Page 12 - Act! Marketing Automation User Guide

Introduction to Act! Marketing Automation Act! v21

The program will open up in the Drip Marketing section, so the first thing you will see is a
list of any campaigns that you have created or are currently working on.

Whilst the rest of this workbook will delve into each section and the features within in a lot
more detail, we will take a brief overview of the available sections below.

AMA Sections

 Drip Marketing – This is where you will actually create your marketing campaigns. You will
choose which emails you want to send to your contacts, you will choose when they will be
sent out, and who will receive them. You can also configure branching possibilities (so for
example, if someone opens the email then do this, if they don’t open it then do that), including
the ability to automatically schedule activities or opportunities associated with engaged
contacts.
 Templates – In this section you will create the email templates that you wish to use as part
of your marketing campaigns. You can choose from a list of over 170 pre-built templates,
then customize them to suit your own business requirements. The intuitive Drag and Drop
editor makes it especially easy to create professional looking templates to help keep your
contacts engaged.
 Landing Pages – Landing pages allow you to create lead capture forms which are an
incredibly useful resource in expanding your prospect base. You can choose exactly what
information that you want to capture, and link this back to your Act! fields so that anybody
who completes your online form will automatically have their details entered into your CRM
database.
 Web Activity – It is possible to use AMA to track activity on your own websites and see
useful metrics within this section. You can view such statistics as the amount of visitors to
your website, the amount of interactions that they have had, and perform comparisons on
your various web pages to see where the majority of your traffic is being concentrated.

 Assets – Whilst you can add PDF files of embed YouTube links within your marketing
templates, if you create these resources as assets you can greatly improve your ability to
track contact engagement with these asset allowing you to pinpoint your company’s most
impactful marketing assets. You can view time spent and page visits for each asset, you can
compare the effectiveness of the methods you use to drive contacts towards your assets,
and you can even implement lead capture forms and force sign-in if contacts wish to continue
viewing your assets.
 My Account – View details of your account and configure your Email subscriptions, including
options for alerts such as when you receive a new lead or one of your contacts opens your
campaign emails.

 Admin – Perform a number of admin related tasks here including configuring your company
address, creating web script in order to track your web activity (discussed above), set up
scoring profiles to track your contact engagement, manage your suppression lists (particularly
useful if you are moving from another emarketing provider) and more.

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