Act-On Contacts is here to organize your contacts and segments and to streamline your workflow within Act-On – and we’d like to help you get started! Act-On Contacts replaces Marketing lists with a consolidated customer database.
Benefits of Act-On Contacts
- Create a single, consolidated contact list that eliminates duplicates.
- Simplify CRM syncing and combine Leads & Contacts to streamline segmentation.
- Organize your contact segments with nested sub-folders, tags, drag & drop, and overall improved user experience.
- Easily view your Active Contacts tracking for the month.
Do-It-Yourself Upgrade
Start taking advantage of All Contacts today.
- Build your list.
- Import contacts from Marketing Lists, or sync with your CRM.
- Use the Upgrade Assistant to:
- Copy segment definitions from Marketing lists.
- Convert your forms to submit to Act-On Contacts.
- Switch your nurture programs to use Act-On Contacts.
- Shut down any unneeded Marketing List syncs or List Maintenance programs.
Upgrade Help With an Act-On Consultant
Need a little more guidance? Meet with an Act-On specialist who can help you plan your upgrade. We'll schedule a few 30-minute calls to cover all the steps mentioned above, with time between each one for you to take action.
The result is that you end up fully upgraded to use Act-On Contacts.
Our Customer Success team is available to walk you through the benefits and answer any questions you may have. Click here to schedule a meeting with them today!