Page 92 - Act! Marketing Automation User Guide

Drip Marketing Act! v21

your campaigns.

o Event Marketing: This allows you to set up a campaign based around a
particular event that you have coming up (perhaps a roadshow or
conference). You would specify the event date, then set up your campaign
to promote that event.

o Sales Pilot: A Sales Pilot campaign allows you to specify both emails and
phone calls as part of your campaign, with the idea that each step must be
completed before the next one takes place. In that way, each call would
follow on the back of an email, giving it specific context.

o Copy Campaign: This option allows you to copy one of your own
campaigns that you created earlier and use its structure in this new
campaign.

 Number of Emails in Campaign: Specify the number of emails you plan to send
out during your campaign. Again this can be fully customized during the creation
process, so you do not need to be precise here.

NOTE: If you have chosen to Copy a campaign, this field will allow you to choose which
campaign you would like to copy instead.

 List Name: This field allows you to select the Act! Group you would like to enter
into your campaign. This is the primary way you add contacts to any of your
campaigns (there are other ways to do this, you can add contacts automatically
when they complete a Landing Page for example) so it is important that you are
familiar with setting up groups in Act!. For more information on how to set up
Groups, please see the following video library:

http://training-act.com/act/act-lib-cloud/?courseId=groups&

In particular, review the video on Creating Dynamic Groups as this allows you to
create self-sustaining groups that automate the process of collecting your contacts
together.

In our specific example, if you remember back to Landing Pages, we created a
Landing Page that allowed a contact to specify which product they were interested
in, and this information mapped back to a field in the Act! database. Therefore, we
have created a Dynamic Group that automatically collects together all contacts
that have selected Product 1 in that field. With this set up and managing itself, it is
the perfect group to add to our campaign.

 From Name: This is a field that is not currently in use with an Act! database,
therefore the only option available will be Common Email Address. In terms of who
the emails actually come from, you can specify further choices below.

 Default From name: Here you can specify the name that will appear next to your
email when the contact receives it into their inbox. It is important here to use a
name that immediately identifies exactly who you are in this field.

 Default From email address: This is the email address that the email will have
come from when it lands in a contact’s inbox. The domain needs to match the
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