
Act-On - Detailed Review
Marketing Tools

Act-On - Product Overview
Act-On is a marketing automation software that serves as a comprehensive tool for businesses to streamline and optimize their marketing strategies. Here’s a brief overview of its primary function, target audience, and key features:
Primary Function
Act-On is a subscription-based software-as-a-service (SaaS) product aimed at automating various marketing tasks. Its primary function is to help businesses manage their marketing campaigns more efficiently, focusing on areas such as email marketing, lead generation, lead nurturing, social media management, and analytics.Target Audience
Act-On is suitable for businesses of all sizes, from small enterprises to large corporations. It is particularly beneficial for marketing teams and departments looking to automate and enhance their marketing processes. The software is user-friendly, making it accessible to a wide range of users, regardless of their technical expertise.Key Features
User-Friendly Interface
Act-On boasts a user-friendly interface with a drag-and-drop feature, allowing users to create and customize campaigns, landing pages, and forms without prior coding experience. This interface also provides comprehensive dashboards and analytics to track campaign success and make data-driven decisions.Wide Range of Features
The software offers a full suite of tools for inbound marketing, including email marketing, lead generation, and lead nurturing. It also includes social media management tools to engage with the target audience across various platforms. Advanced features like dynamic segmentation enable users to segment their audience based on demographic, firmographic, or behavioral data.Advanced Marketing Segmentation
Act-On’s segmentation tools allow marketers to group their target audiences based on behavioral, demographic, and firmographic traits. This helps in creating more personalized and engaging digital marketing campaigns.AI-Driven Capabilities
Act-On incorporates artificial intelligence (AI) to enhance marketing effectiveness and efficiency. Key AI features include:- Act-On AI Create: Uses OpenAI for generative content creation to help with email content and subject lines.
- Act-On AI Predictive Lead Score: Identifies high-probability leads using proprietary machine-learning models.
- Act-On AI-Powered Analytics: Provides AI-driven analytics with natural language search capabilities for insightful reports.
- Act-On AI Audience Insights: Utilizes machine learning for segmenting potential customers based on behavioral data, which is currently in development.
Integration and Automation
Act-On offers seamless integration with various systems, including CRM platforms, to optimize marketing processes and eliminate redundancies. It automates tasks such as lead routing, qualification, and campaign tracking, allowing marketers to focus on strategic activities. Overall, Act-On is a versatile marketing automation tool that helps businesses streamline their marketing strategies, enhance engagement, and drive better results through its intuitive interface, wide range of features, and advanced AI capabilities.
Act-On - User Interface and Experience
Ease of Use
Act-On is highlighted for its ease of use, particularly for marketers who need efficient and agile marketing automation. Users praise the platform for being “easy to learn, use, administer and manage”. This suggests that the interface is intuitive and does not overwhelm users with unnecessary features or complex operations.
User Experience
The user experience is enhanced by the platform’s ability to integrate seamlessly with other tools such as Salesforce (CRM), which helps in automating lead management activities and aligning with inbound campaigns. This integration saves valuable time for both sales and marketing teams.
Feedback and Support
Act-On is known for its exceptional customer and technical support, which is described as “best-in-class”. This support system ensures that users can quickly resolve any issues they encounter, contributing to a positive user experience.
Efficiency
The platform allows users to create, measure, and refine marketing campaigns efficiently. It eliminates the need for overly complex solutions, making it easier for marketers to drive real business results without unnecessary actions.
General UI Principles
While the specific UI design principles of Act-On are not detailed in the provided sources, general principles of user-friendly interfaces can be inferred. For instance, a user-friendly interface typically includes features such as clarity and visibility, consistency in design patterns, responsiveness to user interactions, and effective navigation.
Conclusion
Given the lack of detailed information on the specific UI elements of Act-On, it is clear that the platform focuses on simplicity, efficiency, and strong support to ensure a positive user experience. However, for a comprehensive understanding of the UI design, one would need to explore the platform directly or refer to more detailed user guides or reviews.

