Page 126 - Act! Marketing Automation User Guide
P. 126

Drip Marketing                                                                   Act! v21



                          Your workflow will now look like this:























                          For contacts that did not open the email, but did click the link, we decided to create an
                          Opportunity, schedule a call and update a field. Click the Actions step, then choose
                          Edit Actions.

                          The first Action Type will be Create Opportunity. Fill in the fields as seen previously in
                          the training guide.

                          Once  completed,  click  the  Actions  menu  and  choose  Add  Action.  Choose  Update
                          Contact Field and make sure to update the Last Results field as seen previously.


                          Finally, once again go to the Actions menu and choose to Add Action. This time you will
                          need to select Create Activity.























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