Overview & Getting Started

Video Series: Setting Up Audience Center

This video series walks you through moving from marketing lists to Audience Center, Act-On's modern contact management model. Each video covers one phase of the setup and is paired with a related article, so you can follow along in whichever format works best for you. Why this matters: Audience Center replaces the list-based contact model many Act-On accounts were built on. The shift changes ho...
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Understanding All Contacts

All Contacts is your master database inside Audience Center. It brings every contact into one unified list so you can manage data consistently, build powerful segments, and use the same records across email, forms, landing pages, scoring, and reporting. This article gives you a clear understanding of what All Contacts is, how it is structured, and how you can use it across your Act-On account.Q...
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Getting Started with Audience Center Contacts

This guide walks you through the first steps to set up Audience Center Contacts. You will confirm that Audience Center is available, set up your All Contacts list, bring in your contact data, and start using that data in segments and programs.Quick Reference (Advanced Users) - Click to Expand Audience Center: If you see Audience Center in the left navigation, your account is ready to use the A...
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Upgrade to Audience Center Contact Management

Audience Center gives you a single, consolidated contact database that replaces separate Marketing Lists. It makes it easier to manage contacts and segments, keep data clean, and use the same contact records across email, forms, landing pages, scoring, and reporting.Quick Reference (Advanced Users) - Click to Expand Audience Center replaces separate Marketing Lists with a single All Contacts d...
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Audience Center Upgrade Assistant

Transitioning from Marketing Lists to Audience Center gives you a cleaner setup and a single, consolidated contact database. The Upgrade Assistant helps you move forms, segments, and programs so you can use Audience Center as the source for all your marketing automation.Quick Reference (Advanced Users) - Click to Expand The Upgrade Assistant is available from the lightbulb icon in All Contacts....
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Import to All Contacts from a CSV or a Marketing List

You can import contacts from a CSV file or an Act-On Marketing List directly into your Audience Center All Contacts database. This process is fast and flexible, and supports field mapping, data validation, and optional segment creation. Need a walkthrough? Watch the import demo right here. (Sign in to view)Quick Reference (Advanced Users) - Click to Expand Access imports from the menu in All ...
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All Contacts Upgrade Assistant: Copy Segments

You can easily copy your complete segment hierarchy from a Marketing List into the Audience Center All Contacts database using the Upgrade Assistant. This lets you keep your segmentation structure while moving fully to the new All Contacts environment.Quick Reference (Advanced Users) - Click to Expand Open the Upgrade Assistant from the lightbulb icon or the menu in All Contacts. Select a paren...
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All Contacts Upgrade Assistant: Forms

Moving from Marketing Lists to the Audience Center All Contacts database? The Forms Upgrade Assistant helps you point your Forms to All Contacts so new submissions flow directly into your central contact database.Form submissions immediately create or update contacts in All Contacts, and the full submission record remains available from the All Contacts screen. Tip: Review the checklist of thin...
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All Contacts Upgrade Assistant: Automated Programs

You can upgrade your Automated Programs to use Audience Center All Contacts segments as their source instead of Marketing Lists. The Upgrade Assistant guides you through replacing source lists, updating branching logic, and reviewing data-related steps so the program continues running smoothly. Tip: Upgrade your existing program instead of copying or rebuilding it. This prevents contacts from r...
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Set up your Audience Center All Contacts Data Schema (for accounts without a connected CRM)

Defining your data schema is the first step when setting up your Audience Center All Contacts database for accounts without a connected CRM. Your schema determines which contact fields you track and use for personalization, segmentation, scoring, and reporting. The steps below help you plan and build a clean, useful data structure you can grow over time. Prefer video? Watch the walkthrough rig...
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FTP Import to All Contacts

Automating contact updates from external systems is easier with Act-On’s FTP import. You can schedule recurring file uploads that update or add contacts directly to your Audience Center All Contacts database.New to FTP in Act-On? Review the FTP Setup Guide before getting started.Quick Reference (Advanced Users) – Click to Expand Upload your file to Act-On’s FTP server before starting the sync s...
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FTP Exports from Act-On Contacts

Updating contact data to an external system is simple with a scheduled FTP export. You can automate recurring outbound data transfers from Audience Center to your FTP server.New to FTP in Act-On? Review the FTP Setup Guide before getting started.Quick Reference (Advanced Users) – Click to Expand Start exports from a segment in Audience Center. Select an existing file on your FTP server or creat...
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Manually Add a Contact to All Contacts

You can manually add a single contact to your All Contacts database at any time. This is useful for adding new leads, correcting missing records, or creating a contact quickly without importing a file.Quick Reference (Advanced Users) - Click to Expand Go to Audience Center > All Contacts. Open the More Options menu. Select Add contact. Fill out the required fields and click Create. Try it like...
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View Contact Details from All Contacts

You can easily find, view, and update contact details from All Contacts. Open any segment to view its contacts. In the Segment Details tab, you will see the total number of contacts in the segment as well as segment details, performance, and activity history.Quick Reference (Advanced Users) – Click to Expand Open any segment to browse its contacts. Search on any contact field using the search b...
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Delete Contacts from Audience Center All Contacts

You can delete contacts individually, in bulk, or remove all contacts from a segment. Deletions are permanent. If a deleted contact exists in your connected CRM, it will return to All Contacts on the next CRM sync.Quick Reference (Advanced Users) – Click to Expand Hover a contact row to delete one contact. Use checkboxes to delete multiple contacts. Use the segment menu to delete all contacts i...
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Getting Started with Tags

Tags are a flexible way to organize your Audience Center contact segments and other assets across Act-On. You can apply multiple tags to a segment, filter by tag to quickly group related segments, and use tag colors to indicate categories at a glance.Tags appear throughout Act-On and help keep your workspace organized.Quick Reference (Advanced Users) – Click to ExpandCreate tags from the Tags p...
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Map and Sync CRM Fields for Audience Center All Contacts

Mapping defines how your CRM fields match the fields in your All Contacts database. This ensures CRM leads and contacts sync correctly into Audience Center so you can segment, personalize, score, and automate using consistent, reliable data. The steps below guide you through all parts of the mapping process, including standard fields, custom fields, push policy, and sync scheduling.Quick Refere...
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