Act-On's dashboard runs inside your CRM as an embedded frame, which means your browser's privacy settings directly affect whether it works. If your browser blocks the wrong thing, you'll see symptoms like a page that won't load, a button that does nothing when clicked, or data that never appears - and this applies across all of our CRM integrations: Salesforce, Microsoft Dynamics, SugarCRM, Zendesk Sell, and NetSuite.
Quick Reference (Advanced Users)
- Allow pop-ups, allow third-party cookies, and disable Do Not Track / tracking prevention for Act-On and your CRM.
- Allow-list [*.]actonsoftware.com plus your CRM's domain(s), such as [*.]salesforce.com, [*.]visualforce.com, [*.]force.com, [*.]dynamics.com, [*.]netsuite.com, or [*.]sugarondemand.com.
- Disable privacy extensions (Ghostery, Privacy Badger, uBlock Origin, Disconnect, Cookie Control) for your CRM pages, or allow Act-On in their settings.
You may also want to review our list of supported browsers.
Browser Preferences
Recommended Settings
Allow Pop-Ups
Pop-ups are required for the Act-On Message Composer to load. You may need to allow pop-ups for your CRM as well as for Act-On. This allows pop-ups for the Email Composer and Contact Report.
Allow Cookies and Third-Party Cookies
When you access the dashboard from your CRM, it operates as a frame in the page. Because of this, your browser sees Act-On as a third-party. You will need to either allow all cookies and all third-party cookies, or add your CRM as a site that can always use cookies. This allows Act-On to set and use cookies to authenticate your user account.
Disable "Do Not Track" or Tracking Protection
All users must have tracking prevention disabled. The name of this policy and the error messages you see will vary by browser. Generally this will cause the page to fail to load.
Sites to Allow
Act-On
When adding Act-On to your browser's approved sites, the best practice is to use a wildcard. This will account for various services used to authenticate and communicate data for your account.
[*.]actonsoftware.com
CRM
Depending on your CRM, you may need to allow multiple URLs.
|
Salesforce [*.]salesforce.com [*.]visualforce.com [*.]force.com Dynamics [*.]dynamics.com |
Netsuite [*.]netsuite.com Sugar [*.]sugarondemand.com |
Note: These are examples. The URL(s) for your CRM may vary from what is listed here.
Instructions by Browser
Setting names and instructions vary by browser. Follow the instructions provided based on the web browser you are using. You can also work with your company's IT team or contact Act-On support for more assistance.
Google Chrome
- Allow pop-ups and redirects for Act-On and your CRM
- Allow Third-Party Cookies for Act-On and your CRM
- Disable Do Not Track
Mozilla Firefox
- Allow pop-ups for Act-On and your CRM
- Adjust cookie settings to allow Third-Party Cookies. Mozilla Support: Cookie Troubleshooting
- Turn Tracking Protection OFF for your CRM
Microsoft Edge
- Allow Pop-ups and redirects for your CRM
- Allow cookies for your CRM and Act-On
- Turn off Tracking Prevention, or add an exception for your CRM
Safari*
- Allow pop-up windows
- Allow cookies
- Disable Cross-Site Tracking
* Act-On does not officially support Safari. If you have updated your preferences and are still experiencing problems, please use a supported browser.
Browser Extensions
Any privacy-blocking browser extension may cause Act-On CRM integrations to fail. To use Act-On in your CRM, you must either allow Act-On in the extension settings or disable the extension for your CRM pages.
Examples of these extensions include:
- Ghostery
- Privacy Badger
- uBlock Origin
- Disconnect
- Cookie Control
Still need help?
Our Technical Support team is available to help. Contact us and we can further assist with troubleshooting your browser issues while using Act-On.
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