Merging Accounts

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John W

• 25. Januar 2016 15:31

Hi,

I recently signed up for the 30-day trial and my company has now decided to sign up (paying per person). The program isn't allowing me to access the link to register my office account. Is there a way to merge the two accounts or delete the trial one so that I can register my office account.

JW

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  Act! Team

  • 25. Januar 2016 15:35

  Hi John,

  Thank you for your post.

  Once you upgrade your Act! Emarketing account you can add users (office account). All the contact data you have added during your trial will be accessible via added users to your account. I have added a knowledgebase article link below that explains how to add users.
  https://actcloud1.zendesk.com/hc/en-us/articles/204451569-How-do-I-add-users-to-my-account-

  Thank you,
  Brittany Roberts

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• 

  John W

  • 25. Januar 2016 15:39

  Hi Brittany,

  Thank you for the reply. My colleague just tried to add me to the work account and it now says that the e-mail is already in use but I cannot access the work account.

  Best,
  JW

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  Act! Team

  • 25. Januar 2016 15:40

  Hi John,

  Can you confirm if you have created a second account with the email address he is trying to add?

  Thank you,
  Brittany Roberts

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  John W

  • 25. Januar 2016 15:41

  Yes - Both accounts or trying to use my work e-mail address.

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  Act! Team

  • 25. Januar 2016 15:44

  Hi John,

  If accounts have been created as free trials they can not be merged or used as added users to other master accounts. You can upgrade both accounts but they will be separate and the data will not reflect if someone makes an edit.

  Thank you,
  Brittany Roberts

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  John W

  • 25. Januar 2016 15:48

  Can you delete the trial account so that I can register my paid account and get it setup. I'm not going to pay for two accounts.

  JW

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  Act! Team

  • 25. Januar 2016 16:10

  Hi John,

  As the email addresses are tied to the Emarketing portion of the account we can not cancel trials. The accounts and added users would be the same cost as having 1 account with an additional user added.

  Thank you,
  Brittany Roberts

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  John W

  • 25. Januar 2016 16:11

  is there a phone number to reach you at?

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  Act! Team

  • 25. Januar 2016 16:22

  Hi John,

  We do not have a direct line for Act! Essentials but I have created a direct email to you.

  Thank you,
  Brittany Roberts

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  shane bieghler

  • 17. Juli 2018 21:42

  If I start both accounts can I then cancel one and use that email on the other account?

   

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  Act! Team

  • 18. Juli 2018 11:38

  Hi Shane,

   

  Can you confirm what you are doing and attempting to achieve.

  You have two users on the one Act! Emarketing account. If you cancel the additional user. Can you still log into the account with the first user?

   

  Regards,

   

  Cam
  Act! 365 Team.

  -1

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  shane bieghler

  • 18. Juli 2018 16:31

  Cam

  we both signed up for act365 14 day trial and now we can not cancel one of the accounts it says we have to sign up. So if we both sign up can we then cancel one of the accounts so that, that email address can be used on the other account as an additional user. 

  Thank you

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• 

  Act! Team

  • 19. Juli 2018 08:56

  Hi Shane,

  We can arrange the cancellation of one of the accounts and removal of data. This will allow the email address to be used as an additional user on another subscription.

  Prior to the removal of the account we would need you to export your database into CSV. You can then import the data into the subscribing database.

  If you would export your data and then send us an email on success@act.com with the details of the account you wish to be cancelled. We can arrange to free up the email address for you.

   

  Warm Regards,

   

  Cam
  Act! 365 Team.

   

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