Page 62 - Act! Marketing Automation User Guide

Templates Act! v21

 Name: Enter a name for your template. As you can use templates with any of your
Act! databases, it is less important to include the database name here. However,
it is still a good idea to include details of where you intend to use it, “Summer 2019
st
Campaign 1 Email” as an example.
 Type: There are three types of template available:

o Marketing: The most common type of template which can make use of
the drag and drop editor and the WYSIWYG editor. We will discuss these
templates first.

o Sales: Typically used to send short messages to contacts that are less
visual in nature. For example, a “thank you for signing up” type email.
Makes use of a simple sales editor.

o Landing Page: We have already looked at these templates earlier in the
training.

 Editor: There are two options available:

o Drag and Drop: This is an intuitive interface that allows you to literally
drag and drop the content you wish to display into place on your template.

o WYSIWYG: The What You See Is What You Get editor allows you to use
HTML directly to create your templates, as well as import any pre-existing
HTML templates your company may have already designed.

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