Page 4 - Act! Marketing Automation User Guide

Contents Act! v21

Objectives ..................................................................................................................................................... 60
What are Templates in Act! Marketing Automation? .................................................................................... 61
Template Creation ........................................................................................................................................ 61
Drag and Drop Editor .................................................................................................................................... 61
Editing the Existing Template Content ................................................................................................... 63
The File manager .................................................................................................................................... 68
Amending the Layout of the Template .................................................................................................... 71
Settings ................................................................................................................................................... 72
Rows ....................................................................................................................................................... 73
Content ................................................................................................................................................... 74
Template Footer ..................................................................................................................................... 79
Save and Preview Your Template .......................................................................................................... 80
WYSIWYG Editor .......................................................................................................................................... 81
Sales Templates ........................................................................................................................................... 83
Summary....................................................................................................................................................... 85
Checking Your Knowledge ................................................................................................ 86

Drip Marketing .................................................................................................................. 88

Overview ....................................................................................................................................................... 88
Objectives ..................................................................................................................................................... 88
What is Drip Marketing? ............................................................................................................................... 89
Creating a Drip Marketing Campaign ........................................................................................................... 89
Accessing Drip Marketing ....................................................................................................................... 89
Creating a Drip Marketing Campaign ..................................................................................................... 90
The Drip Marketing Campaign Workflow ...................................................................................................... 93
Email Step .............................................................................................................................................. 94
Adding a Decision Step .......................................................................................................................... 97
OPTIONAL: Decision Logic .................................................................................................................... 99
Amending Timings and Adding Further Steps ...................................................................................... 100
OPTIONAL: Advanced Workflow Design - Adding Another Decision Step .......................................... 120
Inclusion/Exclusion Lists and Campaign List Sync .................................................................................... 133
Activating Your Campaign .......................................................................................................................... 134
Summary..................................................................................................................................................... 138
Checking Your Knowledge .............................................................................................. 139

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