Get More Leads
Getting Started With Act! Advantage to Get More Leads
E-Marketing
E-Marketing, also known as Act! Marketing Automation, is a set of professional email engagement tools. It has been available for a few years but not included as a part of such affordable package. E-Marketing campaigns are not limited to polished emails sent to groups of customers. Campaigns allow you to adjust received emails or follow ups to customer's behavior, such as clicking specific links. E-Marketing offers a high level of customization and produces professional designs. It also gives you tools to ask customers for their contact information when they access your .pdfs or videos. It offers very robust reporting within E-Marketing and makes records of emails sent to the clients in Act! database. To help you decide which E-Marketing tools are useful to you, we are sharing with you our two preferred Act! resources.
Web Lead Forms
Web Lead forms can have many external or internal purposes: “Contact Us” inquiries, quote requests, job applications, online waivers, or menu choices for a company gathering. Web lead forms can initiate follow-up tasks, generate opportunities, modify contact details, and even start email drip campaigns.
Swiftpage guides:
- What is the Web Lead Forms Feature in Act! Advantage?
- How to Create a Form using the Web Lead Forms Feature in Act! Advantage
- Question Types Available for the Web Lead Forms Feature in Act! Advantage
- How to run Reports and view Responses for the Web Lead Forms Feature in Act! Advantage
- How to Create Drip Emails for the Web Lead Forms Feature in Act! Advantage
Keystroke guides:
Online Surveys
Online Surveys is a highly flexible tool for collecting information from your contacts. For example, if you are in the business of both selling and leasing, your first set of questions will try to determine which type of a customer you are dealing with, and the following questions will be customized based on earlier answers. You will also have the option of providing your respondents with a progress bar, so that they know how much more of the survey they still need to complete, to assure them that we respect their time.
- Results are reported and summarized in Online Surveys module, and added to contact's Act! history. They can be exported to CSV and XLSX
- If desired, contact details section can be used to allow contacts to update their details in Act!
- Use answer triggers to present contacts with relevant questions
- Progress bar lets contacts know how much of the survey is still ahead of them
- Sandbox mode allows you to test
- Full customization with custom colours, images, and logos
Swiftpage guides:
- What is the Online Surveys Feature in Act! Advantage?
- How to Create a Survey for the Online Surveys Feature in Act! Advantage
- Question Types Available for the Online Surveys Feature in Act! Advantage
- How to run Reports and view Responses for the Online Surveys Feature in Act! Advantage
- How to Create Drip Emails for the Online Surveys Feature in Act! Advantage
Keystroke guides:
Online Event Management
Online Event Management works with your videoconferencing tool to give you a way to distribute information, stay organized and add event records to your Act! database. With Online Event Management you can:
- Provide attendees with a user-friendly online sign-up process that delivers the join-link and ICS files to maximize registration
- Send automated reminders to increase attendance and improve the overall success of your events, as well as additional information resources
- Easily segment and categorize attendees to enhance post-event engagement and marketing, with new contacts being created and existing ones updated.
- Track and manage RSVPs in Act! to reduce manual effort and improve event planning efficiency
Swiftpage guides:
- What is the Online Event Management Feature in Act! Advantage?
- How to Create and Delete Events for the Online Event Management Feature in Act! Advantage
- How to Edit Events for the Online Event Management Feature in Act! Advantage
- How to Create Drip Emails for the Online Event Management Feature in Act! Advantage
- How Contacts Sign up for Events Created using the Online Event Management Feature in Act! Advantage
Keystroke guides:
Online Appointment Scheduling
Online Appointment Scheduling allows you to share your calendar with your customers and your clients, who can then select a time which is convenient for you both and book an appointment. It works effectively but you need to take a little time to set up preferences to make sure that the service fits with the way you operate. We prepared a couple of guides explaining what different elements in the settings mean and why we use them.
Swiftpage guides:
- What is the Online Appointment Scheduling Feature in Act! Advantage?
