Act Marketing Automation: Creating Your First Template

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Hollywood shares the process of creating your first template for Act Marketing Automation. He begins by acknowledging that the platform is continuously evolving, so there might be slight differences from the time of the video to when you watch it. Tony emphasizes starting with a simple template and focusing on the look and feel rather than the content initially. He recommends preparing the company logo, other graphics, and sample text before starting. Tony demonstrates how to access Act Marketing Automation from both the desktop and web versions before diving into the template creation process.

  1. Preparing for Template Creation:
  • Tony advises gathering the company logo, other graphics, and sample text to use in the template.
  • He suggests using plain text documents for the sample text to avoid formatting issues.
  1. Accessing Act Marketing Automation:
  • Tony shows how to access Act Marketing Automation both through the desktop version and the web version.
  • He prefers working on the web version as it is more straightforward and resolves potential issues.
  1. Creating Your First Template:
  • Tony goes to the “Email Templates” section in Act Marketing Automation.
  • He clicks on “Actions” and selects “New Template” to start creating the template.
  • Tony gives the template a name, “Sample Template 100,” and clicks “Create” to proceed.
  1. Template Editing Options:
  • Tony explains that you have several options to add elements to your template on the right-hand side, such as text, images, buttons, HTML code, social icons, dividers, videos, and rows.
  • He recommends starting with a simple template and not rushing to finish it at this stage.

Conclusion: Tony Hollywood walks through the process of creating your first template for Act Marketing Automation. He emphasizes the importance of starting with a simple template and focusing on the look and feel. Tony encourages viewers to gather necessary resources like the company logo and sample text beforehand. With this tutorial, you can confidently begin creating your first template to leverage Act Marketing Automation for your email marketing needs.