Act-On will take your marketing to the next level!
Updated February 28, 2025

Act-On will take your marketing to the next level!

Rick Juby | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Act-On Software

Act-On is being utilized by Progressive as our principal marketing software directed to our agents. It is used across our agency distribution marketing department. We use Act-On to create our marketing messages and direct them to our agents. It addresses the business problem of how we get our messages out to agents. Act-On is great because it allows us to quickly segment and get our messages to agents quickly if needed. The segmentation is good because we can import lists with demographic and business data allowing us to segment our messages to the right agents.

Pros

  • Act-On gives us flexibility to create high quality emails because we have the ability to import images and create links to websites or PDFs to increase agent engagement.
  • Act-On has a great survey tool that allows me to create survey so that I can quickly gather information from our customer base for our business needs. The data is delivered in spreadsheet format so it can be easily analyzed.
  • Act-On gives me the ability to create landing pages, which I can link our agents to more information with by an email. We have the same flexibility to create high-end landing pages.
  • Act-On has great engagement reporting of our email sends. I look forward to reviewing the reports with my internal customers to show how the emails have performed from an open and click standpoint.
  • ActOn has very good automated program functionality that allows me to import new agents for onboarding journeys. The automated programs are fun to build and allow for flexible messages based on an agent's production or training completion.

Cons

  • I think Act-On could have a better folder system for marketing lists.
  • I think Act-On could offer a faster way to clean up lists and images. Right now you have to remove one at a time.
  • Act-On could make it easier to pull in personalized data to an email from an extension list. It is a two-step process right now.
  • Act-On has a positive impact because our business is constantly changing so having the ability to create a survey and get feedback is critical for us to make the right business decisions.
  • Act-On allows us to create positive agent engagement with our agents because we use Act-On to deliver our agent rewards program.
  • Act-On is powerful because we can also use it for sending invites and registrations for our live video chats. Act-On interfaces with WebEx so this can be achieved automatically.
  • ActOn enables us to send emails quickly and efficiently, streamlining communication with minimal delay.
ActOn's ease of use has enabled us to proactively communicate with our agents in critical situations when we need to warn them of an approaching weather event or in form them of a systems mistake on our side. ActOn gives me the ability to push out these emails within hours or sooner keeping our agents fully informed.
Yes - ActOn has been proven to be a flexible tool. One example is our integration with Salesforce. ActOn syncs nicely with Salesforce so our Sales Reps can see all the different types of emails that are sent to the respective agents in their territories. It also shows if an agent has clicked on a particular call to action in the email. In addition, ActOn gives our reps the ability to send an ActOn template to their agents.
I give ActOn a score of 9+ for overall usability because they give us so much functionality in their digital platform to allow us to deliver millions of emails each year that range from Rate Revisions, agent promotions and webinar registrations to our independent agent force. We deliver very clever content because we can incorporate cool images and graphics into our templates. We also like the ability to design landing pages for agent events. The reporting and backend data helps us analyze our effectiveness.
A colleague used iContact but it did not offer us the ability to build content as efficiently as ActOn. In addition, the survey, landing page and automated program functionality was not available or not as advanced.

Do you think Act-On Software delivers good value for the price?

Yes

Are you happy with Act-On Software's feature set?

Yes

Did Act-On Software live up to sales and marketing promises?

Yes

Did implementation of Act-On Software go as expected?

I wasn't involved with the implementation phase

Would you buy Act-On Software again?

Yes

You will find Act-On suitable for many agent communications that are both targeted and broad reaching. It gives you the flexibility to create high-quality emails and surveys that allow for quick engagement from your targeted prospect or customer base. Act-On is good for quizzes right now but my guess is that they will build out this functionality to incorporate more complex survey building down the road.

Act-On Feature Ratings

9.4
WYSIWYG email editor
8
Dynamic content
10
Ability to test dynamic content
10
Landing pages
10
A/B testing
10
Mobile optimization
9
Email deliverability reporting
10
List management
9
Triggered drip sequences
9
9.3
Lead nurturing automation
9
Lead scoring and grading
10
Data quality management
9
Automated sales alerts and tasks
9
10.0
Event/webinar marketing
10
8.0
Social sharing and campaigns
8
Social profile integration
8
9.7
Dashboards
9
Standard reports
10
Custom reports
10
8.1
API
9
Role-based workflow & approvals
9
Customizability
9
Integration with Salesforce.com
9
Integration with Microsoft Dynamics CRM
6
Integration with SugarCRM
7
Third-party software integrations
8

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