In less than 60 seconds you can be up and running with Act-On Anywhere.
Note: If you are using an older version of our Chrome extension, please remove it before installing Act-On Anywhere.
- Visit chrome://extensions/ from your Chrome browser
- Locate Act-On Software Google Chrome Extension for Gmail and click the trash can icon to remove the extension from Chrome
- Once removed, you can move forward with the Act-On Anywhere installation as detailed below
Installation
- Go to the Google Chrome Web Store from your Google Chrome Web Browser using the following link:
https://chrome.google.com/webstore - The Act-On Anywhere extension page will display, click the blue Add to Chrome button in the upper right hand corner
- Confirm the new extension by clicking "Add"
- Once you click "Add", Act-On Anywhere will be added to Google Chrome
- You will be redirected to the Account Management Dashboard, Click the + Account button and enter your Act-On user email address and password, and click save
Add and manage accounts
After Act-On Anywhere is installed, you will be brought to the Account Management Dashboard where you have the ability to manage both your associate accounts and websites
Manage Accounts
- Click the + Account button and enter your Act-On account user credentials
- Click Save
- Once your account is authenticated, you will see your name appear under Account Email
Edit an account
- Click either the pencil icon under Edit to modify your account
- Edit your email address or password and click Save
Delete an account
- Click the X under Delete to remove your account
- Click OK in the confirmation window
Manage websites
- Click the Website tab > + Website button and specify the top-level website URL
- Click Timeline and Content Assist
- Click Save
Edit an associated website
- Click the pencil icon under Edit to modify your account
- The Edit Website popup will appear, giving you the ability to enter a new website URL or enable/disable the Timeline and Content Assist
- Click Save after making any changes
Delete an associated website
- Click the X under Delete
- Click OK to confirm
Modify available features
To modify the Timeline and Content Assist features, simply click on the icon to enable or disable the feature.
- Green Icon = The feature is enabled
- Grey Icon = The feature is disabled
Act-On Anywhere Options
After Act-On Anywhere is installed, you will noticed a new Act-On icon to the right of your browser bar within Google Chrome. Clicking this icon will bring up the options available within Act-On Anywhere.
- Content Assist - To enable Content Assist for the page you are on, click the check mark. This will automatically add the website to your Manage Websites list
- Overlay Position - Determines the placement of the Content Assist icon within your rich text editor
- Timeline - To enable the marketing timeline for the page you are on, click the check mark
- Show Timeline - To show the marketing timeline for the page you are on, click the Show Timeline
- SEO Audit Page - Click SEO Audit Page to run an SEO audit for the webpage you are on
- Options - Brings up the Account Management Dashboard
Enable Content for Act-On Anywhere
After installation you will navigate back to Act-On and select the image/media folders you would like to enable for use with Act-On Anywhere. To do this:
- Navigate to Content > (Image Library / Media Library / Email Templates)
- For email templates or image files:
- Click the cloud icon above the folder list
- Click the toggle to the right of the folder(s) you want to enable
- For media files:
- Hover over the folders in your Media Library, then click Manage near the top of the screen
- Check the box under Show for Salesforce for the folder(s) you want to enable (note: this setting is not specific to Salesforce)
Those folders are now Sales Enabled and accessible within Act-On Anywhere.