If you’re already using Act-On, then you know that Marketing Automation is an indispensable tool for executing on your modern marketing strategy. But the majority of modern marketers still feel that they’re not using the technology to its full potential. In this presentation, Act-On expert Chris Dennen reveals various hacks for getting better results out of your Act-On software.

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MARKETING AUTOMATION HACKS:
Chris Dennen
Digital Marketing Program
Manager, Schneider Electric
@ChillinInTheDen
Hana Abaza
VP Marketing, Uberflip
@hanaabaza

2. @uberflip#MAHacks
WE WILL SEND THE RECORDING.
Questions? We’ve got answers!
(At the end of the webinar J)

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Join in on
WE WILL SEND THE RECORDING.
Questions? We’ve got answers!
(At the end of the webinar J)

4. @uberflip#MAHacks
MEET THE EXPERT
Chris Dennen
Schneider Electric
Street Cred:
• Working in the platform since January 2014
• Nurture path development
• Targeted sales support campaigns
• Event support campaigns
• Re-engagement campaigns
• Integration of Act-On with paid search campaigns

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LET’S GET HACKING!

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Hack #1:
Always Be Scoping

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• All stakeholders must agree upon success
metrics prior to campaign launch
• Always provide a template for how you need
data and ACCEPT NO DEVIATIONS
• Build multiple checks and balances into the
execution process
• Launch deadlines: under promise and over
deliver
Hack #1:
Email Campaign
Scoping

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Hack #2: Embed Forms in Emails

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Hack #2: Embed Forms in Emails
• Create the poll, quiz, or question you want to ask as a form
• From the form folder screen click your form’s options tab and
select “Get Public URLs”

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• Hover over the bar above the URLs
• Click “Get Code”
Hack #2: Embed Forms in Emails

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• Copy entire HTML code inside the window
Hack #2: Embed Forms in Emails

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• Navigate to Email Template editor for target email and edit the rich text area
• Click the HTML button in the bar
• Find where you want the form to appear on the page in the HTML and paste in
the form HTML code (Tip: look for specific words that you want the form to
appear under)
Hack #2: Embed Forms in Emails

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• Your form will show up in the rich text editor
Hack #2: Embed Forms in Emails

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Hack #3: The Landing Page is Dead
Changeallthethings?

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Get Them Right to the Good Stuff
• Less pages between the prospect and the
content will yield higher conversion rates
• Only gate high value content – match the
buyer’s journey
• Use a time trigger gate to engage the prospect
before asking for any information
Hack #3: The Landing
Page is Dead

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How we removed landing pages:
• Implemented Uberflip and began to migrate
our content to our Data Center Resource
Center
• Utilize blocking CTAs on our premium content
• Removed landing pages from our automated
email campaigns in Act-On sending prospects
straight to our content when they click on the
email CTAs
Hack #3: The Landing
Page is Dead

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Hack #4:
Sending Topical Follow-Up Messages

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Use Case: You are running a multi topic nurturing campaign and want to start up
conversations between your prospects and your sales/lead reps but you don’t
know exactly which products or services interest your prospects yet.
Hack #4:
Sending Topical Follow-Up Messages

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Hack #4:
Sending Topical
Follow-Up Messages
• Set up a linear drip program complete with
multi-topic email messages
• Create follow-up messages for each topic
in your campaign

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Hack #4:
Sending Topical Follow-Up Messages
• Add in a Conditional Branch
• Choose “If Prospect Clicked On Message”
• Select the message above (associated with topic)

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• Drag in “Wait” and set delay and place under the
Conditional Branch
• Drag in a “Send Email” action and place under the
“Wait” and Set your follow-up message to be sent
• In the “Go To Another Step” set the prospect back on
track in the original drip path
Hack #4:
Sending Topical Follow-Up Messages

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• Your Program Flow will look like this
Hack #4:
Sending Topical
Follow-Up Messages

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RESOURCES
Creating & Integrating Forms
https://support.actonsoftware.com/hc/en-us/articles/204679100?
Automated Programs User Guide
https://support.actonsoftware.com/hc/en-us/articles/204680340?
10 Ways to Nurture the Buyer’s Journey
https://www.act-on.com/ebook/10-ways-nurture-buyers-journey/

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We put the ability to manage and leverage the
content experience in the marketer’s hands.
UBERFLIP PUTS MARKETERS IN CONTROL

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Connect your content:
To a beautiful, optimized front-end experience that is:
With built-in tools to:
RESPONSIVEDISCOVERABLE SOCIAL
CONVERT, CONNECT AND UNDERSTAND LEADS
ORGANIZED PERSONALIZED
HOW IT WORKS

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• Auto update
• Smart filters
• Scheduling
• Content score
• Uberflip metrics
• Marketing Automation
• Create CTAs
• Gate Content
• Marketing Automation
• Aggregate
• Curate
• Personalize
Manage
Content
Generate
Leads
Automate
Process
Deliver
Insights

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Resource Center Blog Upgrade Content
Library
Sales Enablement
UBERFLIP USE CASES

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Supercharge Your
Content
• Sync Contacts
• Progressive Profiling
• Track Buyer Journey
• Trigger Campaigns
• Gate Premium Content
• Enhance Lead Scoring

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THE UBERFLIP EXPERIENCE

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QUESTION TIME!
Chris Dennen
Digital Marketing Program Manager,
Schneider Electric
@ChillinInTheDen
Hana Abaza
VP Marketing, Uberflip
@hanaabaza
hub.uberflip.com