Act-On Software

Score8 out of 10

408 Reviews and Ratings

What is Act-On Software?

Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.

Categories & Use Cases

Media

the Analytics Dashboard. This is used to compare performance over time, filter by segment, and export report components.

the Email Composer. Here is where users design emails optimized for desktop and mobile with a drag and drop builder.

1 / 3

WYSIWYG email editor
Users can create html emails through a drag-and-drop interface, without html coding knowledge.
Category average: 8
Dynamic content
Users can tailor email, website or landing page content depending on the viewer or recipient (e.g., email salutations that include the recipient’s name).
Category average: 6.9
A/B testing
Users can experiment with different variations of a campaign and measure results. Testable aspects might include subject lines, header images, or landing page copy.
Category average: 7.9

Mobile optimization
Users can easily optimize emails and landing pages for mobile devices.
Category average: 8
Integration with SugarCRM
The software can integrate with SugarCRM bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
Category average: 7.7
Calendaring
The software helps users maintain a calendar of all marketing activities.
Category average: 7.5

Verified User

Director in Marketing (11-50 employees employees)

Use Cases and Deployment Scope

Send templated emails to our financial advising prospects and clients. Monitor website and open rate activity. Email automation sequences.

Pros

Pretty easy to use.
Integrates with my CRM sorta.
Monitor prospect activity.

Cons

Need more options on Zapier. There are additional triggers and actions that could improve the integration.
Need native integration with WealthBox, one of the biggest CRMs in fintech. You have it with everyone else. I made a call with you where you wanted $5,000 to build it. Just build it.
The 'true open' revelation is disappointing. There are users I've told colleagues were opening and clicking eblasts, only to find out that may not have been true. I feel stupid, but that's just the tech I guess.

Return on Investment

Can't put a number on it, but it's been a time-saver.

Usability

Alternatives Considered

Intuit Mailchimp and ConvertKit

Other Software Used

Wealthbox CRM, Zapier, Calendly

Sarah Ortega View profile

Marketing & Advertising Assistant in Marketing at URL Insurance Group (11-50 employees employees)

Use Cases and Deployment Scope

I use Act-On every day to send emails out to our client base. They make it simple to put together cohesive campaigns with forms, landing pages, and emails. We also have several marketing automation programs running so that we can focus on the day-to-day. I love the reporting for every message so you can improve your efforts.

Pros

Easy Interface - the WYSIWYG interface makes it extremely easy to build out marketing campaigns in a short amount of time. Just place your text and images and you've got a beautiful cohesive design.
Wonderful customer support - I have had very few problems with Act-On, but those I did have were resolved very fast by my customer care rep. They are very hands on with their customers and do whatever they can to help you succeed.
Integration - smooth integration with our Salesforce account allow us to build out elaborate campaigns with specific lead lists, and then add qualifying data back to customer accounts.

Cons

We send several weekly emails out to the same customer lists and it would be convenient if when we duplicated the message it would duplicate the list selection as well.

Return on Investment

Better customer service and stronger relationships with our customers - being able to stay in contact with our customers and provide them with the targeted content they want has been a boon for us.
Better lead conversion - emailing leads with content they would find useful has increased interest in our company.
Increased employee efficiency - I can build out campaigns including e-mails, landing pages, and forms in a fraction of the time!

Usability

Alternatives Considered

Salesforce Marketing Cloud and HubSpot Marketing Hub

Other Software Used

Asana, Trello, Adobe PhotoShop, Adobe InDesign, Adobe Illustrator CC, Adobe Dreamweaver

Jenny Alonzo View profile

Vice President of Marketing in Marketing at Good Funding (11-50 employees employees)

Use Cases and Deployment Scope

Our company uses the Act-On email marketing platform for all lead and customer email communications. We chose Act-On because of its seamless integration with Salesforce and the ability to finely tune audience segments.

Pros

Audience Segmentation
Journey Building
User Friendly

Cons

The new generation wyzywyg editor needs to have the ability to edit the HTML source code
More flexibility for importing custom reports from Salesforce to ensure no information is inadvertently lost in the de-duplication process

Return on Investment

Ease of Use
Time Savings - specifically the ability to clone emails and whole automated journeys. As a department of one, this is crucial for getting marketing campaigns up and running quickly.

Usability

Other Software Used

Spotfire, Salesforce Lightning Platform

Verified User

Employee in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

We use Act-On Software to communicate news, updates, and website content to our customers and those who have signed up for our mailing list. As a marketing team, Act-On Software solves the problem of reaching all of our customers (or segments of our customers) in all 17 countries. It allows us to integrate and organize our contacts and touch points.

Pros

It is dependable.
It integrates well.
Act-On Software has excellent customer support, and informational resources.

Return on Investment

Improved visibility through email campaigns
.

Usability

Other Software Used

Microsoft SharePoint, Google Analytics

Verified User

Manager in Marketing (10,001+ employees employees)

Use Cases and Deployment Scope

We use Act-On Software to automate our email needs and review analytics. This helps streamline our project management processes while ensuring accurate data feedback. The software has a lot to offer with email, sms, landing pages, and crm connections. The software is very customizable which is helpful in using it for many needs.