Act-On lets you configure several settings for both your individual profile and your organization's account. It's also important to add accurate contact information to your Act-On profile to be pulled into your email footers (a key part of CAN-SPAM compliance).
Update Your User Profile
- Click your name in the upper right corner and select Profile
- Enter your First Name, Last Name, Title, Phone Number, Mobile Number, and Fax Number
- Choose the appropriate Time Zone
- Click Update Now
Update Account Name and Address
- Click your name in the upper right corner and select Profile
- Click the Organization menu
- Based on your organization, complete the following information:
- Company
- Street Address
- City
- State
- Zip
- Country
- Select the checkbox to Set account default address
- Click Update Now
Notes:
- Your address can be your current physical street address, PO Box, or a private mailbox as long as they are registered with the US Postal Service
- Your company address will appear in email footers that include the {{Account.COMPANY}} and {{Account.BIZ_ADDRESS}} personalization fields
- If you create custom footers, make sure that you include these personalization fields via the Sender Personalization tab
Customize Password and Logout Policies
Each company has preferences on the security policies they implement for password protection and automatic logouts. Act-On allows you to customize these to your preference.
- Click your name in the upper right of the screen, then click Profile
- Click Policies
- Update password options as desired:
- Password length (4-12 characters)
- Password complexity (letters, numbers, special characters, etc.)
- Expiration time frame (never, or 1-365 days)
- Password reuse policy (none, or block up to 9 previous passwords)
- Update auto logout policy as desired (1-12 hours)
- Click Update Now
