Act-On Contacts gives you a single, consolidated list of all your contacts with consistent data columns, improved CRM sync options, more insights into contact data, and an improved user experience overall with organizational tools such as subfolders, tags, and drag-and-drop segments.

Essentials to Get Started

If you see All Contacts in your Act-On Navigation, you’re ready to set up your All Contacts list:

Instructions

Get started with Act-On Contacts with the 3 steps:

1. Set up your list
2. Import data
3. Start using your contact data
   
   

 Prefer to learn by video? Check out our video series all about Act-On Contacts! Sign-in required.

Step 1: Set Up Your List

1. In Contacts > All Contacts, click Set Up Now or navigate to Settings > Data Management:
   
   
   
   
2. If you are not syncing with a CRM, click Get Started and follow the steps in Set up your Act-On Contacts Data Schema (for accounts without a connected CRM).
3. If you are syncing with a CRM, follow the steps in Map and Sync CRM Fields for Act-On Contacts to map your data columns. 
   
   Tip: You don’t have to map every field to each CRM column. Leave it blank if you don’t want it to sync.
4. Check your sync settings: 

   • In the Data Management window, click the Sync Schedule tab.

   • Check your schedule. We recommend the Automatic setting in most cases.

   • Check your opt-out sync options.

   • Click Sync Now to populate your All Contacts list (or wait until the next scheduled sync).
     
     
     
     See Data Management for more information.
     
     

5. Return to Contacts > All Contacts to see your new All Contacts list.
   If you have a CRM, CRM segments are created automatically & the list populates on your sync.

Step 2: Import Data

If you don't have a synced CRM, you can import data from a CSV file or a Marketing List.

Follow the steps in Import Act-On Contacts from a CSV or a Marketing List to import data into Act-On Contacts. Fields will be automatically matched if possible:

For automatic contact sync, you may want to set up a scheduled FTP import, or use our All Contacts APIs.

Step 3: Start Using Your Contact Data

Create segments and subsegments to further categorize your contacts on the All Contacts page as described in Create a New Segment – Act-On Contacts.

Organize your segments with folders and tags as described in Organize Act-On Contacts Segments in Folders and Getting Started with Tags.

Send an email to one or more segments as described in Send an Email from All Contacts.

Configure Forms to Submit to Act-On Contacts

Create Forms that submit contacts to the All Contacts list as described in Syncing Form Submissions to Act-On Contacts.

If your Form pushes submits to your CRM, they’ll automatically appear in All Contacts on the next sync.

Next Steps

To finish your setup, consider:

• Choosing segments to use for Website Prospector and Hot Prospects.
• Defining your sales owner fields (Non-CRM) for Website Prospector and Personalization.
• Creating a List Maintenance program to update field values in your All Contacts list. This is helpful if you are not doing a CRM integration and wish to have score values appear in the list.