Required Technical Setup Overview

• 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 are critical to email deliverability. Without these settings in place, spam filters are likely to treat your marketing messages as suspicious.

Email From Setup (SPF and DKIM)

See this page to set up the domains that you'll use for sending emails in Act-On.

Envelope From Setup (SPF Only)

See this page to set up additional authentication for your sending domains. 

Yahoo Feedback Loop

See this page to set up your spam complaint reporting from Yahoo and AOL emails. 

Verifying Email Setup

You can verify that SPF, DKIM, and Envelope From: have been completed by sending a test email to an external Gmail account. In the options menu for this message, select Show Original:

In the headers of the message, you will be able to see if SPF and DKIM passed.

You can also validate your SPF record at http://www.kitterman.com/spf/validate.html.

Website Tracking Setup

These steps will enable you to drive traffic to your website and analyze visitor data. Without these settings in place, your forms and landing pages may not be visible to your customers.

Custom Domain and SSL Certificate

See this page to set up your custom marketing domain and enable HTTPS for it. 

Beacon Tracker (for Website Prospector)

See this page to set up Act-On's Beacon Tracker to collect information on your website's visitors. You can then view this data on the Website Prospector page.

Other Important Settings

Whitelist Act-On's IP Addresses

See this page to allow Act-On's IPs in your IT firewall, ensuring that your test emails work correctly.