You can be up and running with Act-On Anywhere in less than a minute!
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 the Act-On Software Google Chrome Extension for Gmail and click the trash can icon to remove the extension from Chrome.
- Once removed, you can proceed with the Act-On Anywhere installation as detailed below.
Installation
- Go to the Google Chrome Web Store from your Chrome browser with the following link: https://chrome.google.com/webstore
- Search for "Act-On Anywhere".
- Find the Act-On Anywhere extension, open it & click the blue Add to Chrome button (upper right). Confirm when prompted.
- Act-On Anywhere is added to Google Chrome & you are redirected to the Account Management Dashboard. Click the + Account button, enter your Act-On user Email address & Password, & click Save:
To create a unique login/password for each of your child accounts, contact support.
Manage Accounts & Associated Websites
After Act-On Anywhere is installed, you are brought to the Account Management Dashboard, where you can manage both your associate accounts and websites.
Add an Account
- Click the + Account button and enter the Act-On user's Email address & Password.
- Click Save. Once the account is authenticated, you will see the name appear under Account Email:
Edit an Account
- Click under Edit to modify the account.
- Edit the account's Email address & Password & click Save.
Delete an Account
- Click the X under Delete to remove the account.
- Click OK in the confirmation window.
Add an Associated Website
- In the Account Management Dashboard, click the Websites tab.
- Click the + Website button & specify the top-level website URL.
- Select Timeline & Content Assist.
- Click Save:
Edit an Associated Website
- Click under Edit to modify the website.
- Enter a new Website URL, enable/disable the Timeline & Content Assist as required, & click Save.
Delete an Associated Website
- Click the X under Delete to remove the website.
- Click OK in the confirmation window.
Modify Available Features
To modify the Timeline & Content Assist features, click the icon to enable or disable the feature.
- Green Icon = enabled
- Grey Icon = disabled
Act-On Anywhere Options
After Act-On Anywhere is installed, there should be a new Act-On icon to the right of your browser bar in Google Chrome.
If not, go to (top right) > Extensions > Manage Extensions > Act-On Anywhere > Details > Pin to toolbar (toggle on).
Click this icon for Act-On Anywhere options:
- 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 - Click to show the marketing timeline for the page you are on.
- SEO Audit Page - Click to run an SEO audit for the webpage you are on.
- Options - Opens the Account Management Dashboard.
Enable Content for Act-On Anywhere
After installation, in Act-On, select the image/media folders you would like to enable for use with Act-On Anywhere.
- Go to Content > Email Templates / Image Library / Media Library.
- For Email Templates or Image Library:
- Above the folder list (on the left), click
- Click the toggle to the right of the folder(s) you want to enable.
- For Media Library:
- On the left, hover over the folders in your Media Library, then click Manage near the top of the screen.
- Check the Show for Sales box for the folder(s) you want to enable.
Those folders are now Sales Enabled and accessible within Act-On Anywhere.