Actions With All Contacts

Contact Settings: Defining Sales Contacts for Website Prospector and Hot Prospects

Act-On gives your sales team powerful ways to identify and prioritize engaged contacts. To make the most of Website Prospector and Hot Prospects, you’ll define which contacts count as prospects, contacts, or opportunity owners. The steps below explain how to set up these segments when you’re using Audience Center All Contacts. If you’re still using Marketing Lists, see this article instead.What...
Read Article →
Manage Contact Preferences in Act-On All Contacts

Contact Preference segments help you quickly understand which contacts are safe to message and which should be suppressed. These system-generated groups track opt-outs, bounces, spam complaints, and SMS preferences, giving you a clear view of email deliverability and compliance. The sections below explain how to view, update, and manage these preferences in Audience Center. Heads up! These seg...
Read Article →
Contact Settings in Act-On All Contacts

Control how Act-On handles soft bounces, suppression domains, and email fatigue using Contact Settings in All Contacts. These settings apply to every contact in your account and help protect your deliverability and send reputation.Quick Reference (Advanced Users) - Click to ExpandInactive Soft Bounces: Set a soft-bounce limit (ex: 3–5). Leaving it blank disables the safeguard.Email Suppression ...
Read Article →
Personalize From Addresses with All Contacts

Automatically use your sales owner's contact information in your outbound emails with Act-On's Personalize From feature. This is a great way to send emails from a real, relevant person to each of your customers.This article addresses how to use Personalize From when your source list is from Audience Center All Contacts. If you are using Marketing Lists, please reference this article.Either Pers...
Read Article →
Setting Up Form Submissions to All Contacts

Updating a Form so it submits to All Contacts changes how Act-On stores new submissions, how past data is interpreted, and how behavior segments pull information going forward. If the Form previously saved entries to a Marketing List or a legacy Form list, those older submissions won’t automatically appear in All Contacts. This article explains what changes immediately after the switch, what st...
Read Article →
Syncing Form Submissions to All Contacts

When you configure a Form to submit to All Contacts, Act-On stores new submissions in your master All Contacts list and creates a Form Submission list that captures Form-specific details like submission date, URL source, and any custom fields you’ve added. This setup keeps profile data clean, ensures Form reporting stays accurate, and supports downstream workflows like segmentation, CRM sync, a...
Read Article →
Send an Email from All Contacts

You can send an email directly from the All Contacts page to a single contact, a group of contacts, or one or more segments. This is useful when you need to reach a specific subset of your database without creating a new program or navigating through the Email Composer first.Quick Reference (Advanced Users) - Click to Expand Send to a segment: Open the segment → Send message. Send to multiple...
Read Article →
Create a List Maintenance Program (All Contacts)

List Maintenance Programs let you automatically update contact fields in your database based on criteria you define. They’re ideal for values that change over time, like scores, statuses, timezones, or counters and for keeping data ready for segmentation, sending, CRM sync, and reporting.Quick Reference (Advanced Users) – Click to ExpandRuns on a single source segment and updates selected field...
Read Article →
Use List Maintenance to Move Data From One Field to Another

Need to update a field to the value in another field? A List Maintenance program can help. Create a Source Segment First, create a segment of contacts that need the update. For example, you may want to find contacts where "Field A" is not empty but "Field B" is empty. Here's an example: Create a List Maintenance Program Also see Create a List Maintenance Program (All Contacts). Go to Automati...
Read Article →
Add a Field to All Contacts (for accounts without a connected CRM)

You can expand your All Contacts data schema at any time by adding new fields in Data Management. This is where you define both Standard fields (preconfigured, common attributes) and Custom fields (fields you create for your own data needs). Use the steps below to add the field type that best fits your data.Quick Reference (Advanced Users) - Click to Expand Standard fields: Choose from Act-On’...
Read Article →
Send New Contacts to Your Connected CRM

Control when & which new leads you push to your connected CRM as they are added to the Act-On Contacts list. When using a natively integrated CRM such as SalesForce, Sugar, NetSuite, Dynamics, or ZenDesk, any new leads added to the All Contacts list are not automatically pushed to the CRM, regardless of the "push policy" on the Data Management screen. Pushing All New Contacts with an Automated ...
Read Article →
Add a new CRM Field to All Contacts

To add a new field from your CRM to your All Contacts data schema, follow the instructions below. Instructions Go to Settings > Data Management. Fields are managed in the Contact Mapping tab. Add a Standard Field First, check if the field is one of Act-On’s Standard Fields. The top section of the screen shows your Standard Field mapping. Scroll down to the first available Select Destination ...
Read Article →
Syncing CRM Reports or Campaigns with All Contacts

You can build segments in All Contacts directly from your CRM data and keep them in sync as CRM membership changes. Salesforce users can sync reports and campaigns; SugarCRM users can sync target lists; Dynamics users can sync marketing lists. These synced segments behave like any other segment in Act-On and stay up to date as long as your CRM connector is syncing regularly.Quick Reference (Adv...
Read Article →
Transition Automated Programs to Audience Center Contacts

When moving from Marketing Lists to Audience Center → All Contacts, your Automated Programs must be updated to use All Contacts segments instead of list-based sources. This ensures your program logic, early exits, and field updates continue working with your new unified contact data. Use the steps below to transition your existing programs safely, without disrupting contacts already in progress...
Read Article →
Export Audience Center Contact Data to a CSV

You can export your contact data from All Contacts at any time to review, back up, or analyze your data outside Act-On. Exports are available at the All Contacts level, at the segment level, or for a selected set of individual contacts.Quick Reference (Advanced Users) – Click to Expand All Contacts export: Export the entire database from the “All Act-On Contacts” segment. Segment export: Hove...
Read Article →