Duessa Holscher
Articles
Votes on activity by Duessa Holscher
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In Beta: Act-On Contacts FTP Import Feature
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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- 1 vote
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Act-On Analytics: Segment Name Available for Email Reporting
What's Changing We've added the Segment Name field to the email data available for reporting in Analytics. This lets users drill down into message performance per list or segment. At the top of the...
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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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Use an Automated Program Webhook to Send Contacts to an External System
Automated Programs can use webhooks to send contacts to an external system. This is a great way to send new leads to your CRM when they become qualified. If you are using one of Act-On's native CRM...
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Enhanced CRM Push Settings for Act-On Contacts Forms
What's Changing Act-On Contacts settings give you various ways to control what data changes can be pushed to your CRM. We've made some enhancements in Forms to allow you to override the Act-On Cont...
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Update Subscription Step in Automated Programs (Act-On Contacts)
What's Changing We've introduced a new step type in Automated Programs that allows you to update the subscription status of contacts who are enrolled in the program. To use this step, pick one or ...
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Sync MS Dynamics Marketing Lists to Act-On Contacts
Microsoft Dynamics offers the ability to create Marketing Lists of leads or contacts. These can be static or dynamic and can offer additional segmentation capabilities using data that is in Dynamic...
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Sync MS Dynamics Marketing Lists to All Contacts Segments
What's Changing Act-On Contacts users who sync with the Microsoft Dynamics CRM can now sync Dynamics static & dynamic marketing lists as a segment of All Contacts. To sync a Dynamics list, choose A...
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GoToWebinar Registrations in Act-On Contacts
What's Changing For Act-On Contacts users who have an integration with GoToWebinar (Citrix), webinar registrations can now be managed within Act-On Contacts. Registration forms can be set to submi...
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NetSuite Sales Seat Authentication Update
What's Changing NetSuite is upgrading its authentication and security protocols. If you have Act-On's tools embedded in NetSuite, like the Act-On Dashboard and Hot Prospects Dashboard, you need to ...
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- 1 follower
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