Skip to main content
Act-On Software

Infor CRM Sales Portal User Guide

AUDIENCE: Administrators, Sales Users
OBJECTIVES: Explore the features and functionality of the Sales User Portal for non-Salesforce users

 

Act-On provides sales representatives with data on their assigned leads and contacts through the Sales User Portal view.

Non-Salesforce customers will have access to the Website Prospector report, previously sent messages, and a general overview through My Act-On. Other features like Outlook integration, website prospector alerts, and the Visitor Report Daily Email are also available.

To get started:

  • Log in to Act-On under the Customer Login option in the upper right-hand corner

Website Prospector Report and Alerts

Set up your Website Prospector report to show only the known and anonymous visitors in your territory:

  • On the left navigation bar, locate the Website Prospector Report Settings option under the Settings heading.
  • Under Show Visitors hover over --all-- and click to open the editing options.
  • In the first drop-down menu, choose Report visitors matching these criteria.
  • In the following menus, choose relevant tracking information such as the area codes, states, or countries you’d like to view in the Anonymous Visitors view. This will include visitors who are not currently tracked by name, but by IP address only. Usually these tracking options are set to correspond with your sales territory.
  • Click Submit once you’ve finished making your selections.

Set up your daily email report settings:

  • Go to the Website Prospect report and click More > Visitor Report Content Settings.
  • To set up your e-mail settings click on Report E-mail Settings in the upper right corner of the page.
  • On the Visitor Report Daily Email Settings page, click on the the name of any user you wish to receive the daily email.
  • On the following screen, check the box that says Enable Email Daily Digest of Website Prospects and enter in any other email addresses that you would like to copy on your daily report and click Submit.

My Website Prospector:

Website prospector tracking allows you to track the activity of anonymous and known visitors coming to your website, as well as Act-On forms, and landing pages. 

  • On the left navigation panel, click My Website Prospector, to display the website prospector tracking area. You have the ability to manipulate the timeframe that you are viewing.  By default, this will be set to 'Today' which shows all visitors from today only. To expand your search, choose a different timeframe using the drop-down menu.
    • Anonymous – Shows anonymous visitors to your site. These are visitors who have not yet interacted with Act-On and therefore, are not known by name. Once you establish website prospector filters, you will only see visitors for your designated region. Hovering over the visitor will expose additional options.
    • Known – Displays all known visitors to your website. If your Act-On marketing user has defined Sales Prospects lists, however, instead of the Known tab, you will see two other tabs: Leads & Contacts and Marketing Prospects. The Leads & Contacts tab allows you to see leads and contacts that you own in Infor CRM that have previously interacted with Act-On. This means that the system knows who they are and can tell you, by name, that they have visited your website. The Marketing Prospects tab contains visitors that are known but no current account ownership has been assigned.
    • The website prospector area provides the first method for setting up alerts. If you have visitors here, hover over the visitor and notice that you can click Add to Alerts which will automatically set up a rule to alert you every time that person visits your website. You can also set alerts in the Anonymous Visitors and the Marketing Prospects tabs. 
  • In the upper right corner, you will see a button for visitor alerts. Click on Visitor Alerts to set up your first alerts in Act-On. These alerts are sent via email directly to you whenever a visitor meets the criteria you define.
  • Click Add Alert to set up an alert with criteria you define. You can add as many individual alert settings as you need with different conditions.
  • Notice that the alert is set to send an email to you at first; however, you can add additional email address (separated by semi-colons) to notify other individuals in your company.
  • Next, use the drop-down menu next to the IF condition which allows you to select from a number of conditions. We recommend the State or Country condition allowing you to set up alerts for your territory.
  • After selecting the State or Country condition, a text box appear to the right with a blue arrow button. Click the button to select states and countries relevant to your territory.
  • You can continue to set up additional alerts or simply click Save in the upper right corner.

My Sent Messages

If a message is sent on your behalf ("From you) or by you via using the Outlook Connector, these Messages will be displayed in the My Sent Messages section which allows you to view your message reports. A listing of sent emails will appear and you can drill down into each one to see specific analytics.  

Settings

You can modify your profile information in the My Profile section.

  • In the Name tab, fill out your profile and make sure your time zone is accurate.
  • Password – You have the ability to change your password to something that is easily remembered.
  • Organization – By default your marketing user has already defined the address that appears at the bottom of each email message. However, you can enter a different physical mailing address if you like. Make sure to check with your marketing department prior to making any changes with your email communications.

The Signatures section allows you access to multiple signatures for use in email.

  • My Signatures – Generate as many customs signatures as you would like. When creating an email, you can then quickly select which signature you wish to use for your message. Any signature generated here is specific to your account and accessible only by you.
  • Account Signatures – In addition to the personal signatures you have created in the My Signatures tab, your Act-On marketing users can create account-wide signatures which are available to all users. When creating an email message, you will have access to these account signatures as well.

Send an Act-On Email

You can send marketing approved and created emails with just a few clicks. When a lead or contact clicks on emails sent through Act-On, you will be able to see their website visits by name, and set up alerts for those prospects.

  • To send an email to a lead or contact, hover over their name in the Website Prospector report. Click View Contact and in the upper right-hand corner you will see the Send button. Clicking on the Send button will present you with three options:
    • Start With a Blank Message – This allows you to create an email from scratch
    • Start from a Message Template – This is the option you will use most often. Your marketing team can create templates you can use to send emails to your prospects.
    • Start from a Previous Message – This option allows you to view emails that you have sent in the past to reuse again for a new lead or prospect
  • When starting from a message template or any previous email, you have the option to customize the email for your lead or contact.
  • After customizing the email, or simply reviewing it for accuracy, ensure the 'To' field is populated with the lead or contact’s email address.
  • Use the test option to send a sample email to yourself to check the formatting and click-through links in your message.
  • To send the email, click the Send button in the upper right corner. The email will be sent on your behalf to the lead or contact you chose.
  • Was this article helpful?