Marketing With ACT!

Marketing with your ACT! database

ACT! Tips on Video

Posted by marketingwithact on January 21, 2008

ACT! asked me to write the lead article for their e-newsletter (being released tomorrow). Entitled “Three Quick Tips for the New Year”, it covers how to create and send an e-mail merge template for quick follow up with clients and prospects. The article also include instructions on creating groups based on queries for quick lookups that are always automatically updated by ACT!. Finally I included a reminder that by even learning just a few new tips and tricks using “The Official ACT! by Sage QuickStudy Guide” that readers could make a huge difference in their productivity for the year.

While some readers are content to see the numbered steps on how to accomplish a task, many like to see the steps performed. So I also included links for some quick flash videos that demonstrate the concepts. You can also see these videos on YouTube.

Creating Mail Merge Templates (no audio)

Creating Groups Using Criteria (no audio)

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