Are you looking for a Act-On software trainer who can lead corporate training at your company? We can match you with an experienced Act-On trainer who can run a virtual Email Marketing training session for your business.
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There are many reasons why companies request training in using Act-On software. They might have recently signed up to Act-On and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use Act-On and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at Act-On implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming Act-On online course. Let’s start with implementing Act-On in your business.
To get started with Act-On, an email marketing software, the first step is to sign up for an account on their website. Once registered, you will need to set up your account by providing necessary information about your company and its goals. Next, you will need to integrate Act-On with your existing CRM system or import your contact list. After that, you can start creating email campaigns by designing templates, adding content, and personalizing messages. Act-On also offers automation features, so you can set up workflows and triggers to send targeted emails based on customer behavior. Finally, before launching your campaigns, make sure to test and preview them to ensure they appear correctly across different devices and email clients.
For a company getting started with Act-On, there are several types of users who would benefit from training in this email marketing software. Firstly, marketing managers and directors would need training to understand the features and functionalities of Act-On, enabling them to create effective email marketing campaigns. Sales representatives would also benefit from training to learn how to utilize Act-On for lead generation and nurturing. Additionally, the company’s IT team would require training to ensure smooth integration of Act-On with existing systems and to troubleshoot any technical issues that may arise. Finally, customer support and service teams would benefit from training to effectively use Act-On for customer engagement and retention. Overall, training in Act-On is essential for all users involved in the company’s marketing and sales efforts.
1. Begin by creating user accounts for new users in Act-On, ensuring they have the necessary permissions and access levels.
2. Provide new users with login credentials and instructions on how to access Act-On.
3. Offer a comprehensive training session or tutorial to familiarize new users with the software’s features and functionalities.
4. Encourage new users to explore Act-On’s resources, such as online documentation, video tutorials, and customer support channels.
5. Assign a mentor or point of contact within the company who can assist new users with any questions or issues they may encounter.
6. Set up regular check-ins or follow-up sessions to ensure new users are comfortable using Act-On and address any additional training needs.
7. Continuously provide ongoing support and resources to help new users maximize their utilization of Act-On for effective email marketing campaigns…
To train admins of Act-On, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, access different modules, and perform basic tasks like creating email campaigns and managing contact lists. Demonstrate how to set up automated workflows, track campaign performance, and analyze data using the reporting tools. Encourage admins to explore the software’s advanced features, such as A/B testing and lead scoring. Offer hands-on training sessions, either in-person or through webinars, where admins can practice using the software with real-life scenarios. Provide comprehensive documentation, including user guides and video tutorials, for admins to refer to when needed. Encourage admins to ask questions and provide ongoing support to ensure they become proficient in using Act-On effectively.
To set up user permissions in Act-On, start by logging into the software with your admin credentials. Then, navigate to the “Admin” tab and select “User Management.” From there, click on “Roles & Permissions” to create custom roles or modify existing ones. Assign specific permissions to each role, such as access to certain features or the ability to edit and delete content. You can also set up user groups to streamline permission management. Once the roles and permissions are defined, assign them to individual users by going to the “Users” tab and selecting the appropriate role for each user. Remember to regularly review and update user permissions as needed.
9:00 AM – Introduction to Act-On: Overview of the software’s features, benefits, and how it can enhance email marketing campaigns.
10:00 AM – Account Setup: Step-by-step guidance on creating an account, setting up user profiles, and managing permissions.
11:00 AM – Email Creation: Hands-on training on designing and customizing email templates, adding content, and personalizing messages.
12:00 PM – Lunch Break
1:00 PM – List Management: Instruction on importing and segmenting contact lists, creating dynamic lists, and managing unsubscribes.
2:00 PM – Campaign Automation: Exploring the automation capabilities of Act-On, including drip campaigns, lead nurturing, and triggered actions.
3:00 PM – Reporting and Analytics: Understanding the reporting dashboard, tracking email performance, and analyzing campaign metrics.
4:00 PM – Q&A and Wrap-up: Addressing any remaining questions, providing additional resources, and summarizing key takeaways from the training…
We have a comprehensive Act-On course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering Act-On: Unleash the Power of Email Marketing
Description: This comprehensive online course is designed to equip individuals with the knowledge and skills needed to effectively utilize Act-On, a leading email marketing software. Participants will learn how to create and manage email campaigns, segment and target audiences, automate workflows, analyze campaign performance, and optimize email deliverability. Through interactive tutorials, real-world examples, and hands-on exercises, learners will gain a deep understanding of Act-On’s features and functionalities, enabling them to maximize their email marketing efforts and achieve measurable results.
Expected Learning Outcomes:
1. Proficiently navigate and utilize Act-On’s interface and tools.
2. Create compelling email campaigns that engage and convert target audiences.
3. Implement advanced segmentation strategies to personalize email content.
4. Automate workflows to streamline marketing processes and save time.
5. Analyze campaign performance metrics and make data-driven decisions.
6. Optimize email deliverability to ensure messages reach the intended recipients.
We’ve outlined above some of the basics of implementing Act-On in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site Act-On training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online Act-On course, join the course waitlist and you’ll be the first to know when it launches.
