Setting up your Act-On integration allows you to share data between Act-On and Turtl to access individual reader insights via the reader dashboard. This guide outline the steps for setup.
Note: All Teams within the tenant will have access to the available integrations.
1. Ask us to enable the integration
To enable your Act-On integration, contact your Customer Success Manager (CSM) or support@turtl.co.
Once it's enabled you'll be able to see the "Manage integrations" option in your account settings.
Click through to the Integrations page and select "Add Additional Act-On Integration" under the Act-On Tab.
2. Enter your Act-On credentials
You'll need to give your integration a label and enter the Username, Password, Client ID, and Client Secret that you use to log in to Act-On. Many of our users choose to set up a Turtl or integration-specific email address so that the login isn't shared with other users.
3. Start tracking leads from forms
You'll now be able to review the individual reading journeys of anyone who fills in an Act-On form within Turtl.
Read our guides below to learn more about these features:
Note: If this is the first time you've added a form to Turtl it may not match the styles of your theme. Send it over to your Customer Success Manager and we'll get it tested and styled within Turtl for you.
Add an additional Act-On integration
If you need to add another Act-On integration just click Add an additional Act-On integration and follow the instructions in step 2.
Note: Any additional integration will need to be applied to a specific workspace or Doc by our Turtl's technical support team. Contact your CSM or support@turtl.co for more information.