Integrating Rudderstack with Act-On opens up a world of possibilities for businesses seeking to streamline their marketing efforts and enhance customer engagement. Rudderstack, a powerful customer data platform, acts as the central hub for collecting, organizing, and unifying data from various sources. By seamlessly integrating Rudderstack with Act-On, a leading marketing automation platform, businesses can leverage the combined capabilities to create personalized and targeted marketing campaigns, automate customer journeys, and gain valuable insights into customer behavior. This integration empowers businesses to deliver highly relevant and timely messages, optimize marketing strategies, and ultimately drive growth and success in today's competitive landscape.
This integration guide will walk you through the steps required to integrate Rudderstack with Act-On. By integrating these two platforms, you will be able to streamline your marketing efforts and leverage the data collected through Rudderstack to automate personalized marketing campaigns on Act-On.
Before you begin the integration process, make sure you have the following:
1. Access to Rudderstack: Ensure that you have an active Rudderstack account and access to the required workspace.
2. Access to Act-On: Have an active Act-On account with administrative access to create and manage integrations.
1. Log in to your Rudderstack account and navigate to the desired workspace.
2. From the left-hand menu, click on "Sources" and then click on "Add Source."
3. In the source catalog, search for "Act-On" and select it.
4. Provide a name for the source and click on the "Next" button.
5. Fill in the required credentials for Act-On, including the API Key, Username, and Password.
6. Once done, click on the "Next" button to proceed.
7. Map the required events and properties from Rudderstack to Act-On. This step ensures that the data is correctly transferred between the two platforms.
8. After mapping the events and properties, click on the "Next" button.
9. Review the source configuration and click on the "Create Source" button to save the settings.
1. Log in to your Act-On account and navigate to the "Admin" section.
2. Under "Admin," click on "Data Management" and then select "External Data Sources."
3. Click on the "Add External Data Source" button.
4. Provide a name for the integration and select "API" as the type.
5. Enter the necessary details, including the API Key and Secret Key, which can be obtained from Rudderstack.
6. Save the settings and ensure that the integration is active.
7. Test the integration by sending a test event from Rudderstack to Act-On.
1. Once the integration is set up, it is crucial to verify that the data is being transferred correctly.
2. Trigger some events in Rudderstack and verify if the data is reflected in Act-On.
3. Check for any discrepancies or missing data and troubleshoot accordingly.
4. Run test campaigns in Act-On using the data collected from Rudderstack to ensure that the integration is working as expected.
Congratulations! You have successfully integrated Rudderstack with Act-On. By integrating these platforms, you can now leverage the power of Rudderstack's data collection capabilities and Act-On's marketing automation features to drive personalized marketing campaigns and enhance customer engagement.
