CRM Customization Toolkit

The CRM Customization Toolkit 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.

Once the JSPs are in place, users will be able to see the details and timeline of an individual’s recent engagements, and quickly send an Act-On message to any lead or contact, directly from within your CRM or other application.

What’s Included

The toolkit consists of three JSPs. These can be implemented in a variety of CRMs and server platforms.

The first piece of the toolkit is a Login JSP - this allows the user to connect to your Act-On account from within your CRM and place an authentication cookie on the user’s browser. It is required for automatic login, otherwise the user will be prompted to log in manually. Duration of the login session can be set as an admin in AO under Profile -> Policies -> Automatic Logout

The second is the Activity History JSP. This allows you to bring up a contact’s behavior history window - pages they visited, content they’ve downloaded, messages they’ve opened, and more.

Finally, the Send Message JSP opens the message editor in a stand-alone browser window and allows the user to select a template to send, or to create an entirely new message. The resulting email will be tracked in the contact’s Activity History.

The download link below will provide you with all of the instructions necessary to implement these JSPs in your application.

Download Instructions

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