Act! Marketing Automation

Act! Marketing Automation makes it simple to optimise all the ways you communicate with prospects and customers to maximise engagement and drive business growth.

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What is Marketing Automation? Find out →

Comprehensive marketing campaign management

Optimise your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalised path.

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

collage of 170+ mobile responsive templates
  • Key features:
  • Email Marketing
  • Drip Marketing
  • Response-driven Nurture Marketing
  • Social Sharing

Visual workflow designer & interactive template editor

funnel showing how to engage prospects and customers 1 start with an instant release, 2 send email series 1 and wait 5 minutes, 3 make decision, 4 if they open the email series update/notify them, 5 if they do not open the email series send a new email series

Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customise colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 170+ sample templates or import and edit your existing HTML templates with the WYSIWYG editor.

Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

  • Key features:
  • Interactive Template Editor
  • WYSIWYG Editor
  • Visual Workflow Designer
  • Mobile & Desktop Preview

Effective lead capture, scoring, & nurturing

Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritised leads are pushed into Act! groups automatically for easy sales follow-up.

  • Key features:
  • Lead Forms
  • Surveys
  • Lead Scoring
  • Multi-stage Lead Profiling
Example webpage with a close-up of the send a message form

Time-saving CRM workflow with prioritised sales follow-up

Automate workflow between sales and marketing to maximise engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritising follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

  • Key features:
  • CRM Workflow
  • Prioritised Sales Follow-up

Real-time response metrics & actionable customer insights

Info graphic showing a side-by-side comparison of two email campaigns with the one on the left getting 305 total opens and the one on the right getting 281 total opens showcasing the email analytics dashboard on act! CRM

Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.

Identify known prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.

  • Key features:
  • Real-time Campaign Metrics
  • A/B Testing
  • Website Activity Tracking & Analytics

Deliverability & best practice consulting

Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you’ll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more.

Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics via deliverability and marketing consulting services.

What is Act! Marketing Automation?

Check out this brief video to see how Act! Marketing Automation can help you optimise all the ways you communicate with prospects and customers.

Watch the video