We get it

Beginning your journey to marketing automation nirvana can be a daunting task. What’s the best strategy?  Will it be difficult to learn this new technology? How am I going to meet these deadlines?

Don’t worry –
that’s where Act-On comes in.  

Our Onboarding program encompasses personalized planning, extensive options for educational paths that meet your specific needs, and proactive services to make sure that you get it right – from the get go, and have the confidence and abilities to jump start your path to marketing automation success.

“Act-On’s onboarding process and University taught me more about marketing automation than I ever could have imagined.”

Technology Coordinator, Quantum Learning Network

Quantum Learning Network

We’re With You Every Step of the Way

Your Designated Onboarding Manager

Right from the start, your Onboarding Manager will help you to get up and running – fast. They’ll work with you on the strategy and tactics you’ll need to achieve your goals, make sure that you and your team are enrolled in the right training to get moving, and keep you on track.

Robust Educational Resources

From your first day with Act-On, our educational resources will teach you how to get value out of your Act-On investment fast, and help you to improve operational efficiency and push the limits of what’s possible for your marketing team.

Tech Support Managers On-the-Ready

Plus, our specialized tech support managers are at the ready to solve any issues that may come up along the way.

Your Onboarding Journey

Ready to take off? We’re here to add jet fuel to your marketing machine!


From day one, you’ll have access to Act-On University, and your Onboarding Manager will develop a customized Action Plan with set goals.


Continue your education by choosing a learning path based upon your Brand, Demand or Expand marketing role.


Identify leading indicators, determine campaign timing, & craft messages/CTA.


Send first email and nurture campaigns


Measure against goals, refine, and optimize

Standard Services



Every Act-On customer gets a designated Onboarding Manager who works with you to develop a customized action plan based upon your specific marketing automation objectives, and sees it through to success over the course of 6 one-on-one meetings.



Unlimited access to our live online courses at Act-On University with product and domain experts who’ll help you with your questions, or join our onboarding interactive workshops to learn tips and tricks from both our experts and your peers.

Premium Services



Need a bit more onboarding support? No problem. Our Premium Packages range from 8 to 12 check-in meetings with your Onboarding Manager. We’ll take the extra time to get into longer term planning and success measurement, fine-tune integrations, and polish up your campaigns into works of art.



In addition to unlimited access to our live online courses at Act-On University, our Premium Support Package includes one admission to our in-person, in-depth 3-day New User Bootcamp empowering you with the information that’ll help you succeed with your onboarding journey.



The Premium Package, our highest level of onboarding support, includes: customized (for you) email and landing page templates, our marketing automation strategy guide, as well as consulting sessions with an Act-On expert, who’ll review your strategy and marketing funnel to guide you towards best practices for success.

For more information about onboarding and support services, please visit our pricing page.


Sometimes getting up and running means moving off and over – from Marketo, Pardot, Hubspot or an email service provider.  We know that marketing automation migration can be a huge project in and of itself, so we have a range of services that’ll help make your switch to Act-On smooth and successful.