Act-On Overview

Act-On is a powerful marketing automation platform designed to help businesses streamline their marketing efforts, from lead generation to customer retention. This versatile tool offers numerous features including email marketing, lead scoring, CRM integration, and analytics, making it an essential asset for businesses aiming to optimize their marketing strategies.

Uses for Act-On and ID Verification

Integrating IdentityCheck with Act-On through Zapier can provide several benefits for businesses that require ID verification during various marketing processes. Some potential uses include:

• Verifying the identity of new leads captured through Act-On forms.
• Ensuring the authenticity of user data before adding them to your marketing campaigns.
• Automating the ID verification process to enhance security and compliance.

Setting Up IdentityCheck with Act-On on Zapier

Follow these steps to connect IdentityCheck with Act-On using Zapier:

1. Log in to your Zapier account. If you do not have an account, create one.
2. Click on “Make a Zap” to start the integration process.
3. Search for Act-On in the app selection and select it as your trigger app, then choose a trigger event such as “New Form Entry.”
4. Connect your Act-On account to Zapier by following the authentication prompts and test the connection to ensure it works.
5. Search for and select IdentityCheck as your action app within the same Zap workflow.
6. Choose an action event for IdentityCheck, such as “Verify ID,” and connect your IdentityCheck account to Zapier.
7. Map the data fields from Act-On to IdentityCheck, specifying what information should be used for ID verification.
8. Test the Zap to make sure that the information flows correctly from Act-On to IdentityCheck.
9. Once tested, turn on your Zap and let the automation run.

Using ID Verification in Act-On Campaigns

Once you have set up the integration, here’s how you can use ID verification in your Act-On campaigns:

• Identify the forms or landing pages in Act-On where you need to collect leads and require ID verification.
• Set up the corresponding Zaps for each form to trigger ID verification actions in IdentityCheck.
• Review the verification results in IdentityCheck to ensure that only qualified, verified leads enter your marketing funnel.
• Utilize Act-On’s segmentation and lead scoring features to prioritize verified leads and tailor your marketing messages for them.

Integrating IdentityCheck with Act-On through Zapier allows you to enhance your marketing processes with seamless ID verification, ensuring that your lead data is accurate and secure. Enjoy the benefits of streamlined marketing automation combined with robust identity verification for superior campaign results.