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...

  Read Article →

• Referral Form Guide

  Creating a referral Form is an easy way to receive new prospects that are sent over by a trusted source. Using a combination of a simple Act-On Form and a basic automated program, you can begin to allow your existing customers and website visitors to refer a prospect who may be interested in your product or service. Your customers are the best source of leads. Create a Form to capture their ref...

  Read Article →

• Nurture Campaign Guide

  Drip marketing campaigns are an extremely valuable addition to the marketer’s toolbox. According to DemandGen, B2B marketers who have successfully deployed lead nurturing programs (a popular type of drip campaign) average a 20% increase in sales opportunities from nurtured leads versus non-nurtured leads. Drip marketing simply means sending marketing messages in a specific tempo. Like the drip ...

  Read Article →

• 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 cus...

  Read Article →

• Best Practices for Managing List Data

  In the email world, emails and the associated contact and profile informationis the data most marketers, sales teams, and senders are concerned with. Evaluatinghow good your data is plays an important role in deciding what to do with databefore ever hitting the send button. Data Sources Marketing data can be obtained from a variety of data sources, ranging from high quality and trustworthy to l...

  Read Article →

• Creating a Survey

  One of the simplest ways to gauge how you're doing is to ask, and in marketing, this usually ends up as a survey. Surveys provide a low-cost solution that allows you to get a deeper understanding of your business, process, customers, and market. After completing this guide you will have a survey ready to launch that could bring valuable insights into your customers & prospects. Why Create Surve...

  Read Article →

• Create Responsive, Adaptive, and Mobile-friendly Designs

  It is always a best practice to ensure that your Forms, Landing Pages, and emails display well on mobile devices. Whether you want to make your marketing content responsive, adaptive, or just mobile-friendly, check out these tips for accomplishing this in Act-On. General Best Practices These principles can help content display well on mobile devices: Use white space in your design This can ma...

  Read Article →

• 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 ...

  Read Article →

• Check Your Field Mapping to Prevent Data Issues

  It’s critical to keep one naming convention for your list fields. Field naming must be aligned across your CRM, Forms, Lists, and anything that uses data from these sources (eg. personalization) to prevent data transfer errors. Your field names are used to link contact data between features and systems. To keep your marketing data correct and useful to your business, it is very important to con...

  Read Article →