Page 83 - Act! Marketing Automation User Guide

Act! Marketing Automation Training Guide Templates

NOTE: After importing your own HTML template you certainly can amend it using the AMA
editor, however we would recommend being cautious about this as importing an HTML
template into a different editor can cause issues with the code. If you do need to make
large scale amendments to your pre-existing HTML template, we would recommend you
do so within the original editor, then import the template again into AMA.

If you would like to import some of the pre-existing AMA templates that come with the
program, you can do so by clicking Actions and selecting Import Templates.

If you have already created some of your own AMA templates and you would like to import
one for use here, you can do so by clicking Actions and selecting Import MY Templates.

Sales Templates

So far we have looked at creating a Landing Page template earlier in the course, and we
have looked at creating Marketing templates. We will now look at creating a Sales
template.

NOTE: Sales templates are available on the Premier Tier and above.

A Sales template makes use of the same WYSIWIG editor we have already seen, so it
does have the same option to switch to the HTML view and construct an HTML template
as we have just discussed.

The key difference though, is that new Sales templates are always completely blank, when
you first create them there is no existing material for you to change. This is because a
Sales template is typically used to create very simple, text based communications to your
contacts. So for example, if you wanted to send an automatic response thanking a contact
for signing up, you may prefer to use a Sales template to do this rather than creating a
more marketing based Drag and Drop template.

Therefore whilst it is certainly possible to use the HTML editor within a Sales template, this
is not the typical usage, and a knowledge of HTML is not required to create a Sales
template.

To demonstrate this, we will create a practice Sales template now.

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