Fast-track Onboarding Services

Delivering a branded toolsetin a smart time frame, with deployment options that best leverage your marketing campaigns.

Professional Services

Professional Services: Fast-track Onboarding Services | 2www.Act-On.com

Fast-track OnboardingAct-On’s Professional Services team can help you get your marketing campaigns running as quickly and smoothly as possible. Let our experts configure your instance to current best practices, and build assets, so that you have templates to work from to deploy your inbound and outbound campaigns. This onboarding is driven by an onboarding coach that will keep the process on time, while we also orient your marketing team to best use of Act-On.

Smart deployment

You will also have access to free training through Act-On University to compliment Boot Camp, and get everyone up to speed. This includes basic how-tos to advanced technology tips creating emails and online forms, setting up your media library, or managing your database. Average engagement time is four to six weeks, depending on customer requirements. Once complete, your team will have a branded toolset, with deployment options that leverage your marketing campaigns.

Kick off Meeting to define and assign deliverables.

ConfigurationConfigure marketing domain, email deliverability, permissions and users. Act-On beacon.

InboundSet up Website Prospector, production landing page, form, email active. Stage meeting.

BrandingQuick Start Creative email, landing page, form templates available.

CRM Installed, configured, with syncs. (Not all CRMs included)

OutboundLists loaded, list segment defined, automated program, running. Stage meeting.

Go Act-OnAct-on is marketing ready for campaign creation, prospecting and reporting. Stage meeting.

OnboardingCoach

CustomerTeam

IntegrationSpecialist

BrandingDesigner

Act-On U /Boot Camp

Boot Camp(Priced separately)

2 4 6 weeks

Professional Services: Fast-track Onboarding Services | 3www.Act-On.com

By using Professional Services for onboarding, 68% of customers report reduction in time to value of at least 60%, and 20%

report time saving impact of

200% or greater!

— Act-On

200%+ reduction60%+ reduction$ 5,000

Our Fast-track onboarding package is ideal for marketing teams who are familiar with digital marketing, and want Act-On experts to configure their instance to current best practices and have a template of assets for inbound and outbound campaign development. This onboarding is driven by an onboarding coach that will keep the process on track to meet your timelines, while we also orient your team to Act-On functionality along the way. Included are:

» Site configuration; Whitelist Act-On domains & IPs, custom domain name, SSL, update your account name and address, users access

» Inbound set up, Act-On beacon, Website Prospector, marketing domain » Suggested lead scoring system, and campaign workflow best practices » Template list management & list segmentation » Quick Start Creative: including; one (1) mobile responsive email

template, and one (1) mobile responsive landing page template with lead capture form branded to match the styles of your corporate website

» Outbound set up, email deliverability configuration, SPF, DomainKeys Identified Mail (DKIM) and envelope from: domain

» CRM installed, configured, with syncs. (Not all CRMs included) » Scheduled sessions with your onboarding coach to guide you through

milestones and ensure that you are on track for success with Act-On » Marketing Automation Strategy Guide (PDF) » Unlimited access to Act-On University courses and guides

Fast-trackOnboarding services

Content / Data Migration, Boot Camp, and Custom Design are not included.

Act-On Software is a marketing automation company delivering innovation that empowers marketers to do the best work of their careers. Act-On is the only integrated workspace to address the needs of the customer experience, from brand awareness and demand generation, to retention and loyalty. With Act-On, marketers can drive better business outcomes and see higher customer lifetime value.

About Act-On Software

www.Act-On.com | #ActOnSW

Additional Services

Want to turbo-charge your Act-On performance? Please consider these other services. For a full listing of services, see our complete price guide.

Serving Act-On subscribers with best-in-class strategy and creative. Driving customer success with effective methods to enrich their customer experiences during each stage of the sales funnel, from lead generation to closed deals.

Professional Services

© 2018 Act-On Software v2.7

Additional: Content and data migration, Boot Camp, and custom design are not included. These would be additional services and will need to be estimated. Quick Start templates are branded to match the styles of your current website; templates will be created using pre-designed email and landing page layouts. This does not include copywriting, custom design work, custom CSS or custom JavaScript.

Customer relationship management (CRM) software integration is for Salesforce, Sugar, and MS Dynamics. Any other CRM integration will need to be estimated. Prices are subject to change.

Campaign Dev & Programs Get help with automating the processes that drive successful campaigns, whether nurturing leads or moving customers through the sales cycle.

MA Strategy Marketing automation strategists help you create a strategic plan, advise you on planning campaigns, and developing a successful content strategy.

Deliverability & Reputation Make sure your emails arrive in the inbox and your sender reputation stays pristine with Act-On’s expert email deliverability consulting.

Custom Training Learn from several training tools and options for you to get the most out of Act-On, from instructor-led training to self-paced on-demand videos.

Content, Creative & Design We can help with email and landing page production assets or templates, as well as content such as white papers, blog posts, and social media.

Onboarding Migration From account setup to content and data migration, we’ll make sure you’re primed for success as quickly as possible. We are ready to help.

Inbound Outbound

Analytics Loyalty

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