Knowledge Base
PROGRAM: Act CRM Helpful Links

Table of Contents
Act Installation / Configuration
Act Synchronization
Act Users
Act Opportunities
Act Groups
Act Microsoft Office Integration
Office Supported Versions
  1.  Supported Versions of Microsoft® Office by Version of Act!
Microsoft Word
    Help
  1.  How do I perform a mail merge in Act! Premium Cloud?
  2.  How to install and configure Microsoft Word integration for Act! Premium (access via web)
  3.  Act! prompts for installation of Microsoft Word integration after already installing it
  4.  Not receiving prompt to record history after printing a merged Microsoft Word document
  5. Errors
  6.  Error: "Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'..." when attempting to merge to Microsoft Word
  7.  When trying to edit a template I receive the Error: "Unable to cast COM object of type 'Microsoft.Office.Interop.Word.ApplicationClass' to interface type 'Microsoft.Office.Interop.Word._Application'."
  8.  Error: "Unable to cast COM object of type 'Redemption.SafeMailItemClass' " when attempting to perform a mail merge
  9.  Mail Merge in Sage ACT! Premium (access via web) Prompts for Microsoft Word Integration to be Installed Each Time When Accessing Through Internet Explorer 64-Bit
Microsoft Excel
    Help
  1.  How to export data from Act! to Microsoft Excel
  2.  Export to Excel option is grayed out in Act!
  3.  Exporting to Microsoft Excel hangs
  4. Errors
  5.  Error: "Line 1 cannot parsed using current delimiters" when importing from Microsoft Excel CSV
Microsoft Outlook
    Help (Act v22.1 Update 4 +)
  1.  Act! v22.1 Trending Support Interactions
  2.  How does the Outlook Email Integration Work as of Act! v22.1 Update 4?
  3.  How to use Microsoft Outlook as your e-mail client in Act! version 22.1 Update 4 and Later
  4. Act Outlook Integration - Change Preferences
    Act Outlook Integration - Create Contact
    Act Outlook Integration - Create Activity
    Act Outlook Integration - Attach to Contact
    Act Outlook Integration - Quick Attach to Contacts
    Act Outlook Integration - Synchronize Now
    Act Outlook Integration - Learn More
    Act Outlook Integration - Address Book
    Act Outlook Integration - Synchronize Now
    Errors (Act v22.1 Update 4 +)
  5. Outook email invitations not creating Act v21.1 activity when configured.
    It is a known issue since Act v21.1 Update 1 - 4 was released. There is no KB relating with error.
    The Act development team has been working on it since Act v21.1 was released. Major issue is in the time fields.
  6. Recipient name could not be found when sending email from Outlook.
    Act Address Book is no longer available in Outlook. You have to take extra step and use the actual Act "Address Book" from the Act! toolbar in Outlook.
    Help
  7.  How to use Microsoft Outlook as your e-mail client in Act! versions 2011 and higher
  8.  ACT! Outlook Add-in does not stay enabled after restarting Microsoft Outlook
  9.  How do I use Microsoft Outlook as my email client with Act! Premium Cloud?
  10.  How to set the Act! address book as the default address book in Microsoft Outlook
  11.  How do I change the default email address that Microsoft Outlook opens with when sending to an Act! Contact?
  12.  What processes are used for Microsoft Outlook history recording?
  13.  How to prevent e-mails from recording history to user records in Act!
  14.  Can I merge data from Act! to the subject line of an email?
  15.  Microsoft Exchange compatibility with Act! v20.1 and later
  16.  How to enable trace logging for Microsoft Outlook integration in Act!
  17.  How do I rebuild the registry keys for the Act! Outlook Addins?
  18.  How to stop Act! creating activities when accepting an Outlook invitation?
  19.  How to stop Act! creating activities when accepting an Outlook invitation?
  20. Attach to Act Contacts Progress
  21.  What is the Attach To Act! Contacts Progress window?
  22. Scroll down to "Clearing the icon from the Windows system tray."
  23.  How to use Quick Attach to attach Microsoft Outlook emails to Contacts in Act!
  24. Errors
  25.  Outlook® is Missing as an Option in the ACT! E-mail Setup
  26.  Act! icons missing from Microsoft Outlook toolbar in Act! versions 2006 (v8) through v21
  27.  Act! icons missing from Microsoft Outlook toolbar when using Act! 20.1 or later
  28.  Act! Addin becomes inactive after restarting Outlook 2013 and later
  29.  "RPC Server not available." When attempting to send an e-mail using Microsoft Outlook
  30.  Microsoft Outlook email history does not record when using Outlook 64-bit after upgrading from Act! v18 to a newer version of Act!
  31.  No history created or recorded in Act! versions 2011 (v13) through v20.0 when sending e-mail from Microsoft Outlook 2003 and later
  32.  No history created or recorded in Act! v20.1 and later when sending e-mail from Microsoft Outlook 2013 and later
  33.  Troubleshooting Outlook® Integration History Queue Processing Using Error Handling
  34.  Error: "Act.Outlook.Service has stopped working" appears intermittently even when not using Act!
  35.  Error: "Act! has stopped working" when attempting to launch Act! after upgrading from Act! v17 to a newer version
Act Video Library
Act System Requirements
Activation & Versions
Administrative Tasks & Repair Functions
Act Backup / Restore
Act Import & Export Data
Act Import Export
    Import
  1.  How to import contacts via comma delimited (CSV) file into Act! Premium (access via web) or Act! Premium Cloud
  2.  How can I import contacts into my Act! Premium Cloud database?
  3.  Do you have a template of fields I can use when importing data from Microsoft Excel to Act!?
  4.  How can I automatically assign contacts to a Group or Company as soon as they’re imported into the database?
  5.  Can I import a Microsoft Excel document into Act! Premium (access via web)?
  6.  How to Import a Multi-User Database and Retain the Record Manager in ACT!
  7.  How to import a vCard into Act!
  8.  How To Import Outlook Contact Notes Into ACT!
  9.  Can I import Opportunities from Microsoft Excel in to Act!?
  10. It is not possible to import Opportunities from Excel in to Act! however Hogan Data can assist in providing this function.
    Export
  11.  How do I export database users from one database to another?
  12.  What types of data can I export from Act!?
  13.  How to export data from Act! to Microsoft Excel
  14.  How To Export and Import Drop-down Lists for ACT! Fields
  15.  How To Export Group or Company Members
  16.  How do I export data from one Act! database to another
  17.  How to Export Your Opportunity list to a Microsoft® Excel® Spreadsheet with a Pivot Chart and Pivot Table
  18. Error / Troubleshoot
  19.  I am attempting to import data from Microsoft Excel and the import option is grayed out
  20.  Error: "Line 1 cannot parsed using current delimiters" when importing from Microsoft Excel CSV
  21.  Unable to export Task List to Microsoft Excel if there are Timeless Activities in the list and the End Time column is showing in Act! Premium (access via web)
  22.  Error: "Object reference not set to an instance of an object" when importing from Microsoft Excel
  23.  Error: “Access to the path C:\ProgramData\Swiftpage ACT! LLC\[Act! version]ImportCSV.txt is denied” when trying to import Microsoft Excel or Text Delimited File into an Act! database
  24.  Error: “Object reference not set to an Instance of an object” when attempting to import a text delimited file
  25.  Importing Companies into a database from Microsoft Excel or another Act! database causes Linked Contacts to automatically update
  26.  How to Read the Import Logs in Sage ACT! 2012 (and later versions)
Act API
Act Connect
Act Insights
Act Companion
Act Premium Web
Act Premium Web
    Help
  1.  How to use the Web Site Administration Tool for Act! Premium (access via web)
  2.  How to configure an Act! Premium access via web database for access through a web browser
  3.  Act! v19 Premium (access via web) Web Administrator's Guide
  4.  How to run Act! Premium (access via web) via HTTPS
  5.  How To Manually Configure ASPNET Impersonation for ACT! Premium for Web
  6.  Review infornation below under "Act Premium Cloud" for additional information.

