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Please click the images below to view the workflows for the corresponding products

Coming soon

Link2Calendar (formerly known as Book2act) provides users the ability to show customers when they're available with a personalized link. Customers will then be able to find a convenient time to book an appointment with you, and do so online. That appointment will then appear instantly in your calendar.

The process is simple.

  • Go to http://app.linktivity.net and create a trial account.
  • Add your WebAPI database location or the one created by Act! Connect
  • Add your database name and login credentials
  • Click Calendar from the top toolbar and then "General" to find your Link2Calendar URL.
  • The General section also allows you to enter some closing text that will be presenting after someone books an appointment with you, as well as an image to display as a header on your customer-facing calendar page. If no image is selected, Link2calendar will use the image under the main Linktivity "General Settings"
  • Click on Calendar Settings to configure your work days and hours, along with the required fields a customer will need to provide when booking and appointment. Then select the meeting type you'd like to offer people to book with you (eg. call, meeting, appointment, etc.).
  • Then select Appointment Settings to configure meeting details like duration, buffer between meetings, alarm notice, and default location.
  • And finally create any blacklist settings like daily lunches, or holidays.
  • With all that done, go back to General, and copy the Link2Calendar URL to the clipboard, and insert it into your email signatures, social media, website, or any other digital space you manage.
  • Customers can then click your URL and be presented with all the times you're available on any given day of the week. When they select one, they only have to enter some basic information, and that appointment is instantly set in your Act! calendar. It's that easy.

The process is simple. Go to https://app.linktivity.net/Account/Login, login, and click on the Events table and create an event.
*If you don't have an account, go to https://app.linktivity.net/Account/Register and create a trial.

  • Give your event a name, date, time, and duration, and then add all the details in the lower memo field
  • Select an Activity type to create in Act! (we recommend creating an activity in Act! called "Events" with the outcomes "Event Attended" and Event Not Attended".
  • When you click Save, the new event is automatically pushed to your calendar and a Group is created to track those responding to your invite
  • A unique URL is created for your event, and you can post it in any digital space you manage (ie. website, blog, community page, forums, etc.) and promote them by email, as well
  • As each person responds by clicking on this link, they see all the event details formatted as you designed. They'll be prompted to only add their name and email address, and when they click "Sign-Up", they'll be presented with an ICS to download to their computer or mobile device so it's added to their calendar
  • Link2Events then checks the email address in your database, and if there is a match, that contact is linked to the activity, and if there isn't, the contact is created and then linked. And this all happens instantly
  • You and the contact are then notified by email after the sign-up confirming their registration
  • The History of that Contact is also updated in Act! to reflect when they registered for the event.
  • To make follow-ups even easier, Link2Events adds each person that signs-up to the new Group it created for this event. You'll see the group populate on it's own, and you'll have instant visibility on whose attending, and how many, allowing you to plan your resources accordingly.
  • If any event changes are required (ie., date, time, or duration), the user makes them in the Link2Events web console and it will automatically update Act! when saved

The process is simple. Go to https://app.linktivity.net/Account/Login, login, and click on the Forms table and create a form..
*If you don't have an account, go to https://app.linktivity.net/Account/Register and create a trial.

If you're inserting this form within an iFrame, we recommend the following settings:

<iframe src="https://app.linktivity.net/FormSignup?id=<insert your form number here>" style="border: none;" width="100%" height="1200"></iframe>

The "1200" can be adjusted to match the exact height of your form, which will be dictated by the number of questions and fields included, as well as the use of columns.

Workflow

  • Give your form a name, and map as many of the contact primary fields as you wish, and then create additional unmapped fields related to your form
  • Select an Activity type to create the apprioriate History in Act! (we recommend creating an activity in Act! called "Forms" with the outcomes "Form Completed" and "Form Not Completed".
  • When you click Save, the new Form will automatically create a SubGroup in Act! under the parent Group Forms, to help you better track those completing your form
  • A unique URL is then created for your form, and you can post it in any digital space you manage (ie. website, blog, community page, forums, etc.) and promote them by email, as well
  • The user will then select their field mappings and create the questions from a variety of question formats, including single & multi-select dropdowns, free form single field and memo field, as well as star ranking and slider rating questions. You can even select a branding image and background colour that suits the form.
  • One the foorm or survey is published, each person responds by clicking the Link2Forms link, bringing them to the form page you've formatted and designed. They'll be prompted to complete all the required fields, and when complete, they click "Submit" and a confirmation email will be sent to both the contact and the organizer confirming their submission.
  • Link2Forms then checks the email address in your database, and if there is a match, a History is created that is linked to the existing Contact, and if there isn't, the contact is created and then linked to the History.
  • And this all happens instantly
  • The History of that Contact is updated with a "Completed Form", and the regarding will include the form name, and the Details section will include a line by line summary of all their answers.
  • The beauty of this workflow is in the simplicity. Our online reporting tool will allow you to harvest the results and display them in Bar or Pie Chart, as well as a selection of KPI reports illustrating a breakdown of the total responsess. All of them can be filtered by dates, and exported to Excel or CSV, and printed to PDF or paper.
  • What's more, you can use Act!'s History List to immediately filter by date range and subject to analyse the individual responses to a particular form.
  • As mentioned ealier, to make follow-ups even easier, Book2Forms creates a Group for each form and then adds those that respond to the fomr to that group.
  • You'll see the group populate on it's own, and you'll have instant visibility on whose participating, and what the results are.
  • You can even trigger additional workflow off these groups, such as adding them to AMA campaigns for additional nurture marketing
That's it!

The process is simple. Go to https://app.linktivity.net/Account/Login, login, and click on the Forms table and create a form..
*If you don't have an account, go to https://app.linktivity.net/Account/Register and create a trial.


Workflow


Link2List Settings

  • Click SETTINGS to add your API key and select or create your Email Status
  • The “Help” provides you instructions for all features on the page

New Email List

  • Give it a name (doesn't have to match the group name), and then select the group, using type ahead to filter and find the group you want (always start with a smaller group)
  • Once this is setup, you have the option to check previously verified contacts, but this is deselected by default due to the cost implications. We do strongly encourage users to consider scanning past records at least once a year to confirm they’re valid and still in use. We’ve certainly seen a lot of emails become cancelled during the pandemic with layoffs, so we should never presume an email will be good forever (this is why Link2list is a subscription).
  • The other option is to select a schedule to run a verification on. So if you were to create a dynamic group of all new contacts in your database, Link2list can be configured to check that group daily, weekly, or even monthly
  • Save and Verify List Now
  • Prompts you to Verify Now one more time due to the cost implications.
  • As it’s processing, you can see the results. Most will display skipping, unless your dynamic group filters out contacts with data in the email status field
  • When it’s done, a popup window will confirm completion.
  • The nice thing is at this point the Master database is updated for all users to enjoy immediately, or immediately after a sync