Introduction: Act Marketing Automation is a powerful tool that allows users to send personalized and targeted emails to specific groups of contacts. In this blog post, we will explore the process of creating groups in Act, a critical step to ensure successful email campaigns. Tony Holowitz, an Act software expert, will walk us through the steps to create a group and demonstrate its importance in the Act Marketing Automation process.

Understanding Groups in Act:

1. Groups in Act:

• Groups in Act are collections of contacts that share specific characteristics or attributes.
• They help keep contacts organized and enable targeted communications.

2. Significance of Groups in Act Marketing Automation:

• Act Marketing Automation requires you to send emails to a specific group of contacts.
• By creating relevant groups, you can easily target the right audience for your campaigns.

Creating a Group for Act Marketing Automation Campaigns:

1. Performing a Lookup:

• Begin by performing a lookup of contacts based on specific criteria (e.g., first name “John”).

2. Accessing the Groups Section:

• Navigate to the Groups section in Act.

3. Creating a New Group:

• Click on “New Group” and provide a name for the group (e.g., “John Group”).

4. Adding Contacts to the Group:

• Click on “Add/Remove Contacts” to add contacts to the group.
• You can add contacts manually or use a group membership rule.

5. Using Group Membership Rules:

• Group membership rules automatically add contacts to the group based on defined criteria.
• Create a rule based on attributes (e.g., first name equals “John”) to add contacts automatically.

6. Choosing Lookup or Group Membership Rule:

• Decide whether to use the current lookup or a group membership rule to add contacts.
• A group membership rule ensures automatic inclusion of contacts that meet the criteria.

7. Benefits of Group Membership Rules:

• With group membership rules, new contacts matching the criteria will be automatically added to the group.
• This ensures that your group remains up-to-date without manual intervention.

Conclusion: Creating groups in Act is a crucial step in leveraging Act Marketing Automation effectively. Tony Holowitz has provided us with valuable insights into the significance of groups and demonstrated the process of creating a group using either a lookup or a group membership rule. By organizing contacts into relevant groups, businesses can easily target specific audiences, ensuring their marketing campaigns deliver personalized and engaging content. With Act Marketing Automation and a well-organized group structure, businesses can streamline their email marketing efforts, leading to improved customer engagement and increased ROI.