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ACT and email automation

Tuned Listener
Posts: 58
Country: USA

ACT and email automation



I have been using act up to version 6.  I stopped after 2005 and ventured back to it on 2008 (after buying a new harddrive, 7200 rpm, from my laptop). 


I am currently looking at two types of CRM.  Act 2008/2009 or Avidian's Prophet.  Prophet does one thing I love and want to find out if Act 2008/2009 would do it.  It involves automated emails.  Say I want to sent a client 2 emails, 60 and 30 days prior to a specific date.  Can ACT do something like that?


Prophet does not allow the customization ACT offers, but I really want the email automation.  Do you know if ACT does it or is it an add-on.




Nickel Elite Contributor
Posts: 508
Country: USA

Re: ACT and email automation

Russell -


Not sure if this is a 100% solution, but ACT! has Activity Series Templates.  This is where you pick a target date, and then base multiple activities off this date.  Actually sending the email would be done by you, but if you set up a template with a date, and the two other dates you specified, it will schedule all these activities at once.


Now, that being said, there are add-ons that can manage campaigns and actually send the emails - look at


Hope this helps...

Richard Brust
ACT! Certified Consultant