Act-On Anywhere for Gmail Installation

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

1. Click the + Account button and enter your Act-On account user credentials
2. Click Save
3. Once your account is authenticated, you will see your name appear under Account Email
   

Edit an account

1. Click either the pencil icon under Edit to modify your account
2. Edit your email address or password and click Save

Delete an account

1. Click the X under Delete to remove your account
2. Click OK in the confirmation window

Manage websites

1. Click the Website tab > + Website button and specify the top-level website URL
2. Click Timeline and Content Assist
3. Click Save
   

Edit an associated website

1. Click the pencil icon under Edit to modify your account
2. The Edit Website popup will appear, giving you the ability to enter a new website URL or enable/disable the Timeline and Content Assist
3. Click Save after making any changes

Delete an associated website

1. Click the X under Delete
2. 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.