Before you start designing marketing automation with Act-On, it's important to be sure everything is set up correctly. Run through these check-lists, with your Act-On administrator if you need assistance, to confirm you are good to go:
| Are the following technical requirements set up for your Act-On account? | Done? |
| Profile details, including your organization's account details: company name, and account address. | |
| Act-On users (including you) in your organization. For example, admin, marketing, & sales users. | |
| Check your browser is compatible with Act-On. | |
| Email 'from' address, including SPF, DKIM, & DMARC. | |
| Envelope 'from' domain. | |
| Yahoo email feedback loop. | |
| Allow Act-On IPs in your network. | |
| Custom marketing domain. | |
| Beacon tracking. |
See the Required Technical Setup Overview for more details.
| If you are using a CRM with Act-On, has this been set up? | Done? |
| CRM connected to Act-On. | |
| Data management is synced to your CRM. | |
| Standard field names optimized for your CRM. |
See the CRM Integration section for more details.
| Other useful configurations to check: | Done? |
| Upload logos, media files, images, assets, etc. | |
| Connectors to integrate with external platforms. | |
| Upload any existing opt-outs or hard bounces. | |
| Configure competitor domains. |
Rather watch a video? Have a look at Act-On Essentials in the New User Video Learning for information about onboarding and technical requirements (Act-On sign-in is required for access).