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Act-On Software

Setting Profile and Account Information

 

It's important to add accurate contact information to your Act-On profile. This information is pulled into your email footers, which is a key part of CAN-SPAM compliance.

These steps will set your personal and company information. For a video walkthrough, see below.

  1. Click your name in the upper right corner and select Profile
  2. Enter your First Name, Last Name, Title, Phone Number, Mobile Number, and Fax Number.
  3. Choose the appropriate Time Zone.
  4. Click Update Now.
  1. Click Profile, and select Profile.
  2. Click the Organization menu.  
  3. Based on your organization, complete the following information:
    1. Company
    2. Street Address
    3. City
    4. State
    5. Zip
    6. Country
  4. Select the checkbox to Set account default address.
  5. Click Update Now.

Notes:

  • Your address can be your current physical street address, PO Box, or a private mailbox as long as they are registered with the US Postal Service.
  • This information is automatically included in new emails created in Act-On via the Default Footer.
  • If you create custom footers to reflect other or custom information, it is recommended that you incorporate your organization name and physical address within them as well.

Each company has preferences on the policies they implement for password protection and user time outs. Act-On allows you to customize these to you preference. There is also an option to set an auto logout for increased security.

Setup your account password policy:

  1. Click Profile, and click Profile
  2. Click Policies
  3. Click Update Now

Update the account auto log-out time:

  1. Click Profile, and click Profile.
  2. Click Policies.
  3. Click the Timeout drop-down.
  4. Choose the appropriate default time-out.
  5. Click Update Now.
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