Pre-Built Journeys and Templates

Use these ready-made Automated Program templates to launch complete nurture, onboarding, and re-engagement workflows in minutes. Each journey includes pre-configured steps, email wireframes, and best-practice timing to help you start fast and customize as you grow.

CRM Campaign Attribution

Use Act-On’s pre-built CRM Campaign Attribution automated program to keep your attribution clean and your CRM campaigns accurate. This internal workflow creates or updates the contact in your CRM, adds them to the correct campaign, and gives you dependable reporting. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs Tem...
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Double Opt-In / Preference Update

Use Act-On’s pre-built Double Opt-In / Preference Update automated program to confirm interest and collect communication preferences. This simple journey helps you keep your lists compliant, current, and focused on what your audience actually wants to hear. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs Template Name...
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Customer Maturity Milestones

Use Act-On’s pre-built Customer Maturity Milestones automated program to recognize and reward your most loyal customers. Celebrate milestones like anniversaries, feature adoption, or achievements - and keep engagement high with meaningful perks and opportunities. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs Templat...
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Customer Feedback / NPS Loop

Use Act-On’s pre-built Customer Feedback / NPS Loop automated program to collect feedback, thank promoters, and follow up with customers who need attention. This journey keeps your feedback cycle running smoothly - helping you celebrate happy customers and respond quickly when issues arise. Quick Reference (Advanced Users) – Click to Expand Location: Content > Cata...
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Education/Adoption Nurture

Use Act-On’s pre-built Education/Adoption Nurture automated program to help customers discover high-value features and get more out of your product or service. This journey builds confidence and long-term loyalty with short, benefit-driven content. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs Template Name: Educati...
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Return to Marketing Nurture

Use Act-On’s pre-built Return to Marketing Nurture automated program to warm up leads who were disqualified, went cold, or simply need more time before re-engaging with Sales. This journey helps you stay top of mind with valuable, low-pressure content so when they’re ready again, you’re first in line. Quick Reference (Advanced Users) – Click to Expand Location: Con...
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Post-Registration Event Journey

Use Act-On’s pre-built Post-Registration Event Journey automated program to engage your audience before, during, and after an event or webinar. This journey helps confirm registrations, boost attendance, and deliver meaningful follow-ups whether your contacts attended or not. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog >...
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Re-Engagement Journey

Use Act-On’s pre-built Re-Engagement Journey automated program to reconnect with inactive contacts before removing them from your active marketing lists. It’s a simple, effective way to reignite interest or, if not, keep your lists clean and focused on engaged audiences. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs ...
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New Customer/Onboarding Journey

Use Act-On’s pre-built New Customer Onboarding Journey automated program to welcome new customers and guide them through account setup, product education, and key resources. A strong start helps ensure every new customer feels confident, supported, and set up for long-term success. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Pro...
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Behavior Based Journey

Use Act-On’s pre-built Behavior-Based Journey automated program to respond automatically when contacts engage - or don’t engage - with your emails and landing pages. Deliver timely, relevant follow-ups based on what your audience actually does, helping you convert interest into action. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog >...
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Lead Nurture Journey

Learn how to use Act-On’s pre-built Lead Nurture Journey automated program to guide new leads from awareness to readiness - no setup from scratch required. Quick Reference (Advanced Users) – Click to Expand Location: Content > Catalog > Programs Template Name: Lead Nurture Journey Typical Duration: 2–3 weeks Trigger Example: Form submission or new...
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