Lookup Multiple E-Mail Addresses at Once in Act!
If you are using Swiftpage E-Marketing, Constant Contact, MailChimp or some other outside service to send broadcast e-mail based on Act! contacts, then you need a place to look them up. Let's say you get a spreadsheet of 20 bounces, and you want to update Act! with that result. Rather than looking up each contact one at at time, this free tool will lookup multiple e-mail addresses at once.
It works with the primary e-mail address field of Act! versions 2010+
How to Reset the Act! History Queue
If you see e-mail history from Outlook not showing up in Act!, this is one of several possible causes. Act! uses a service called act.outlook.service.exe located here in a typical Act! installation: C:\program files\act\act for windows\act.outlook.service.exe. Here is how to reset it (video on bottom of this post):
- Start Task Manager (Start -> Run -> Taskmgr)
- On the details tab, look for Act.Outlook.Service
- Right click on it to end the task
- Restart the service by (Start -> Run -> C:\Program Files (x86)\ACT\Act for Windows)
- Look for act.outlook.service.exe
- Double-click to start it
You can watch a video on how to access the log. In order for the e-mail to record to Act!, the contact in Act! must have the same email address as the Outlook message. Our most common problem is the contact didn't have the same e-mail address. For example, John Doe may have sent you an email with his G-Mail address; however you have his business e-mail in Act!. That won't match up.
E-Mail Marketing Content Ideas
One of the biggest hurdles has been content creation. Here is a summary of 6 ideas along with a complete list of 15 ideas.
- Develop a branded guide or tutorial like this
- Interview an Industry Professional
- Re-Purpose Blog Commentary like this
- Host a Webinar Featuring Industry Experts
- Record Those Webinars for Future Prospects & Clients
- Offer a Video Training Series (Free or Paid)
If you are stuck on writing the content, there are reasonably priced content writers on upwork.com, elance.com or fiver.com
E-Blast Checklist
No matter which CRM or e-mail service provider this checklist applies. Here is a quick summary, along with the full article.
- Promise Something Specific in The Subject Line - And Deliver
- Craft a Succinct Header viewable in the Preview Pane
- Make it Mobile Friendly
- Test Timing & Wording Frequently as Visual Design
- Learn What Motivates You to Read Incoming E-Newsletters
- Create One Topic at a Time
Easy Way to Record Phone Call Results in Act!
The easiest way to record a phone conversation in Act! is to lookup a contact record and press CTRL-H.
History allows you classify what happened, and it can start helping you or your sales manager tally how many calls or meetings or presentations you made this week. For Act! 2011-2013, this free tool resets Act! so CTRL-H defaults to “Call Completed” not “Appointment Held”. With v18, you can customize the activity type and result.
With v16+, you can create reports using the “History List” view without using another app or wasting admin time compiling additional reports.
