2024

Zoom & WebEx Webinar Registrations in Act-On Contacts

What's Changing For Act-On Contacts users who have integrations with Zoom or WebEx, webinar registrations can now be managed within Act-On Contacts. Registration forms can be set to submit new contacts to the All Contacts list. Registration details can be managed within the All Contacts UI instead of in Other Lists > Webinar Lists. When This feature was released June 28, 2024. Customer Imp...
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All Contacts for Microsoft Dynamics

All Contacts for Microsoft Dynamics is now available. What's Changing All Contacts is an improved way of managing contact data within Act-On. Instead of multiple lists with duplicated contacts, you now have a single All Contacts list. Some of the advantages include: Segment leads & contacts combined, rather than on separate lists Consistent data schema for all contacts Single copy of a conta...
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All New Email Composer

The new Email Composer has launched! Learn more We’re introducing a new way to design beautiful and compelling emails in Act-On. Enjoy more styling and formatting options, improved mobile responsiveness, and a sleek new user interface. Plus, we’ve added some wish list items users have been asking for. What’s Changing We are releasing the new composer as part of an open beta which means that we...
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Act-On Contacts SugarCRM Sales Portal

What’s Changing The SugarCRM Sales Portal (Act-On set of components within SugarCRM) has been updated to use the All Contacts list. Hot prospects can be filtered by choosing a sub-segment of prospectus in Contact Settings: Contact data fields used in the personalization of sales email templates require mappings in Data Management: When Beta release June 3, 2024. GA Release June 14, 2024...
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Act-On Contacts: Create Subsegment Now Defaults to Parent Segment's Folder

What's Changing We're listening to your feedback! Many Act-On Contacts users have shared feedback that led to this change. Now, if you create a subsegment, its default location will be in the same folder or subfolder that its parent segment is in. For example, since the "Dallas Area" segment is in the folder Dallas, when I created the "Irving Area" subsegment it also was added in the Dallas fo...
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All Contacts Upgrade Assistant

All Contacts is our preferred way of managing contact data within Act-On in the Audience Center, where you get a consolidated list of contacts with a consistent data schema, an improved user experience, better CRM syncing, more data, and exclusive features. Now, new tools are available to make it easier to transition to using the Audience Center. What's Changing The new Upgrade Assistant walks...
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Act-On Contacts: CRM Saved Report Sync On Demand

What's Changing For Act-On Contacts users, the CRM Saved report sync function has been enhanced to support an 'on-demand' sync. Previously it supported scheduled sync or one-time sync. To create an on-demand sync, set up your report sync according to this article. Do not check the box to keep in sync with the CRM. Upon save, choose Sync Now to initially populate the segment. Then, when you nee...
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SugarCRM: Syncing Invalid Email Field

What's Changing Act-On has updated our SugarCRM integration to enable syncing of the "Invalid Email" field (for both Marketing lists & Act-On Contacts). In SugarCRM, a flag next to the Email Address field can indicate if that email is invalid: To sync this field: Add the field to your All Contacts list in Settings > Data Management or to your Marketing list. Map the field to the "invalid ema...
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Act-On Contacts API Update

What’s Changing Act-On is updating the APIs available to customers with the release of Act-On Contacts-specific endpoints. These endpoints are meant to replicate the capabilities of the existing APIs for marketing lists for Act-On Contacts. Users can manage their Act-On Contacts schema, bulk or single import contacts, manage segments, & pull contact report data. When We are planning for a GA r...
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All Contacts Webhooks Update

What’s Changing Act-On is updating the webhooks available to users who are using All Contacts: Update the CRM when a new contact is added or updated in All Contacts. Update the CRM when an existing contact is updated in All Contacts. Trigger a Zapier action when a contact is added or updated in All Contacts from a CRM sync. When We are planning for a GA release in late May 2024. Reach out to ...
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Zapier All Contacts Update

What’s Changing Act-On is updating the APIs available to customers with the release of All Contacts & are including those updates in Zapier! Below is the list of new Triggers and Actions available. Triggers Contact added/updated in All Contacts (via outgoing webhook). Actions Add contact to a direct select segment. Add/update contact to All Contacts by Email. Update All Contacts contact by E...
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Act-On Contacts FTP Import & Export

