Marketing Technology

Choosing the Right Charts for Your Custom Marketing Reporting

Data Visualization is the creative side of reporting. It’s the pretty charts and graphs that your colleagues “ooo” and “aww” over in team meetings. When done right, you can set the standard by which others are measured. However, many marketers are not also data analysts and therefore struggle to develop effective data visualizations for their

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Using Salesforce Campaigns to Create Custom Lead Score Rules in Act-On Marketing Automation

Objective While Act-On has native functionality that allows users to load event lists and apply scoring, organizations with many offline or untracked activities can find this cumbersome to manage. When using integrated Salesforce CRM, many organizations use the Salesforce Campaign feature to track and manage this activity. The Salesforce Report serves as a data source for

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3 Costly Mistakes When Integrating Salesforce and Act-On

A Little Context on Salesforce Integration with Act-On Act-On is well known for its seamless integration with Salesforce.  Having spent more than 10,000 hours working with Act-On technology, I believe that the ease of setting up a complete, dynamic, and automatic sync to Salesforce truly is industry leading.  A typical Salesforce user with basic admin capabilities

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3 Things Act-On Support Can’t Help With (But an Agency Can)

As a former Technical Solutions Engineer at Act-On, I loved how much our customers loved us. It was normal for a TSE to help 20 customers each day, and we always prioritized the customer experience.  My leadership had a very clear directive on the limits of how far we should go, summed up in a single word mission

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The Top 3 Technical Problems I Saw as an Act-On TSE and How to Solve Them

Before starting at Tactical, I worked as a Technical Solutions Engineer at Act-On.  When I worked there, the TSEs were the first line of support for Act-On’s customers and handled the majority of technical support issues.  If you have called the support line and spoken to someone or submitted a request online and worked with

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