create an emarketing campaign using act v18, act v17 or act v16
TRANSCRIPT
Act! AEMTech Benders
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
Check Online Reports
On Line ReportsClick the one you want to look at
Free Gift• Download• Close Act!• Double-click
Free Gift
Questions? Send an email to [email protected]