03-25-2019 04:17 AM
What MS components to download, to enable Outlook Email integration with Act?
Act! Premium (Web) Version: 21.0.295.0, Update 7
Windows 10, Microsoft Outlook for Office 365 MSO (16.0.11328.20156) 32-bit
I want to be able to select a subset of records in Act and email that subset using my email account which is used by Outlook.
Thanks in advance for any assistance.
03-25-2019 06:15 AM
03-25-2019 07:43 AM
Hi Jan, thanks for that link, it looks promising.
At the moment I can't get the software from Act to install fully.
Will have a think and come back to it later.
03-26-2019 05:38 AM
Hi Jan and anyone else to whom this might be of interest.
I got help from Swiftpage and have now set up Act! as an address book in outlook. I also now have the ability to send emails direct from Act! and their details are recorded in history. I would have preferred them to be listed in notes but no matter.
What I wanted was to be able to send emails to selected records, perhaps 1,800 records at a time quarterly. I talked this over with Swiftpage tech support and they felt this was not a good idea as 1) Act! isn't really set up for this and 2) my email account might be flagged for spam which could be a pain.
So I am still looking for a bulk email sender and will be looking at constant contact, mailchimp and icontact to see what they offer. At the moment I think constant contact is looking like the best bet for my specific needs.
03-26-2019 05:43 AM
One final point. When I was trying to set up mail etc I found lots of things didn't work the way they were explained, Then I noticed the notes said in ie so I began again in MS IE and the steps worked and I was able to resolve things. So if you are having problems in chrome or edge or something, try MSIE ..
03-28-2019 07:42 AM
Not mentioned in the KB article is that Outlook loves to disable the integration add-on.
Make sure you go into Outlook and set this add-on to always enable.
04-01-2019 07:18 AM
There are a number of add-on products that facilitate bulk emailing from Act! beyond the Swiftpage offerings.
To do bulk mailings through Outlook try https://www.keystroke.ca/en/brand/Product/mailmanager4act.html (allows you to send bulk email in small batches amongst many other things).
If you want to go down the Mailchimp route checkout https://www.exponenciel.com/actaddons/actaddon.aspx?ID=159
For Contact Contact, Egen Consulting (http://www.egenconsulting.com) will, I believe, shortly be introducing an add-on