Sometimes, when using the Send Act-On Email to Report button, an error pops up stating the report must include the Lead ID or Contact ID column, and at least one record:
This error may also show in your Act-On Marketing List sync results:
There are several causes for this error. Continue reading for each cause and solution.
Report is missing Lead ID or Contact ID
First, make sure the report actually has either Lead ID or Contact ID.
If the fields are missing from your report, see our instructions here to add them to your report: How to Add Required Fields to your Salesforce Report
If the fields are not available for the report you are importing, then the report type is not supported for marketing list import.
Your Salesforce User has an unsupported license type
Your Salesforce User must have a “Salesforce” type user license (not Salesforce Platform or others). This error can appear when the user has an unsupported license type. Ask your Salesforce Administrator for assistance.
Your Salesforce User needs Oauth Permissions
Ask your Salesforce Administrator to review your user profile permissions. You must have Oauth permissions added to your user's profile in Salesforce to use this feature. See our instructions here: Pre-approve Oauth for Salesforce Administrator and Act-On Users.
This is a permission new requirement as of our Lightning support package (version 1.85).
The Report Type is not Supported
Act-On Marketing Lists are intended for Leads and Contacts. Reports for other objects such as Accounts cannot be imported.
To use Account Lists in Act-On, we recommend using Account Based Marketing.