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Act-On

Act-On

Overview

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.

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Learn from top reviewers

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Professional

$900

Cloud
per month

Enterprise

$2,000+

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.act-on.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Act-On Software Demo

YouTube

Live Act-On Product Demo

YouTube
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Features

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

8.3
Avg 7.6

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8.4
Avg 7.8

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

7.2
Avg 7.5

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

8.7
Avg 7.6

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.3
Avg 7.3

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.1
Avg 7.5
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Product Details

What is Act-On?

Act-On Software is a dynamic marketing automation platform designed to empower organizations of all sizes with tools and strategic insights. Act-On delivers solutions that drive lead engagement, campaign optimization, and business growth. Through analytics and automated workflows, it helps marketers refine targeting and personalize communications across multiple channels.


Key Features

  • Email & Campaign Management: Create, test, and deploy email campaigns supported by customizable templates and automated triggers.
  • Lead Management: Score and segment leads based on behavior and engagement, ensuring timely follow-ups and optimized nurturing.
  • Automated Programs: Design and execute sophisticated, multi-step marketing journeys. These programs nurture leads through personalized touchpoints based on behaviors, demographics, and engagement signals, ensuring prospects receive relevant content at the right time.
  • Landing Pages & Forms: Design compelling, mobile-ready landing pages and forms without extensive coding knowledge to capture leads.
  • Analytics & Reporting: Monitor key metrics in real time, enabling marketers to track ROI, attribute conversions, and pivot strategies.

Benefits
Act-On helps organizations to achieve faster lead conversion, higher email click-through rates, and reduced operational inefficiencies. By centralizing campaign execution and customer data, businesses can allocate resources more strategically and often achieve double-digit improvements in marketing outcomes. Automated processes save valuable time, allowing teams to focus on relationship building and brand development.


Differentiators
Act-On aims to make advanced automation accessible to teams without requiring deep technical expertise. Its integrated approach unifies multiple marketing channels in a single platform, reducing complexity and boosting collaboration. The platform’s agile framework allows businesses to launch targeted campaigns quickly while maintaining complete control over audience segmentation and message delivery.

Act-On Features

Email & Online Marketing Features

  • Supported: WYSIWYG email editor
  • Supported: Dynamic content
  • Supported: Ability to test dynamic content
  • Supported: Landing pages
  • Supported: A/B testing
  • Supported: Mobile optimization
  • Supported: Email deliverability reporting
  • Supported: List management
  • Supported: Triggered drip sequences

Lead Management Features

  • Supported: Lead nurturing automation
  • Supported: Lead scoring and grading
  • Supported: Data quality management
  • Supported: Automated sales alerts and tasks

Campaign Management Features

  • Supported: Event/webinar marketing

Social Media Marketing Features

  • Supported: Social sharing and campaigns
  • Supported: Social profile integration

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Platform & Infrastructure Features

  • Supported: API
  • Supported: Role-based workflow & approvals
  • Supported: Customizability
  • Supported: Integration with Salesforce.com
  • Supported: Integration with Microsoft Dynamics CRM
  • Supported: Integration with SugarCRM
  • Supported: Third-party software integrations

Additional Features

  • Supported: Email Marketing
  • Supported: Lead Scoring
  • Supported: Website Visitor Tracking
  • Supported: Automated Programs (Trigger & Drip Campaigns)
  • Supported: Social Publishing
  • Supported: Reporting & Analytics
  • Supported: Forms
  • Supported: Webinars
  • Supported: SMS

Act-On Screenshots

Screenshot of the Automated Journey Builder. Here, users can personalize customer interactions from awareness to loyalty.Screenshot of the Analytics Dashboard. This is used to compare performance over time, filter by segment, and export report components.Screenshot of the Email Composer. Here is where users design emails optimized for desktop and mobile with a drag and drop builder.

