Required Technical Setup Overview – Act-On Connect

This article outlines the technical requirements for setting up your new Act-On account.

You will need action from your IT staff, web hosting provider, and email provider
You will also need to contact Act-On support
You may need to wait for responses during this process, so it is critical to get started as soon as possible

Some of these settings affect your email sending ability, and others enable you to track website visitors.

Email Setup

These steps give Act-On permission to send emails on your behalf.

Why is this important?
Without these settings, your emails are very likely to be sent to spam or rejected altogether (bounce).

This allows Act-On to send mail "from" your organization. Set up Email From here. To learn more about these topics, see What is SPF? and What is DKIM?

This shows email providers that your Act-On messages are genuine. Set up Envelope From here.

This is important when sending to contacts with Yahoo and AOL emails. Set up the Yahoo Feedback Loop here.

These steps will enable you to drive traffic to your website and analyze visitor data.

Why is this important?
Without these settings, web browsers may block your Act-On assets (forms, landing pages, etc.).

This adds custom branding to your Act-On URLs and ensures that traffic is secure (HTTPS). Set up your custom marketing domain here.

This collects useful data on your website traffic that gets displayed in Act-On's Website Prospector. Set up the Beacon Tracker here.

You can check your DNS records at any point in the setup process. See our guide here for more information: Validating Your Technical Setup.

This ensures that you receive test messages and important system alerts. Set up whitelisted IPs here.