Act! Marketing Automation

Take Your Marketing to the Next Level with Act! Marketing Automation (AMA)

Act! Is More Than Just CRM

Add to your already robust Act! CRM tool with the new Act! Marketing Automation platform, which allows users to truly engage customers through email marketing, drip and nurture campaigns and workflows based on results or customer interactions. Act! Marketing Automation includes dynamic sales pipeline management, actionable business insights and marketing automation that provides a comprehensive way to optimize all the ways you engage with your prospects and customers and take your marketing to the next level.

 Act! CRM + Marketing Automation = Growth Made Easy

Features and pricing vary by product and deployment. Please contact us for more information.

There are four tiers of Act! Marketing Automation (AMA). There is a free "Basic" tier which all Act! Premium and Act! Cloud subscription clients are entitled to. Three other paid tiers are Select, Complete, and Advanced. Note you must be on a compatible Act! version (v21.0+) and there maybe some slight work to setup your API for AMA. Once AMA is setup, by default, only database administrators get access to it.  All other user roles must be granted permission in Tools > Manage Users. Please contact us for pricing or if you need assistance setting up your API.


Template Editor & Workflow Designer

Design impactful communications and campaigns

Start with one of 170+ sample templates or import your existing templates into the interactive HTML template editor to create professional mobile-friendly emails, newsletters, and landing pages. Custom-tailor templates using a simple drag-and-drop interface that requires no formal coding or design skills, then preview in mobile and desktop modes to ensure flawless rendering.

Leverage pre-built turnkey campaigns or use the visual workflow designer to map out multi-stage campaigns and activity triggers with a graphical representation of your automated communication flow.

Key Features:

  • Starter email template library
  • Drag & Drop template editor
  • HTML template editor
  • A/B Testing
  • Turnkey campaigns
  • Visual workflow designer

AMA to CRM Workflow

Fuse your sales and marketing efforts

Watch as Act! Marketing Automation turns digital marketing engagement into prioritized sales activities in real time. Act! scores leads based on criteria you define, then automatically creates and assigns actions to ensure rapid follow-up – based on a customer’s engagement with emails, lead forms, or surveys.

With a closed-loop connection between your sales and marketing activities enabled by integrated CRM and Marketing Automation in Act!, you’ll quickly expand your reach and be able to focus your attention where it counts.

Key Features:

  • Query Contacts by campaign result data
  • Create follow-up Activities or Opportunities
  • Update contact fields
  • Lead scoring
  • Website activity tracking

Landing Page Forms or Surveys

Grow and engage your audience

Create webforms or surveys with Marketing Automation's Landing Page area. Grow your audience by capturing new leads directly from your website or from custom landing pages you design and deploy. Surveys and newsletters are an effective way to stay engaged with existing customers, and interactions are instantly recorded on each contact record.

Key Features:

  • Create landing pages
  • Funnel leads into your pipeline
  • Automatically create contacts (or not)
  • Form to Contact field mapping (or not)
  • Multi-page forms
  • Dynamic forms

Real-Time Performance Metrics

Understand what's working and refine your strategy

Optimize your marketing strategy with real-time campaign performance metrics such as opens, clicks, bounces, and more. Perform A/B tests to identify your best-performing creative, messaging, and marketing assets such as marketing collateral and YouTube videos, and analyze customer behavior on your website. Individual results automatically link to each recipient’s contact record so you have a complete view of every interaction with your company.

Key Features:

  • In-campaign report dashboards
  • Contact record campaign results tab
  • Query Contacts by campaign result data
  • Website activity tracking
  • A/B Testing
  • Asset Tracking


Trust your campaigns will reach inboxes

Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation, achieve outstanding delivery rates, and fast-track your success. Plus, you’ll have access to a library of self-service digital assets – including training guides and a video library – to help you get started with ease, as well as numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and other essential deliverability topics.

Key Features:

  • Deliverability & compliance tools
  • Professional services