Act! v22 is the latest generation of Act! software

Act! Growth Suite (v22) also encompasses numerous improvements to enhance the user experience of Act! no matter where it has been deployed, whether that be via desktop, web or cloud. Act! v22 delivers these features and improvements:

All-New Customer Console

A key part of the Act! v22 release is the addition of an all-new Customer Console that showcases a hub of information to start your day quickly, make quick decisions and navigate throughout the product more efficiently. This feature includes an out of the box dashboard, getting started information, access to import and upload data and the ability to completely personalize the layout of this view per the user’s needs.

Trial Getting Started Menu (US Trial Accounts ONLY)

Whenever you sign up for a free trial of Act!, you will now experience the new Getting Started menu. This is a brand new feature that has been specifically designed to make sure that on-boarding with Act! is as easy and smooth an experience as possible. The purpose of this menu is to quickly and easily walk you through using the Act! product. It advises which tasks you should perform immediately, such as importing any existing contacts, and shows you exactly how to perform these steps. It also provides a list of commonly performed tasks in Act! designed to familiarize you in working within some of the key areas of the program.

Click for Free Trial of Act v22

Marketing Automation - User Experience & Navigation Improvements

To help improve navigation of Marketing Automation functionality, we have relocated the navigation menu to the top of the view. This improves on the previous ‘double-stacked’ side menus, and also provides more screen real estate for users as they build out their templates and workflows.

Marketing Automation - Default Scoring Profile

To help users quickly get started with scoring profiles, we have added a new default scoring profile to AMA. This applies to all AMA accounts, and will map to a new AMA Score field in Act!.

Marketing Automation Tab - Send Email (Currently available in web client only)

To further enhance the functionality of AMA, a new contact tab has been added which allows users to perform several Marketing Automation tasks. On the first section of this new tab, users can compose and send an email to the contact, which is sent and tracked by AMA. Users can also quickly import content from existing WYSIWYG emails, for messages which they may want to send frequently. This feature allows users to send short, tracked emails quickly without needing to create a full drip marketing campaign.

Marketing Automation Tab - Campaigns (Currently available in web client only)

On the second section of the new Marketing Automation tab, users can quickly add a contact to an existing campaign, and can view details of campaigns the contact is already included in, preventing the need to amend any existing groups or perform complex workarounds.

Marketing Automation Tab - Scores (Currently available in web client only)

On the third section of the new Marketing Automation tab, users can quickly view scoring profile data for the selected contact.

Marketing Automation - New Grid View

To help customers work effectively when they have accumulated a lot of Marketing Automation content, we have added new Grid views to the Campaigns, Templates and Landing Pages views. This allows users to view more items on screen, and easily search for the content they need.

Marketing Automation - Send to Custom Tables Groups

Act! v22 allows you to create groups based on custom table data (see below for further explanation of this new feature). Because Marketing Automation campaigns use groups to determine which contacts will be included, it is now possible to create drip marketing campaigns for custom tables groups.

Act! Insight - Drill Down on Custom Charts

Custom Tables - Create Groups

In order to integrate custom tables modules more fully into Act!, we have now provided the functionality to create groups based on custom tables data. This means that if you have any contact records linked to custom tables data, you can now create dynamic group criteria based on this custom tables data, making the feature that much more powerful and flexible. This means as well that we now have the ability to create advanced queries based on customs tables data which will be discussed further below.

Custom Tables - Create Advanced Queries

As part of the improvements made to the custom tables feature in Act!, we have introduced the ability to create advanced queries based around custom table data. This can be accessed in the exact same way as you would expect (Lookup > Advanced > Advanced Query).

Custom Tables - Set Layouts by User

One feature that has been requested often with regard to custom tables is the ability to swap between layouts easily. This is now possible with each individual user able to select the layout that they want to use without affecting any of their colleagues.

Custom Tables - Improved Parent/Child Table Setup

Creating and managing parent/child table relationships has been made easier in order to encourage users to explore this feature.

Custom Tables - Control Tab Order

Previously when you created multiple custom tables and added them to the navigation bar, they would appear in the order in which you created the tables. This can now be controlled in v22.

Custom Tables - Mail Merge Current Date or Time

Whenever you create a custom table in Act! you can perform a mail merge using data from your custom tables records. It is now possible to include today's date or the current time on your merged documents.

Web Client Layout - Enhanced Formatting Tools

With each new release we always strive to bring the web client closer and closer in terms of functionality to the desktop client. One of the most commonly requested features for improvement was the layout designer. The layout designer in the web client has now been significantly improved and includes much of the functionality that was missing previously.

User Experience & Navigation Improvements

To help improve navigation of Marketing Automation functionality, we have relocated the navigation menu to the top of the view. This improves on the previous ‘double-stacked’ side menus, and also provides more screen real estate for users as they build out their templates and workflows.

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