This video series walks you through moving from marketing lists to Audience Center, Act-On's modern contact management model. Each video covers one phase of the setup and is paired with a related article, so you can follow along in whichever format works best for you.
Quick Reference (Advanced Users)
- Getting Started with Audience Center Contacts - fundamentals and how Audience Center differs from marketing lists.
- Building Powerful Segments in Audience Center - moving from list management to data-driven segmentation.
- Migrating Segments with the Upgrade Assistant - using the Upgrade Assistant to move existing segments into Audience Center without losing data integrity.
- All Contacts Upgrade Assistant: Forms and All Contacts Upgrade Assistant: Automated Programs - written guides covering the remaining upgrade steps.
1. Getting Started with Audience Center Contacts
Learn the fundamentals of the Audience Center and how it differs from traditional marketing lists.
Related article: Getting Started with Audience Center Contacts
2. Building Powerful Segments in Audience Center
Stop managing lists and start managing data.
Related article: Segments in All Contacts: Overview
3. Migrating Segments with the Upgrade Assistant
Watch how to use the Upgrade Assistant to move your existing segments into the Audience Center without losing data integrity.