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Act-On Software

Account Setup Overview

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

Welcome to Act-On! In this stage, our goal is to create a solid foundation to ensure your success, and capture ROI as soon as possible. Let’s begin by making sure your Act-On account is setup properly, so you have everything you need to attract more prospects, capture their information, nurture them, and convert them into closed deals.

We’ll start with a few technical recommendations to get the highest email deliverability possible, setup your account profile and users, connect to different 3rd party apps, start your lists, and upload your images and PDFs.

The goals within the Account Setup Playbook are to:

  • Create a solid foundation to ensure your success
  • Capture ROI as soon as possible.
  • Attract more prospects, capture their information, nurture them, and convert them into closed deals.

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