This feature set allows Salesforce users to send emails to leads and contacts using Act-On’s email servers and tracking capabilities. This component is a button that creates a pop-up window to the Act-On message composer. You can also grant your Sales users access to email templates so they can send your professionally designed messages.
There are two components that enable sending Act-On Emails to Leads and Contacts:
| Component | Description | How to Use |
|
Page Layout Button
|
This button appears on Contact and Lead profile pages so a sales user can email the contact via Act-On. |
To use, click on the button and a pop-up for the Act-On Message Composer will appear. |
|
List Search Layout Button
|
This button appears on Contact and Lead search pages so a sales user can email up to 200 Leads or Contacts.
|
To use, select at least one lead/contact and click the Send Act-On Email button. A pop-up for the Act-On Message Composer will appear. |
User Requirements
To use this feature, sales users must have:
- An active connection to Salesforce
- Act-On package installed in Salesforce, with the most current version
- The users must be registered in Act-On to use the feature
- Email templates enabled, if desired
- All Sales Users should review our recommended browser settings for our CRM Integration users, such as having their pop-up blocker disabled
Installation
Prerequisites
- An active connection to Salesforce
- Act-On package installed to the most current version
- Salesforce administrator credentials
Lead and Contact Page Layouts
These instructions apply to both Salesforce Classic and Lightning.
- Navigate to Page Layout setup.
- In Classic, go to Setup > Build > Customize > Leads > Page Layouts
- In Lightning, go to Setup > Quick Find > Object Manager > Lead > Page Layouts
- Select the layout you wish to add the component to and Edit
- In the top console, navigate to Buttons
- Drag and drop the Send Act-On Email button over to Lead Detail Custom Buttons.
- Note: There are two versions of this button for each layout. Hover over each button to see the API Name. Use the ActOn__Send_Act_On_Email button for both Leads and Contacts.
- In the top console, navigate to Mobile & Lightning Actions
- Drag and drop the Send Act-On Email button over to Salesforce Mobile and Lightning Experience Actions.
- Click Save at the top console.
- Repeat steps 1-7 for Contact > Page Layouts.
- Have a Sales user test the buttons (pop-ups must be disabled)
Note: Do not use the Visualforce Page for "Send ActOn Email". This is not intended for page installation. It will cause problems for users if installed.
More info: Customize Page Layouts with the Enhanced Page Layout Editor (Salesforce.com)
Lead and Contact Search Layouts
These instructions apply to both Salesforce Classic and Lightning.
- Navigate to Search Layout setup.
- In Classic, go to Setup > Build > Customize > Lead > Search Layouts
- In Lightning, go to Setup > Quick Find > Object Manager > Lead > Search Layouts for Salesforce Classic
- Find the List View (Classic) or List View (Lightning) and click on Edit
- In Custom Buttons look in the Available Buttons area and click on Send Act-On Email.
-
Click Add.
- Click Save at the bottom of the page.
- Repeat steps 1-5 for Contact > Search Layouts.
- Have a Sales user test the button (pop-ups must be disabled).
More info: Customize Search Layouts (Salesforce.com)