Steps for this integration:
- Authorize your Act-On account
- Map app data to your Act-On account
Authorize your Act-On account:
Step 1: In the Interact app builder, under "Connect your email list", choose Act-On from the list of integrations.
Step 2: You will be prompted to authorize the Interact app to access your Act-On data. Please click Authorize app, enter your Act-On credentials and click Login.
Map app data to your Act-On account:
Add new contacts to Act-On contact list (REQUIRED)
Choose an Act-On contact list from the dropdown to add new contacts to that specific Act-On list.
Map form fields to Act-On contact list columns
Default fields (cannot be changed): Email, First Name, Last Name
For all other fields, choose one contact field from the dropdown that you would like to populate with the form value. For example, mapping Company Name to "Custom Field 1" will populate the value inputted for Company Name into the Act-On contact field "Custom Field 1".
When finished with the setup, be sure to click Save Settings & Continue. If you find you need to make changes, you may edit the integration settings at any time. Remember that if your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
Will existing Act-On contacts be updated?
Yes, existing Act-On contacts will be updated with updated field values and be added to new lists.
How do you create new Act-On contact list columns?
Step 1: In your Act-On account, navigate to the list where you want to add contact list columns.
Step 2: Click More Actions in the top right and choose Change List Columns from the dropdown.
Step 3: Click Add Column at the bottom of the page.
Step 4: Enter a value for the name of the list column and click Submit.
Step 5: Click Save at the top of the page to save all changes.
What will a new contact look like in Act-On?
Once your contacts start to load into Act-On, you can customize the fields that are displayed per contact, including the quiz result. You can customize it within Act-On to look something like this (if desired):