Integrating OptiMonk campaigns with Act-On

You can easily integrate OptiMonk with Act-On and use their marketing tools to interact with OptiMonk by following these steps. It may come handy if you run marketing campaigns on a regular basis, so that the subscribers who signed up via OptiMonk will also get news about your upcoming promotions and news.

To start, please follow the next 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 Done button.



  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.


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

    Standard_field_names_CUT.png


  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.

    Select_source_UNCUT.png


  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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