2023

Three New Features for Act-On Contacts Users

Act-On Contacts users got three time-saving upgrades at once: syncing segments straight from a CRM report or campaign, personalizing "From" details without a CRM, and using related CRM data (like Account or Owner) in dynamic content. Why this matters: Each of these closes a small but real gap: building segments from CRM reports saves manual list-building, Personalize From without a CRM extends...
Read Article →
Integration Updates: Sugar CRM Sales Packages now support Sugar v13

What's Changing & When On Friday, July 21, updates were released 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 the Access Your Act-On Data in SugarCRM guide.
Read Article →
Visually Track Unsaved Changes in the Email Editor

The email editor now shows an "Unsaved changes" status indicator whenever you've made edits that haven't been saved yet, so you always know where you stand before you close out. Why this matters: Losing in-progress edits to an email is frustrating and avoidable. A clear, always-visible save status means you won't second-guess whether your last change actually stuck, and the updated Close promp...
Read Article →
Integration Updates: Google Ads API Upgrade and New Act-On API for Custom Events

Two integration updates landed together: the Google Ads connection now runs on the newer v14 API, and there's a new API for pushing external behaviors into Act-On as Custom Touch Points. Why this matters: If you use Google Ads with Act-On, staying on a current API version keeps that connection working reliably. And if you track customer behavior in other systems, Custom Touch Points let you fo...
Read Article →
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...
Read Article →
GoToWebinar Integration Upgrade: New API and Registration Forms - Released!

What's Changing Act-On's 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 Fo...
Read Article →
New Forms and Templates Listings Page

Forms listing pages got a UI refresh: they're now where you view, manage, and organize both your Forms and your Form templates, with more ways to filter, tag, and organize than before. Why this matters: As your library of Forms grows, finding the right one gets harder. Folders, subfolders, tags, and better filtering mean less time scrolling through a flat list and more time finding (or buildin...
Read Article →
Undo/Redo Functionality in the Email Editor

What's Changing Undo/Redo functionality is available in the email editor. Marketers have the ability to quickly undo changes to their email with the click of a button, and just as 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 The autosave feature within the email editor was later enhanced wit...
Read Article →
Now available: Act-On AI Create

Act-On AI Create brings AI-assisted writing into the email editor's rich text block, so you don't have to start every email from a blank page. Answer a short guided prompt about what you're writing, and Act-On generates a draft you can use as-is, regenerate, or edit. Why this matters: Drafting email copy from scratch takes time, and not every marketer has a copywriter on call. AI Create gives ...
Read Article →
Updates to Form Alerts, Automated Program Step Alert Score Sheet, and Deleted User Alert

Three alert types got small but useful upgrades: form submission alerts can now route based on what's actually in the submission, Automated Program Step Alerts can show scores from a specific score sheet instead of just the default, and the Deleted User alert has a cleaner look. Why this matters: The right alert reaching the right person, with the right context, is what makes alerts useful ins...
Read Article →
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 2023. Customer Impact There is no direct action anyone has to take - it's available for all Data Studio us...
Read Article →
Inbox UI Improvements

What’s Changing The Marketing Network Inbox got a redesign. The UI now matches the new Act-On design style, with an interface that's 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 content prior ...
Read Article →
Revenue Impact Report - Now Launched!

The Revenue Impact Report shows how your CRM data - new leads, opportunities, campaign performance - ties back to what marketing is doing. This redesign uses your actual CRM fields instead of assuming defaults, so the numbers reflect how your CRM is really set up. Why this matters: A report that assumes generic field names instead of your CRM's actual fields can quietly misreport revenue, lead...
Read Article →
Sugar CRM API Upgrade

Act-On's built-in integration with Sugar CRM now runs on Sugar's REST API v11, replacing the older API version. Why this matters: The upgrade unlocks real-time data pushes to Sugar and enabled bi-directional Opt-Out sync between Act-On and Sugar. It also draws a line under support for old Sugar versions - see the note in Customer Impact below if your instance is on legacy Sugar CRM. What's Cha...
Read Article →
Updated List Picker Throughout Act-On

