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Act-On New Features and Upgrades for December 9, 2016

Released on December 8th, 2016

New Features

Act-On Anywhere for Outlook 365

Utilize Act-On Anywhere features in Outlook 365

Program templates have been available for a few weeks - allowing customers to create program templates from existing programs and build new programs based on the template. The addition of program templates to the Content Catalog adds a new “Programs” tab. In the Programs tab, customers will have access to 8 templates at launch and more will be added over time.

Act-On Anywhere brings the power of Act-On messages to your Outlook account, giving one-off emails the same tracking benefits you would have sending the message directly through Act-On. Using Outlook Content assist you are able to quickly construct better emails using pre-built sales templates and the assets already loaded within your Act-On account - without ever needing to login to Act-On.

Once your message is sent with Tracking enabled, you will be able to utilize lead scoring and segmentation like you would if the message was sent through Act-On. With notifications enabled, you will receive real-time notifications when your message has been viewed or a link has been clicked.

Enhancements

Associated Objects Tab on New Account and Contact Reports

View connected objects to the record being viewed

Account Based Marketing provides a new view into all of the data that we sync from Salesforce, SugarCRM, and Microsoft Dynamics including not just Leads/Contacts but things like Accounts, Opportunities, or even Campaign IDs.

While much of this data was used only to roll-up contacts to Accounts or to allow for deeper segmentation in CRM Segmentation, the new Associations tab in the Account and Contact Reports found within Account Based Marketing now list the connected objects. The user can then dive down to that object to see the fields and field values on that record. In the example below, we can go from an Account Report (United Oil & Gas Corp.) to an associated Contact’s Report (Stella Pavlova) and then browse all the associated objects for her record. Then we can inspect those associated objects.

Recover deleted records with UPSERT

More complete and efficient management of records

When a list is updated via an UPSERT, either from the UI or the API, if there is an existing, deleted record with the same email address, then that deleted record is recovered and updated to match the uploaded fields. Before this update, a new record was created regardless of whether a previously deleted record was available.

When a deleted record is recovered, any historical data associated with that e-mail address, such as Creation Date, will be maintained. If the creation date was modified at any time, then there could be historical data prior to the creation date.

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