Page 13 - Act! Marketing Automation User Guide

Act! Marketing Automation Training Guide Introduction to Act! Marketing Automation

Initial Setup

Before you begin using Act! Marketing Automation there are a few settings you should
configure as part of the initial setup. This includes configuring your account settings,
designing your unsubscribe message, adding your suppression lists and selecting your
email subscription preferences. We will cover all of these settings in the sections below.

Act! Users

The first step you should take when setting up Act! Marketing Automation is to make sure
that your Act! users have the appropriate permissions required to access AMA. The
program is very flexible and allows you to specify individual levels of permission for each
user. For example, User 1 might be given access to the Drip Marketing, Templates and
Landing Pages features, whereas user 2 might only be given permission to access Web
Activity. Act! Administrators will have access to all areas of AMA as you might expect.

To check and edit the permission of your users, log into Act! as an administrator, then go
to Tools > Manage Users

Double-click the user that you want to edit, then click Next twice to show the Add
Permissions screen:

NOTE: Not all levels of Act! users can have their permissions amended, for example
Administrators always have all permissions added automatically. For more information on
the different levels of Act! user, please see the following knowledgebase article:
https://help.act.com/hc/en-us/articles/360024239214

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