Act! Marketing Automation

Work smarter, not harder with Marketing Automation and CRM together.

What is Marketing Automation? Find out →

Campaign Management

Engage prospects & customers

Let Act! Marketing Automation do the work for you to drive engagement and optimize your customer lifecycle. Schedule and send simple ad-hoc email blasts to specific groups of contacts or design automated response-driven nurture campaigns to lead your prospects and customers down highly-personalized paths.

Share campaigns on your social sites to further extend your reach or embed links in templates to drive traffic to your social networks. A campaign calendar ensures you always have a comprehensive view of current and scheduled activities.

Key features:

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
collage of 170+ mobile responsive templates

Template Editor & Workflow Designer

Design impactful communications and campaigns

Start with one of 170+ sample templates or import your existing templates into the interactive HTML template editor to create professional mobile-friendly emails, newsletters, and landing pages. Custom-tailor templates using a simple drag-and-drop interface that requires no formal coding or design skills, then preview in mobile and desktop modes to ensure flawless rendering.

Leverage pre-built turnkey campaigns or use the visual workflow designer to map out multi-stage campaigns and activity triggers with a graphical representation of your automated communication flow.

Key features:

CRM Workflow

Fuse your sales and marketing efforts

Watch as Act! Marketing Automation turns digital marketing engagement into prioritized sales activities in real time. Act! scores leads based on criteria you define, then automatically creates and assigns actions to ensure rapid follow-up – based on a customer’s engagement with emails, lead forms, or surveys.

With a closed-loop connection between your sales and marketing activities enabled by integrated CRM and Marketing Automation in Act!, you’ll quickly expand your reach and be able to focus your attention where it counts.

Key features:

Capture leads, nurture prospects, forecast and convert sales, deliver and satify, retain and grow leads

CRM and email marketing are two of the most important tools in any business arsenal, and when integrated, they provide powerful benefits.

Want to learn more? Check out these resources:

Example webpage with a close-up of the send a message form

Landing Pages & Forms

Grow and engage your audience

Grow your audience by capturing new leads directly from your website or from custom landing pages you design and deploy. Leads instantly become new contacts in Act! with follow-up activities automatically assigned so you can rapidly capitalize on new opportunities.

Surveys and newsletters are an effective way to stay engaged with existing customers, and interactions are instantly recorded on each contact record.

Key features:

Real-time Performance Metrics

Understand what’s working and refine your strategy

Optimize your marketing strategy with real-time campaign performance metrics such as opens, clicks, bounces, and more. Perform A/B tests to identify your best-performing creative, messaging, and marketing assets such as marketing collateral and YouTube videos, and analyze customer behavior on your website.

Individual results automatically link to each recipient’s contact record so you have a complete view of every interaction with your company.

Key features:

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
Woman talking on the phone with a screenshot of the act! CRM marketing automation dashboard


Trust your campaigns will reach inboxes

Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation, achieve outstanding delivery rates, and fast-track your success. Plus, you’ll have access to a library of self-service digital assets – including training guides and a video library – to help you get started with ease, as well as numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and other essential deliverability topics.

If you need additional training or assistance, our Professional Services team is available on a per-hour basis to guide you through set-up, configuration, and usage best practices.

Key features:

“I stepped forward into Act!’s Marketing Automation, and that delivered me the world. With marketing automation, I can literally take the pulse of my customers through my website, email campaigns, and day-to-day activities.  Marketing automation is the aspect of Act! that really fills in the gaps and takes the place of personal activities that I would normally have to do during the day, therefore, giving me more time to concentrate on efforts that help me build my business and deliver a product that delights my customers.”

Matt Agnese
President, Plan B and C, inc.

Experience the power of CRM and Marketing Automation together.

Select the perfect-fit plan for your business.

Act! Marketing Automation Plans

Email marketing
Create and send impactful email campaigns proven to drive sales to your Act! contacts.
2,500 emails/mo to unlimited contacts2
25,000 emails/mo to unlimited contacts
50,000 emails/mo to unlimited contacts
100,000 emails/mo to unlimited contacts
170+ responsive templates
Get started with 170+ mobile responsive email templates that fit your industry, business, and communication style. Choose from a diverse library of promotional, transactional, webinar, and enewsletter email templates for building campaigns.
Interactive template editor
Edit existing or build your own mobile responsive email campaigns using the interactive template editor.
Email tracking & metrics
View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of campaigns and improve your marketing strategy over time.
Drip marketing1
Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.
Visual workflow designer1
Use the visual workflow designer, providing a graphical representation of your company’s communication flow, to easily build drip or nurture campaigns. Edit existing stages or add new ones from this intuitive workflow view.
Campaign calendar
Know when campaigns are being sent with the marketing calendar, displaying planned campaigns in day, week, and month views. Filter by user, single send campaigns, or recurring campaigns. Drill into any campaign for more detail.
Deliverability & compliance tools
Rest-assured campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your company’s sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs with multiple unsubscribe templates, and so much more.
Turnkey campaigns
Quickly jumpstart your marketing efforts using turnkey, pre-built campaigns that make it easy to schedule and send sales promotions, prospecting emails, webinar or event invitations, welcome emails, recurring newsletters, and much more.
HTML email editor
Import and edit existing HTML campaign templates using the WYSIWYG email editor or build new HTML campaigns from scratch.
Social sharing
Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your company’s social networks and expand your reach. Drive traffic to social networks with social buttons in the footer of your campaigns.
Landing pages
Select from a categorized library of pre-built landing page templates or design and create your own with step-by-step guidance. Embed lead capture forms to grow your prospect database. New leads are automatically added to Act! once a form is completed.
Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.
Team Management
Give team members access to manage specific campaigns, templates, and landing pages.
Response-driven nurture marketing
Build highly personalized, response-driven nurture marketing campaigns with decision trees and one or more actions to let Act! Marketing Automation do the work for you. Campaigns are automatically triggered by recipient responses based on criteria you define. The recipient lists associated with your nurture campaigns are always up-to-date, because any changes made to associated Act! groups are automatically fed into your campaign lists.
Marketing automation to CRM workflow
Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting everyone of new prospects, prioritizing follow-ups, and delivering a composite view of engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign, landing page, and website interactions, or completed lead forms and surveys.
Asset tracking
Measure engagement of YouTube videos and PDFs to pinpoint your company’s most impactful marketing assets. See time spent and page visits. Perform A/B testing against different assets. Implement lead capture forms and force sign-in to continue viewing assets. Drive qualified leads into Act! automatically for immediate follow-up. For deeper insights, view the asset dashboard with the number of impressions, average time spent, leads generated, ROI, and more.
Advanced lead capture
Take lead capture and surveys to the next level with advanced forms and surveys that allow further actions in Act!. Create Act! activities and opportunities automatically based on recipient responses. Send notifications to Act! users when responses come in. Even load contacts into specific campaigns automatically.