You can create different kinds of email messages to be used for various reasons. Some email messages may be sent as 'one-off' email campaigns, while others might be included as part of an automated program campaign or form confirmation message.
Act-On allows you to create triggered (or auto-response) messages that are aligned to automated programs, forms, or webinars. These triggered messages are sent immediately when a prospect arrives at a specific point within an automated program or webinar program, or submits an Act-On form that is set up for confirmation emails.
For Automated Programs
- In the Program Builder, click Program Messages
- Click Add Program Message.
- If using Start From A Blank Message, the auto-response message builder will allow you to create the triggered message. Click Save once you've finished composing the message.
- If using the other options, click on the appropriate email, and click Yes. Click Save once you're done composing the message.
- In the Program Flow tab, drag in a Send Email step to the appropriate place in the program, then click Edit on that step and choose your message
- Note: Remember to add a Wait step after the message send if the message will be used for conditional logic. This provides enough processing time for the condition to be met.
- Click Done to save the changes to the automated program.
For Webinar Programs
- In the webinar program builder, add or edit the appropriate message.
- For Invitation, Last Chance, Reminder, or Follow-up emails, you'll be able to compose, address, review, and schedule the message
- For Signup Form Auto-Response, Registration Accepted, and Registration Rejected emails, you'll only be able to compose the message, since messages are sent immediately once the registration form is submitted
For Form Responses
- In Step 2 (Settings) of the form builder, click Create Confirmation Email Message.
- If using Start From A Blank Message, the form builder will allow you to create the triggered message. Click Save once you're done composing the message.
- If using the other options, click on the appropriate email, and click Yes. Click Save once you're done composing the message.