Skip to main content
Act-On Software

Act-On Anywhere for Outlook - General Use

 

Act-On Anywhere brings the tracking power of Act-On messages to your Outlook account. Using Outlook content assist you can using prebuilt sales templates and your Act-On media assets,  without ever needing to login to Act-On.

Once your message is sent with Tracking enabled, you will be able to utilize lead scoring and segmentation like you would if the message was sent through Act-On. With notifications enabled, you will receive real-time notifications when your message has been viewed or a link has been clicked.

To create an Act-On email from your Outlook account:

  1. Click New E-mail at the top of Outlook
  2. Address your message and add a subject line
  3. At the bottom of the message compose window you can choose from templates and assets within your Act-On account, or compose your email as normal
  4. If you would like to record your message to Act-On, click the checkbox next to Record
  5. If you would like to be notified if the recipient has opened your message or clicked any links, click the checkbox next to Notification

At the bottom of the message compose window you will be be able to select from the images, forms, landing pages, and media currently available in your Act-On account.

Click Image and the Insert Image window will appear.

On the left side you can choose from Act-On folders that have been made available for use. Click on any of the folders to access the images or use the search box in the upper right corner to search through your image files. Once you find an image you would like to use, hover over it and you will have the option to either Insert or Copy the image location.

Click Forms and the Insert Form window will appear.

On the left side you can choose from Act-On folders that have been made available for use. Click on any of the folders to access your form links or use the search box in the upper right corner to search through your forms. Once you find a form you would like to use, hover over it and you will have the option to either Insert or Copy the form link location.

Click Pages and the Insert Page window will appear.

On the left side you can choose from Act-On folders that have been made available for use. Click on any of the folders to access your landing page links or use the search box in the upper right corner to search through your landing pages. Once you find a landing page you would like to use, hover over it and you will have the option to either Insert or Copy the landing page link location.

Click Media and the Insert Media window will appear.

On the left side you can choose from Act-On folders that have been made available for use. Click on any of the folders to access your media links or use the search box in the upper right corner to search through your media. Once you find the media link you would like to use, hover over it and you will have the option to either Insert or Copy the media link location.

Make sure to have at least one recipient added, then click Templates.

On the left side you can choose from Act-On folders that have been made available for use. Click on any of the folders to access your templates or use the search box in the upper right corner to search through your templates. Once you find the template you would like to use, click Select.

  • For links to be trackable, they must be added via Act-On Anywhere. Links added normally in Outlook's composer window will not be tracked in Act-On.
  • Because of the way Act-On tracks links, you will not be able to send tracked emails to multiple recipients at once including cc/bcc recipients. If multiple people receive the email or the email is forwarded and others click the links they will be tracked as though they were the first recipient.

See this page for help resolving errors.

  • Was this article helpful?

Have a question about this topic?

Ask the community!