Choosing the right list or segment is something you do constantly across Act-On - in Automated Programs, campaigns, and more. The List Picker used in Automated Programs is now the List Picker everywhere else too, with the same filtering, search, and preview capabilities. Why this matters: A faster, more capable list picker means less time hunting for the right segment and fewer mistakes from p...
Read Article →
DKIM Check and Notify Enhancement

DKIM and SPF are the digital handshake that proves an email really came from your domain. If either one - or your Envelope From setting - becomes invalid, mail can start landing in spam or not arrive at all. Act-On now watches for that and warns you directly in the app. Why this matters: These settings can silently break, for example if someone changes DNS records outside of Act-On, long after...
Read Article →
Customize Form Alert Routing with Conditional Rules

Form submission alerts notify your team when a lead or inquiry comes in. Instead of sending every alert to the same inbox, you can now route them based on what the visitor actually submitted - send service issues to support, sales inquiries to sales, or split alerts by product interest or region. Why this matters: The right person seeing a lead within minutes, instead of it sitting in a shared...
Read Article →
New List Maintenance Program Page and Additional Features

List Maintenance Programs let you run scheduled actions on a list or segment - updating field values, or copying data from one list to another - without touching each contact by hand. This update replaces the previous List Maintenance Program section with a new one, and your existing programs were migrated automatically. Why this matters: The new section adds subfolders, color-coded tags, and ...
Read Article →
Automated Program Step Email Alert Update

The Automated Programs "Send Alert" step emails your sales team (or other stakeholders) whenever contacts complete a program step. This update reshapes that alert email so the people receiving it can act on it immediately, without logging into Act-On first. Why this matters: Sales and other stakeholders often only ever see the alert email, not the Act-On interface behind it. Putting the contac...
Read Article →
New Alerts to Help Keep Your Account Secure

Act-On added a set of security alerts that notify you or your account admins about certain account and login activity. Why this matters: These alerts flag account changes and unusual login activity - like a login from a new country - so anything that looks off gets caught and can be investigated quickly. What's Changing Email Alerts will be sent to users or account admins in the following case...
Read Article →
Automated Program Listing Pages

The Automated Program listing pages are where you view, manage, and organize your automated programs and program templates. This update brings them in line with Act-On's newer listing-page UI, giving you subfolders, tags, and better filtering to keep large libraries of programs and templates under control. Why this matters: As you build out more Automated Programs and templates, a flat, unsear...
Read Article →
Customize Your Form Alert Subject Line

What's Changing A new feature 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 field data using double b...
Read Article →
Webex Webinars (New) and API Upgrade

Act-On's built-in Webex integration now supports Webex Webinars (New) in addition to the classic Webex Events connector, and runs on Webex's latest API version. Why this matters: You can run both connector types side by side, so switching to the newer Webex Webinars product doesn't mean giving up any events you still run through Webex Events (Classic) - and the new connector's OAuth 2.0 suppor...
Read Article →
A New Spam Appliance is Being Monitored, Potentially Altering Open Rates

What's Changing A new security appliance was added to Act-On's 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. Some customers' email data showed an unusual spi...
Read Article →
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...
Read Article →
Small Update to Internal Email Robot Tracker

What's Changing An additional email robot check that had been ignored, and had potentially skewed some open/click rates on emails, has been added back. 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," ac...
Read Article →
Small UI Improvements for SMS

What's Changing The UI for the SMS feature received a polish. Design elements are now uniform across each page of the SMS feature, with alignment, spacing, and formatting issues fixed throughout. 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 users need to take, and fun...
Read Article →
New Content Fragments Listing Page

Content Fragments are the reusable form and page pieces you build once and drop in wherever you need them. The listing page where you manage those fragments now has Act-On's newer, more organized listing-page design. Why this matters: As your fragment library grows, subfolders, tags, and better filtering are what keep it usable instead of turning into a long unsorted list you have to scroll th...
Read Article →
Improved Visibility into Early Exit conditions in Automated Programs

Early exit conditions let you automatically remove contacts from an Automated Program when they meet certain criteria - but until now it wasn't always obvious where those contacts ended up once they exited, especially in a program that's already running. This update makes that visible. Why this matters: If you can't see what happens to a contact after an early exit, you can't verify your progr...
Read Article →