other systems in sync with what's happening in Act-On. Three upgrades have rolled out: real-time notifications when a prospect's lead score crosses a threshold, the ability to fire a webhook directly from a step in the Automated Journey Builder, and built-in payload transformation so you can reshape the data to match whatever your third-party tool ...
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Actonio is Here to Help

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

Act-On Contacts users syncing with a CRM can now control, field by field, whether Act-On is allowed to overwrite that data in the CRM - instead of the all-or-nothing two-way push that was the default before. Why this matters: Full two-way sync is convenient until it overwrites a CRM field you didn't want touched. Field-level push policies let you keep the fields you want under CRM control whil...
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Improvements to listing pages (based on your feedback!)

Finding the right asset on a listing page got a little easier. Based on customer feedback, the Title column is wider so names stop getting cut off, mouse-over tooltips were added for long titles and folder names, and the info tooltip now always shows the full asset name. Why this matters: When titles get truncated, you end up opening assets just to confirm which one you're looking at. These ch...
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Self-Service Act-On API Key Generation: Released!

Getting an Act-On API key used to mean filing a request and waiting on someone else to generate it for you. Now administrators can generate their own API credentials directly inside Act-On, as the first step toward an upgraded API manager. Why this matters: Self-service key generation means you're not stuck waiting on a support request when you need to stand up or troubleshoot an integration. ...
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List Picker Improvements (Based on your requests!)

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...
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Act-On Analytics: Released!

Act-On's analytics got a major upgrade: interactive Standard Analytics liveboards are now on for everyone, with optional Dynamic Business Analytics for building your own visualizations and Premium AI Analytics for AI-generated charts from plain-language questions. Why this matters: More interactive reporting means less time exporting data to build the chart you actually need. Depending on whic...
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Webex Webinars and Act-On Upgrade: Released!

Act-On's Webex Webinars integration now uses New Forms (also called Lab Forms) instead of the Classic Form builder, which changes how webinar registration forms are built, designed, and reused. Why this matters: New Forms let you copy an existing form instead of building from scratch every time, and the registration form now lives embedded in a Landing Page rather than standing alone - so prom...
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Act-On Webhooks: New Features Released!

Act-On's webhooks got a round of upgrades: more event types to notify on, more contact and behavior data you can push out, stronger signature verification, and the ability to capture custom contact behaviors through Incoming Webhooks. Why this matters: The more events and data types webhooks cover, the fewer workarounds you need elsewhere in your stack. Capturing custom behaviors like video en...
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New Landing Pages and Templates Listings Page

Landing Pages got the same listing-page overhaul as Forms: folders, subfolders, tags, and better filtering, plus a new single-page settings and reporting view. Why this matters: As your Landing Page library grows, being able to filter by status or by whether a page has an embedded Form saves real time when you're trying to find or audit a specific page. What's Changing The Landing Page listin...
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Apple Link Tracking Protection

Starting with iOS 17, iPadOS 17, and Safari 17, Apple may strip tracking parameters from links shared in Messages, Mail, and Safari Private Browsing. Here's what that means for links in your Act-On emails and landing pages. Why this matters: Anything that touches link tracking is worth watching closely, since it affects your click reporting. The short version: Act-On has checked this against A...
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Introducing an all new Act-On Anywhere for Outlook

Act-On Anywhere for Outlook has been rebuilt from the ground up, with a modern interface, easier asset browsing and previewing, and - for the first time - support for Outlook on Mac. Why this matters: Act-On Anywhere is how sales and other Outlook users pull Act-On marketing assets into a one-to-one email without leaving their inbox. A faster, more intuitive add-in means less friction sending ...
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Act-On AI Predictive Lead Score

AI Predictive Lead Score uses Act-On's machine learning models to estimate, as a percentage, how likely a contact is to convert - right inside the Contact Report you already use. Why this matters: Traditional lead scoring rules require you to guess and tune which behaviors matter. A model-driven percentage gives you another, complementary signal for prioritizing leads, and because it plugs int...
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New Email Templates Listing Page

Email templates got a refreshed listing page: folders, subfolders, tags, better filtering, and bulk actions for organizing and finding the templates you use most. Why this matters: Once you have more than a handful of templates, a flat list stops working. Folders, tags, and a filter for event-triggered-email templates mean you spend less time scrolling and more time finding the template you ac...
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Sugar CRM Integration Upgrade - Opt-Out Sync: Released

Accounts connected to Sugar CRM can now keep contact opt-out status in sync in both directions, so an unsubscribe in one system shows up correctly in the other. Why this matters: Mismatched opt-out status between your CRM and Act-On risks emailing someone who's already unsubscribed, or missing a re-subscribe. Two-way sync keeps compliance and CRM data consistent without manual reconciliation. ...
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Act-On Webhooks: Released!

What's Changing Act-On launched its first round of Outgoing and Incoming Webhooks, giving you a way to 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 other platform as they occ...
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New Segmentation Criteria for Open Rates and Click Rates

What's Changing Four new behavior criteria were added to 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 in...
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