Plot data from Swiftpage ACT!

This article describes how to import ACT! data records into Map Business Online (MBO). Related articles:
Save data selection in Swiftpage ACT!
Route contacts from Swiftpage ACT!

Map Business Online imports data directly from ACT! through the Map Business Online for ACT! plug-in. It supports following versions of ACT! software:

  • ACT! Desktop version 12 (2010) or greater, Premium or Professional.

Installing Map Business Online for ACT! plug-in

  1. Begin by downloading installation program for Map Business Online for ACT! plug-in. Click the link to start downloading.
  1. Once installation program has been downloaded, run it and follow program’s instructions to install the plug-in for Swiftpage ACT!
  1. Now you can run ACT! MBO plug-in adds the Map icon to the ACT! toolbar. Click Map icon.
  1. When you run Map Business Online for the first time, you can either register new MBO account or link ACT! to an existing MBO account. Make your choice and follow instructions to complete MBO for ACT! setup.

    Once the link between ACT! and your Map Business Online account is successfully setup look for Plotting data instructions below to plot and visualize your data from ACT!

Plotting data

  1. Click ‘Contacts’ or ‘Groups’ in ACT! to open corresponding view.
  1. Map Business Online icons (toolbar commands) reside on Contacts toolbar in list view. Click ‘List View’ in order to switch to it.
  1. Click ‘Map All’ button on the toolbar to plot all contacts on a map.
  1. Or you can click ‘Map selected’ button to plot only selected contacts from ACT’s lookup list.
  1. MBO will show progress bar while plotting data on map. Data plotting will take time depending on number of records in your dataset and speed of Internet connection. Once plotting is complete the ‘Plot data results’ dialog will popup. Click ‘Done’ to see your data on map.
  1. You can plot multiple datasets on a map. If you plot data from Contacts view then MBO will add creation date to dataset’s name. In case of plotting data from Groups view a dataset gets name that matches the group name.
  1. Select any location on map and click ‘green form’ icon to open record details view in ACT!
  1. You can search data records on map inside radius, polygon, or drivetime and export these records back into ACT! For example, use this feature to create email marketing list of your customers who live within 5 miles of your new store. Please refer to this link for more information: Save data selection in Swiftpage ACT!
  1. You may want to change dataset properties such as symbol or name. Access dataset properties from Map & Data window. See this link if you need instructions on opening Map & Data window.
  1. Move mouse pointer over dataset name in Map & Data window and click gear icon that will appear to open ‘Manage map and data’ dialog.
  1. Once inside ‘Manage map and data’ dialog move mouse pointer over dataset name and click pencil (edit) icon that will appear. Enter new dataset name and click ‘Change name’ button.
  1. Change dataset symbol if necessary. You can also modify dataset symbol by clicking it in Map & Data window.
  1. To turn on or off callouts for your data on map first select ‘Callouts’ vertical tab in ‘Manage map and data’ dialog. Then click ‘Open callouts’ or ‘Close all callouts’ button.
  1. To show/hide data on map check/uncheck ‘Visible’ box. You can also do that from Map & Data window.
  1. To remove dataset click icon with cross symbol. To remove all datasets from map click ‘Remove all’ button.
  1. You may want visualize product sales by customer location. Please refer to this link for details: Color code dataset locations with circles.
  1. You can also show product sales by ZIP code. Please refer to the following link for more information: Color code map or territories.