Actions With Act-On Contacts
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Add a Field to Act-On Contacts (for accounts without a connected CRM)
Need to add a new field to your Act-On Contacts data schema? Fields are managed in Data Management...
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Add a new CRM Field to Act-On Contacts
Need to add a new field from your CRM to your Act-On Contacts data schema? Fields are managed in t...
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Contact Settings in Act-On All Contacts
Use Contact Settings in Act-On All Contacts to control your inactive soft bounce threshold, email ...
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Create A List Maintenance Program (Act-On Contacts)
List Maintenance Programs allow you to make automated changes to your contact data. They're useful...
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Export Act-On Contact Data to a CSV
You can export your contact data to a CSV file from the All Contacts page. Instructions Export Al...
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Manage Contact Preferences in Act-On All Contacts
In Act-On's All Contacts, click More Filters > Contact Preferences to filter your All Contacts seg...
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Migrate Automated Programs to Act-On Contacts
If you are transitioning your contact data from Marketing Lists to Act-On Contacts and the All C...
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Personalize From Addresses with Act-On Contacts
Act-On's Personalize From feature allows you to automatically use your sales owner's contact in...
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Send an Email from All Contacts
Easily send an email from the All Contacts page to one or more contacts or segments. Send Email t...
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Send an SMS from All Contacts (Coming Soon)
If you have SMS active on your account, you can easily send an SMS from the All Contacts page to o...
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Syncing CRM Reports or Campaigns with Act-On Contacts
Create segments in All Contacts based on a CRM report or campaign and keep them in sync as members...
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Syncing Form Submissions to Act-On Contacts
When contacts fill out your Act-On form, their form submissions are collected in a Form Submission...
