781-728-9777 tony@365ActTips.com

The Act Emarketing Menu

Act’s Email Marketing Options Have Changed So Make Sure You Call me to Discuss Your Options

The Act E marketing menu option is somewhat outdated because there is a new option for sending emails within Act. It is called Act marketing automation and if you are just starting this process of sending emails directly out of Act this is the best option. You can also use Microsoft Outlook for sending emails as well. The bottom line is this, review it with me so we can discuss your ultimate goal and purpose for sending out an email in the first place. Tony Holowitz 781-728-9777

Where do I find my Act serial number?

Where do I find my Act serial number?

If you are registering Act software for the first time, after purchasing Act, you will most likely find your serial number in an email that was sent to you when you purchased Act. Locate that email and you will find your serial number.

Full disclosure, I am a partner with Keystroke and we are the largest provider of Act software and services outside of Act. If you purchased the software directly from Act you will want to search your old email for the serial number. Most likely, the email would have come from an Act.com email address and if you bought it from Keystroke it would have come from Keystroke.ca email address. If you do not have success that way you can call Act directly at 866-873-2006. Keystrokes number is 800-857-0558 and you can also reach out to me at 781-728-9777.

If you are just curious about where to find your serial number when Act is up and running simply click on the help option on the upper grade toolbar in Act | About Act, and you will see who the product is licensed to, the serial number, and the number of licenses.

For Peter S.

Originally posted 2018-06-06 08:40:17.

My Free Computer Training Tutorials at Teach an Old Dog New Tricks

365 Act Tips is not my only website that tries to inform and educate software users.

I have also created a website called www.teachanolddognewtricks.com. It offers more than 80 hours of free computer training videos and tutorials.  Here is a sampling of what you can find on my website:

Originally posted 2017-03-05 11:52:29.

Download Act Updates and Hot fixes

There is a difference between updating act software and upgrading act software. As an act software user you are entitled to free updates and hot fixes that act by Swiftpage releases on occasion.

It is important to know that it isn’t always wise to apply these updates and hot fixes on a company network. In other words, make sure a qualified act consultant advises you on best practices for updating act software. Having stated that, individuals should update their software if they are experiencing issues or is the update or hot fix solves a problem. Most software programs are always evolving and act software is no different.

To learn more about updates and hot fixes please visit act’s download page.

Here is a link to Act’s download center: http://www.act.com/support/download-center/

International Product Downloads

Originally posted 2016-02-09 15:18:59.

ACT-tention Specific Disorganization

Over the years I have spoken to a number of act users that suffer from ACT-tention Specific Disorganization.

Act has a lot of moving parts. There are a lot of shiny and interesting things that can be distracting to act users. When I am working with an act user and they are bouncing all over the place looking at all the things that are irrelevant to the bottom line (act layouts, dashboards and smart tasks for example) I start to wonder if they have ACT-tention Specific Disorganization. Do they? Do You? We all do at certain times.


Most of my clients use act for business, sales and marketing. The bottom line is that we have to pay complete attention to our prospects and our clients. At the end of the day, we need to make sure that we stay in touch with all the contacts in act that are relevant to us.

Actions to combat ACT-tention Specific Disorganization

My experience has been that the most important thing I my clients to do that suffer from ACT-tention Specific Disorganization is to help them list a clear-cut set of goals for their business. After we have written those goals down on paper and printed them out, I then turn my attention to helping my clients implement those goals using act.   Action Item: Write Down Your Goals First
When creating your goals, I want you to consider what is truly relevant to your business. If you are an established business it is most likely staying in touch with your existing clients first and prospects second. If your business is brand-new then your focus is most likely on prospects and acquiring as many new prospects as you can. Let me give you some examples of what I ask my clients to ask themselves:


  • How many prospects or clients do I have?
  • How many do I need?
  • How many email addresses do I have?
  • How do I approach my contacts?
  • Email?
  • Regular mail?
  • How often?
  • Should I call them?
  • How often should I call them?

These are some simple examples of the types of questions you need to ask yourself before you ever sit down to start using act. Before you get in your car you most likely have a destination. If you don’t know where that destination is located you simply map it out, follow the route and you will eventually arrive at your destination.

I can Help You

Acting lessons: act is really no different than driving a car. You simply need to map out your destination so you can hit your goals. The sooner you realize that, the easier it will be to eliminate ACT-tention Specific Disorganization.  Do You Need Help? Call me for a free consultation and evaluation for ACT-tention Specific Disorganization.


Tony Holowitz

Originally posted 2015-08-20 12:29:48.

Act Groups: Group Therapy Part 1 – Bad Groups

An Act database can hold thousands of contacts and  many of my clients have no idea how to find the contacts in Act that are relevant to their business; for example, prospects and clients.

Act users that don’t take the time to organize their contacts properly  usually mean that they they cannot find them when they need them.  That can make ACT more work than it’s worth and I’m here to tell you there is a better and easier way to manage your contacts with Act.  Many of my clients use groups to organize their contacts and this approach is fraught with problems.  These tutorials on working with groups will teach you an approach to managing your contacts.

Act Groups: Manual Groups

Imagine for a moment that you owned and operated an ice cream shop and you kept all of your customers and prospects in act. Then imagine that you had a number of contacts whose first name was John. You also kept track of their favorite types of ice cream: vanilla, chocolate, strawberry, pistachio and coffee ice cream.  Next, you want to look up all the people whose first name is John and whose favorite ice cream is strawberry. You can do all of this manually in act and with the results you can move all of these contacts into a group called people named John whose favorite ice cream is strawberry. What this does for you is to create a group of all of these people so the next time you want to find these people, you don’t have to go through so many steps. That is the basic idea of groups.  Unfortunately, just last week, two new people whose first name is John and whose favorite ice cream is strawberry entered your database. But they are not in the group because you forgot to put them there. This is where groups start to break down and I am going to show you how to deal with that problem.

Group Membership Rules (Dynamic Groups)

Group membership rules allow you to create rules in act that will automatically put certain people in a group. At this very moment you might not recognize how powerful a tool this can be, but let me tell you this can be the game changer that you are looking for when it comes to managing and keeping your contacts and act organized.

Goals are the key to effective groups.

Originally posted 2015-07-02 01:38:31.

Act’s Last Email Field

Act’s Last Email Field is one of the most important fields in your act database.

Let’s face it, sending email to a number of contacts in ACT is easy and can be very productive. But it is important to make sure you know the last time you sent an email to a contact in ACT. It doesn’t matter whether or not you sent the email directly from ACT or from Microsoft Outlook.

When I talk to new clients about act, I always tell them that act will tell you a story if you let it. After you have been using act for a period of time you can look back on what has taken place with your contacts. A story unfolds.  Because sending email is such a relevant part of our day-to-day business as it pertains to working with contacts, it is vital that you understand the relevance of the last email field in act. To oversimplify, this will tell you the last time you sent an email to a contact.

In this tutorial I will show you why the last email field is so relevant and in my opinion so important.

Originally posted 2015-01-20 13:46:59.

Free ACT Add-on: Exponenciel’s New History Window Fix

I’m a big fan of using ACT’s history tab instead of the notes tab for recording information about a contact.

A few ACT versions back, ACT introduced an appointment option when recording a history.   When I record a history, I usually am making a call, but appointment is the default. Exponenciel has many great ACT tools and this tool solves the default option problem and it’s free.  Download it here: http://www.exponenciel.com/actaddons/actaddon.aspx?ID=131



Originally posted 2014-02-06 19:50:16.