What to Expect When You Choose and Onboard with Act-On

Onboarding with Act-On

Great Marketing Automation Starts with the Right Plan to Accelerate Your Marketing Automation Success

We understand that your business is unique, and so are your reasons for purchasing marketing automation software. To ensure that you hit the ground running from day one, we’ll work with you to customize your onboarding experience. Together, we will tackle your top priorities first.

Once you sign up to become an Act-On customer we’ll ask you to identify the top 3-5 goals you’d like to get started on right away. We’ll take those and build a customized action plan for you, to get you going. First you’ll lay a foundation of technical items and integrations, and then move on to the fun stuff! Every few days we’ll send you guidance and updates on your progress, and keep you pointed in the right direction with tips and best practices.

Your Onboarding Manager will check in with you as you complete your tasks to review the results of your campaigns, answer follow-up questions, help you improve your results, and ensure you’re using all the resources available to you and your team.

Each Act-On subscription includes:

  • Customized Onboarding Action plan
  • Check-in meetings with your Onboarding Manager
  • Access to Act-On University: Learning paths, feature guides, live training and workshop classes offered daily
  • Act-On Customer Community access: Learn from your peers, ask questions and share ideas!
  • Act-On Support Team for phone, web, and email inquiries

Want more than what you see here? We offer customized onboarding plans to address all of your needs both large and small. Learn more about what our Pro Services team can do to accelerate your onboarding results!

With Act-On Onboarding is easy!

What is an Onboarding Manager?

Your Onboarding Manager is a highly trained Act-On expert here to accelerate your onboarding success. They understand how to maximize your campaign engagement, can show you new areas of Act-On to explore, and will share cool ways to wow your customers and prospects using automation as the foundation.

As you work through your customized Onboarding Action plan, your Onboarding Manager will check in with you periodically to review your usage of the platform, ask about results of the campaigns you’re launching, show you new tools to optimize the success of your programs, introduce you to additional training resources, and answer those burning questions that keep you up at night. Think of us as your marketing automation coach. We are here for you, helping you improve continuously so you get more from your marketing automation investment.

What can you expect during the Onboarding Process?

What to expect when onboarding with Act-On