Email Tab - Create and Send an e-mail blast
The following picture shows Sage E-marketing for ACT!, numbered with corresponding explanations.
Account: Gives you access to your Sage E-marketing for ACT! Account Information. Click here to upgrade your account, or to add an additional UserID. To add a UserID, you must have another ACT! user in your database.
- Current Contact: Shows your current contact within your ACT! Database.
- Options of who to send your E-mail to:
Send to Current Contact: Send to contact listed.
Send to Current Lookup: If you do a “Lookup” within your ACT! database, this will send an E-mail to everyone in that lookup.
Send to All Contacts: Sends to all of the contacts in your ACT! database. Note that this is limited by the number of people your account plan permits.
Selected Group: Sends an E-mail to a group within ACT!.
Selected Company: Sends an E-mail to a company that you have saved within ACT!. - E-mail Template: From your personal template library, choose the template you want to use.
- Preview, Edit and Import Template buttons: Allow you to preview, edit and import E-mail templates online. Click these buttons to access each part of the online interface.
- E-mail Subject: Type in the subject text you want to include with this E-mail.
- Personal Message: Provides the option to type in a Personal Message if the selected template has a [[SpePersonalMessage]] tag. Preview shows the user the template with the personal message inserted.
- Send Now: Sends your selected template to the selected contact(s) right now.
- Schedule Send: Enables you to schedule your E-mail blast to go out on a specific later date and time.
Schedule Send enables you to schedule your E-mail blast to go out on a specific later date and time. The Scheduled Send feature allows you to schedule a send up to 60 days in advance. (Note: the Scheduled Send feature is only available with Pro and Team level accounts.) With the Drip Marketing service, you can schedule emails to be sent an indefinite time into the future (i.e. there is no limit).
Select the Date and Time you want to send the email. To schedule the send in advance, click on the date you want to send the email (shown on the calendar view), then select the time from the dropdown menu and click on the “Schedule the Send” button
Cancel a Scheduled Send
To cancel or review scheduled campaigns, click on the Results Tab Reports button. Then click on the Scheduled Email button at the top of the screen. There, you can view and delete scheduled email blasts.
- Send As: Allows you to send your E-mail as a different user, as long as that user is in your ACT! database.
Send As - Summary
Lets you know how many E-mails are being Sent As specific users. The “Name” field near the bottom allows you to give your E-mail blast a title to view later. The Name field allows you to send similar E-mail blasts to different groups of people and is primarily used after you send your E-mail for creating call lists.
When using the Send As feature to send on behalf of another user on your account, the person who actually performs the send is counted for those sends. For example, if John creates an email blast and sends as Mary, John's daily send limit is counted against for that day. Mary's send limit is not counted against. Note: the Send As feature is only available for Team level accounts.
Choose Sender Options:
- Select the ACT! user you would like to “Send As” from the drop down menu, or choose to send as the ACT! “Record Manager”, or as a Custom Field you have created.
Please note: You may “Send As” any ACT! database user that is also setup as a user on your account. If you have other ACT! database users, but they do not show up in the drop down menu, then they will need to be added to your account. If you have other users, but they do not appear in this drop down, then each user will need a corresponding ACT! database profile. - Choose your delivery time, then enter your Account Password, (the Account Manager should have the Account password).
