2023

Three New Features for Act-On Contacts Users

Act-On Contacts users can enjoy three powerful new features starting this week! If you aren't using Act-On Contacts yet to manage your contact data in Act-On, read more about it here. What's Changing Create Segment from CRM Report or Campaign SalesForce CRM users can now create a segment that syncs contacts based on their membership in a CRM report or campaign, while Sugar CRM users can sync ...
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Integration Updates: Sugar CRM Sales Packages now support Sugar v13

What's Changing & When On Friday, July 21 we released updates to the Sugar Sales Package installation files. The updated package is now compatible with version 13 of Sugar CRM. For instructions on how to install the files, please refer to this guide.
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Visually Track Unsaved Changes in the Email Editor

What's Changing We have added a new visual status indicator "Unsaved changes" within the email editor that lets you see when you have made changes but not yet saved those changes. Once you have saved your message, the status indicator disappears. Hovering over the status indicator shows you when your last change was made. Additionally, you will no longer be prompted to confirm closing the messa...
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Integration Updates: Google Ads API Upgrade and New Act-On API for Custom Events

What's Changing Google Ads API has been upgraded to use v14. If you are currently connected we recommend re-connecting again. For details on how to connect to Google Ads and use the feature see this guide. We have added a new API that can be used to bring in external behaviors into Act-On as Custom Touch Points for segmentation and personalization. For information on how to use the data in Ac...
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New Feature: Automatic External Form Posts

What's Changing Act-On has a new feature that will allow you to set a default, automatic external Form post URL for all Forms. This is in addition to the external Form post URL configuration per Form. This can be used to post all Form submissions to an external database or to a single Act-On Form submission list, in addition to their individual form submission lists. When Available upon request...
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GoToWebinar Integration Upgrade: New API and Registration Forms - Released!

What's Changing Our built-in webinar integration with GoToWebinar now uses GoToWebinar's latest API version (v2) and Act-On's new Registration Forms. When This update was released on June 28, 2023. Customer Impact Customers already connected to GoToWebinar and using Classic Forms, and Act-On Legacy Forms for registrations: Registrations created following the upgrade will launch the new Forms E...
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New Forms and Templates Listings Page

What’s Changing We updated Forms listing pages to our new listing page UI/UX. Forms listing pages are where you view, manage, and organize your Forms and Form templates. The new listing pages allow you to: Organize your Forms and Form templates into folders & subfolders Use tags to group and find related Forms and Form templates Find Forms and Form templates easily with improved filtering: ...
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Undo/Redo Functionality in the Email Editor

What's Changing We are adding Undo/Redo functionality to the email editor. Marketers now have the ability to quickly undo changes to their email with the click of a button. Naturally, you can easily redo the undo actions. When June 7, 2023. Customer Impact All customers will have these features enabled in their email editor. What's Next From a higher perspective, we are continuing to assess ...
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Now available: Act-On AI Create

What’s Changing Marketers can now leverage the power of AI to help write email content! Within the email editor’s rich text block, you can now “Create with AI” to write more creative emails and save time drafting email content. Act-On provides you with a guided prompt to share details on what your email is about, which is then used for AI to generate your email content. Fields in the guided pro...
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Updates to Form Alerts, Automated Program Step Alert Score Sheet, and Deleted User Alert

What's Changing Form submission alerts now have more flexibility to route to users based on the contents of the form submission. See Customize Form Alert Routing Based on Submitted Data. Automated Program Step Alert now has the option to select a score sheet to use for the contact scores shown on the alert. Tailor your program alert to show scores specific to that program's campaign. D...
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SMS Message Title Added to Data Studio

What's Changing The SMS Message Title is being added to Data Studio so users can create an export including that detail. After selecting the SMS Messages Data Set, a user can now select SMS Title as a field along with any other fields they would like to add to their export. When Early June. Customer Impact There is no direct action anyone has to take, it will be available for all data studio us...
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Inbox UI Improvements

What’s Changing The Marketing Network Inbox is getting a redesign. We have updated the UI to match the new Act-On design style. The interface is more modern and user-friendly with the ability to sort and search the inbox content. Users can execute bulk actions for accepting or deleting inbox content. Users will be taken through new accept and decline flows where they can see a preview of the co...
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Revenue Impact Report - Now Launched!

What’s Changing Act-On has redesigned the Revenue Impact Report experience for our customers with a native CRM integration. The report utilizes customer CRM data to provide insights into new lead generation, opportunities, and campaign performance. Users will now be able to map custom fields from their CRM to the Revenue Impact Report, providing more accurate data. The report will pull from th...
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Twitter Prospector Feature End of Life

What's Changing We wanted to inform you about an upcoming change to our product. Starting May 1, 2023, the Twitter Prospector feature will no longer be available in Act-On. We are constantly evaluating our product features to ensure that we are providing the best possible experience for our customers. In addition, Twitter has announced changes to their API that no longer satisfy the original in...
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Sugar CRM API Upgrade

What's Changed Act-On's built-in integration with Sugar CRM is now using REST API v11. When April 18, 2023. Customer Impact Customers can now see the following improvements and benefits Real-time data updates from Act-On to Sugar from List Sync Settings Data will push to Sugar immediately when it is changed in Act-On. Eligibility to participate in the following beta releases Bi-direct...
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Updated List Picker Throughout Act-On