  7. Errors
  8.  Error: "Server Error in '/APFW' Application."
  9.  Error: "The ASP.NET user account does not have permission to access or run ACT! Premium for Web.
  10.  Error: "The ASP.NET process account does not exist or is not configured properly. See the Troubleshooting appendix in the ACT! Premium for Web Administrator's Guide for assistance."When Using ACT! Premium for Web
  11.  Test Result Message: "The impersonation user account does not have access to the database you selected. See the Troubleshooting appendix in the ACT! Premium for Web Administrator's Guide for assistance. "When Using ACT! Premium for Web
  12.  Error: "The '[HOSTCOMPUTER NAME]' computer could not be reached because the IP address ' ' could not be resolved. Verifying the '[HOSTCOMPUTER NAME]' computer is available on the network..." when accessing a database in Act!"
  13.  Error: "The (Server) computer and (DatabaseName) database were found but you do not have appropriate share permissions to access the (SupplementalFilesFolder) folder on (Server) computer..." when attempting to access shared Act! database
  14.  Error: "The computer was found, but Act! cannot access the database because it is not shared"
Act Premium Cloud Hosted by Swiftpage
General Error Messages
Act Growth Suite & Marketing Automation
Act Growth Suite
    Help
  1.  What is Act Growth Suite?
  2.  What is the Act! Growth Suite Getting Started Menu found in Trial Accounts?
  3.  What are the Act! Marketing Automation feature differences between the Growth Suite Tiers?
Act Marketing Automation
    Help
  1.  What is Act! Marketing Automation
  2.  (PDF) A Guide to Getting Started
  3.  Emarketing and Marketing Automation Deliverability Best Practice
  4. Deliverability Best Practice Tips
    -  The Key to Inbox Placement
    -  Email marketing permission is not what you think
    -  A Guide to Email Marketing List Hygiene
    -  Best Practices for Sending Email
    -  Avoiding Spam Keywords and Their Origins
    -  Repairing Your Email Sender Reputation - Understanding Symptoms and Root Causes
    -  Troubleshooting Email Deliverability
  5.  Getting Started with Act! Marketing Automation
  6.  What is required to start using Act! Marketing Automation
  7.  Email Authentication for Act! Marketing Automation
  8.  How do I update the company details in my Act! Marketing Automation footer?
  9.  How can I edit the message that appears when clicking 'Unsubscribe'?
  10.  How can I remove contacts from my Act! Marketing Automation suppression list?
  11.  What is my Act! Marketing Automation Suppression List?
  12.  How do I move my Act! Emarketing Suppression List into Act! Marketing Automation?
  13.  How do I allow my database users to use Act! Marketing Automation?
  14.  What exceptions do I need to whitelist for Act! Marketing Automation?
  15.  What is the Act! Marketing Automation Campaign Calendar?

