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Act-On Connector Setup
Updated over a week ago

This setup guide explains how to authenticate Act-On as a system and connect data.


Authenticating Act-On in Savant

All that is needed to authenticate Act-On are your credentials.

  1. Click Authenticate and follow the instructions to authenticate Quickbooks via OAuth using your credentials.


Connecting Data from Act-On

On the top left side of your canvas, click the Add Source button, shown below and select your previously authenticated Act-On connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset then select the previously authenticated connection to your Act-On system.

You can now configure the dataset and decide which data from various objects you would like to import into your analysis.

  1. Select which Object you would like to import into your data source from the drop down menu.

  2. Select which Columns you want to include in the dataset.

  3. Once you're done, click Next.

Next, add a name and description to your data set to be used within your canvas and click Confirm.

Your data from Act-On is now placed on your canvas as a source for your analysis!

Supported Objects

Every list that is created in your Act-On account is represented by a new table that is dynamically retrieved from your Act-On account. The name of the table has the following format:

List_nameOfTheList

For example, if the list in the Act-On UI is called 'MyList', the name of the table in the driver would be 'List_MyList'.

Name

Description

Campaigns

Query the available campaigns ActOn.

Categories

Query the available categories of subscription in ActOn.

DrilldownReports

Query detailed reports about messages in ActOn.

Images

Query the available images on your ActOn account.

Media

Query the available media on your ActOn account.

Messages

Query the available messages in ActOn.

OtherLists

Query the hardbounce, spam complaint and optout lists on ActOn.

Programs

Query the available programs on ActOn.

Reports

Query the available reports in ActOn.

ReportsByPeriod

Query the reports related to messages in ActOn.

ScoreDetails

Query the score details of a contact.

SubscriptionOptOuts

Query the available subscriptions in ActOn.

Users

Query the email senders for the current account in ActOn.


Writing Data to Act-On

It is currently not possible to write data to Act-On using Savant

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