Act-On Videos

Act-On's Email Overview
Act-On's Advanced Analytics Overview

Act-On Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAvailable Internationally
Supported LanguagesEnglish, French, German, Spanish, Italian, Portuguese, Danish, Swedish, Norwegian, Finnish, Russian, Chinese, Japanese, Korean, Hindi, Thai, Arabic, Hebrew

Frequently Asked Questions

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.

Reviewers rate WYSIWYG email editor and Dynamic content and A/B testing highest, with a score of 8.7.

The most common users of Act-On are from Mid-sized Companies (51-1,000 employees).

Act-On Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)25%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews and Ratings

(409)

Reviews

(1-2 of 2)

Act-On's the System to Grow With!

Rating: 9 out of 10
December 09, 2014
CS
Vetted Review
Verified User
Act-On Software
1 year of experience
Our Act-On account is being used mainly by our Marketing department, but we deploy messages for the whole organization. It addresses the issue we had not being able to determine if our messages were being opened and read by our audience. It allows us to get information out quickly and keep track of who receives that information.
  • Very easy to use--their user interface makes it easy to navigate around and get to the features you need
  • They LISTEN to their users--they're constantly implementing most-wanted features that their users request, not just what they feel would be best, so they're always making their product better.
  • Nice integration with CRMs--we have Salesforce.com, and one of the main reasons we chose Act-On was because it interfaced well with SFDC so our sales team would be able to adapt to using the Act-On metrics and information provided.
  • Email Reports are easy to read and see how each message is performing.
  • Compared to other systems the price was great for all of the features it included.
Cons
  • Reporting capabilities--while they provide great information, it would be helpful for me to share that report or information on a specific message easily with particular people. Currently, I have to take a screen shot to send the email message reporting numbers if someone wants to see how the message is performing. Having an easy share link or email-able graphic report would be awesome.
  • Tiered folders for the Media Library--we have 4 different divisions of our company and each has a very different portfolio of products. It would be helpful to segment each division's collateral into folders (i.e. Window Systems Division folder which drills down and has individual folders for videos, literature, data sheets, etc.)
  • Robust lead scoring--Act-On's lead scoring module is very easy to use--but we'd like to see it get a little more advanced and score on a tier basis (someone may be a qualified lead, but shouldn't be rated as high because they've opened a ton of our messages).
Get as familiar as possible with Marketing Automation if you're new to the world. Make sure you understand what you need Act-On to work with, how it will operate and integrate with your CRM system. Don't just think about the capabilities you need at that moment, try to see what you'll need down the road to fully understand and appreciate all of the features that Act-On has to offer and how it will work best for you and your company's marketing efforts.
  • It's been tremendous for us as far as having the information available that we need. We are able to show what communications are getting through to our customers and what they particularly like receiving information on.
  • It's given our sales team a whole other tool in their arsenal with respect to the pieces of information they now have access to. They can see which of their customers are visiting what product pages and it allows them to reach out and strengthen those conversations and they didn't have that previously before Act-On.
  • We are able to qualify and convert leads much faster because of Act-On. Instead of throwing leads at our sales team after a trade show, we can pull them in and nurture those leads through marketing, and pass them off once they become more qualified--this saves our sales team time and effort without wasting time chasing a dead lead.
While all of the above are great products, I selected Act-On for a host of reasons. One being how easy it was to see the product and get a feel for how it would fit within our business. When we started with Act-On it was much smaller, and has since grown. I still get the same one-on-one feeling from them and they continue to improve their product. Another reason, was pricing. We got all of the features we needed without having to pay more for certain features. I didn't get that with some of the other companies we spoke to. The Act-On price fit within our budget and we got what we feel is a good product.
It's very easy to use and you are able to implement it very quickly. We love the support that we have received from the Act-On team, and they truly care about their customers. I love that even if there's a feature that isn't currently active on Act-On, I know that the product will only get better and better as they evolve and add. Another plus is that pretty much everything you see when you demo Act-On is INCLUDED. You don't have to buy a separate reporting module to know how your emails are performing or who's visiting your website. They don't charge you based on the number of emails you send and that has been a paramount reason why we love Act-On.
  • Email marketing
  • Lead nurturing
  • Lead scoring and grading
  • List segmentation
  • Sales intelligence
  • Integration with CRM system
  • Integration with webinar system
Less than 10,000
I wish there were more and better customization for the stationery options. They have released a new email composer that helps integrate a lot of easier features to edit and create actual layouts of the emails. Personalization is pretty easy to use, and list segmentation is a breeze. The reporting capability is very thorough, but could be improved by allowing a share link to the results or exporting a graphical report to outside users.
I'd like to see a little more but into the lead scoring capabilities. It's very one dimensional and basic. I'd like to see more tier scoring built in so that we can better qualify and score our leads, and improve our business intelligence.
The amount of information that is available is great. They include a lot of functionality for the price of the subscription. The only downside I see to this is not having exportable reports that are graphical. They are all excel exports and don't always give the best picture for an outside user (like a VP or Sales Manager).
We use Salesforce.com. Act-On looks great and functions well inside our CRM. It gives the sales users the ability to see everything they need to. I would like to see the ability to CC: a rep on an email send even if it wasn't sent from their account as long as it's to one of their users. But, the visibility they have into what visitors are looking at on the website and what they are opening and reading is great.
B2B

