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Act-On Software

Standard Infor CRM Fields

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

While your Organization may have custom data for each Infor CRM entity, here is a list of the standard fields that Act-On reads for various elements within the platform:

AOmegaphonesmall.pngKeep in mind: You will also want to pull in any fields that you require to create a new contact/lead directly in Inform CRM.


Leads/Contacts:

First Name

  • Optional for personalization in email.
  • Required for form pushes.
  • Optional for personalization in email.
  • Required for form pushes.
  • Required for email sends.
  • Required for form pushes.
  • Optional for personalization in email.
  • Typically required for form pushes.
  • Strongly encouraged custom field to collect Act-On Behavior Score.
  • Optional for personalization and personalized from address.
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