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Act-On Software

Using the Act-On Dashboard

AUDIENCE:  Administrators, Marketing Users
OBJECTIVES:

The Act-On Activity page provides you with a snapshot of the main activities occurring in your Act-On account, such as website prospects, landing page and form views, and message activity.

To navigate to the Activity page as an administrator or marketing user:

  1. Click on Home.
  2. Click Activity.
  3. Click the Today drop-down to modify the time period of the data.

To navigate to the Activity page as a sales user (for Salesforce only):

  1. In Salesforce, click the Act-On tab.
  2. Click My Act-On Today.
  3. Click the Today drop-down to modify the time period of the data.

To navigate to the Activity page as a sales user (for CRMs other than Salesforce):

  1. Login to your Act-On account.
  2. Under the Home menu click Activity.
  3. Click the Today drop-down to modify the time period of the data.

Below is a description of each of the components of the Activity page:

  • Companies Visiting – Provides a list of all anonymous prospects on your website or blog where the Act-On Beacon Tracking Code has been applied
  • People Visiting – Provides a list of all known prospects on your website or blog. Prospects become 'known' when they either click through an Act-On email message or submit an Act-On form. Click each known prospect to view their Act-On Activity History
  • Web Pages Getting Visits  Provides a list of all the web pages currently being visited on your website. Click each page to view the actual web page being visited
  • Landing Pages Getting Visits – Provides a list of all the Act-On landing pages being visited and clicked through. Click each landing page to view the Landing Page Report
  • Messages Getting Opens & Clicks  Provides a list of all the Act-On messages being opened and clicked through. Click each message to view the Sent Message Report
  • Forms Getting View & Submits  Provides a list of all the Act-On forms being viewed and submitted. Click each form to view the Form Report

References

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