Act-On - Key Features and Functionality
Act-On’s AI-Driven Features
Act-On’s marketing automation platform offers several key functionalities that enhance marketing efficiency and effectiveness. Here are the main features and how they work:Act-On AI Create
This tool leverages OpenAI’s generative capabilities to help marketers create email content quickly and efficiently. Here’s how it works:- Marketers can input a few targeted phrases or prompts, and the AI generates relevant email content and subject lines in seconds.
- This content can be directly integrated into email templates within the Act-On platform.
- The AI helps overcome writer’s block and saves time in developing text for new email campaigns, forms, and landing pages.
Act-On AI Predictive Lead Score
This feature uses proprietary machine-learning models to identify leads with the highest probability of becoming customers. Here’s its benefit:- It helps marketers prioritize sales efforts by focusing on the most likely leads to convert, thereby increasing revenue.
- The predictive lead scoring system saves time by eliminating the need for guesswork in lead segmentation and scoring.
Act-On AI-Powered Analytics
This analytics platform is driven by artificial intelligence and offers several key benefits:- It allows marketers to get fast answers to specific questions using natural language search.
- Marketers can explore their data through everyday language and create insightful, polished reports.
- The platform helps discover answers to both expected and unexpected questions with a user-friendly interface.
Act-On AI Audience Insights
Although this feature is still in development, it promises to bring significant improvements to audience segmentation:- It will use machine learning to segment potential customers based on behavioral data such as email opens, content preferences, and engagement metrics.
- This will help marketers find unique audience segments more efficiently and bring more intelligence to their marketing strategies.
AI Content Generation and Campaign Automation
Act-On integrates generative AI into its marketing automation platform to simplify the execution of marketing campaigns:- With tools like Act-On AI Create, marketers can generate a suite of content based on a campaign theme, target audience, and desired deliverables.
- AI can adjust and create dynamic versions of emails based on segments, seasonality, industry, and other factors, significantly multiplying the efficiency of content creation.
Advanced Analytics and Data Utilization
The AI-driven analytics platform ensures that marketers can leverage their data effectively:- The platform emphasizes data extensibility, portability, and autonomy, allowing marketers to make the most out of their data.
- AI helps in data augmentation through machine learning, predictive scoring, and sales intelligence, enhancing the overall marketing strategy.
Integration with Marketing Automation
Act-On’s AI features are fully integrated into its marketing automation platform:- This integration enables marketers to build and optimize marketing campaigns more confidently and efficiently.
- AI automates multichannel programming, suggesting the right steps and offerings based on target audience and generating sample content for each step.

Act-On - Performance and Accuracy
When Evaluating Act-On’s Performance in Marketing Tools
When evaluating the performance and accuracy of Act-On in the Marketing Tools AI-driven product category, several key aspects stand out:
Analytics and Reporting
Act-On’s analytics capabilities are a significant strength. The platform offers improved standard analytics and advanced analytics powered by AI. This allows marketers to track key metrics such as email opens, clicks, and conversions, providing valuable insights into campaign performance.
The advanced analytics feature, in particular, enables deeper analysis and predictive insights, helping marketers uncover patterns and trends in customer behavior, identify high-value prospects, and forecast future campaign performance.
Predictive Lead Scoring
Act-On’s predictive lead scoring system is highly accurate, leveraging AI and machine learning algorithms to analyze demographic and behavioral data. This helps in prioritizing leads effectively and focusing on those most likely to convert, which can significantly improve the efficiency of marketing efforts.
Integration and Automation
The platform integrates well with other tools and platforms, such as Microsoft Teams and Slack, through its webhook functionality. This enhances collaboration and centralizes communication, ensuring that all team members are on the same page. Additionally, Act-On’s marketing automation workflows can be triggered by various events, making it easier to manage complex nurture campaigns and onboarding sequences.
Personalization and Segmentation
Act-On’s AI-driven segmentation and personalization capabilities are highly effective. The platform can segment and target accounts precisely, and its adaptive forms adjust dynamically based on visitor information and behavior, improving conversion rates.
The AI also helps in personalizing content, ensuring that every prospect receives relevant emails, web pages, and interactions based on their interests and past behaviors.
Limitations and Areas for Improvement
While Act-On is strong in many areas, there are a few potential limitations to consider:
- User Learning Curve: Implementing and fully utilizing the advanced features of Act-On, especially those involving AI, may require a learning curve for some marketers. This could initially slow down the adoption and full utilization of the platform’s capabilities.
- Data Requirements: The effectiveness of Act-On’s AI-driven features depends heavily on the quality and quantity of data available. Ensuring that the data is accurate, comprehensive, and well-integrated is crucial for optimal performance.
- Customization: While Act-On offers a range of customizable features, some users might find that certain aspects of the platform could be more flexible or easier to customize to meet specific business needs.
Overall, Act-On demonstrates strong performance and accuracy in its AI-driven marketing tools, particularly in analytics, predictive lead scoring, and personalization. However, as with any advanced marketing platform, there may be a need for some initial training and careful data management to fully leverage its capabilities.

Act-On - Pricing and Plans
Act-On Pricing Overview
Act-On, a marketing automation platform, offers a clear and flexible pricing structure based on the number of active contacts you engage with, rather than the total size of your database. Here’s a breakdown of their plans and features:
Professional Plan
- Cost: $900 per month (billed annually).
- Active Contacts: Starts at 2,500 active contacts.
- Users: Includes 3 marketing users and 50 sales users.
- Features:
- Standard support package with email-based support.
- Access to the complete marketing automation platform, enhanced for advanced automations.
- Use of AI tools such as Act-On AI Create for content creation, Act-On AI Predictive Lead Score for lead scoring, and Act-On AI-Powered Analytics for data analysis.
Enterprise Plan
- Cost: $2,000 per month (billed annually).
- Active Contacts: Starts at 2,500 active contacts.
- Users: Includes 6 marketing users and 100 sales users.
- Features:
- Standard support package with email-based support.
- All features from the Professional Plan.
- Additional support and customization options, as this plan is more customizable to the needs of larger enterprises. For a detailed quote, you need to contact Act-On directly.
Custom Enterprise Plan
- For businesses with specific needs that don’t fit into the standard plans, Act-On offers a custom Enterprise plan. You need to contact them to discuss your requirements and get a personalized quote.
Free Options
- Act-On does not offer a free version or a free trial of their marketing automation platform. However, you can schedule a personalized demo to see the features and capabilities in action.
Summary
In summary, Act-On’s pricing is structured around the number of active contacts and the level of support and features required, with no free options available but the opportunity for a demo to assess the platform.

