Managing Act-On

• Multi-Factor Authentication (MFA) in Act-On

  Multi-Factor Authentication (MFA) increases the security of your Act-On account by requiring a one-time verification code during sign-in. This article explains how admins request MFA for their account and how users set it up for the first time.Quick Reference (Advanced Users) - Click to Expand To enable MFA for your account: Review the admin setup guide, then contact Support or your CSM to tur...

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• Act-On Multi-Factor Authentication - Set Up Guide for Admin Users

  This article covers the steps to enable multi-factor authentication (MFA) for your Act-On users. To request MFA for your Act-On users, please follow these steps: Decide which Act-On users (if not all users) should have MFA enabled. Make a plan for communicating the upcoming MFA requirement to your Act-On users. Act-On does not send an email to users who have had MFA enabled. Contact Act-On sup...

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• Automatic Sign-Out Time

  Act-On automatically signs users out after a period of inactivity. The default timeout is one hour. Administrators can adjust this policy for their entire account.Quick Reference (Advanced Users) – Click to ExpandWhere to change timeout: Settings › Other Settings › Custom Account Settings › Security & Policies.Allowed values: 1 to 24 hours.Who can change it: Account administrators only.Try it l...

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• How to Set Up Standard Field Names

  Standard Field Names tell Act-On where the email address (and other common fields) are in your lists. Once you establish your Standard Field Names, they'll be available for use in several areas of the platform to more easily track contacts' information. This information does not apply if you are using Act-On Contacts.Act-On contacts users choose from a list of standard fields or can add custom ...

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• Exporting Your Account Data

  You may have a business need to download your Act-On content and data. Common uses for this data include: External storage/backup for compliance purposes Analysis of reports/data using a Business Intelligence (BI) tool Download your account content (pages, messages, etc.) Migration to a new tool Export Options Data Studio - easy to consume format (great for BI), but does not include any cont...

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• Changing Your Navigation Color Scheme

  You can switch the left navigation panel between light and dark themes to match your workspace preference. This updates only the navigation menu, not the full Act-On interface.Quick Reference (Advanced Users) - Click to ExpandWhere to change theme: Click your name (top right) › choose Light or Dark.What changes: The left navigation menu only.Limitations: Additional UI theme options are not yet ...

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• How to Reset Your Password

  You can change your Act-On password at any time or reset it if you cannot remember it. This article covers both options and explains what to do if your account uses Single Sign-On (SSO). Do you use SSO? If your organization uses SSO to access Act-On, your password is managed by your IT team. Act-On Support cannot reset SSO-managed passwords.Quick Reference (Advanced Users) – Click to Expand Ch...

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• Using Content Personalizations

  Content Personalization lets you store account-wide information and reuse it across Messages, Landing Pages, and Forms. When you update a content personalization in Custom Account Settings, every asset that uses it updates automatically. This removes repetitive editing and keeps your brand content consistent.Unlike Act-On’s other personalization features , content personalizations do not change...

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