  16. My Account
  17. Email Subscrptions
  18. Country Geography
  19. States Geography
  20. Subscription Info

  21. Admin
  22. Account Configuration
  23. Act! History Sync
  24. Agency Home
  25. Research and Anonymiztions
  26. Email Domains
  27.  Warning: Once you create your DKIM you will not be able to send until you update your DNS. Click below for more info.
  28.  How do I add a Custom URL for Click Tracking in Act! Marketing Automation?
  29.  Email Authentication for Act! Marketing Automation
  30.  How do I set up DKIM in Act! Marketing Automation?
  31.  SPF/DKIM/DMARC configuration.
  32.  Emarketing and Marketing Automation Tips: Troubleshooting Email Deliverability
  33.  Why are the emails I send from Yahoo.com or Aol.com bouncing through Swiftpage emarketing and/or Act! emarketing
  34. Email Transactional Data
  35. Jobs
  36. Scoring
  37.  What are the Act! Marketing Automation Default Scoring Profile, AMA Score Field, and Scored Leads Group?
  38.  How Can I Create My Own Scoring Profile in Act! Marketing Automation?
  39. Suppression Lists - Email
  40. Suppression Lists - Email Domains
  41. Suppression Lists - Web, Pages, Alerts
  42. Unsubscribe Designer
  43. Users
  44. Web Script
  45.  What is the Web Activity Feature in Act! Marketing Automation?
  46.  How do I add a Custom URL for Click Tracking in Act! Marketing Automation?
  47. Spam Resources
  48.  SPAM Resources
  49.  Act! Anti-Spam Policy
  50.  Emarketing and Marketing Automation Tips: Avoiding Spam Keywords and Their Origins

  51. Templates
  52.  How to create and edit templates in Act! Marketing Automation
  53.  How do I upload my own HTML template to Act! emarketing?
  54.  How do I add a mail merge field into my Act! emarketing template?
  55.  How to use the Drag & Drop template editor in Act! Marketing Automation
  56.  How to change the default font for a Drag & Drop template in Act! Marketing Automation
  57.  How to use the File Manager for a Drag & Drop template in Act! Marketing Automation
  58.  How to add, edit, and remove images in a Drag & Drop template in Act! Marketing Automation
  59.  How to add, edit, and remove buttons in a Drag & Drop template in Act! Marketing Automation
  60.  How to add, edit, and remove text links in a Drag & Drop template in Act! Marketing Automation
  61.  How to change the content area width of a Drag & Drop template in Act! Marketing Automation

