Act On It enables you to track every alert, notification, prompt and message sent to your users in real-time. You can monitor who was notified, when, the actions taken in response, and the response times. The key is unlocking the full picture so you can continuously improve engagement, productivity, and results across the organization.
Monitoring Message Performance
From the Messages tab in the Act On It lightning application, you'll find a record of every message displayed or delivered to your users via one of Act On It's unique messaging channels:
Selecting a message will reveal the underlying reportable tracking data:
Field | Details |
Owner | The recipient of the message. |
Delivery Date/Time | The date/time the message was delivered. |
Message Received Date/Time | The date/time the message was first viewed. |
Last Viewed | The date/time the message was last viewed. |
Source | The origin of the alert or prompt message. |
Type | The type of message: Prompt (Guidance Prompt) or Alert (Notification). |
Message | The core message. |
Display Location | Where the message is displayed (inbox, guidance console or both). |
Message Type | A link to the Message Type configuration. |
Message Automation | A link to tyhe Message Automation configuration. |
Status | The current status of the message:
|
Enabling Activity Tracking
Enable tracking for activities like case milestone completion, record ownership changes, and more when configuring your Message Type:
Once enabled, Act On It will automatically record the activity when it is executed by the user. Activities can be accessed via the "Activities" related list for the relevant alert or prompt message:
Selecting an Activity record will reveal the underlying reportable tracking data:
Field | Details |
Owner | The activity record owner. This will always be the alert or prompt recipient for message activities. |
Message | A link to the related alert or prompt message. |
Action Name | The name of the action executed. |
Action | A link to the related action. |
Record Id | The Id of the related Salesforce record. |
Related Record Type | The data type of the related record. |
Record Creation Date/Time | The date/time the related record was created. |
Record Link | A link to the related record. |
Executed By | The first user to execute the activity. |
Last Executed By | The last user to execute the activity. |
Completed Date/Time | The date/time the activity was completed. |
Last Executed Date/Time | The date/time the activity was last executed. |
Time Since Record Creation | How long after the related record creation date/time was this activity completed. |
With "Message" and "Activity" data, you can analyze delivery and engagement rates over time to continually optimize prompts and alerts for maximum visibility and business impact.
To get you started, Act On It includes some pre-built reports, which you can access via the reports tab:
