Census & Act-On Integration

Integration between Census and Act-On is a groundbreaking solution that seamlessly connects two powerful platforms, revolutionizing the way businesses manage their data and marketing automation processes. With Census, businesses can effortlessly sync and update their customer data from the Census platform directly into Act-On, ensuring that their marketing campaigns are always up-to-date and targeted. This integration eliminates the need for manual data entry and the risk of inaccurate information, allowing businesses to maximize their marketing efforts and drive better results. By effortlessly combining the capabilities of Census and Act-On, businesses can unlock a new level of efficiency, accuracy, and effectiveness in their marketing strategies.

Integration Guide: Census to Act-On

Introduction:

This integration guide will walk you through the process of integrating Census, a powerful customer data platform (CDP), with Act-On, a leading marketing automation platform. By integrating these two platforms, you can leverage the rich customer data collected by Census to create personalized and targeted marketing campaigns in Act-On. This guide assumes that you have a basic understanding of both Census and Act-On platforms.

Step 1: Setting up Census Integration

1. Log in to your Census account and navigate to the "Integrations" section.

2. Search for Act-On in the available integrations and select it.

3. Click on the "Connect" button to initiate the integration process.

4. You will be prompted to enter your Act-On API credentials. Provide the necessary details and click on "Connect" to establish the connection between Census and Act-On.

Step 2: Mapping Census Data to Act-On Fields

1. Once the integration is established, navigate to the "Mappings" section in Census.

2. Here, you will see a list of available Census data fields on the left and Act-On fields on the right.

3. Map the relevant Census data fields to their corresponding Act-On fields. For example, map the "First Name" field in Census to the "First Name" field in Act-On.

4. Ensure that all the necessary fields are mapped correctly, including custom fields if applicable.

5. Save the mappings and proceed to the next step.

Step 3: Syncing Data from Census to Act-On

1. In Census, go to the "Syncs" section and create a new sync.

2. Select Act-On as the destination for the sync.

3. Choose the relevant Census data source and specify any filters or conditions if required.

4. Configure the sync settings, such as the frequency of sync, whether to update existing records, and any other options as per your requirements.

5. Start the sync and verify that the data is successfully transferred from Census to Act-On.

Step 4: Utilizing Census Data in Act-On

1. Log in to your Act-On account and navigate to the "Contacts" or "Lists" section.

2. You should see the Census data fields available for use in Act-On.

3. Leverage this data to create personalized email campaigns, segment your audience, and trigger automated workflows based on specific customer attributes.

4. Explore Act-On's features and capabilities to maximize the value of the integrated Census data.

Conclusion:

By integrating Census with Act-On, you can seamlessly transfer customer data from Census to Act-On and leverage it to create targeted marketing campaigns. This integration allows you to enhance your marketing efforts by utilizing the rich customer insights collected by Census. Follow the steps outlined in this guide to set up the integration and start leveraging the power of Census and Act-On together.

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