Act-On
Act-On is a marketing automation platform used for email campaigns, lead scoring, and SEO reporting. Connect Act-On to Klipfolio Klips to build live dashboards that update automatically — no manual exports required.
Track all your Act-On KPIs in one place
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Tracking your Act-On campaigns across email, SEO, and lead scoring is straightforward inside Act-On — but pulling that data into a single dashboard takes manual work. Connecting Act-On to Klipfolio Klips removes that friction, giving you live marketing performance data in one place without the copy-paste routine.
How to connect Act-On to Klipfolio
Act-On connects via OAuth, so you'll authenticate once and reuse the connection for every data source you build.
- Open the Service Connectors page in Klipfolio and select Act-On from the list.
- Choose a pre-built data source or click Create a custom Act-On data source to build your own.
- Click Connect an account, enter your Act-On login credentials, and click Next.
- If prompted, click Allow Access to authorize Klipfolio to read your Act-On data, then click Continue.
- Configure your data source: enter your site URL or keyword if required, then click Get data.
- Confirm the data looks correct, name your data source, set a refresh schedule, and click Save.
If you've connected Act-On before, select your existing connection from the drop-down at step 3 and continue from step 5.
View the step-by-step setup guide
Why use Klipfolio for Act-On dashboards
See all your campaign data in one view. Pull email performance, SEO reports, and lead data into a single dashboard instead of logging into Act-On every time you need a number.
Automate your reporting cycle. Klipfolio refreshes your Act-On data on a schedule — as frequently as every minute — so your dashboard stays current without manual exports.
Build dashboards your way. Use pre-built data sources to get started fast, or write custom API queries against the Act-On API to pull exactly the data you need.
Share results across your team. Distribute dashboards via TV mode, public links, scheduled PDF emails, or embedded views — so stakeholders always have access to current marketing performance.
Combine Act-On with your other tools. Blend Act-On data with CRM, web analytics, or ad platform data in a single Klip to get a complete picture of your marketing funnel.
What Klipfolio adds to your Act-On workflow
| What you do in Act-On | What Klipfolio adds |
|---|---|
| Log in to Act-On to check campaign metrics | A live dashboard that surfaces key metrics automatically |
| Export CSV reports manually | Scheduled data refreshes that keep your dashboard current |
| Review email and SEO data in separate views | A unified dashboard that combines Act-On data sources in one place |
| Share screenshots or slide decks with stakeholders | Shareable dashboards, TV mode, and scheduled PDF reports |
Stop pulling Act-On data by hand. Connect Act-On to Klipfolio and build a dashboard that updates itself.
Use the Connector Gallery to create a custom Act-On dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Act-On account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Act-On data with other relevant data to create your custom dashboard.
Learn more about working with the Act-On API and how you can start building your own Act-On queries in Klipfolio.
