Tony Holowitz: Your Act CRM Software Expert

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Act’s Lead Capture Form is Simple to Create and Easy to Use

Your website lead capture form can import leads directly into Act with Act’s Lead Capture Tool.

Act Email Marketing offers a tool that allows you to create web forms for your website that will import the web form input directly into act.  Most of my clients and readers of this website are small business people. One of the aspects of their business that they have to examine is how their website brings leads into their business. I have experience as a web designer. Having stated that, there are many tools for creating web forms on your website. With the introduction of act 18.1 there are now new options over and above the option that will be illustrated in the video above.

Act email marketing has introduced a simple little tool that you can use to capture web leads that can import them right into act. The video below will show you exactly how that works. If you have questions, reach out to me so I can answer them for you.

Act’s Lead Capture Form Explained


Act Email Marketing for your Sales Team

Act email marketing has three types of accounts: Basic, Pro and Team.

When you purchase act and register act email marketing you get 500 contacts free every month. The Pro version offers 2500 contacts and the Team version includes 5000 contacts, multiple profiles and act email marketing’s call list.  The call list is a $15 per month option with the basic and pro-level.

The team level allows a marketing manager or sales manager to send out emails via act email marketing on behalf of different team members. Therefore, each individual act user does not have to learn how to create and send emails via act email marketing. One key person can handle that task for everyone making the process much more efficient.

Imagine this scenario: a sales manager sends out emails for his or her team that promotes the newest sales promotion. That could be a powerful tool from the sales and marketing point of view.

The video below goes through the team version of act email marketing and makes the following key points:

  • how to add a new sender profile
  • how to send an email on behalf of a team member

AEM Basic Pro and Team Chart















The video below summarizes the three types of account options now available in act:

Act Email Marketing Template Editor: High Marks for Ease of Use

This video gets down to the nitty-gritty of working with Act’s Email Marketing template creator and editor.

Watch this short video each time you are about to use the editor, it will save you a lot of time and energy by reinforcing how the template editor works.

This is a great video that shows you how easy it is to work with Act Email Marketing’s templates. This tool has been created so you can easily drag-and-drop colors, rows and columns, images and more into your email templates. I would highly recommend that you watch this five minute video each and every time you embark on updating or creating a new template. In my previous post I had mentioned that it is rare to use this type of software daily. Most of you will use it on a limited basis in the time gaps between working in the template editor will make it easy to forget how to do things. This five minute video will remind you how the editor works and is worth its weight in gold. Spending five minutes on this video will save you a great deal of time working with the editor.

This video outlines the toolbox that appears on the left side of the act email marketing editor that control styles, layouts, images and files. You can add files to your template that include Word documents, Excel files, text files, CSV files and PDF files.

The 1/3, 1/3, 1/3 Rule

When I teach people about software like the act email marketing program I always mentioned the 1/3, 1/3, 1/3 rule. My experience has been that regardless of the pictures, colors, and fonts you choose for your template, the feedback you receive on your final template will be as follows. If you ask three people their opinion of the template you’ll find that the first person will love it, the second person will hate it, and the third person will be in different. You will never please everyone. Therefore, don’t get caught up in the minor details, because it is not worth your time.

Act’s Email Marketing template editor has made it easy for the average computer user to create, modify and update email templates.

Act! emarketing Pricing

Emarketing – included with every Act! purchase With every Act! license or subscription, you instantly have powerful, easy-to-use emarketing tools at your disposal. Create, send, and track email campaigns to your contacts, all within Act!

Source: Act! emarketing Pricing

My Thoughts about Act Email Marketing: I Have More Questions Than Answers. And That’s a Good Thing.

How do you interpret the results of your Act Email Marketing campaign?

When you send an email campaign via Swiftpage Act Email Marketing (AEM) it is sent via email servers that are not your own. They are sent via the servers used by AEM. The emails you send will tell you a story that you can interpret based on your needs. When you send an email, there are some typical results that will occur when you send it via Act email marketing. The email is:

• opened
• not opened
• bounced
• opted out of future emails
• clicked on a link
• replied to an offer

So how do you interpret all of this information? You can look at reports that are generated from that email. You can also use the call list to schedule follow-up calls or emails to individuals that interact with your email.

I have suggested that email marketing makes us lazy as salespeople. It also allows us to remain unfocused when it comes to reaching out to prospects if we let it. In my opinion, it is easy to send out an email without really thinking through the process. What are the goals of the email? How were you going to manage the results of the email? What are your next steps after you send that email out? What story is that simple email campaign telling you?

It seems to me based on my experience that every marketing and sales process has an open-ended question at the end of it. What do we do with the next step? After you send out an email campaign it is important to sit back and try to interpret what that campaign is telling you as a story about your contacts in Act.

What is the story?  You tell me.

Upgrading Your Act Email Marketing Account

My experience has been that act email marketing is only as effective as the amount of time you have to put into your email marketing project.

Now that you have an understanding of how act email marketing works, the question becomes how can you utilize it for your business? Understanding and reacting to the results of sending an email really comes down to time. How much time do you have to invest in the results that have been created by sending an email? Let me give you a few examples of some of the things that you need to think about after sending an email:

  • If someone opens an email, how do you plan on interacting with that person?
  • A follow-up email?
  • A phone call?
  • Do nothing. Wait for them to contact you.
  • Did the email you sent have an action item within it?
  • What information do you want to take away from that email?

If you have limited time and your goal is just to send the email out and see what comes back to you, that’s fine. However, if you have time to react to the email you will increase the effectiveness of your act email marketing campaign. You might decide that you need to upgrade from the basic email account that comes with all act accounts to either the pro or the team version. The above video explains how to upgrade and illustrates some of the differences are between the different types of programs.

As always, I’m here to answer your questions.

Act Email Marketing Banner

Importing an Email Template into Act Email Marketing

If you are transitioning to act email marketing from another provider, you might want to import a template you have created at that provider. This video shows you how to do that with act email marketing.

Depending on the age of your template, you might want to create a new template from scratch rather than importing an old template. The reason is this: responsive emails as they pertain to responsive websites. If you have a website for your business or organization, you most likely have dealt with the fact that your website has to be designed in such a way as to adapt to the type of device that it is viewed on. Emails are no different. People read emails on their computers, mobile phones and tablets.

Responsive Email Design

It is a good design idea to make sure your marketing emails adapt and are responsive to the type of device they are read on.  Having said all of that, this video will teach you how to import your old email templates.

Importing an Email Template into Act Email Marketing

Act Email Marketing Call List: An Amazing tool for Increasing Sales and Simplifying Follow-up

Many people send out email marketing campaigns and then just sit back and wait for the sales to come rolling in. That is one strategy. A better strategy, is to use act’s new call list to reach out to prospects that have expressed an interest and have yet to respond.

How many times in your life have you not bought something simply because no one asked you to buy?

After you send out an email marketing campaign you can now use act’s call list feature to review the people that opened your email and interacted with it. The emails are scored. If you’d like me try to make a point of following up with clients and prospects you will love the call list that act offers.

The act call list empowers you to reach the people in your database that are the most relevant in helping you become more successful in what you do!

This tool is great if you have a sales staff or telemarketing staff. It is great if you were trying to communicate with people that are hard to reach. It is phenomenal if you have a team that works for you. This takes act as a sales tool to a whole new level and I urge you to really learn about how this can help you increase your sales, customer retention and fundamental understanding of who is relevant in your act database.

The Call List is a feature that is $15.00 per month and well worth it.