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: