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How do I set up Act! to access Act! Connect?

Updated 02/08/2019

The process for getting Act! set up to access Act! Connect depends on how you currently use your Act! Premium subscription. Refer to the section below that applies to you:

I am using Act! Premium Cloud, hosted by Swiftpage

  1. Log into your Act! Database
  2. In the Navbar, on the left-hand side of the screen, click Act! Connect
  3. Select a connection to get started

Finding your connection information

In order to set up connections to other services, you will need to know your connection information. Depending on what service you are trying to connect to, this information may vary. In most cases, for Act! Premium Cloud, your connection information is the URL you use to access your database. For example, if you access your database at https://usp1-iis-03.hosted1.act.com/AccountName then you will use this same URL to connect to other services. However, for Ask Act!, using the same example URL above, you'd use https://usp1-iis-03.hosted1.act.com/AccountName-api/act.web.api.


I am using Act! Premium (access via web), self-hosted

On your server, ensure Act! is closed, then install the Act! Premium Web API using the instructions in the following knowledgebase article: How do I set up the Act! Premium Web API?

    1. Once installed, open Act! on either the server or from a browser
    2. In the Navbar, on the left-hand side of the screen, click Act! Connect
    3. Select a connection to get started

Finding your connection information

In order to set up connections to other services, you will need to know your connection information. For Act! Premium (access via web), your connection information is the URL you use to access your database, excluding any information that may fall after *.com. For example, if you access your database at https://example.com/apfw, then enter https://example.com.


I am using the installed version of Act! Premium

Note:In order to use Act! Connect with your Act! Premium for Windows installation, you must be using Act! v18.2 or later. If you are using Act! v18 and you have not upgraded to service pack 2, you can download the upgrade by going to http://www.act.com/resources/downloads/act-premium-v18

If you are using Act! Premium v18.2 or later, you can get access to Act! Connect by following the steps below:

  1. From the server, ensure Act! is closed
  2. Download and install the Act! Connect Link to the server using the steps in the following knowledgebase article: How do I install the Act! Connect Link?
  3. Once installed, launch Act! and login to your database
  4. In the Navbar, on the left-hand side of the screen, click Act! Connect
  5. Select a connection to get started

Finding your connection information

In order to set up connections to other services, you will need to know your connection information. For Act! Premium for Windows, your connection information can be found on the server machine by clicking Act! Connect in the Navbar on the left side of the screen. The connection URL will be located at the top of the page. This cannot be obtained from a workstation.


How to creating an email with HTML Code if preparing emails campaigns with Act! emarketing

Please note the following points when editing HTML templates using MS Word:

  • All HTML content that is not intended for editing is “greyed” out. Do not attempt to modify these fields.
  • Please scroll down within the MS Word document to find editable areas, as indicated by colored font.
  • Hover your mouse over the notes within the document (in the right hand column) to see instructions for customizing each field. Alternatively, select the Review tab in Word and click “Show Comments”.
  • Once all changes have been made, Save the document. If preparing for Act! emarketing, save your document as, “Web Page (*.htm; *.html)” to a location on your computer that’s easily accessible.
  • Coding your email / Uploading your Template

There are two ways to move your customized HTML content to your email editor, depending on which email editor you’re using.

  • If using Act! emarketing, create a new email and in the upper right corner of the Template Manager, next to the two drop down selectors, click the button with the orange up arrow. Follow the instructions and browse to find the HTML file you just saved. You will not need to include images as they are already sourced within the HTML.
  • With other email editors and when creating a new email, look for the option such as “Code your Own” or “Paste in HTML Code”, typically accompanied by an icon such as </>.
    • Before creating the email message, within the MS Word document, on your keyboard while holding down the Ctrl key, press “A”. This will Select All Text. While still holding down the Ctrl key, press “C”. This will copy the HTML code that you have customized. You will then paste (Ctrl + V) it into your email editor as HTML.
  • Additionally, a web search for “Paste in HTML to Create a Campaign {name of your email editor here}“ should provide instructions specifc to your email editor.

Originally Published by: ACT! | August 2018

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Originally Published by: ACT! | 7/24/2018

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