We have 5 Marketing users who use Act-On on the marketing/admin side of things. We deploy most of the emails from this side of the account. We report the metrics for how emails are performing, as well as what pages are being visited on the website.

Our sales users access Act-On from our Salesforce.com interface. They are able to send emails to prospects and customers, see the metrics of those messages as well as determine what prospects are looking at on the website.

3
We have myself, and our two web specialists that help support Act-On on an on-going basis. There isn't a lot that is required to support Act-On. I mainly use the system to monitor daily the actions happening within the website and how messages are performing. Any issues can be rectified with our Customer Success Manager at Act-On quickly.
  • Email Marketing--getting information out to our customers about their accounts, events, follow-ups from events or trade shows, new product announcements
  • Information collection--we use forms generated in Act-On to gather information about visitors
  • Integration within our CRM system--allows our sales team to see what visitors are doing on the website so they can time follow-up appropriately.
  • I have used it for internal purposes to track attendance at our tradeshows for staff and for them to order their uniform attire.
  • Expand internal usage
  • Follow up on Quality complaints
No
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
Price was the ultimate deciding factor. We received so much value for the price it was a no-brainer that we needed to go with Act-On as our marketing automation provider.
I have more experience with Marketing Automation now, so I would have more scenarios and questions to ask to see how the system would work for us. I would look at longer term goals and probably look a little less on price.
  • Online training
  • Self-taught
Act-On had a lot of resources, and their staff was great at answering any questions I had to make sure we got started on the right foot. Looking back, I would have preferred some additional training sessions since we didn't have any previous experience with Marketing Automation and best practices.
It was really easy to learn the features of the system without formal training. The area that we lacked was in Marketing Automation 101 and the basic best practices and processes since we had never used a marketing automation system before.
No
Premium support is Act-On's support. They don't charge extra to get in touch with one of their product engineers.
Sometimes it does take awhile for my customer service rep to get back to me, but when he does he usually has the answer I'm looking for. If he can't answer it, he will put the support ticket in for me and someone usually contacts me within a few hours of putting that request in. They are great at following up to make sure that my problem was solved before closing out the ticket.
Yes
Yes--it typically gets reviewed immediately and I know within about an hour what the status is. If it's going to take more time or work they are great about letting me know that and where it stands. I am able to go in and review any support tickets that I submit and see their status. Act-On has also been great about letting its whole community know about any reported bugs and what they have done to fix them.
We had some issues connecting our CMS (Content Management System) and getting our documents to be "searchable" on our website. It was an issue that Act-On was not familiar with, and wasn't really their fault, but they pulled a team together to help us resolve the issue anyway. They also made sure to follow up and see how things were working after we implemented the change.
  • Segmenting Lists
  • Sending Emails
  • reviewing activity within our CRM system
  • Composing forms
  • HTML building (I don't have a lot of experience with this and find it difficult to build emails using HTML and CSS Styling)
  • Integrating forms within landing pages
Yes
it's pretty basic. I don't use it very often except to check on the performance of an email from time to time when I'm out of the office or provide metrics to my supervisor. It really only looks at the email sends and information.
It is really easy to use and navigate on your own without much knowledge or help. They've also made recent improvements to their email composer that allows you more control over the placement of text blocks without having to do complete workarounds to get a desired effect (like putting 2 column text blocks in). It's now very drag and drop which is really easy.
They were great to work with. We saw several demos from them, as we'd add different team members in that would need to approve this purchase. They did them and answered all questions we had. Our sales rep was very knowledgeable and really gave us an in-depth look at how the system worked.
They really reached out to make sure we had everything we needed to get started with the system. We had a few calls with our dedicated Customer Success Manager who walked us through getting our account set up and checked in every couple of weeks to make sure everything was still going ok.
We negotiated a couple of additional marketing users as well as our sales user price since we had such a large number.
We had a good experience with this and Act-On was really easy to work with so I don't see much additional help or tips that would be appropriate for here.

