Other Marketing Guides

• Track your prospect pipeline from top to bottom

  Act-On Funnel reports let you track your prospect's journey - step by step - as they travel through the unique stages of your sales process. With Funnel Reports, you can: Measure the lead flow and velocity of your prospects as they move through the pipeline. Track prospects through key conversions you define: e.g. Anonymous to Known, Prospects to Qualified Lead, Opportunity to Won Deal, etc. C...

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• Referral Form Guide

  Creating a referral Form is an easy way to receive new prospects sent over by a trusted source. Using a combination of a simple Act-On Form and a basic automated program, you can let your existing customers and website visitors refer prospects who may be interested in your product or service. Why this matters: Your customers are the best source of leads you have. A referral Form turns word-of-...

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• Nurture Campaign Guide

  Drip marketing campaigns are an extremely valuable addition to the marketer's toolbox. Nurture programs move leads through your funnel automatically, delivering the right message at the right stage without manual follow-up for every contact. Drip marketing simply means sending marketing messages in a specific tempo. Like the drip irrigation systems they're named after, these messages land right...

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• Develop a Buyer Persona

  We recommend developing a buyer persona to help you understand your typical customer. While this won't directly be used in your Act-On marketing automation, it's a great way to visualize who will be the intended target for the content and campaigns that you create. A customer-first strategy is always best! What's in a Persona? Your buyer persona should use any data you have on your existing cu...

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• Best Practices for Managing List Data

  Your email list is only as good as the data behind it. The quality of your contact and profile information determines what you can safely do with a list - and what will hurt your sender reputation if you try. Evaluating how good your data is plays an important role in deciding what to do with it before you ever hit send. Why this matters: Sending to bad data doesn't just waste sends - it drives...

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• Creating a Survey

  Surveys are one of the most direct ways to find out what your customers and prospects actually think. They're a low-cost way to get a deeper understanding of your business, your process, your customers, and your market. By the end of this article, you'll have a survey ready to launch that can surface real insight into your customers and prospects. Why this matters: A well-targeted survey turns ...

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• Create Responsive, Adaptive, and Mobile-friendly Designs

  Whether you're designing a form, a landing page, or an email, making sure it looks right on a phone or tablet is no longer optional. Act-On gives you three ways to get there — responsive, adaptive, and simply mobile-friendly design — and this article covers what each approach means and how to use it in your content. Why this matters: A design that breaks on mobile costs you engagement — recipie...

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• Create buying stages segments

  Creating list segments based on your prospects' buying stages will allow you to know exactly who to nurture and what to send. The content you send to prospects will vary based on these stages. In this article, we will help you: Identify your buying stages Create list segments based on each stage To Do: List the steps your prospects normally take to purchase your product or service. Create ...

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• Check Your Field Mapping to Prevent Data Issues

  Your field names are what link contact data between your CRM, Forms, Lists, and anything that reads from those sources - like personalization. When the same field is named differently in two places, data stops flowing where you expect it to, and marketing content ends up incomplete or wrong. Keeping one naming convention across every system is what prevents that. Why this matters: A mismatched...

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