Page 94 - Act! Marketing Automation User Guide

Drip Marketing Act! v21

NOTE: If you are using the Professional level of Act! Marketing Automation, you have
access to Email steps only. This allows you to create very valuable multi-template email
campaigns, however you will not be able to get the benefit of adding other automated
actions such as adding a Decision step, an Opportunity or an Activity.

The first thing we want to do is establish exactly what we would like to achieve in our
campaign. In our example, we will begin with a simple campaign, then we will look at adding
in more complex decision making afterwards. For now, we want to achieve the following:

 Send out a marketing email advertising our new product as soon as the campaign
starts.

 Have the program establish whether or not the contact opened the email within 1
week of it being sent out.

 If they did not open the email, we want to resend it with a slightly different subject
line.

 If they did not open the second email within 1 week, we want to automatically
update a field in Act! advising that they did not open the email we sent, and we
also want to receive a notification advising us of this.

 If the contact did open either the first or the second email, we want to automatically
create an Opportunity for them in Act!, and update a field to specify that they have
opened the email.

Even with this simple list of requirements, consider just how much work and effort is being
saved. Instead of simply sending an email to your contacts, you can have Act! Marketing
Automation check for you whether it was opened, re-send if required, and even
automatically create Opportunities, send notifications and update fields in your database
as well. That is work which would require a huge amount of effort to perform manually,
whereas creating a campaign in AMA will only take a few minutes.

We will go through creating the workflow step by step and discuss exactly where we are at
as we do so.

Email Step

The first thing we need to do is to choose the email that will be sent in our first step. To do
that, click on the Send Email step.

This will present a dropdown. Make sure Edit Email Content is selected then click Go.

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