It's what's under the hood that counts!

Rating: 10 out of 10
January 30, 2015
Vetted Review
Verified User
Act-On Software
2 years of experience
We are using Act-On within our department for lead-to-revenue management. Act-on has a wonderful integration with our CRM system and is actually addressing our middle and bottom of the funnel needs (something our previous platform didn't do). The insight provided by their behavior profiling mixed with the automation rules allowed within their drip marketing feature allows us to send very targeted messages to pull leads through the funnel much faster.
  • Email nurturing and deliverability are unmatched (can say this w/ the backing of some bad experiences with other marketing automation vendors)
  • The level of support and strategic direction from our Customer Success contact is wonderful!
  • Great integration with our CRM (SFDC), had big problems with this elsewhere!
  • Revenue attribution reporting
  • Sales loves the tool and insight they see from each lead that gets automatically transferred to them
Cons
  • UI could use some work, but it's what is under the hood that counts!
  • Would like more inbound features, but we bought Moz for under $100/mo. to address this.
Act-On is great for small and mid-sized businesses or larger enterprises that are focused on sales enablement. The price and functionality are wonderful for companies with 1-1,000 or so employees, but if you are a Fortune 500 company or have dozens of marketing headcount you will probably want to look into Eloqua or Marketo.
  • Increased inside sales team's efficiency
  • Much faster lead conversion
  • Full visibility into TOFU as well as MOFU and BOFU
  • Revenue increased by 25% after year one
  • HubSpot,Marketo Marketing Automation,Infusionsoft,Pardot Marketing Automation
Act-On has better support and CRM integration with almost identical functionality compared to all the marketing automation platforms I've used. The UI is not as pretty, but who cares about how a product looks when it does what it's supposed to?
Our support contact is always incredibly helpful and available (even on weekends, sorry Brian!). Platform is always being improved and they listen to us when making additions/improvements.
  • Email marketing
  • Lead nurturing
  • Lead scoring and grading
  • Landing pages
  • List segmentation
  • Sales intelligence
  • Sales campaigns
  • Revenue cycle modeling
  • Integration with CRM system
  • Integration with webinar system
  • Social marketing
  • SEO
  • Blogging
  • Surveys
25,000 to 100,000
B2B
Yes
HubSpot -- needed to focus more on our middle and bottom of the funnel. HubSpot is great for the top of funnel but ignores the rest. Also, our support could never be reached (they wanted us to pay extra for dedicated!)
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
  • Analyst Reports
  • Third-party Reviews
Full dedicated support for the life of our account. Brian has been wonderful!
No
Yes
Easy to use, we were up in running in about a month!
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