#1 most frequent
United States of America
77.4%6,818 installations of 8,809
What is Act-On?
Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.
Categories & Use Cases
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Screenshot of the Automated Journey Builder. Here, users can personalize customer interactions from awareness to loyalty.
Top Performing Features
List management
This involves creating, filtering, editing, merging and de-duping lists of contacts.
Category average: 8.5
Triggered drip sequences
The software allows users to set up automatic / drip email campaigns triggered by certain events.
Category average: 8.7
Lead nurturing automation
Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.
Category average: 8.5
Areas for Improvement
Integration with Microsoft Dynamics CRM
The software can integrate with Microsoft Dynamics CRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 7.7
Calendaring
The software helps users maintain a calendar of all marketing activities.
Category average: 7.3
Integration with SugarCRM
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 7.4
Who Buys & Uses Act-On Software
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
5.8%511 installations of 8,809
#3 most frequent
Canada
5.4%473 installations of 8,809
Pros
- Strong audience segmentation for targeted campaigns
- Intuitive user interface for ease of learning and use
- Streamlined setup of automated programs, particularly for emails
Cons
- Limited flexibility and features within the email content composer
- Need for broader and deeper third-party integrations (e.g., Zapier, industry-specific CRMs)
- Mixed feedback on reporting clarity, particularly for AI features and 'true open' rates
Act-On: A great e-marketing solution
Use Cases and Deployment Scope
I use Act-On every day to send emails out to our client base. They make it simple to put together cohesive campaigns with forms, landing pages, and emails. We also have several marketing automation programs running so that we can focus on the day-to-day. I love the reporting for every message so you can improve your efforts.
Pros
- Easy Interface - the WYSIWYG interface makes it extremely easy to build out marketing campaigns in a short amount of time. Just place your text and images and you've got a beautiful cohesive design.
- Wonderful customer support - I have had very few problems with Act-On, but those I did have were resolved very fast by my customer care rep. They are very hands on with their customers and do whatever they can to help you succeed.
- Integration - smooth integration with our Salesforce account allow us to build out elaborate campaigns with specific lead lists, and then add qualifying data back to customer accounts.
Cons
- We send several weekly emails out to the same customer lists and it would be convenient if when we duplicated the message it would duplicate the list selection as well.
Return on Investment
- Better customer service and stronger relationships with our customers - being able to stay in contact with our customers and provide them with the targeted content they want has been a boon for us.
- Better lead conversion - emailing leads with content they would find useful has increased interest in our company.
- Increased employee efficiency - I can build out campaigns including e-mails, landing pages, and forms in a fraction of the time!
Usability
Alternatives Considered
Salesforce Marketing Cloud and HubSpot Marketing Hub
Other Software Used
Asana, Trello, Adobe PhotoShop, Adobe InDesign, Adobe Illustrator CC, Adobe Dreamweaver
Act On is Solid.
Use Cases and Deployment Scope
Send templated emails to our financial advising prospects and clients. Monitor website and open rate activity. Email automation sequences.
Pros
- Pretty easy to use.
- Integrates with my CRM sorta.
- Monitor prospect activity.
Cons
- Need more options on Zapier. There are additional triggers and actions that could improve the integration.
- Need native integration with WealthBox, one of the biggest CRMs in fintech. You have it with everyone else. I made a call with you where you wanted $5,000 to build it. Just build it.
- The 'true open' revelation is disappointing. There are users I've told colleagues were opening and clicking eblasts, only to find out that may not have been true. I feel stupid, but that's just the tech I guess.
Return on Investment
- Can't put a number on it, but it's been a time-saver.
Usability
Alternatives Considered
Intuit Mailchimp and ConvertKit
Other Software Used
Wealthbox CRM, Zapier, Calendly
Act-On Software Dependable and Flexible Email Marketing Solution
Use Cases and Deployment Scope
We use Act-On Software to communicate news, updates, and website content to our customers and those who have signed up for our mailing list. As a marketing team, Act-On Software solves the problem of reaching all of our customers (or segments of our customers) in all 17 countries. It allows us to integrate and organize our contacts and touch points.
Pros
- It is dependable.
- It integrates well.
- Act-On Software has excellent customer support, and informational resources.
Return on Investment
- Improved visibility through email campaigns
- .
Usability
Other Software Used
Microsoft SharePoint, Google Analytics
Act-On Software Powerful Intuitive and Effective Marketing Automation.
Use Cases and Deployment Scope
My organization has used Act-On for more than 10 years. We use Act-On to communicate with our internal associates, customers, suppliers, and prospects. Many of our customers have limited marketing resources. To help them, we utilize the Marketing Network capabilities to offer email marketing programs. We share personalized content that is relevant to their business. The emails connect directly to their e-commerce site so their customers can purchase what they need. We also offer a variety of behavior-based targeted automated programs that they can use to market to their end customers.
Pros
- The support team is very responsive and helpful. They communicate well and follow up until an issue is resolved.
- Act-On is always looking to improve its product and make it worthwhile to more customers. There are so many features!
- The product is very intuitive. When a new feature is added, it is easy to learn about it and understand how to use it.
Cons
- The interface has been improved on an ongoing basis. Preparing for new releases so that we are fully up to speed to train our customers on the new changes is challenging when supporting our customers.
- We would have preferred that the enhancements be fully implemented and the software switched over once completed rather than having gradual rollouts of each feature.
- There are some limitations to the new composer that require finding workarounds. (i.e., inserting an informational table in an email, editing HTML).
Return on Investment
- Due to the product's ease of use, our team of three sends over 1,200 unique emails, landing pages, forms, etc., each year.
- We provide email support to over 200 of our top customers, who use the product to generate millions of dollars in sales each year.
- Our suppliers are clamoring to be included in our programs because of their reach to end customer eyeballs. Delivering targeted messages via automated programs each month has been a key driver in our company's success with our supplier partners.
Usability
Alternatives Considered
HubSpot Marketing Hub and Salesforce Marketing Cloud
Other Software Used
sales-i, Airtable, Google Analytics
Come for the integration, stay for the ease of use!
Use Cases and Deployment Scope
We use Act-On Software for multiple email avenues. We use their email automation for customer service emails based on product categories (and a general one that links to a survey), and we use the email automation for nurture campaigns based on specified product categories that we have within our sales. We also use it for monthly newsletters or product launch sends, and for LinkedIn social media connection and distribution.
Pros
- Syncs with MS Dynamics
- Ease of setup for automations/emails
- Detailed marketing lists that we can segment
Cons
- Some extra ease of use would be nice (like a pause all automations button)
- Updating the footers in individual emails isn't fun every year
- Constant changing of our Act-On contact
Return on Investment
- Visibility of Cisco-Eagle offerings
- Sales rescued with customer service
- Ease of use
Usability
Alternatives Considered
Microsoft Dynamics 365 Business Central
Other Software Used
Microsoft Dynamics 365, D&B Hoovers, Paycor
