Chris Apgar

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Articles

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  • CRM Integration Basics

    Act-On makes it easy to integrate with your CRM. By syncing data in both directions, you can ensure that your sales reps are updated with the latest marketing intelligence (qualified leads), and yo...

  • Weekly Training Power-Up Registration

    Power-Ups are currently on hold. Want a refresher on a particular feature in the Act-On platform? Check out Power-Up recordings here. 

  • NetSuite Integration Guide

    Act-On’s integration with NetSuite CRM allows you to share contact information between your NetSuite CRM database and Act-On. The Act-On / NetSuite Plugin extends Act-On into the NetSuite CRM – giv...

  • Forms Composer User Guide

    Getting Started To reach the Form Composer: Navigate to Content > Forms Click the blue + button Choose whether to create a New Form from scratch or use a Template Form (from the Form Templates sec...

  • Email From Setup

    When you pick email addresses to use as the 'From' on your messages, the domain for each one must be specially configured and authenticated to work for this purpose. For example, if you send from i...

  • Sending an Automatic Webinar Follow-Up Message

    Once a webinar form is created, Act-On will automatically set up a webinar sign-up list with corresponding segments for 'Signed Up & Approved & Attended' and 'Signed Up & Approved & No Show'. For e...

  • Citrix GoToWebinar User Guide

    Act-On's integration with Citrix GoToWebinar allows you to do the following: Manage and track your GoToWebinar event collateral from a single screen in Act-On Sync registrants and attendees betwee...

  • Automated Journey Builder User Guide

    The Automated Journey Builder is a new way to create and edit Automated Program campaign flows. It's more powerful and easier to use than our Classic editor. Creating a New Program To create a new ...

  • How to Upgrade your Salesforce Package

      Current package version: ActOnInfo 1.86 Released November 18 2020 Prerequisites Salesforce System Administrator username, password, and security token Current ActOnInfo package version (instruct...

  • Data Studio FAQs

    Definitions What do the Media Download fields mean? Clicked is when a Media Link is followed. If you add a link as a media item, clicking it will increase the Clicked count by one. Downloaded is ...