12-09-2016 01:33 PM
Hi! I was asked to repost this open letter to the forums so that we can have a conversation about some of the missing features in ACT and so users can become more familiar with the features ACT does provide currently. Here goes:
To Whom it May Concern,
12-12-2016 01:32 AM
12-13-2016 09:17 AM
Hi Keith & Calvin,
Thank you for providing this valuable feedback. We love hearing how our long-standing customers have used Act! to grow their businesses, and this kind of feedback let's us know the kind of things you find most important in your day-to-day usage of the software. I'd like to offer some solutions to the roadblocks that you're currently running into. Some of these solutions will only apply to recent versions of Act, and may not be available in the version you are running.
To help us pull together some more detailed suggestions, can you please answer the following questions?
I'll break down my suggestions to address the individual points you have brought forward:
Recurring emails (i.e. birthdays)
This is possible to achieve assuming that you are using Act! emarketing. A smart task can be set up in Act! that will, for example, send a contact a campaign email at 9am on their birthday, personalised with their name etc, and using a rich template featuring any images you like. This can run automatically every day, as long as Act is open on the machine.
There are a few ways to manage joint contacts, depending on what you wish to do with them. One method is using secondary contacts. Using this feature you can designate one person as the main contact (whose primary details are shown on the contact record) and the other as a secondary contact, who is added in the Secondary Contacts tab. When it comes time to email both contacts, you can promote the secondary contact to a full contact from this tab. They would then appear as a separate normal contact. If you wanted to group these two contacts together, you can either use the Groups feature, with a group name like "Smith Family - 123 Street". Alternatively, you could utilise the Company field to group these contacts, and create a Company with a similar name. This way you could simply include a lookup of the Groups or Companies in your mailings, instead of selecting both contacts.
I understand that these methods aren't as straightforward as simply including a second email address to the campaign. Such a feature would need some consideration and research on how it could be implemented. The Share Your Ideas board would be a good place to suggest this particular feature.
Sent email tracking
This is currently possible to do, assuming again that you are using Act! emarketing. When looking at the online campaign reports, you can check to see a complete list of who the email was sent to, and whether or not they have opened it.
It is also possible to see this detail in Act!. After updating the campaign history, you can see on the History tab that the campaign has been sent, but not necessarily opened.
Please let us know any thoughts, or further questions you may have on these points.
12-18-2016 08:30 PM
Thanks Gary! This helps a lot.
Here is my info:
Thanks for these suggestions. I may submit an idea on the share your ideas page; that would be very helpful if we could do that without having to create a secondary contact for all of Keith's contacts who are listed beside their spouse's name in his contact list.
As for the recurring emails. In the example you showed, could I make the task run only on a birthday or does it have to be daily? We have emails set up to send on people's birthdays, anniversary's etc., but so far I haven't figured out how to make this happen once a year, every year without manually inserting it. Obviously once a day wouldn't work.
I can't tell if, in the example above, your screenshot shows a situation where an email is being sent every day, or once a year. If once a year, that's fantastic and exactly what we are looking for.
12-21-2016 01:52 AM
Hi Calvin, I can help you with Gary's Smart Task example (Gary is out of the office until the new year).
To clarify straight away, in Gary's example an email will be sent once a year on the person's birthday, exactly what you were hoping for. I'll explain how the task actually works.
So as you can see in the screenshot the task is set to run every day at 9:00am. This means that every morning at 9 the smart task will perform a search of the database to see if it is able to run or not. The criteria it is searching for is anyone whose birthday is today. If it finds a match, then it will send out a birthday email.
This means then that the task is searching every single day, but it will only send out emails to anyone who matches the search criteria, meaning that every contact will get one email on their birthday every year as that is the only time they match the criteria.
I hope this makes sense, please let me know if you have any further questions.
12-29-2016 02:43 AM
You certainly can yes. I would recommend that when you create those custom fields, you make sure that the type of field is set to 'Annual Event', which as you would imagine is used for anything that comes up on a yearly basis.