Marketing Toolkit
List Management
Act-On makes it very easy for you to assemble, consolidate and manage your customer and prospect lists for your marketing campaigns.
Zero Setup Marketing Database
You do not have to spend your time merging your CRM lists and your other marketing lists into your Act-On marketing database.
Instead, just pull in your lists directly into your Act-On account, either by uploading Excel or CSV files, or by importing leads,
prospects or campaign members directly from your Salesforce.com account. Your lists can have as many custom fields as you like, and
you can use them all to personalize your campaigns.
As you use your lists in your marketing campaigns, Act-On automatically builds the centralized marketing database containing all the
marketing interactions with your prospects (such as messages sent, responses to messages, form views and submissions, website visits,
webinar attendance, and more).
Segmentation
Improve your marketing effectiveness by targeting your campaigns to appropriate segments, instead of just blasting them out to all your prospects.
Define dynamic segments by combining profile attributes (such as industry, title, or company) with observed behaviors (such as responses
to past campaigns).
Define segments such as All VPs from NY, NJ, CT who have visited the Pricing page in the last 30 days" to be handed off to sales. Send
your daily "Your free trial is about to end!" campaign to the segment "Everyone who downloaded the free trial in the last 30 days and did
not submit the subscription form".
List Hygiene
Clean your marketing lists by removing duplicate and invalid email addresses.
Don't lose valuable leads to simple typos and data entry errors. Make automatic repairs and fixes to names and email addresses where possible.
Act-On keeps track of email addresses to which delivery has failed ("bounced") in the past, as well as email addresses that have
registered spam complaints (by pressing the This is Spam button in Hotmail, Yahoo, AOL, etc.). Remove these addresses automatically from
your marketing lists.
Salesforce.com Synchronization
Act-On uses the Force.com API to pull the leads and contacts you need for your marketing campaigns from Salesforce.
Unlike the majority of marketing automation platforms, Act-On does not automatically bring across the entire Salesforce database. Instead, it
allows you to decide just how much to bring across. In many cases, it is enough to just bring across the members of one or more Salesforce campaigns.
Whatever the subset you select, Act-On will keep this subset in sync and up-to-date.
You can also define dynamic segments in Act-On representing qualified new leads for your Salesforce.com account. As your marketing campaigns
cause new prospects to qualify into these segments dynamically, Act-On can add them automatically to your Salesforce leads table for follow up.
You do not have to spend your time merging your CRM lists and your other marketing lists into your Act-On marketing database.
Instead, just pull in your lists directly into your Act-On account, either by uploading Excel or CSV files, or by importing leads,
prospects or campaign members directly from your Salesforce.com account. Your lists can have as many custom fields as you like, and
you can use them all to personalize your campaigns.
As you use your lists in your marketing campaigns, Act-On automatically builds the centralized marketing database containing all the
marketing interactions with your prospects (such as messages sent, responses to messages, form views and submissions, website visits,
webinar attendance, and more).
Segmentation
Improve your marketing effectiveness by targeting your campaigns to appropriate segments, instead of just blasting them out to all your prospects.
Define dynamic segments by combining profile attributes (such as industry, title, or company) with observed behaviors (such as responses
to past campaigns).
Define segments such as All VPs from NY, NJ, CT who have visited the Pricing page in the last 30 days" to be handed off to sales. Send
your daily "Your free trial is about to end!" campaign to the segment "Everyone who downloaded the free trial in the last 30 days and did
not submit the subscription form".
List Hygiene
Clean your marketing lists by removing duplicate and invalid email addresses.
Don't lose valuable leads to simple typos and data entry errors. Make automatic repairs and fixes to names and email addresses where possible.
Act-On keeps track of email addresses to which delivery has failed ("bounced") in the past, as well as email addresses that have
registered spam complaints (by pressing the This is Spam button in Hotmail, Yahoo, AOL, etc.). Remove these addresses automatically from
your marketing lists.
Salesforce.com Synchronization
Act-On uses the Force.com API to pull the leads and contacts you need for your marketing campaigns from Salesforce.
Unlike the majority of marketing automation platforms, Act-On does not automatically bring across the entire Salesforce database. Instead, it
allows you to decide just how much to bring across. In many cases, it is enough to just bring across the members of one or more Salesforce campaigns.
Whatever the subset you select, Act-On will keep this subset in sync and up-to-date.
You can also define dynamic segments in Act-On representing qualified new leads for your Salesforce.com account. As your marketing campaigns
cause new prospects to qualify into these segments dynamically, Act-On can add them automatically to your Salesforce leads table for follow up.
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