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Act-On Software

Add users and set privileges

 

There are three different types of users in Act-On: Marketing administrators, marketing users, and Sales users. Marketing users will help you create content, manage your lists, create automated programs, and send emails.

Sales users, on the other hand, view website visitors, set up alerts, view email campaigns sent on their behalf, and view the Act-On activity history of leads and contacts directly from within Act-On.

In this article, we will:

  • Distinguish the difference between marketing and sales users
  • Add marketing users and define privileges
  • Add sales portal users
  • Import sales users (via the Salesforce integration)
  • Add From Addresses

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Each user type can do the following:


  1. Marketing Administrators define account policies, user profiles & privileges, and designate email launch approvals
  2. Marketing users create, manage, and send content based on privileges set by the Administrator
  3. Sales users view website prospects and send 1-to-1 emails through Act-On 

Please note:

Not everyone will need access to all features. As your marketing team grows, it'll be important to identify which users should have access to certain features. For the sales team, it's important to provide all of them with sales user access, so they can begin tracking their assigned prospects and customers. This is critical to the success of your sales alignment and engagement.

 

To Do:


  1. Go to Settings > Users > Marketing Users
  2. Add a marketing user, and Act-On will send a user validation email
  3. Ask the user to follow the steps prompted by the user validation email

 

Please Note:

Your Act-On account is provisioned with a specific number of marketing user licenses, and each license can be used for either a marketing "admin" or "user". So it's important to consider who needs access.

See How:


To delete a marketing user from Act-On:

  1. Go to Settings > Users > Marketing Users
  2. Hover over the user you wish to delete, and click the red x
  3. Click OK to confirm deleting the user. 

To Do:


  1. Go to Settings > Users > Privileges
  2. Identify which marketing users can be Admins, manage lists, manage content, and manage programs
  3. Identify which marketing users can launch email campaigns or if they require approvals

Please Note:

As your marketing team continues to grow, you may want to consider aligning roles and responsibilities with how they use Act-On. For example, if you have a user is responsible for social media, they wouldn't necessarily need to be able to manage your lists.

See How:


 

To Do:


  1. Go to Settings > Users > Sales Users
  2. Add a sales portal user, and Act-On will send a user validation email
  3. Ask the user to follow the steps prompted by the user validation email

Why is this important?

Sales users can engage with their contacts faster and shorten the sales cycle using Act-On. It gives them insight into their assigned prospects' behavior that they can leverage during the sales process.

To Do:


  1. Go to Settings > Connectors > CRM, and connect to your Salesforce account
  2. Go to Settings > Users > Sales Users
  3. Import Sales Users

Please note:

Allow sales reps to send e-mails to prospects and customers, view website visitors, set up alerts, and view the Act-On activity history of leads and contacts directly from within Salesforce.

To Do:


  1. Go to Settings > Users > From Addresses
  2. Add a from address, and Act-On will send a validation email
  3. Make sure the address is a valid inbox!

Please note:

As you market your product or service, you'll send emails on behalf of other individuals like your Executives. You can even add a group email aliases like marketing@yourdomain.com.

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