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Duessa Holscher

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Articles

Recent activity by Duessa Holscher

  • 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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  • 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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  • Act-On Contacts Upgrade Assistant: Copy Segments

    If you are upgrading from Marketing Lists to Act-On Contacts, the Upgrade Assistant can make it easier!  The Copy Segments tool helps you copy your entire segment hierarchy from a Marketing List ov...

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  • FTP Exports from Act-On Contacts

    Updating contact data to an external system can be made easy with a scheduled FTP export. New to FTP with Act-On? Please see our FTP Setup Guide to get started. Choose a Segment to Export Go to Co...

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    • 1 follower
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  • Test A Form

    Once you've created a new Form, it's a good idea to test it! Here's a quick checklist: Tip: Using an incognito browser when testing Forms will prevent confusion with cookies that may identify you t...

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