Duessa Holscher
Articles
Recent activity by Duessa Holscher
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Act-On Contacts: Create Subsegment Now Defaults to Parent Segment's Folder
What's Changing We're listening to your feedback! Many Act-On Contacts users have shared feedback that led to this change. Now, if you create a subsegment, its default location will be in the same ...
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Act-On Contacts: CRM Saved Report Sync On Demand
What's Changing For Act-On Contacts users, the CRM Saved report sync function has been enhanced to support an 'on-demand' sync. Previously it supported scheduled sync or one-time sync. To create a...
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Syncing CRM Reports or Campaigns with Act-On Contacts
Create segments in All Contacts based on a CRM report or campaign and keep them in sync as membership changes in your CRM. Salesforce users can sync reports and campaigns. Sugar users can sync Suga...
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All Contacts Upgrade Assistant
Act-On Contacts is our preferred way of managing contact data within Act-On. With Act-On Contacts, you get a consolidated list of contacts with a consistent data schema, an improved user experience...
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SugarCRM: Syncing Invalid Email Field
What's Changing Act-On has updated our SugarCRM integration to enable syncing of the "Invalid Email" field (for both Marketing lists & Act-On Contacts). In SugarCRM, a flag next to the Email Addre...
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Transition Automated Programs to Act-On Contacts
If you are upgrading your contact data from Marketing Lists to Act-On Contacts & the All Contacts page, transitioning your Automated Programs is an important step. Here's how to do it. Try our Prog...
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Act-On Contacts FTP Import & Export
What's Changing Act-On Contacts is our consolidated contact management system, designed to keep your contacts organized on a single list. Now, you can keep contacts synced with an external system u...
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Act-On Contacts Upgrade Assistant: Automated Programs
When transitioning from Marketing Lists to Act-On Contacts, you'll want to upgrade your Automated Programs to use Act-On Contacts segments as the source, rather than a Marketing List. The Upgrade A...
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Act-On Contacts Upgrade Assistant: Forms
When transitioning from Marketing Lists to Act-On Contacts as a central repository for your contact data, you'll want to point your Forms to submit to the All Contacts list. This immediately adds c...
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Act-On Contacts Upgrade Assistant
Transitioning from Marketing Lists to Act-On Contacts gives you many advantages - a single, consolidated contact list, improved organizational tools, and advanced features. The Upgrade Assistant he...
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