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Act-On Software

Onboarding & Technical Overview


1. About this course
New to Act-On and not quite sure where to begin? You're in the right spot. We'll go over the resources available to Act-On users, and review the Technical Requirements for account set up. Then we'll go over some questions that will help address your goals and align marketing with sales, to make sure you're getting the most out of your Act-On account. 

2. Topics covered

  • Your available resources as a new Act-On customer
  • Your strategy for success & alignment with sales
  • Technical requirements
  • Preparing you to send emails through the Act-On platform

3. Getting Started checklist

4. Resources

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