Create an Emarketing Campaign Using Act v18, Act v17 or Act v16
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Sending an emarketing blast using Act v18 is as simple as 1,2,3. Watch as an Act Consultant shows you how.
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Create an Emarketing Campaign Using Act v18, Act v17 or Act v16
- 2. 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
- 6. Slightly Different Look in v18
- 7. Manage Your Groups Look for Missing Data
- 8. Manage Your Groups Segment Your Data
- 9. 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
- 11. Design Your Template • Select a folder, or start with a stock template
- 12. Import a Template • Navigate to the htm file • You will be prompted to add the graphics
- 13. Design Your Template • Responsive Templates • Preview • Edit
- 14. If you choose a stock template… • Select the Category • Assign a Name • Click Edit
- 15. • Hoover over an icon to see what it does • A = Edit Text
- 16. • 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!
- 17. 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)
- 18. Change a Color • Pick a color • (Optional) click Add Color • Drag & Drop on to your template
- 23. 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 blog@techbenders.com • Schedule Send • Add the Subject Line and think about it! • Select your Template • Click OK.
- 24. I’ve sent my template – Now What??? 1. Get the Results into Act! 2. Look at AEM Reports 3. Look at Call List and History List
- 25. Wait while Act! chugs away…..
- 26. Check Call List ($15/month)
- 27. Take Advantage of the Call List! • Select all contacts (Ctrl + A) • Create a history (not really necessary) • Schedule an Activity • Create a Lookup
- 29. You can cross reference on a contact’s History Tab
- 30. 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
- 32. On Line Reports Click the one you want to look at
- 33. Free Gift • Download • Close Act! • Double-click
- 34. Free Gift
- 35. Questions? Send an email to blog@techbenders.com