What's Changing Act-On Contacts is our consolidated contact management system, designed to keep your contacts organized on a single list. Now, you can keep contacts synced with an external system using the FTP Import and Export. FTP Import allows you to: Select a file that's synced to the Act-On FTP server. Control import options & contact matching (by email or external ID). Map fields to All ...
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Released: Prevent Automated Program Steps with Contacts from being Deleted

What's Changing We've added new logic that safeguards Automated Programs from unintended consequences of deleting steps. When editing previously active programs, we now display a warning if a step has contacts in it and is being deleted. Learn more about what to do if a step you're attempting to delete has contacts in it. When Released in April 2024. Customer Impact Any customer editing autom...
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Act-On Contacts NetSuite Sales Portal

What’s Changing The NetSuite Sales Portal (Act-On set of components within NetSuite) has been updated to use the All Contacts list. Hot prospects can be filtered as well by choosing a sub-segment of prospectus in Contact Settings. Contact data fields used in the personalization of sales email templates require mappings in Data Management. When Released March 28, 2024. Customer Impact These...
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New features in Act-On Analytics

What's Changing Anomaly Detection on KPIs A new anomaly detection algorithm will detect data that does not fall within expected confidence intervals. This will appear on time-series-based KPI charts. A red dot will point out the anomaly, and a gray shape shows the expected confidence bounds. You can right-click on the dot and choose "Explain Anomaly" to learn more about the data. This feature i...
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Advanced Social Media Module - Customize Dashboards and Reports

What's Changing A new custom report and dashboard capability have been added to the Advanced Social Media Module. New Features Create/customize reports and dashboards. Customize the Advanced Social Module home screen. Export reports/report data in various formats via various channels (email, FTP, Slack, Azure, Amazon S3). Share dashboards with other team members who utilize Advanced Social Med...
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New Account Level Setting for Time Zone

What's Changing Act-On has a new account setting for the time zone. To access, go to Settings > Other Settings > Custom Account Settings > Company tab: Previously, the account time zone was inferred from the admin user profile time zone setting. This could result in confusion if an account had multiple admin users. The time zone is used for reporting and scheduling purposes. When This featu...
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In Beta: All Contacts FTP Import Feature

What's Changing All Contacts is our consolidated contact management system, designed to keep your contacts organized on a single list. Now, you can keep contacts synced with an external system using the FTP import. This feature allows you to: Select a file that's synced to the Act-On FTP server Control import options & contact matching (by email or external ID) Map fields to All Contacts Sched...
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Act-On Contacts Salesforce Sales Portal - Released!

What’s Changing The Salesforce Sales Portal (Act-On set of components within Salesforce) has been updated to use the All Contacts list. Hot prospects can be filtered as well by choosing a sub-segment of prospectus in Contact Settings. Contact data fields used in the personalization of sales email templates require mappings in Data Management. This will be coming soon for other integrated CRM...
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AI Audience Insights

What's Changing Looking for some new ideas to help you segment your contacts? Act-On's AI Audience Insights feature can help! Using a machine learning model, we'll analyze profile data as well as over 40 behavioral data points to suggest similar "clusters" of contacts that you may want to target. Just click "Create Segment" to take advantage of the recommendations. To further refine the model, ...
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Sugar CRM Integration: Fix released for configuring multiple Sugar teams in Act-On's Sales Portal

What’s Changing We have fixed an issue with Act-On's Sugar CRM Sales Portal that was preventing customers from configuring multiple teams in Act-On Integrator. The updated package is accessible in this guide. When January 25, 2024. Customer Impact Customers using Act-On's Sugar CRM integration can configure the Sales Portal settings to support usage by more than one Sugar team.
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Webhooks: Unique contact identifiers added to payload and new payload transformation template introduced

What’s Changing 1. The webhook payload for events triggered from an Automated Program step and Form Submissions will include the unique IDs to accurately identify the right contact to find in the third party. RecID and ListID for form submission webhooks: RecID and ExternalID for contacts completing Webhook AP step: 2. Payload Transformation Template added for PostCard Mania. When setting ...
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Integration Update: Rebranding from Twitter to X

Act-On is dedicated to its integration technology partnerships, and as a result, we aim to guarantee that both you and your customers consistently receive the most up-to-date branding. What’s Changed All references to Twitter have been updated to reflect the new branding: When January 4, 2024. Customer Impact In Connectors, Social Publish, and the Social Share block within emails and Landing ...
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