What's Changing Act-On has developed a new "List Picker" which is used throughout the application to let you choose lists and segments for use in various features. You've probably already seen the new list picker in action in the Automated Programs area. Now, it's available throughout most of Act-On: When General release April 18, 2023 (Some customers had an earlier release). Customer Impac...
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DKIM Check and Notify Enhancement

What's Changing Act-On will now alert you when your DKIM, SPF, and Envelope From settings appear to be invalid, which could impact your email deliverability. Learn more about this in Email Setup. These warnings will appear on impacted From Addresses (under Settings > Other Settings) and under the Review tab in the email composer. When April 17, 2023. Customer Impact Being warned of an improper ...
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Customize Form Alert Routing with Conditional Rules

What's Changing Form submission alerts are an important tool to notify your team of incoming leads or inquiries. Now you have more flexibility to route these alerts based on the contents of the form submission. Route service issues to the support department and sales issues to the sales team, or route based on product interest, region, etc. To set up form alert conditions, edit your form. On ...
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New List Maintenance Program Page and Additional Features

What's Changing We have released an updated List Maintenance Program section. List Maintenance programs allow you to run scheduled actions on a list or segment, including updating field values, or copying data from one list to another. The new section replaced the current List Maintenance Program section, and existing programs were migrated. The new section includes: A better overall user ex...
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Automated Program Step Email Alert Update

What's Changing We've updated the format of the Automated Programs "Send Alert". We've made the alert more useful to your sales team or other stakeholders. All changes were requested by customers via our feature request process. We're now including a table of contacts who have completed the automated program step in question, rather than just linking to the table within Act-On (which co...
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New Alerts to Help Keep Your Account Secure

What's Changing Act-On has added some new security features to help keep your account safe. Email Alerts will be sent to users or account admins in the following cases: An existing account user is deleted (sent to admin) An existing account user’s password is reset A user logs in from an IP address they haven’t used in the last 30 days A user logs in from a country they haven’t logged in fro...
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Automated Program Listing Pages

What’s Changing We’re updating the Automated Program listing pages to our new listing page UI/UX. Automated Program listing pages are where you view, manage, and organize your automated programs and program templates. The new listing pages allow you to: Organize your programs and templates into subfolders Use tags to group and find related programs and templates Find programs and templates e...
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Customize Your Form Alert Subject Line

What's Changing We've released a new feature that allows users to customize the subject line for form alerts (these are the alerts that notify your internal users of a form submission). For each form, you can enter a custom subject line. This allows you to call attention to particular forms and insert personalization values in the subject line. Insert personalization values with any form fiel...
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Webex Webinars (New) and API Upgrade

What's Changing Our built-in webinar integration with Webex now supports Webex Webinars (New) and uses Webex's latest API version. When This update was released on March 15, 2023. Customer Impact Customers already connected or those planning to connect to Webex will have the ability to establish a connector for Webex Webinar, in addition to the connector for Webex Events. The following changes...
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A New Spam Appliance is Being Monitored, Potentially Altering Open Rates

What's Changing We have added a new security appliance to our watch list for filtering out automated email activity, specifically Opens. Background Part of Act-On's email performance monitoring involves tracking email robots and spam appliances, removing their open and click activity from reports to not interfere with actual human activity data. We recently discovered that some customers' email...
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Act-On Contacts Early Adopter Opt In Release

What's Changing Act-On Contacts is a new and improved way to manage contacts and segments within Act-On. Instead of multiple marketing lists, the single All Contacts list provides a unified view of your contact data. Create a single, consolidated contact list that eliminates duplicates Simplify CRM syncing and combine Leads & Contacts to streamline segmentation Organize your contact segments...
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Small Update to Internal Email Robot Tracker

What's Changing We have added an additional email robot check that had been ignored and potentially skewed some open/click rates on emails. Background Part of Act-On's email performance monitoring involves tracking email robots and removing their open and click activity from reports to not interfere with actual human activity data. An email robot, commonly referred to as a "bot," acts as a spam...
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Small UI Improvements for SMS

What’s Changing The UI for the SMS feature is getting a polish! We are making the design elements uniform across each page of the SMS feature. We are fixing alignment, spacing, and formatting issues throughout the feature. When Mid-late January 2023. Customer Impact Any customer who navigates to the SMS feature, whether they use it or not, will see these improvements. There is no action Act-On ...
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New Content Fragments Listing Page

What’s Changing We’re updating the Content Fragments listing page to our new listing page UI/UX. Listing pages are where you view and organize your marketing assets. Those assets include your landing pages, forms, emails, automated programs, templates, images, media files, and content fragments. The updated Content Fragments page will allow you to: Organize your content fragments into subfol...
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Improved Visibility into Early Exit conditions in Automated Programs

What’s Changing We’re improving how you set up and view early exit conditions in Automated Programs. Early exit conditions are used to automatically exit contacts from a program if they meet certain criteria. With these improvements, you can more easily see what happens to contacts who exit the program, even when the program is running. The changes include: Improved clarity in the early exit ...
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