  62. Campaigns
  63.  Creating a new email campaign in Act! Marketing Automation
  64.  How do I create a text version of my email in Act! Marketing Automation?
  65.  Best Practices for Plain-Text Emails + A Look at Why They're Important
  66.  Adding a Decision step to your Act! Marketing Automation campaign
  67.  Adding an Action step to my Act! Marketing Automation campaign
  68.  Assign "Account Manager" to Activity Created.
  69. Note: You will not find the term "Account Manager" in Act KB result. The Account Manager is really the "Record Manager" for the contact.
    In the Act KB, scroll down to step # 4.
  70. Campaign Status
    1. Draft
    2. Active
    3. Locked
    4. Paused
  71.  How to send marketing emails in Act! Marketing Automation
  72.  How does the Specific Date/Time feature work in Drip Marketing campaigns in Act! Marketing Automation?
  73.  How do you change time Intervals campaigns in Act! Marketing Automation?
  74.  What is the Act! Marketing Automation Campaign Calendar?
  75.  When should I run a List Simulation in Act! Marketing Automation?
  76.  Can I send to multiple groups in one email campaign?
  77.  Sending to additional groups using Inclusion Lists in Act! Marketing Automation campaigns
  78.  How do I exclude groups from receiving my Act! Marketing Automation campaign?
  79.  What Notifications can I Receive Regarding my Marketing Automation Drip Marketing Campaigns?
  80.  When will the Campaign Results tab update on my contacts in Act! after sending an Act! Marketing Automation campaign?
  81.  When will my campaign dashboard or email statistics show results in Act! Marketing Automation?

  82. Campaign Errors
  83.  Your Email Server domain does not match your from domain

  84. Landing Pages
  85.  Landing Pages in Act! Marketing Automation

  86. Unsubscribe
  87.  How can I edit the message that appears when clicking 'Unsubscribe'?

  88. Assets
  89.  What are Assets in Act! Marketing Automation?
  90.  How to create and manage Assets in Act! Marketing Automation
  91.  How to change the look and feel of an Asset Page
  92.  How to add a Lead Form to an Asset in Act! Marketing Automation
  93.  How to view Asset analytics in Act! Marketing Automation
  94.  How to receive notifications when someone interacts with an Asset item

  95. Marketing Automation - Contact Level
  96.  What is the Functionality of the Marketing Automation Contact Tab?

  97. Help Videos
  98.  Act! Video Training Library: Overview
  99.  Act! Video Training Library: Templates
  100.  Act! Video Training Library: Drip Marketing
  101.  Act! Video Training Library: Assets
  102.  Act! Video Training Library: Landing Pages
  103.  Act! Video Training Library: Recorded Webinars

  104. AMA Reporting
  105.  What is the landing pages survey report in Act! Marketing Automation?
  106.  What is the Survey Report for Landing Pages in Act! Marketing Automation?
  107.  When will my campaign dashboard or email statistics show results in Act! Marketing Automation?
  108.  When will the Campaign Results tab update on my contacts in Act! after sending an Act! Marketing Automation campaign?
  109.  What are the Act! Marketing Automation Default Scoring Profile, AMA Score Field, and Scored Leads Group?
  110.  How Can I Create My Own Scoring Profile in Act! Marketing Automation?
  111.  How do I add a Custom URL for Click Tracking in Act! Marketing Automation?
  112.  How Can I Create My Own Scoring Profile in Act! Marketing Automation?
  113.  How do I add a Custom URL for Click Tracking in Act! Marketing Automation?
  114.  What is the Web Activity Feature in Act! Marketing Automation?

  115. Errors
  116.  Error: "The machine hosting your API is not currently reachable. Please speak to your administrator to assist" when trying to access Act! Marketing Automation
  117.  Error: "Invalid JWT Token" when accessing Act! Marketing Automation
  118.  Send Email: "No sparkpost domain found for 'Domain'"
  119. Under research - AMA-440
  120. Marketing Automation Screen is blank
  121. Two Possible Reasons for Group drop-down list empty in Act! Marketing Automation
  122.  Why have I received an 'Over Email Sending Limit' message when activating my Act! Marketing Automation campaign?
  123. Error known by Act but is not posted anywhere in their Knowledge Base
    Close Act. In services.msc, restart "Act Web API Host" service. Reopen Act.
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