In order to use Optin Manager, a custom field and dropdown menu must be created. In addition, you will need access to the main database using the Act Web API. This Act Web API URL must also support https. If you do not possess an SSL certificate to support https, or if you do not want to directly open ports on your firewall to allow web access to your server, you may use Act Connect Link instead. See the following article which explains how to get the Act Web API URL using Act Connect Link: Article ID 1066

If your database is hosted in the cloud, your Act Hosting provider can provider can provide you with the Act Web API URL.

Note: Please create a backup of your database prior to begining with the initial setup section.

Initial Setup

• Install and activate OptinManagerWeb on a workstation.
• Click the Act! API Settings menu
  
  
  
  
• Enter your Act Web API URL, Database name, username and password. Click Login to ensure you are able to connect successfully. Click Save to save your settings.