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Act-On Software

Required Technical Setup

For your Act-On account to function correctly, make sure you configure these important settings.

  • You will need action from your IT staff, web hosting provider, and email provider
  • You will also need to contact Act-On support
  • You may need to wait for responses during this process, so it is critical to get started as soon as possible

Some of these settings affect your email sending ability, and others enable you to track website visitors.

Email Setup

These steps are critical to email deliverability. Without these settings in place, spam filters are likely to treat your marketing messages as suspicious.

Email From Setup

When you pick email addresses to use as the 'From' on your messages, the domain for each one must be specially configured and authenticated to work for this purpose. For example, if you send from info@company.com and sales@ourcompany.net, complete this setup for company.com and ourcompany.net.

Important: Setting up an Envelope From domain is a separate process.

Every time you add a From address with a new domain, you must complete this setup for that domain.

SPF for Email From

You must enable Sender Policy Framework (SPF) for each Email From domain to let Act-On send emails on your behalf.

  1. Choose the addresses you want use as From addresses on your messages (eg., marketing@company.com, janesmith@ourcompany.com, info@company.net) and make a list of the domains
  2. Add the From addresses in Act-On

    Next, work with your mail or IT team to:
  3. For each domain (bolded in examples above) create a new TXT record under the DNS of the domain:
    • v=spf1 include:_spf.act-on.net -all
  4. Continue the process below

Important: Setup is not finished until all steps below are complete.

DKIM for Email From

You must enable DomainKeys Identified Mail (DKIM) for each Email From domain to let Act-On use it as From label on your messages.

  1. Gather the list of domains you are using for your From addresses (the same list used above)
  2. From the Start page in Act-On, locate your Account ID (in the Account section, next to your Account Name)
  3. For each domain: Work with your IT to create a new CNAME entry with the format below in the DNS of that particular domain:
    (AOAccountID)aoauth._domainkey.(yourdomain.com)
    and point it to dkim.act-on.com
    • See Editing Your DNS to Implement DKIM for how to add the CNAME in your hosting service
    • For multiple accounts: Please use your parent account's ID for the CNAME entry on all child accounts
  4. Continue the process below

Important: Setup is not finished until all steps below are complete.

Support Ticket for Email From

After setting up SPF and DKIM for your Email From domain, contact our support team using the links below to complete the process.

Please log in to make this request.

If you are not able to use the link above because you do not have Act-On login credentials, click here.

Support will reply to confirm that setup is complete.

Email services create a digital envelope for each email message to use for routing and delivery. The marketing sub-domain you use for your emails (like mailer.company.com) must be specially configured and authenticated to work as the From address on your envelopes.

Just like with physical mail, the Envelope From address is on the envelope only – it is separate from the Email From address that appears on the message itself:
envelopefrom.png

Important: Setting up your Email From domain(s) is a separate process.

This process should be completed when first setting up your Act-On account. Once set, it does not need to be configured again.

SPF for Envelope From

You must enable Sender Policy Framework (SPF) for this domain to let Act-On send emails on your behalf.

Work with your mail or IT team to:

  1. Choose the sub-domain to use for the From address on your email envelopes (eg., mailer.company.com)
    • If you have multiple domains, choose the one with the healthiest email reputation
  2. Create two new records under the DNS of this sub-domain:
    1. TXT record:
      v=spf1 include:_spf.act-on.net -all
    2. MX record that points to:
      est-mta.b2b-mail.net (priority 10)
  3. Continue the process below

Important: Setup is not finished until all steps below are complete.

DKIM for Envelope From

You must enable DomainKeys Identified Mail (DKIM) for this domain to let Act-On use it as the Envelope From on your messages.

To set up DKIM:

  1. From the Start page in Act-On, locate your Account ID (in the Account section, next to your Account Name)
  2. Work with your IT to create this CNAME entry in the DNS for your Envelope From sub-domain:
    (AOAccountID)aoauth._domainkey.(yourdomain.com)
    and point it to dkim.act-on.com
    • See Editing Your DNS to Implement DKIM for how to add the CNAME in your hosting service
    • For multiple accounts: Please use your parent account's ID for the CNAME entry on all child accounts
  3. Continue the process below

Important: Setup is not finished until all steps below are complete.

