• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Medicom Health HomepageMedicom Health

Contact Us
  • Marketing Solutions
  • Clinical Solutions
  • Company
  • Support
    • HRA Management Portal
    • HRA Support Articles
    • Rx Savings Assistant Support Articles
    • Contact Support

Health Risk AssessmentsSupport Articles

  • Overview
  • Case Studies
  • Blog & News
  • Events & Webinars
  • Support Articles

Support Topic: Marketing Automation Integration

How to Set Up Act-On Integration

This article will help you to set up your Act-On® Marketing Automation integration. This is a real-time API integration and it can be configured within the Management Portal.

What You Need

  • Your login username and password for your Act-On system
  • Your login username and password for the Management Portal

Part 1: Add the Act-On Integration to Your Management Portal

  1. Log in to the Management Portal at https://portal.evaliahealth.com.
  2. Click the link icon in the upper right corner of the screen.

  1. Click the +Add Partner Integration link above the table displayed on the page.

  1. Scroll to Marketing Automation section and click the Connect button next to Act-On.

  1. Click on the Click to Authorize button. This will open a window that allows you to log in with your Act-On username and password. If you are an agency user, you will need to use an agency child account to authenticate. More information is available here.

  1. Once you have authorized the integration via Act-On, return to the Management Portal page.
  2. Review and accept the HIPAA data security agreement, then click Next.
  3. If you have multiple Act-On lists and only some of the lists are relevant for your Profilers, select “Choose which lists are available.” From there, you can select each list you want to have available for your Health Assessments.
  4. When you’re finished, click Save.

​​

Part 3: Add Act-On Integration for Each Health Risk Assessment (HRA)

 

Once you have the integration connected, navigate to the Follow-Up section of Portal for the HRA(s) you wish to link to Act-on. Select the Integrations tile.

Next, click the toggle to enable Act-on integration. This will open a modal window to configure your integration.

For each Result and PCP Status, select an option in the dropdown menu. The lists you chose to make available will show in the dropdown as well as an option for “Don’t send to Act-on” (default). Each selection determines how and if data is sent to Act-on based on a users’ results. Results categories vary by HRA type.

Click the Save button to return to the Integrations page. You can edit your settings at any time by clicking the Edit link next to the toggle.

When finished, Click Return to Plan and Publish your changes to make them live.

Note: You will need to enable the integration within your Follow-Up plan for each HRA you wish to connect to Act-on.

Primary Sidebar

Search
Generic filters
Exact matches only

HRA Support Topics

  • Common Questions
  • Management Portal
  • Follow-Up Plans
  • Campaign Attribution
  • CRM Integration
  • HRA Customization Features
  • HRA Promotions
  • Marketing Automation Integration
  • v3 Health Assessments
  • Web Analytics & Tagging
Dedicated to service: Please contact us with questions, comments, requests, etc.
We are growing: Open positions listed here.

Footer

Company Articles

HRA
Client Success Specialist
HRA
Anthony Martinez Anthony Martinez
HRA
New Partnership with Duet Health
Medicom Health Wins a Second Tekne Award

Marketing Articles

HRA
lung cancer Coming Soon! Lung Cancer HRA 2021 Update
HRA
May is Stroke Awareness Month
HRA
Why & How to Use Mobile to Capture Today’s Health Consumers
HRA
Facebook Conversion Campaign Changes iOS Update Forces Facebook Conversion Changes for Campaign Tracking

Clinical Articles

RxSA
Medicom Health About Rx Savings Assistant Portal Reports
RxSA
Medicom Health Logging In to the Portal and Profile Management
RxSA
Medicom Health About the Rx Savings Assistant Portal
RxSA
Medicom Health Offer Content Guidelines

Medicom Health

400 First Avenue North, Suite 550
Minneapolis, MN 55401 USA
Get directions
(800) 971-0785
  • Email
  • Facebook
  • LinkedIn
  • Twitter
Return to Top

Copyright © 2021 · Medicom Health – View Privacy Policy

Thank you!

Thank you for subscribing to Medicom Health News.

Suggested Articles

  • Marketing Solutions
  • Clinical Solutions
  • Company
  • Support
    • HRA Management Portal
    • HRA Support Articles
    • Rx Savings Assistant Support Articles
    • Contact Support
Thank you!

Make sure to also visit our features for you and features for your users page in order to see the real power that our HRAs can provide you and your organization. Acquiring new patients has never been easier.