This is an expert concept
Exporting data from ion to your Act-On instance (also known as an “Add Lead” integration) is accomplished by leveraging Act-On’s REST APIs. This method directly adds contacts to a specified Act-On list. Visitors will see a form you built in ion (and data is saved to your ion console), and then behind the scenes we pass designated data to your Act-On list.
Check out the table below for a more detailed explanation of this method.
|Act-On REST API|
|How does it work?||
A connection is established between your ion console and your Act-On instance. Next a field mapping is completed in ion to define which ion fields should be exported and how they correspond to your Act-On list fields.
Note: Act-On integrations require a custom configuration; server-side scripting is used to define your field mapping.
|What kind of data can be sent to Act-On?||
All types of data can be seamlessly passed to a contact record in Act-On. This includes Basic Lead Data, ion Core Data, data passed on the query string (like tracking parameters), and interaction data (like a calculator input or an assessment result).
Note: Integration services may be limited to certain data types. Check with your Customer Success Manager if you are unsure what you’ve purchased.
|What are my options to manage sensitive data?||Field-level security controls are available. Data can be encrypted (AES 256-bit encryption) and/or automatically deleted from your ion console.|
|How will I build the form my visitors see? Can I change the styling?||You will use ion’s form building components. This gives you maximum control of the look, feel, and flow of your form experience, and allows you to leverage the branded theme built for you in ion.|
|Can my forms be pre-populated with known lead data?||
Forms can be pre-populated based on ion data or (if a Get Lead integration is setup) based on Act-On + ion data.
Note: Integration services may not include a Get Lead integration. Check with your Customer Success Manager if you are unsure what you’ve purchased.
|How often are my leads sent to Act-On?||Leads are immediately sent to Act-On each time the integration runs. Most ion users apply their integration to run on the submission of a form in their ion creative.|
|What happens if there is an Act-On service interruption?||Visitors will still be able to submit forms and form data will be saved according to your configuration in ion. We’ll retry the post once an hour until successful, up to the maximum number set in your integration. (default: 50 retries)|