Advanced Automated Programming

  • Updated

When you were a new user getting confident with Act-On, you created and ran a basic Automated Program.

Now we'll talk about some advanced Automated Program features to deliver your critical marketing campaigns with low effort and monitor progress.

Automated Program Templates

  • Save an Automated Program as a template In the Automated Journey Builder, and use saved templates when creating new programs in Automation > Automated Programs > Templates
  • The Act-On content catalog has ready-made Automated Program templates for you to use as-is or as a basis for your design. Go to Content > Catalog > Programs. See Using Content Catalog Automated Program Templates
  • Create folders and tags to organize and filter your Form templates in Automation > Automated Programs > Templates¬†> Template Manager

More Automation Design Options

  • Use lists and segments of contacts in your programs, as a source list (those contacts to use in the program), an exit list (those contacts who won't go through the program), or for branching (directing contacts to different steps in the program). See Use Lists and Segments in Automated Programs
  • Remove contacts from a program flow when they meet a specific condition. See How To Use Early-Exit Conditions
  • Send data to your CRM in a program step, such as creating a task or a highly qualified lead. For example, if a contact responds to a specific email, create that contact as a highly qualified lead in your CRM. Search for "Create in CRM step"
  • Use automation to create a segment of contacts with specific date information and engage with those contacts. For example, regularly run an automated program to find customers whose annual subscription is due and email them a renewal offer, or if you collect birth date information you can engage with a contact on or near their birthday¬†
  • Use A/B test conditions in an automated program to see which variations of your messages perform best against a random and equally-distributed set of program contacts. See Using A/B Tests in Automated Programs
  • Test your Automated Program to check for errors and unexpected behavior. See Test an Automated Program