Act-On Integration

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.

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

1. Click Admin on the left menu.
   
2. Click Plug-ins on the left Admin menu.
   
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.
   
   
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.
   

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.
   
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.
   

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.
   
2. Clicking the View Activity link will display a pop up of this profile's information in Act-On.
   

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.
   

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

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.
   

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

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.
• 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.

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.

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.

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. Enquire'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.