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Act-On Software

Creating Triggered Email Messages

 

You can create different kinds of email messages to be used for various reasons. Some email messages may be sent as 'one-off' email campaigns, while others might be included as part of an automated program campaign or form confirmation message.

 Act-On allows you to create triggered (or auto-response) messages that are aligned to automated programs, forms, or webinars. These triggered messages are sent immediately when a prospect arrives at a specific point within an automated program or webinar program, or submits an Act-On form that is set up for confirmation emails.

Create Triggered Messages for Automated Programs

  • In the Program Builder, click Program Messages.
  • Click Add Program Message.
    • If using Start From A Blank Message, the auto-response message builder will allow you to create the triggered message. Click Save once you've finished composing the message.
    • If using the other options, click on the appropriate email, and click Yes. Click Save once you're done composing the message.
  • Click Done to save the changes to the automated program.
  • In the webinar program builder, add or edit the appropriate message.
    • For Invitation, Last Chance, Reminder, or Follow-up emails, you'll be able to compose, address, review, and schedule the message
    • For Signup Form Auto-Response, Registration Accepted, and Registration Rejected emails, you'll only be able to compose the message, since messages are sent immediately once the registration form is submitted
  • In Step 2 (Settings) of the form builder, click Create Confirmation Email Message.
    • If using Start From A Blank Message, the form builder will allow you to create the triggered message. Click Save once you're done composing the message.
    • If using the other options, click on the appropriate email, and click Yes.  Click Save once you're done composing the message.

 

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