Support Ticket for Envelope From

After setting up SPF and DKIM for your Envelope From domain, contact our support team using the links below to complete the process.

Please log in to make this request.

If you are not able to use the link above because you do not have Act-On login credentials, click here.

Support will reply to confirm that setup is complete.

Yahoo Feedback Loop

Yahoo's Complaint Feedback Loop service is required to receive and manage spam complaints that come from Yahoo email addresses.

To complete this setup:

  1. Work with your IT to set up a new email alias: postmaster@(yourdomain.com)
    • Make sure that you have access to this email account
  2. Call our support team
  3. We will trigger a verification email to this postmaster address - once you open it and provide the verification details, the process is complete

Verifying Email Setup

You can verify that SPF, DKIM, and Envelope From: have been completed by sending a test email to an external Gmail account. In the options menu for this message, select Show Original:

spf-dkim-check-1.jpg

In the headers of the message, you will be able to see if SPF and DKIM passed.

You can also validate your SPF record at http://www.kitterman.com/spf/validate.html.

Website Tracking Setup

These steps will enable you to drive traffic to your website and analyze visitor data. Without these settings in place, your forms and landing pages may not be visible to your customers.

Custom Domain and SSL Certificate

You will need a custom marketing domain with an SSL certificate to host your Act-On pages and content. Web pages without SSL enabled will show security warnings in most modern browsers.

Add a Custom Marketing Domain 

A custom marketing domain lets you use your company name in the URLs for Act-On content (forms, landing pages, etc.) instead of a generic Act-On-generated address.

To connect your custom domain to Act-On:

  1. Login to your Act-On account 
  2. Go to Content > Branding > Domain
  3. Copy the Default Marketing Domain
  4. Have your IT or domain host create a CNAME called "marketing" or "info"
  5. Point the CNAME to the Default Marketing Domain that you copied
  6. Go to Content > Branding > Domain, click Edit, then add your newly created CNAME

Important: Your new domain is not secured. An SSL certificate must be added via the steps below.

Add an SSL Certificate

This certificate is required to reach your audience – without it, your content will be blocked by most web browsers. Even if you have SSL configured elsewhere already, you will need a new certificate to add to your Act-On domain. This will also allow to track visit data on web pages secured via HTTPS.

Here's the process to add or update a certificate:

  1. Provide some company information to Act-On Support (see below)
  2. Support will reply with a certificate signing request (CSR)
  3. Buy an SSL certificate from the provider of your choice
    Note: The certificate needs to be non-wildcard and either an OV, DV, or EV SSL certificate for an Apache HTTP server
  4. Send the certificate details to Act-On Support so it can be installed on your marketing domain

If you are renewing a certificate and have your previous CSR from Act-On, you can skip the CSR request steps, buy the certificate, and contact support with the certificate details.

Request a CSR

Please log in to submit your request.

Act-On Support will follow up with you to continue the installation.

Technical Details

The technology that Act-On uses to support 'https' pages when hosting a certificate is Transport Layer Security (TLS SNI). Below is a list of browsers that currently support TLS SNI:

  • Opera 8.0 and later (the TLS 1.1 protocol must be enabled)
  • Internet Explorer 7 or later (under Windows Vista and later only, not under Windows XP)
  • Firefox 2.0 or later
  • Curl 7.18.1 or later (when compiled against an SSL/TLS toolkit with SNI support)
  • Chrome 6.0 or later (on all platforms – releases up to 5.0 only on specific OS versions)
  • Safari 3.0 or later (under OS X 10.5.6 or later and under Windows Vista and later)

 

Act-On Beacon Tracker

The Beacon Tracker is the tool within Act-On that collects information on visitors to your website.

For steps to activate, see this page.

Other Important Settings

Whitelist Act-On's IP Addresses

Allowing Act-On's IPs in your IT firewall system will ensure that your test emails work correctly.

For steps to configure, see this page.

 


 

For more configurations to make the most of your Act-On purchase, please refer to our 2-Week Setup Plan.

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