Page 3 - Act! Marketing Automation User Guide

Act! Marketing Automation Training Guide Contents

Contents

Welcome ............................................................................................................................. 5

Using Act! Marketing Automation ...................................................................................................................... 5
Course Objectives .......................................................................................................................................... 5
Course Pre-Requisites .................................................................................................................................... 6
Document Conventions .................................................................................................................................. 6

Introduction to Act! Marketing Automation ..................................................................... 7

Overview ......................................................................................................................................................... 7
Objectives ....................................................................................................................................................... 7
What is Act! Marketing Automation? .............................................................................................................. 8
Act! Growth Suite Tiers ................................................................................................................................... 9
Accessing Act! Marketing Automation .......................................................................................................... 10
Navigating Act! Marketing Automation ......................................................................................................... 11
AMA Sections ......................................................................................................................................... 12
Initial Setup ................................................................................................................................................... 13
Act! Users ............................................................................................................................................... 13
My Profile ................................................................................................................................................ 14
Account Configuration ............................................................................................................................ 16
Unsubscribe Designer ............................................................................................................................ 18
Suppression List ..................................................................................................................................... 20
Summary....................................................................................................................................................... 23
Checking Your Knowledge ................................................................................................ 24

Landing Pages ................................................................................................................. 25

Overview ....................................................................................................................................................... 25
Objectives ..................................................................................................................................................... 25
What is a Landing Page in Act! Marketing Automation? .............................................................................. 26
Landing Page Creation ................................................................................................................................. 26
Creating a Template/Skin ....................................................................................................................... 26
Template Designer ................................................................................................................................. 27
Creating the Landing Page Itself .................................................................................................................. 31
GDPR Consideration .............................................................................................................................. 43
Completing the Landing Page ................................................................................................................ 45
Optional Step – Additional Forms ........................................................................................................... 46
Optional Step – Additional Actions ......................................................................................................... 48
Working with your Landing Page .................................................................................................................. 51
Using a Landing Page with a Pre-Existing Webform .................................................................................... 55
Summary....................................................................................................................................................... 58

Checking Your Knowledge ................................................................................................ 59

Templates ......................................................................................................................... 60

Overview ....................................................................................................................................................... 60

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