The Act-On Platform

Powers Modern Marketing to Drive Business


Modern marketing is digital marketing. Its broad scope spans outbound and inbound tactics, lead generation and nurturing strategies, and customer lifecycle optimization and advocacy programs. To succeed, today’s marketer needs a digital marketing solution that’s capability-rich, flexible, interoperable with other systems and tools, intuitive, easy to use, effective, and cost-efficient.

Act-On delivers precisely that solution.


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Built for marketers, not engineers

Act-On is a software-as-a-service, cloud-based marketing automation solution. Its platform is built to give marketing teams all the value of marketing automation – without the complexity big enterprise systems impose. Are you wondering, what is marketing automation? We’ll help you learn the basics and show you everything Act-On can do for you.

Using the Act-On platform, marketers can easily:

  • Manage and optimize all the stages of the customer experience
  • Follow the money by attributing marketing spend to revenue
  • Track each prospect’s activity from initial engagement and conversions to closed sales and repeat sales, and beyond
  • Report on campaigns, from high levels to detailed drilldowns
  • Stay compliant with local anti-spam laws (e.g. tools for Canadian businesses to stay compliant with CASL)

With Act-On, marketing efforts can be seen, known, measured, and optimized based on hard data, not gut feelings.

It’s all available in a platform designed for marketers, not engineers. So it’s quick to learn, easy to use, and can be set up without involving the IT department. Act-On’s integrated marketing automation platform can simplify your cross-channel customer engagement, give your sales team mission-critical information, and boost your company’s success.

But you don’t have to take our word for it. Read why Forrester Research ranks Act-On a leader among Lead-To-Revenue Management Platforms.

Unlock the Report >

Customizable dashboard shows all marketing efforts at a glance

Act-On’s dashboard is clean, simple, and integrates all key features for instant access to the status and performance of your marketing initiatives. Customize it to meet your needs and preferences for even quicker access and visibility to the data most important to you.

Act-On Dashboard

Email marketing tools make your messages masterful

Act-On’s Email Composer lets you turn creative ideas into responsive, high-quality emails and templates. Use A/B testing to determine which version will perform the best. Pick your lists and segments, and then schedule your sends. That’s it. Act-On’s email delivery engine does the rest.

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Zero-setup database takes the pain out of list management

Act-On makes list upload, management, and segmentation easy and flexible. You can create separate lists based on any combination of profile attributes and behaviors, from very simple to tightly targeted. Use them once, save them for reuse, or turn them into master lists. The options are all up to you.

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Create a segement

Complete activity histories give sales immediate insight

Every contact in your database has an activity history that shows you how engaged they are, and in what ways. Click a tab to see which website pages they’ve visited, what you’ve mailed them, which forms they’ve filled out, what media they’ve downloaded, their lead score, and more. By understanding what prospective buyers are doing, you can better assess what they care about and, as importantly, how to reach out to them effectively.

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Contact Report Overview

Website visitor tracking unlocks your web traffic

Get a quick snapshot of your real-time web traffic, including numbers of known and anonymous visitors, average pages per visit, and bounce rate. Drill down to see which pages individual visitors have looked at, what content they’ve viewed or downloaded, and which forms they’ve filled out. Identify anonymous visitors with plug-in data sources, and get real-time alerts when a particular person is on your site or a specific action is taken.

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Website Prospector

CRM integration streamlines sales efforts

Act-On’s platform has native integrations with the most popular CRM systems, including Microsoft Dynamics, Salesforce, Infor, Sugar, and NetSuite, and more. Your CRM can remain the database of record. Act-On pushes just the right data to it – at just the right time – so your sales team can identify the hottest prospects and reach out warmly, effectively, and immediately.

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Hot Prospects

Automated campaigns make iterative processes a thing of the past

A simple drag-and-drop interface lets you automate key processes and tasks that are critical to campaign success, yet are repetitive and labor-intensive to manage by hand. Create drip campaigns for nurturing, onboarding, and training. Set up trigger emails that launch when your visitor takes a defined action. Use conditional “if-then” logic to tailor subsequent messages that precisely and appropriately match each prospect’s needs based on their previous actions. The options are endless … and so are the opportunities for increased sales and efficiencies.

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Inbound marketing tools help ideal buyers find you

Act-On’s suite of inbound marketing tools puts you on the fast track to attract and convert your ideal buyers. From search and social media marketing to landing pages and forms, Act-On has everything you need to get found by people who – right now – are looking for the products and services you offer. Native integration with Google Adwords provides a richer view of your pay-per-click campaigns.

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Funnel reports show business impact in a single, real-time view

Say goodbye to data siloes with Act-On’s marketing funnel reports. Complete campaign reports let you visualize the true effectiveness of your marketing efforts and understand lead-to-revenue conversions in play at all stages of the funnel. Create models to better predict the buyer’s journey, report on multiple dimensions of your marketing efforts, and compare performance over time. Depending on your CRM, you can even integrate Opportunity and Closed data.

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Funnel report


With a tsunami of new marketing and sales technology vendors emerging on the scene, it’s important to find the right technology partner to support your surge to success. Ride the wave with Act-On, a leader in the Forrester Wave™ for L2RM Platform Vendors, Q416 report.

Under the hood

The Act-On marketing automation platform accommodates both a multi-tenant environment and dedicated instances.

  • Read about our platform architecture, data confidentiality, authentication, and compliance here. Security and Architecture datasheet
  • Read how Act-On manages Trust and Transparency
  • All the CRM integrations, and many other application integrations, are native; that is, the architecture allows the two systems to interface directly, rather than being accessed through a third party.

Account Settings

Act-On users have one of three possible roles:

Marketing Administrators

Can have both marketing and administration privileges. This includes the ability to add, delete, and edit marketing and sales users to different workspaces; assign message launch approvals; apply password policies; assign folders to Sales in the Email templates area; and see all messages sent from the system.

Marketing Users

Can create and run campaigns and webinars, create forms and landing pages, create and manage lists, create and manage lead scoring, create collateral, do A/B splits, run reports, manage inbound features, and more. Marketing users can add other marketing users, but they cannot add marketing administrators or sales users.

Sales Users

Have access to contact and lead activity histories, and can send marketing-created emails. Depending on CRM integration, they may have access to Act-On directly from their CRM dashboard and be able to send marketing-created emails; they may also receive daily lists of prioritized high-scoring leads. Sales users have access to the Website Visitor view, and they can set and receive alerts notifying them when specific people or companies visit the website.

Go ahead, get started…

Marketing Automation & Email Marketing Software You’ll Love

Act-On’s fresh approach to marketing automation and email marketing gives you full functionality without the complexity other systems impose on you. Our streamlined user interface puts first-rate marketing tools at your fingertips, making campaigns and programs easier and faster. Integrate your CRM, webinar management and other tools too, most with one click.

Ready to see Act-On in action? Take a 10-minute video tour.

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