Create an Emarketing Campaign Using Act v18, Act v17 or Act v16

Act! AEMTech Benders

[email protected]

It’s as Easy as 1,2,3 (4 & 5)

Process

• Manage Your Groups• Design a Template• Send• Update Your History• Look at Your Results

Verify your account

Slightly Different Look in v18

Manage Your Groups

Look for Missing Data

Manage Your Groups

Segment Your Data

Design a Template

• Think before you leap!• Copy from Notepad, not Word• HTML vs plain text• Backgrounds & Graphics• Are you “responsive” for that 60% using smart

phones?• Think of the preview pane

Design Your Template• Select a folder, or start with a stock

template

Import a Template

• Navigate to the htm file• You will be prompted to

add the graphics

Design Your Template

• Responsive Templates• Preview• Edit

If you choose a stock template…

• Select the Category• Assign a Name• Click Edit

• Hoover over an icon to see what it does• A = Edit Text

• Fill in the text• Use the formatting bar(yes, I agree it’s ANNOYING• Sample: blank if you don’t want a “preview”• Add Merge fields (envelope) • Add Hyperlinks (anchor)• Add Documents (letter)• Click Return to Layout Mode when you’re finished editing.• Click the Save icon early and often!

The Tabs• Styles: Changes colors of background, fonts and

borders. (D&D)• Layout: Drag item to template to create additional

columns, places for graphics, coupons, etc. (D&D)• Images: Upload graphics and then drag them to

replace an existing image or add a new one to a graphics box. (D&D)

• Files: Upload a file. You can then link to it when editing a template. (A)

Change a Color

• Pick a color• (Optional) click Add Color• Drag & Drop on to your template

Ready, Set, SEND!

• This is the easy part!• HINT: Consider sending to a “test group”

that includes your Outlook, Gmail & Yahoo addresses

• Send From if you have a Team Account• Feel free to send a test to

[email protected]• Schedule Send• Add the Subject Line and think about it!• Select your Template• Click OK.

I’ve sent my template – Now What???

1. Get the Results into Act! 2. Look at AEM Reports3. Look at Call List and History List

Wait while Act! chugs away…..

Check Call List ($15/month)

Take Advantage of the Call List!

• Select all contacts (Ctrl + A)• Create a history (not really necessary)• Schedule an Activity• Create a Lookup

Check History List

You can cross reference on a contact’s

History Tab

Take Care of Your Opt-Outs

• Fill in “optout” in the History List

• Create a Lookup (right-click in the History List)

• Edit/Replace Field to update your contacts

Create an Emarketing Campaign Using Act v18, Act v17 or Act v16

Business

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