Overview & Getting Started
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All Contacts Overview
All Contacts is the central place to manage your Act-On Contacts. To access All Contacts, go to Co...
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Getting Started with Act-On Contacts
Act-On Contacts gives you a single, consolidated list of all your contacts with consistent data co...
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Upgrade to Act-On Contacts
Act-On Contacts is here to organize your contacts and segments and to streamline your workflow wit...
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Act-On Contacts Upgrade Assistant
Transitioning from Marketing Lists to Act-On Contacts gives you many advantages - a single, consol...
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Import Act-On Contacts from a CSV or a Marketing List
In just a few quick clicks you can import from a CSV or Act-On Marketing List into Act-On contacts...
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Act-On Contacts Upgrade Assistant: Copy Segments
Easily copy your entire segment hierarchy from a Marketing List over to All Contacts with the Upgr...
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Act-On Contacts Upgrade Assistant: Forms
Easily point your Forms to submit to the All Contacts list with the Upgrade Assistant when transit...
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Act-On Contacts Upgrade Assistant: Automated Programs
Easily upgrade your Automated Programs to use Act-On Contacts segments as the source (rather than ...
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Set up your Act-On Contacts Data Schema (for accounts without a connected CRM)
Defining your data schema - the fields that you want to track - is the first step in setting up yo...
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FTP Import to All Contacts
Automating contact updates from external systems can be made easier with Act-On's FTP import. New...
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FTP Exports from Act-On Contacts
Updating contact data to an external system can be made easy with a scheduled FTP export. New to F...
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Manually Add a Contact to All Contacts
To manually add a new contact on the All Contacts page: Go to Contacts > All Contacts. At the top...
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View Contact Details from All Contacts
Easily find, view, and edit contact details from All Contacts. To do this, click on any segment na...
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Delete Contacts from Act-On Contacts
You can delete contacts singly, or choose multiple, or all the contacts in a segment. Deleting is ...
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Getting Started with Tags
Tags are a flexible and powerful way to organize your contact segments – and other assets within A...
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Map and Sync CRM Fields for Act-On Contacts
You need to map your data fields to sync your CRM leads and contacts with Act-On Contacts. Continu...