- How to Configure the Initial Settings for Online Appointment Scheduling in Act! Advantage
- Setting up and Using the Personal Calendar for Online Appointment Scheduling in Act! Advantage
- Setting up and Using the Group Calendar for Online Appointment Scheduling in Act! Advantage
Keystroke guides:
Website Chat Service
Act! Advantage Website Chat works as follows:
- Your website visitor identifies themselves online, and Website Chat instantly links that person to an existing contact record in Act!, or prompts them to provide more details so that a new record can be created
- The Chat log will be recorded as History in Act!, with the time, date, and duration. It will also record the Act! user involved after the chat conversation, the team member will be prompted to schedule a follow-up activity with that contact
- Website Chat can also email the contact the chat log, with an option to copy the agent
- You can create a satisfaction form in Web Lead Forms and then set up Website Chat to send a link for customer feedback, the results of which would also be written to Act! history
Swiftpage guides:
- What is the Website Chat Feature in Act! Advantage?
- How to Create a Channel using the Website Chat Feature in Act! Advantage
- How to Embed your Channel in your Website using the Website Chat Feature in Act! Advantage
- How to Answer Conversations when using the Website Chat Feature in Act! Advantage
Keystroke guides:
- Creating A New Website Chat Channel In Act! Advantage
- Creating and Sending prepared responses in Website Chat in Act! Advantage
- Conversation Tools in Website Chat in Act! Advantage
Email List Verification
To fully leverage e-Marketing, it’s crucial to have a current, clean, and actionable database. Utilizing outdated or uncleaned data with AMA can diminish the impact of your marketing efforts in the short run and may have adverse long-term effects on your business. Sending emails to a disengaged or risky audience can harm your sender reputation, leading to decreased email deliverability and an increased bounce rate. A high bounce rate can put your AMA account at risk, with persistent rates above 5% potentially resulting in suspension or even cancellation without a refund.
Six reasons to start using Act's Email List Verification
- Build and maintain a clean and actionable database by preventing bad data from entering your system.
- Reach and engage more people by reducing your bounce rate and protecting your sender reputation.
- Reduce email marketing costs by only paying for valid recipients.
- Communicate more effectively and focus your sales, marketing, and customer service efforts on real opportunities and customers.
- Safeguard your Act! Marketing Automation account, while getting the highest returns from your AMA investment.
- Save time & effort! Act's Email List Verification validates 1-3 contact records per second, helping you focus your marketing efforts on viable leads, while easily blacklisting the dubious records
Swiftpage guides:
- What is the Email List Verification Additional Feature in Act! Advantage?
- How to perform the Initial Setup of Email List Verification in Act! Advantage
- How to Create a List when Using Email List Verification in Act! Advantage
- How to Run a Validation Check when Using Email List Verification in Act! Advantage
URL Shortner
Act! Advantage URL Shortener primary function is in its name: to shorten your URLs.
Whether you’re employing URLs from third-party sites, their lengths can be cumbersome for memory or usage on social platforms such as Facebook or LinkedIn. Act! Advantage URL Shortener addresses this issue by generating abbreviated redirect links that are universally applicable. While akin to other URL shortening services, Act! Advantage URL Shortener stands out by integrating effortlessly with external sites, streamlining your process and cutting costs.
Act! Advantage URL Shortener also helps track your lead sources. Get better insights into which social media or search terms produce the most click-throughs, and make smarter advertising choices accordingly. Get detailed reporting on click quantities, lead sources, browsers, devices, and platforms.
With Act! Advantage URL Shortener, you can do the following
- Convert any internal or external link into a short, easy-to-remember URL
- Use these shrunken URL's with confidence on social media, signature links, and all other digital spaces you manage
- Categorize each link for easy filtering & searching
- Track how many clicks each link gets
- Track referral sources, which browsers, platforms, and even devices are used on these links
- Share blogs, product pages, shopping cart links, and much more in your marketing
Swiftpage guides:
- What is the URL Shortener Feature in Act! Advantage?
- How to Set up and Manage a URL for the URL Shortener Feature in Act! Advantage
- How to View Statistics for your URLs when using the URL Shortener Feature in Act! Advantage
- How to Filter and Search through your URLs when using the URL Shortener Feature in Act! Advantage