I'm currently using ACT! 2009 and I am getting ready to upgrade to ACT! 2010. I like what I've read about Swiftpage/emarketing integration but can't find any clear information on letter drip marketing... so my question is this: Will the new ACT! allow me to set up a predefined LETTER campaign? I would like to have it so that when I change the id/status of a "Prospect" to "Customer" and put in a "Sales Date" anchor... I would like ACT! to automatically print (as an example scenario here) a Thank You letter on day one, a One Month Follow Up letter in 30 days, a Six Month Follow Up letter in 180 days, etc.
I understand I can set up an activity series to give me "to do's" on those dates but that just becomes nightmare to keep track of. Ideally I would like to be able to have the automated letter printing included in the email-marketing. Will ACT! do this out of the box? If not, is there an add-on that any one knows of that can help me accomplish this? Thanks!
I've been looking for this exact feature. Does anyone know an add on that would trigger a letter to be printed off reather than a e-mail. Northwood is too expensive and conpletcated.
I'm using Northwoods SAM and it works great. Very stable. If you need any help with this let me know. The learning curve is a high but once you understand the system it's easy.
