Act-On is a SaaS product for marketing automation, primarily used by small to medium-sized businesses to help manage and create e-mail campaigns, lead generation and analytics.
Setting Up The Act-On Integration
Step 1: Adding Fields in Act-On
Sign in to Act-On and head over to Contacts → Standard Field Names. Scroll to the bottom, and add the following fields, exactly as they appear below:
Step 2: Configuring Oktopost for Act-On
- Start the set-up by creating a new CNAME for your domain that will point to okt.to.
- Sign in to Oktopost and head over to Integrations → Act-On.
- Enter your Act-On username and password and Submit the form.
- Select the default list which your Oktopost lead data will automatically be synced to.
- Enter the CNAME you're set-up according to the instructions above.
- Submit the form again to save the configuration.
After the integration is configured, any lead that is captured using Oktopost will be added to the default Act-On list you selected. If the lead already exists in Act-On, Oktopost will add the information to this lead's record. If the lead doesn't exist yet in Act-On, a new record will be created.
Setting Up Social Click Tracking Integration
This setup will sync all of the social click activity with your Act-On lead database. Each time a person clicks on any of your social posts, whether that post is leading to your own website or to another third party website,Act-On will be made aware of this click via the Web Page visit log.
- Set up a new CNAME for your domain that will point to okt.to.
- Make sure that the Track Social Click Activity is checked and click on the Submit button.
Once all this is setup, every time a social link is clicked, Act-On will see the click as a Web Page visit. Here's an example of what the Web Page URL will look like inside Act-On (All the UTM codes are added automagically):
The anatomy of a social click URL:
http://[YOUR CNAME]/social/[NETWORK]/[CAMPAIGN NAME]/[SOCIAL PROFILE]?utm_medium=Social&utm_source=[NETWORK]&utm_term=[CAMPAIGN TAGS]&utm_campaign=[CAMPAIGN NAME]
The Full List of Parameters
|utm_medium||Will always be "Social"|
|utm_source||The social network name: Twitter, Facebook, LinkedIn, Google|
|utm_term||A comma seperated list of campaign tags|
|utm_campaign||The Oktopost campaign name|
|utm_content||The source of the post: UI, Api, Autoposter, Bookmarklet, Board|
|okt_campaign_id||The Oktopost campaign Id|
|okt_profile_name||The name of the profile that was used to sent the message|
|okt_profile_id||The Id of the profile that was used to sent the message|
|okt_poster_name||The name of the user who posted the message|
|okt_poster_id||The Id of the user who posted the message|
|okt_post_id||The Id of the Oktopost post|
|okt_message_id||The Id of the Oktopost message|
|okt_remote_url||The link to the post on the social network site|