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  3. Act-On

Act-On Integration

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Setup

Step 1: Obtain Act-On API information

    1. Sign up for an Act-On developer account by visiting https://developer.act-on.com/
    2. Shortly after signing up for an Act-On developer account, you will be sent an email from Act-On containing your Client ID and Client Secret.

Note: If you are unable to locate the original email containing your Act-On Client ID and Client Secret. Please submit a support ticket through Act-On's support center.

Step 2: Add your API information to the Plug-in page

  1. Click Admin on the left menu.
    admin_button.png
  2. Click Plug-ins on the left Admin menu.
    plugins_button.png
  3. The Act-On integration is community specific, this means that you will need to click into the Community drop down at the top of the Plug-in page and add the Act-On plug for each of the desired communities.
  4. Scroll down and locate the Act-On plugin from the list of available integrations, click the blue + Add button and then click Settings.
    Act_On_Setup.png
    Act_On_Setup_Settings.png
  5. On the Plugin Settings pop over, enter your Client Id, Client Secret, and Endpoint into the corresponding fields. Enter your Act-On username and password into the Username and Password fields. Click Save Changes.
    enquire-acton-plugins.png

Step 3: Add Act-On to Enquire CRM

  1. Navigate back to your Enquire CRM dashboard and click Settings on the left menu and then click Your Settings.
    Your_settings.png
  2. Along the top, you will now see an option for Act-On [Your Community Name]. Click this tab.
  3. Enter in your Act-On Username and Password, check the Active checkbox and click Save.
    Act_On_login.png

Usage

View Activity History on a Profile

  1. On a profile, click the Plug Ins button and you will now see the Act-On plugin listed.
    act-on-onprofile.png
  2. Clicking the View Activity link will display a pop up of this profile's information in Act-On.
    act-on-activityhistory.png

Sync Campaigns to Act-On

  1. On the left menu, click Campaigns
  2. In the Sync? column for any campaign you would like to sync with Act-On, click the OFF switch to the ON position.
    sync_campaign_act-on.png

The specified campaigns will now begin syncing with Act-On.

Note: Due to Act-On call limits, after the initial sync of a campaign, syncing will only occurr when a change has been made. Example: An individual has changed from a status of Invited to RSVP.

Sync Lists to Act-On

  1. On the left menu, click People, then Lists
  2. In the Sync? column for any list you would like to sync with Act-On, click the OFF switch to the ON position.
    sync_lists_act-on.png

The specified lists will now begin syncing with Act-On.

Note: Due to Act-On call limits, after the initial sync of a list, syncing will only occur when a change has been made. Example: A new person has been added to a list.

Act-On FAQs

Why is my list not syncing?
  • Act-On allows only a certain number of calls per hour. You can view Act-On logs in the Admin section by clicking Plug-ins on the left menu, choosing the desired community from the drop down, scroll down to the Act-On plug in and click Logs. This will display queued items.
  • Make sure you don't have two lists or campaigns with the same name. Lists or campaigns with identical names will continually overwrite eachother.
Can I see a sync status for Act-On?

Act-On sync logs can be found by going to Admin --> Plug-ins --> Act-On --> Logs.

act-on_logs.png

These logs will display lists and campaigns that are queued for syncing or have completed syncing.

I'm not seeing some individuals on lists or campaigns in Act-On

Enquire will never delete individuals from a list or campaign. We recommend verifying that the individual wasn't removed from the list or campaign within Act-On.

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