Ensure your brand voice and marketing materials, including Landing Pages, Emails, and Forms, stay consistent by creating templates with Act-On! Consistently-branded marketing campaigns are key to maintaining your reputation with customers and delivering a high-quality customer experience.

This is our beginner’s guide, recommended for users who are new to Act-On.

Overview

Scenario

You’re a Marketing Manager and want to build a dynamic, visually appealing marketing campaign to promote your organization. This includes building Landing Pages, Emails, and Forms that follow your firm’s brand guidelines and voice. You’re leading a team of Marketing Coordinators and specialists who will build materials for this campaign, and you want to make sure that they follow your company’s branding, including colors, fonts, and general layouts.

Solution

Easily create templates and reusable fragments for your marketing materials in Act-On! Once you’ve created your ideal designs for Landing Pages, Emails, and Forms, you can save them as reusable templates or fragments for your Marketing Team to use any time they need to develop new materials for your campaigns.

Instructions

Create Templates

Landing Pages

1. Go to Content > Landing Pages.
   
   
2. Create a new Landing Page.
    OR
   Open one of your existing Landing Pages.
   
   
3. In the Landing Page Composer, use the Properties, Design, and Review tabs to set up, design, and preview your Landing Page.
   
   
4. Click the arrow to the right of the Save button, then click Save As Template.
   
   
5. Give your template a Title and select a Folder to store it.
   
   
6. Click Save.

You’ll find your new Landing Page template under Content > Landing Pages > Templates tab.

Emails

1. Go to Outbound > New Message > Blank Message to create a new email.
    OR
   Go to Outbound > Drafts > (select email) > Resume Edit to open an existing email draft.
   
   
2. In the Email Composer, use the Address, Design, and Review tabs to set up, design, and preview your message as described in the Email Composer User Guide.
   
   
3. Click Save.
   
   
4. Click the arrow to the right of the Save button, then click Save As Template.
   
   
5. Give your template a Title and select a Folder to store it.
   
   
6. Click Save.

You can find your new email template under Content > Email Templates.

Forms

1. Go to Content > Forms.
   
   
2. Create a new Form.
    OR
   Open one of your existing Forms.
   
   
3. In the Forms Composer, use the Properties, Design, and Review tabs to set up, design, and preview your Form as described in the Forms Composer User Guide.
   
   
4. Click Save.
   
   
5. Click the arrow to the right of the Save button, then select Create a Template.
   
   
6. Select a Folder for your template, then click Save.

You’ll find your new Form template under Content > Form Templates.

Upload an Account-Wide Signature, Logo, and Favicon

Add the following elements to use across your account’s marketing materials:

• Personal or account signatures. See Create and Use Email Signatures.
• Logos. See Add your Logo to your Emails.
• Favicons. See How to Add a Favicon to your Act-On Landing Pages.
  
  

Customize Your Marketing Domain

For better brand recognition, consider customizing your marketing domain. See Changing your Marketing Domain and Rebranding in Act-On.

Use Saved Fragments in Forms

To ensure your brand voice and marketing materials stay consistent, save and reuse certain sections of content using Saved Fragments in your Act-On Forms! Find this feature in the Design tab of the Forms Composer. For more information, see Create Content Fragments and Saved Sections in Forms.

Save a Fragment

1. In the Design tab of the Forms Composer, click on the content block or section you want to have as a fragment. The editor panel opens on the left.
   
   
2. At the top of the editor panel, click  Save Fragment to save your content block or section for later reuse:
   
   
   
   
3. Give your fragment a Name and select a Folder to store it.
   
   
4. Click Save.

Your fragment is saved as a section or a block fragment depending on whether a block or section was selected. You’ll find your new fragment under Content > Content Fragments.

Insert a Fragment

1. In the Design tab of the Forms Composer, on the left, drag either a Saved Section or a Saved Fragment block into your Form:
   
   
   
   
2. In the dialog that appears, select the Section Fragment or Block Fragment that you’d like to insert.
   
   
3. Click Submit.
   
   

Outcome

You’ve now created an array of templates and fragments that will be readily available for your Marketing Team to quickly build consistently branded campaigns!

Next Steps

Want to see more advanced solutions for controlling your brand? See our Advanced Guide.