Act Marketing Automation: Moving, Resizing & Navigating Around The Object Screen

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz guides users through working with objects within an Act Marketing Automation campaign. Understanding how to navigate, move, resize, and modify objects is essential for creating visually appealing and well-organized campaigns. Tony demonstrates simple techniques to make adjustments and optimize the campaign layout for better user experience and engagement.

  1. Identifying Objects: Objects in an Act Marketing Automation campaign include elements like green circles and blue boxes, which serve as key components of the campaign layout. These objects represent various campaign elements such as emails, actions, and decision points.

  2. Modifying Objects: To modify an object, simply click on it once, and a box will pop up with options related to that specific element. Users can make changes to the content, appearance, or behavior of the object depending on the available options.

  3. Moving Objects: To reposition an object within the campaign, hold the control key and drag the object to the desired location. This simple technique allows users to arrange elements for better organization and clarity.

  4. Resizing Objects: Users can adjust the size of objects to improve visibility and fit them better into the overall campaign layout. By clicking on the screen and using the mouse scroll wheel while holding the control key, objects can be made larger or smaller.

  5. Navigating the Screen: Navigating around the object screen is crucial, especially when the campaign becomes more complex and involves multiple elements. To move around the campaign screen, click and drag while holding the control key, allowing users to explore different parts of the campaign layout.

Conclusion: Effectively working with objects in Act Marketing Automation is vital for creating visually appealing and well-organized campaigns. By mastering techniques like moving, resizing, and navigating around the campaign screen, users can optimize their campaigns for better user experience and engagement. With the ability to modify objects and adjust their appearance and behavior, marketers can design effective campaigns that resonate with their audience and achieve their marketing goals. Whether it’s tweaking the layout or fine-tuning the content, understanding these simple yet powerful techniques will help users create impactful campaigns that drive results.