How to send my leads to Act-On?

You can easily integrate OptiMonk with Act-On and use their marketing tools to interact with OptiMonk by following these steps. 

  1. In your Campaign Settings page on OptiMonk Integrations segment, choose Act-On from the menu. Enter your Act-On username and password. Don’t worry, we don’t store your Act-On password information, we only use this for authentication. Once you’ve entered your information, click on the Test button.

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  2. In case you’ve already created lists before, you can choose a list from the List Name drop-down menu. Any subscribers to this campaign will be added to this list.

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    In case you’re adding to an existing list and you’d like to mark which subscribers you receive from OptiMonk, you’ll need to create a new field to capture the value “OptiMonk”. Here’s how:

  3. In your Act-On account, Click on Contacts and then Standard Field Names from Your account menu that appears.

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  4. You can use a field which has been created before, or you can create a new field to store the value ’OptiMonk’. Once you have the field you want to use, copy the name of the field.

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  5. Paste the name into the Source Field Name field on the admin page at OptiMonk.



This is how a subscriber from OptiMonk will appear in your list at Act-On. Note in particular the Source column:

 

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