Page 139 - Act! Marketing Automation User Guide

Web End User Training Guide Drip Marketing

Checking Your Knowledge

Having completed this lesson, check your knowledge by performing the following task:

Create a Drip Marketing Campaign

Using the information provided, create your own multi-step Drip marketing campaign. If
you wish to work through the same example presented in the training guide you may do.

Points to keep in mind:

 You may wish to have several colleagues complete your Landing Page, and set
up a Dynamic Group so that you can assign them to your campaign and watch
your workflow unfold.

 If you are using this campaign to simply test the feature, you may want to make
the timings of each step much smaller, instead of waiting a week you could wait a
day for example.

 When you add your email steps, make sure to include a subject for the email
each time, and make sure to include an unsubscribe option as well. These are
mandatory requirements for every email step in your campaign.

 Make sure that you include at least one Decision step if you are able to. This step
really highlights the automated nature of the product and demonstrates how much
time and effort you can save by using it.

 Try using different Actions steps to demonstrate the feature properly. The options
you might consider are:
o Create an Activity
o Create an Opportunity
o Send out Notifications

 When Activating your campaign, you will not be able to complete this step until
every part of your campaign workflow is compliant.

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