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Duessa Holscher

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Articles

Recent activity by Duessa Holscher

  • Adding File Upload to a Form

    The File Upload block allows Form submitters to upload documents with their Form submissions. For example, this could include resumes, article submissions, or statements of work. Files can be retri...

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    • 1 follower
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  • Beta: New Segmentation Experience

    What's Changing We're building a new Audience Segmentation UX!  We've got plans for some exciting capabilities including: Ability to segment by new criteria Email Links Clicked Segment Membership...

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    • 1 follower
    • 0 comments
    • 0 votes

  • All Contacts Upgrade Assistant: Forms

    Transitioning from Marketing Lists to use the Audience Center All Contacts database as a central repository for your contact data? Easily direct your Forms to submit to the All Contacts database wi...

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    • 1 follower
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  • Send New Contacts to Your Connected CRM

    Control when & which new leads you push to your connected CRM as they are added to the Act-On Contacts list. When using a natively integrated CRM such as SalesForce, Sugar, NetSuite, Dynamics, or Z...

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    • 1 follower
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    • 0 votes

  • Synchronizing Microsoft Dynamics Data to All Contacts

    For seamless data synchronization between Microsoft Dynamics and All Contacts, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates. I...

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    • 1 follower
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  • Create a List Maintenance Program (All Contacts)

    List Maintenance Programs allow you to make automated changes to your contact data. They're useful for injecting values into a list field so that you can use them for segmentation, sending, etc. Co...

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    • 1 follower
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  • Audience Center - A new way to manage your contacts!

    Act-On Audience Center is your base for all things Contacts related! It offers powerful AI capabilities, a best-in-class segmentation experience, and improved reporting and data management tools. B...

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    • 1 follower
    • 0 comments
    • 0 votes

  • New for Forms: File Upload Block

    What's Changing Looking to have your audience upload resumes, claim forms, images, or other files to Act-On via Form submission? We've added a File Upload block to the Act-On Form composer, availab...

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    • 1 follower
    • 0 comments
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  • Transition Automated Programs to Audience Center Contacts

    If you are upgrading your contact data from Marketing Lists to Audience Center Contacts, transitioning your Automated Programs is an important step. Here's how to do it. Try our Program Upgrade Ass...

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    • 2 followers
    • 0 comments
    • -2 votes

  • Syncing CRM Reports or Campaigns with All Contacts

    Create segments in All Contacts based on a CRM report or campaign & sync them as CRM membership changes. Salesforce users can sync reports and campaigns. Sugar users can sync Sugar target lists.  D...

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    • 1 follower
    • 0 comments
    • 0 votes