Additional Solutions

Act-On offers several integration methods besides the API. These usually require less development time than coding a custom solution and can often cut down on the number of calls required to complete a specific goal. We've listed the most common below, along with some suggested use-cases to help you find the right option to fit your needs.

 

CRM Customization Toolkit

Our CRM Customization Toolkit contains the instructions that will allow you to implement two of the most useful functions provided by our native CRM integrations within your own custom-built CRM or other applications.

Using a set of JSPs (JavaServer Pages) you can bring in Act-On Activity History data and mailing capabilities directly. These can often take the place of multiple API calls and can significantly reduce the number of requests needed to bring information to the user.

Useful For:

  • Bringing Act-On features into your custom CRM or other platforms
  • Viewing Activity History for particular contacts
  • Allowing your end user to customize templates or create messages to send to individuals

Download Instructions     Toolkit Details

External Form Posts

Act-On forms provide an additional way to add contacts to a list. Forms can be set up to write records to an existing contact list, such as a Master List, or to their own unique, form-specific lists. By default, forms will use the email address to update existing records. In cases where you want to preserve the data from the previous submissions, you can also set the form to append every entry as a new record instead.

Useful For:

  • Sending data to Act-On and another database simultaneously
  • Adding single contacts to a list

Form Post Details

List Sync via FTP

Act-On software provides FTP access to transfer large contact lists. This is especially useful for custom CRMs, or other data storage options. By using the FTP method, you are able to import lists, export lists, and schedule the synchronization between your Act-On lists and the lists you upload to the FTP site.

Useful For:

  • Syncing large lists bidirectionally (Act-On < - > Data Source)

FTP Sync Details

Data Studio

Data Studio is an advanced data transport tool that allows you to configure and export reporting data from Act-On to the analytics tools of your choice. Choose from preconfigured data sets and aggregations or dive right into the raw data facts. You can filter the data, schedule exports, and select a data storage destination in order to accommodate your data needs.

Using Data Studio you are able to easily export marketing data using predefined export templates, allowing access to valuable data sets from your:

  • Media
  • Forms
  • Landing Pages
  • Email Messages
  • Webinars
  • Website Traffic

Useful For:

  • Regularly scheduled data exports
  • Integration with business intelligence tools like Tableau, Power BI, and others

Data Studio Details

Act-On Anywhere for Chrome and Outlook

Our Chrome plugin lets you access Act-On Data and content while you are anywhere on the web. Both Chrome and the Outlook versions also allow you to send Act-On trackable emails and templates from within your own email inbox, making them available for segmentation and scoring within Act-On as well.

Useful For:

  • Checking Contact's interaction history with your marketing (Chrome plugin only)
  • Inserting Act-On assets into other web-based content (Chrome plugin only)
  • Sending and tracking email outside of Act-On

For Chrome    For Outlook

 

OAuth
Grant Type Password
Grant Type Code
Grant Type Refresh
Account API
Get account information
Create new account user
Delete account users
Delete account user
Get email senders
Fact API
Upload custom events
Get upload custom event status
List API
Get listing of lists
Download a list
Create a new list
Update or merge a list
Get list upload status
Get rejected records from an upload
Delete a list
Delete records from a list
Get hard bounce list
Get spam complaint list
Get optout list
Update optout list
Get subscription opt-outs by category
mergespecs
uploadspecs
Content API
Get logo list
Get a logo
Add a logo
Update a logo
Delete a logo
Get header list
Get a header
Add a header
Update a header
Delete a header
Get footer list
Get a footer
Add a new footer
Delete a footer
Update a footer
Get image list
Get an image
Add an image
Replace an image
Delete an image
Get media list
Get media file
Add a media file
Add a media link
Update Media File
Delete a media object
Get form list
Get promotional form URLs
Get page list
Get page
Delete page
Get promotional page URLs
Get list of programs
Reporting API
Get message report
Get message report drilldown
Get message report by time period
Get media report
Get media message report
Get a media view report
Get a media timeline report
Get form report
Get page report
Get spam complaint list
Get hard bounce list
Email Campaign API
Get message list
Send a message
Resend a message
Add new template or draft message
Update template or draft message
Delete a message
Get message report
Get message report drilldown
Get message report by time period
Get message HTML contents
Contact API
Add a contact
Get contact record
Upsert a contact record by email
Update a contact by record ID
Delete a contact
Get contact record ID based on cookie value
Get contact from list based on cookie ID or e-mail
Get contact fact and score data
Get subscription categories
Opt in/Opt out subscription category by email address
Get subscription category opt-ins by email
Opt in/Opt out multiple subscription categories by email address
SEO API
Get SEO keywords
Get a new SEO report
Frequently Asked Questions