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  • We are attempting to access Act-On email templates from Salesforce, and running into an issue only for  Sales Users . Here's our process: 1. Log into Salesforce (with credentials for user that also has Act-On Sales User credentials) 2. Go into Contact ...

Latest Discussions

  • Hi Sarah There is indeed – it is under Content > Email Footers ; you will see this option at the bottom of the list of footers: From here you can edit the page in some detail. ------------------------------ Sion Stedman Idox Software Ltd ----- ...

  • This is awesome! Thanks, @Robert Kohnke ! ------------------------------ Sarah Daily Digital Marketing Manager, The Enrollment Management Association ------------------------------

  • Hi Alysha, Thanks for reaching out! We are still finalizing the details of our EOL plan for the Classic Form Composer and don't have a date set quite yet, but it will be retired in the near future and we are encouraging all of our users to get familiar ...

  • We are attempting to access Act-On email templates from Salesforce, and running into an issue only for  Sales Users . Here's our process: 1. Log into Salesforce (with credentials for user that also has Act-On Sales User credentials) 2. Go into Contact ...

  • Hi Chris, I completely understand your concern but can assure you that at this point we have no plans to leave you without a Webinars integration. Once we retire the Classic Form Composer your existing Webinar forms will continue to function and you ...

  • Here's the scenario: To mail loyalty gifts to customers we need to verify that their mailing address is the same as their shipping address or have them update it. So in Dynamics we copy the shipping address into mailing address fields and sync the ...

  • Hi Jerry! Sorry for the delay in response here, but I hope I can help. Act-On has a native integration with Salesforce, with very similar functionality to Pardot. But keep in mind that Pardot only works with Salesforce. If your client is evaluating other ...

  • Hi Robert, Thanks for the reply. That's really discouraging. Dynamic content based on information we have about our contacts should be standard functionality. ------------------------------ Brian Potter Director of Marketing, A.M. Sun Solar https://amsunsolar.com ...

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