Swiftpage Account Settings in Swiftpage for ACT!
When you click on the Account button on the Swiftpage window in ACT! (regardless of which tab you are on—
Email, Survey, Results or Drip Marketing), you will see the following screen:
The account name, user ID you are currently signed in as will show in the top boxes, along with an encrypted
password. There are four functions at this point:
Save in History checkbox: if this box is checked, information about Swiftpage email blasts is written to
your ACT! contact records automatically when you send an email. The default option when you install
Swiftpage for ACT! is for this to be checked. If you uncheck this box, each time you send a Swiftpage
email blast you will be asked whether or not you want History records to be written for the send (as
opposed to the History records being written automatically).
Use a secure connection (https): if this box is checked, Swiftpage will use a secure connection to
connect to ACT!. The default option when you install Swiftpage for ACT! is for this to be checked.
Do not ask about creating database fields: if you installed Snapshot when you installed Swiftpage for
ACT!, this option will be grayed out. If you did not install Snapshot when you installed Swiftpage for
ACT!, this option will be available. If the box is checked, Swiftpage will never ask you about adding
fields to correctly install Snapshot. If the box is unchecked, Swiftpage will prompt you to add the
database fields required to use Snapshot.
Manage Users button: the first thing to understand regarding the Manage Users function is that only
one ACT! user can be associated with any one Swiftpage user ID. In other words, two ACT! users
cannot access the same Swiftpage user ID. To connect or disconnect ACT! users and Swiftpage user
IDs, follow these steps:
Click on Manage Users.
You will be prompted to put in your account (not user) password. Then click on Connect