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Act-On Software

Upload or Import my List

You'll need to build your list(s) before you can send messages or set up automated programs. Let's start with your first marketing list and your test list.

Upload your marketing list

You can create a new marketing list in Act-On in a variety of ways. One of the most common ways is to create a new list by uploading a file (comma-delimited or Excel format) into your Act-On account.

To create a new list by uploading a file:

  1. Click Contacts, and then click Marketing Lists.
  2. Click New.
  3. Enter a name for the new list, and select the destination folder where you would like the list to be stored.
  4. In the drop-down for Set Up New List Contents, select Upload an Excel file or text (CSV) file.
  5. Read the agreement, and enable the "I accept" option to confirm your understanding.
  6. Click the Browse button to locate the file that contains your contacts. The page also includes links that show an example of a comma-delimited file and instructions for exporting contacts from several popular email and contact-management programs.
  7. Click Next.
  8. The next page shows the first few records in the file to be uploaded. You need to confirm whether the first line contains field names (like FNAM, LNAM, and EMADDR) or field values (like John, Doe, and jdoe@mycompany.com).
  9. Click Next.
  10. The next page shows you the key columns (Email Address, First Name, and Last Name) and Act-On's best 'guess' at which fields in the uploaded file correspond to those fields.
    • For each of those three fields, select the corresponding field in the uploaded file. For example, you might get the required Email Address field from the uploaded EMADDR field, the First Name field from the uploaded FNAM field, and the Last Name field from the uploaded LNAM field. 
  11. Click Next.
  12. In the next page, you have the option to Rename the uploaded list fields to match the standard field names you've defined in Act-On or Use the field names contained in your uploaded list.
  13. Click Finish.

Import your CRM lists

Prior to importing a list, make sure your Act-On account is integrated with your CRM.

Connect your CRM with Act-On
  1. Click Settings, and then click Connectors.
  2. Click CRM, and choose from Salesforce, Microsoft Dynamics, SugarCRM, Infor CRM, or NetSuite.
  3. Enter the requested CRM information.
Importing CRM lists

Once the CRM connector is set up for your Act-On account, you can import your CRM lists.

  1. Click Contactsand then click Marketing Lists.
  2. Click Import.
  3. On the Import New List page, select the list you want to import.
    • Optionally, you can edit the suggested name for the new Act-On list to be created.
  4. Click Next.
  5. If selecting your All CRM Leads/Contacts list(s), you will be asked to choose which lead/contact fields you want to import.
  6. Click Finish.
Syncing Lists

Upon importing from your CRM, you can synchronize the list between your CRM and Act-On:

  1. To the right of the CRM list, click the green down arrow.
  2. Click Import/Export and select your CRM Sync Setup.
  3. Enable/disable the Push/Pull and Add/Update features.
  4. Click Select Push-Update/Pull-Update Fields to identify the CRM fields that Act-On can update.
  5. Click Add List Columns if there are other CRM fields you wish to import.
  6. Click Schedule to specify the frequency of the synchronization.
  7. Click Save.
  8. Click Save.

Create a Test List

The Test list allows you to quickly and easily send emails to yourself, groups of co-workers, or specific individuals for design approval and testing.

To create a Test list:

  • Click on Contacts > click on Other Lists > click on Account Lists.
  • Hover over Test List and click Open.
  • Above the content area click Edit All and the list will become editable. Fill in the first name, last name, email address, and company of anyone who will be involved in creating, reviewing and editing your messages or whose approval is desired prior to sending a message.
  • After adding all Test list members click Save Changes at the top of the content area.

Create List Segments 

Now that you have uploaded your lists, make you sure that you create your list segments.