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Act-On Software

Set Up Your Account

AUDIENCE: 
OBJECTIVES:

 

1. About this course

At this stage, you should have the Technical Requirements on their way to your IT team for completion. While that's happening, we can focus on building the foundation for your account. This course will walk you through creating your account profile, adding users and from addresses, configuring your standard field names and lists, as well as setting up your scoring rules.

2. Topics covered

  • Complete your account profile
  • Add users to your account
  • Connect to integrations
  • Import your first lists
  • Build your content library

3. Account Setup checklist

4. Resources

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