If you’re using Act! Premium Web or Act! Premium Cloud we recommend that you download and install the Dolphin web browser on your mobile devices for use with Act!. We’ve been pleased with how well it functions for us and several of our clients.
As an added bonus you can select "Desktop Mode" at the bottom, and it will display the full Act! for Web site, instead of the mobile view. This can be particularly useful on iPads.
For more information and download links visit http://dolphin.com
In spite of user complaints, Microsoft has been automatically downloading parts of Windows 10 to Windows 7 and Windows 8 users' computers. Starting this month, Microsoft has shifted Windows 10 from an "optional" upgrade to a "recommended" upgrade. What this means is that people with automatic updates enables might now see the Windows 10 upgrade kick in on its own, although they won't fully move to Windows 10 unless they specifically choose it.
Some important points to remember:
Learn more about the push to Windows 10:
Windows 10 Creeps Even Closer To Landing On Your PC
Learn more about Windows 10 and Act!:
Thinking About Upgrading to Windows 10?
Migrations to Act! v18 will occur throughout the month of February. Customers will receive two notifications from Swiftpage the week of their scheduled migration providing notice of downtimes and information on what to expect.
Click here for a FAQ on Act! Premium Cloud migrations.
Valentine’s Day was first associated with romantic love by poet Geoffrey Chaucer in the late 1300’s, and since that time the February focus on relationships and love has continued to grow. So we figured this is the perfect time to highlight an Act! feature aptly named the Relationship tab.
The Relationship tab allows you to create and document existing influential relationships between contacts in your database based on criteria such as family relationships, contacts belonging to the same professional association, etc. Instead of creating separate groups for small-member associations consider using the Relationship tool to link the members.
Creating a New Relationship
1. From your contact's record, click on the Relationships tab and click Relate Contact in the top left corner of the tab. The Relate Contact dialog box appears.
2. Choose the contact(s) to relate to your current contact, by selecting them from the dropdown in the ‘Relate (contact) to’ box.
3. Under the Define Relationship section, first choose the relationship of your contact to the contact(s) you are linking them to. Then choose that contact's relationship to your current contact. Note: The relationship-type list contains pre-defined relationship types, but you may change or add to these values by clicking Edit List Values at the bottom of the list. You may also just type the relationship description directly into the field.
4. You can type in any notes or details regarding this relationship in the Details section.
5. Click OK when finished.
Once you have created a relationship for a contact, you will see a list of related contacts under the Relationships tab for that contact. You can quickly go to any related contacts by clicking on their hyper-linked name. You can also edit a relationship by double-clicking on the line item for that relationship, or highlighting it and clicking Edit Relationship. By right-clicking on a related contact, you will find options to relate, edit, or remove relationships, create lookups and more.
Looking for more information on how or why to utilize the Relationship tab or other Act! features? Contact us today by email at email@example.com or phone at (847) 520-0860.
The first question you should ask yourself is “how can I tell who really likes us?” Of course, off the top of your head you probably can name quite a few people with whom you do regular business. But if you can set up Act! to tell you who is interacting with you and when, then you can get a clearer picture of who your best clients are.
Of course, what you consider your “best client” may vary. Do you want to thank clients who buy a lot in net purchasing? Or is it the clients who are consistent return customers? Or do you have clients who always make contact with you around the holidays? All of these things can be tracked in Act!.
Once you decide what your criteria is, you can set up Act! to stratify your clients. Creating a field called “prospect level” or “client level” gives you a place to track what kind of client you have. You can then choose a method of tracking them. You could go with a hierarchical classification, like assigning clients “A” through “D” status, or you can use descriptors, like “frequent customer” or “loyal promoter.” Once your contacts labelled in this way, it’s easy to run a search for everyone who is an “A level” client or a “frequent customer.”
From there it’s up to you how you thank your customers. Whether you want to provide them with free, valuable white papers, send them hand-written thank you notes or do something else, making the effort is a guaranteed way to be sure you’re letting the clients who appreciate you know that the feeling is mutual.
Need help setting up client stratification? Contact us via email at firstname.lastname@example.org or phone (847) 520-0860.
Looking for more information or want to sign up?
If you use Act! emarketing, have you made use of Intelligent Call Lists? This feature allows you to find out exactly what happened after your Act! emarketing email was sent, including open rates, clicks, bounces, opt-outs etc. in easy-to-analyze graphs and detailed reports. Use what you learn to expedite follow-up, organize your leads and continuously hone your messages.
Learn more about the Call List Feature in Act! and how to use it.
Looking to get Act! emarketing, add the Call List feature to your Act! Emarketing subscription or need help utilizing your Call Lists?