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  3. Act-On

Act-On Integration

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Enquire Support
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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: Please send an email to support @enquiresolutions with the Client ID and Client Secret. 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 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

Plugins

All integrations require an Enquire team member to complete setup of the Plugins. Please reach out to your Enquire Account Manager or Support Team at support@enquiresolutions.com for further assistance.

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. 
  • Make sure you don't have two lists or campaigns with the same name. Lists or campaigns with identical names will continually overwrite each other.
  • Make sure every individual in your list has or campaign has a valid email address. You can use the Addresses > Has Email parameter when creating your list to ensure only individuals with an email address are added to the list.
  • 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.
  • When I click the Act-On Composer link, the screen isn't loading
    Make sure the individual you are trying to view in Act-On is either the Prospect or Resident on the case. Enquirer's integration with Act-On will only display information for the Prospect or Resident on a case. Contacts are not currently supported with our Act-On integration.
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