Page 61 - Act! Marketing Automation User Guide

Act! Marketing Automation Training Guide Templates

What are Templates in Act! Marketing

Automation?

When creating your marketing campaigns in AMA, the bulk of your communications will
typically be performed via email. In order to send professional and interesting looking
emails to your contacts, AMA has its own template editor that makes it particularly easy to
design the kind of emails that your contacts will want to read. It has a huge range of
customization options and an intuitive interface enabling you to create any design that you
would like.

Once you have created your templates, you can then assign these as steps in your drip
marketing campaigns which we will discuss later in the training. Templates can be used
just once, or can be used across multiple campaigns if you wish.

In this lesson we will look at the functionality available so that you are aware of all the
options available and all the possibilities when creating your AMA templates.

Template Creation

NOTE: The steps listed in this lesson are designed to demonstrate the various features
available within the template editor rather than attempting to craft a particularly professional
looking template. When creating your own templates that you plan to send to contacts, we
would recommend taking a lot more time to carefully consider the content that you wish to
send their way, and the presentation of your communications with them.

Drag and Drop Editor

We will begin by looking at the most commonly used editor when designing your
emarketing templates, the Drag and Drop editor. To access this, first click on the
Templates section of AMA.

This will show you all of the templates that you and your colleagues have created within
your AMA account. Even if the templates were created in a different database, they will be
available to use in any of your campaigns within any of your databases.

To begin creating a new template, click the Actions menu in the top right corner, and
choose New Template.

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