It was brought to my attention today that when reviewing the dashboard for prior campaigns, the user is returned to base campaign lookup screen.
Can consideration be given to making it possible to have two returns - one for returning to the prior list or the standard return.
I'm not a programmer, but maybe just adding a check box could be added to the options that says remember the filtered list.
The current downloadable Custom Table (CT) Designer does not work as expected. Tables designed look perfect on the desktop before uploading to Act Cloud and then the table formating is messed up with fields not in the position they were set up in the designer. This is a real turn off when demonstrating Act to existing and prospective customers.
As Act now have a QA Director and Usability expert hopefully CT will be improved and very soon as CTs are a real value add to the basic Act product.
I have set up an email campaign in AMA with serveral emails after the forth email I had set an action to call the customer then continue onto the next email.
the first four emails work and then it places an activity in act to call the customer but the next email does not get sent.
Act support has had a look and are stumped
anyone had a similar issue
currently running v21
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The swap field is a very useful edit command. The company I support uses it to update eMail information when bounced eMails are received as well as other fields.
For example, a field called "Bounced E-Mail" has been added, and it is not uncommon to look up a group of bounced eMails, and this works fine for the lookup.
At other times, it is reasonable that only a single contact is identified, and this works fine.
But other times in a lookup of multiple contacts, the current contact is the only change. It is easy to to swap the field without changing the lookup to the single contact and move on. If the lookup remains unchanged then the error is easy to fix; however, if the lookup is changed it is reasonable that the user may not remember what the prior lookup was.
I would like to see an option added to this lookup that forces the user to select which contacts are to be affected as follows:
- [ ] Current contact (This would be the default forcing the user to change to current lookup if appropriate.)
- [ ] Current lookup
As a regular Mailchimp and AMA user I'm surprised more ACCs and customers havent asked for the ability to send more than one test email at a time.
Most digital marketers want to test email campaigns to collegues to review and on various email systems. Currently sending individual emails from AMA makes this timeconsuming. Doesn't this functionality AMA make sense?
Today I was asked if there was a way to run a report on our bounce rate over this year so far.
I did use the dashboard to get the total eMail generated and the % of bounced eMails. However, I couldn't find a way to get the number of bounces.
My request is for the ACT design team to give more flexibility to the reporting functions of AMA.
Either, provide multiple "standard" reports or a way for the admin to prepare a customer report.
I did find it interesting that our bounce rate was 4%, but when I ran an advanced report for the number of bounces within the last 312 days (Jan 1 to Jan 7 this year) it dropped to 1.5%.
The Advanced Lookup included one line of the following criteria:
- Type = Campaign Results
- Field Name - Senddate
- Operator = Year Equals [number]
- Value 2020
Total comes to 10,183 but the Dashboard showed 53,423. It makes me think that the advanced formulae above only looked at contacts that had a senddate in 2020 and didn't count the multiple senddates within a contact. So maybe there is a way to COUNT ALL THE SENDDATES within the time period. If the dashboard can do it, I would like to think that an advanced lookup could do it.
I'm in the process of cleaning up our database of 50,000 plus contacts. However, there are a lot of people who have been imported that based on their title are not a prospect within a company.
A tool I'm using is called Secondary Contact Wizard, which is available on the ACT! Market Place.
I seem to remember there was a checkbox in the past that when the contact dialogue box came up there was a box to check that said something like "Include secondary contacts".
I know this can be done in an advanced search, but that is somewhat time consuming.
Will ACT! give consideration to adding back that check box?
I would like Marketing Automation to inform me when an email has Bounced when being sent to a customers email address.
I am aware we can go manually into the reporting side to see.
But it would be very helpful if an automated email could be sent to the sender to inform them of any bounces of a campaign.
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A long time ago but in the current SQL version there was an option to select "Add to Notes" from a field during importing from CSV etc.
For reasons that don't make sense to me this option was dropped some versions ago. Please can I put a request to have it added back in. The codex must already exist so should not be a huge job to put this function back into the import wizard.
I would like to request the option when integrating Outlook with Act which email accounts to monitor in Outlook or not to avoid duplicate history recording.
An example is a support team may all monitor the support@ box in their Outlook and all have Act user profiles so when they receive an email to the support@
box it is creating multiple history records for same email.
This has alwasy been a bit of an issue and starting to see it more and more now as multiple people monitor the generic info@, support@ etc emails
With the popularity of Microsoft Teams gaining momentum, what steps is ACT taking to create an interface between the two applications.
I see Teams as being an additional tool to enhance ACT.
One of the features of Teams is that it interfaces to Outlook. While I can't speak for others, my company does not synchronize ACT and Outlook.
Therefore, that would be a key feature that the ACT Phonebook icon that is now in Outlook would be accessible by Teams.
Scheduled activities would be another area that the interface would be helpful.
These are just some of the areas that the two applications should start dating and get engaged.
I remember in my last sales position in a Fortune 500 technology sales company that the CRM was created for managers and not for sales people. As a result, I ran ACT along with the company provided CRM. With companies adopting Teams, there are countless points that Teams can benefit ACT.
I'm just learning Teams, so assuming that this makes it for voting, I hope others will add areas in which the interface would be helpful.
I use a lot the Company layout to put all the contact of that company in it. I use some fields that refer to the whole company (e.g. the car brand they use, then every contact has the car model field). Then I want to filter all the company by that field, BUT I cannot create a group of all those contacts (for example to send eamil to all contacts in companies that own that kind of car brand).
Briefly I would like to filter contact by a filter that is only in company.
Duplicate that field into contact field is not possible because my database is 2000 and more contacts and I should refresh all companies one by one.
Thank you for your ideas.
For ACT Cloud, would like to see 2FA or MFA available. I don't like having only a password in between me and the hackers of the world knowing my business. (If this is currently available, someone please correct me. I searched for it in the knowledge base and also asked tech support and they both lead me to believe this isn't available.)
I think it would be a good idea:
if a prospect is put on to a marketing campaign which involves multiple calls, the opportunity stage is automatically updated when the call is completed.
At the moment this is manual but it would save time.
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A best practice is to make sure the db is backed up every day.
However, ACT, pay attention here ...
It is not uncommon that, during the process of the day, a document or two had been left open during the day. When the scheduled backup starts it fails b/c the user did not close the document(s).
Can the development team give consideration to modifying the backup process with a notice to the user that because a document was left open, no attachments were backed up.
There could be a number of reasons why a document was open; however, the backup should be completed without attachments. The reason it should be skipped is because the db doesn't know if the document is in the process of being changed or just open for reading.
The necessity of the core db being backed up is critical.
And if you are not backing up every day, please adopt this best practice to schedule an automatic daily backup.