Act-On - Integration and Compatibility
Act-On Overview
Act-On, a marketing automation platform, is highly versatile and integrates seamlessly with a variety of tools and platforms, enhancing its utility and compatibility across different systems.
CRM Integrations
Act-On has prebuilt integrations with major CRM systems, including Salesforce, SugarCRM, Microsoft Dynamics 365 CRM, and NetSuite. These integrations allow for the synchronization of contacts, ensuring that your marketing and sales data are consistently updated and aligned.
Other Business Applications
Beyond CRM systems, Act-On can be integrated with various other business applications. For example, it can sync contacts with Zoho CRM and Zendesk Sell, and it also supports integrations with other platforms through its extensive API capabilities.
User Onboarding and Engagement Platforms
Act-On can be integrated with platforms like Appcues, a user onboarding and product adoption platform. This integration enables businesses to leverage user insights and behavioral data from Appcues to create highly personalized and effective marketing campaigns within Act-On. This is achieved through webhooks that trigger specific marketing actions based on user behavior in Appcues.
Social Media Management
Act-On also integrates with its own social media module, Oktopost, which allows for publishing and monitoring social media activities. This integration helps in getting more insights from social media channels and making social media campaigns more effective.
AI Integration
Act-On incorporates AI technology to enhance its marketing automation capabilities. For instance, the integration with Open AI enables marketers to generate AI-driven content directly within the platform, simplifying the process of creating emails and other marketing materials. Additional AI features include adaptive sending and predictive lead scoring, which optimize email campaigns and lead scoring processes.
Mobile Accessibility
While Act-On itself is not specifically mentioned as having a mobile app, it is accessible via web browsers on mobile devices. However, if you are referring to a different “Act” product, such as Act CRM, there is an Act Companion app available for Premium and Pro users, allowing access to Act CRM on mobile devices.
Scalability and Management
The Celigo platform, which supports Act-On integrations, offers scalable and configurable integration solutions. This ensures that businesses can handle large volumes of data and integrations without restrictions, and it provides advanced features like real-time alerts and error management for easy monitoring and maintenance.
Conclusion
In summary, Act-On’s integration capabilities are extensive, allowing it to work seamlessly with a wide range of CRM systems, business applications, and other platforms, making it a versatile tool for marketing automation and customer engagement.

Act-On - Customer Support and Resources
Customer Support
Act-On is known for its high-quality customer and technical support. Users praise the personalized attention and the emphasis on creating a true partnership with clients. The support services are described as “best-in-class” by customers, indicating a high level of satisfaction with the assistance provided.
Support Services
While the specific details of the support plans are not outlined on the Act-On website, customer testimonials highlight the comprehensive support. This includes assistance with using the platform, troubleshooting, and guidance on how to maximize the use of the marketing automation tools.
Educational Assets
Act-On provides various educational assets to help users get the most out of their marketing automation software. These include resources such as webinars, training materials, and guides that help marketers learn how to create, measure, and refine their campaigns efficiently.
Integrations and Tools
The platform integrates with other marketing and CRM tools, such as Salesforce, which helps in aligning inbound campaigns and automating lead management activities. This integration is supported by the customer support team, ensuring a seamless experience for users.
User Feedback
Customers appreciate the ease of use and administration of the Act-On platform, as well as the support provided. Testimonials from users like Tracy Towns and Karen Roscoe highlight the excellent customer and technical support, which is crucial for the successful implementation and use of the software.
Conclusion
In summary, Act-On offers strong customer support, comprehensive educational resources, and seamless integrations with other marketing tools, all of which contribute to a positive user experience. However, for detailed support plans or specific support options, one might need to contact Act-On directly or refer to additional resources not available on the main website.

Act-On - Pros and Cons
When Considering Act-On as a Marketing Automation Tool
Especially with its integration of AI, here are the main advantages and disadvantages:
Advantages
Advanced Lead Nurturing and Scoring
Act-On stands out with its customizable lead scoring system, which uses AI and machine learning to analyze lead behavior, such as website visits, email engagement, and social media interactions. This helps in prioritizing leads and focusing on those most likely to convert.
Personalization and Automation
The platform leverages AI for content creation, lead scoring, and email sending. This automation helps in creating high-quality, relevant content and sending targeted, personalized messages to the audience, saving time and increasing conversion rates.
User-Friendly Interface
Act-On is known for its intuitive and user-friendly interface, making it easy for marketers to create, execute, and analyze campaigns without needing extensive technical expertise. The drag-and-drop interface simplifies the process of building campaigns, landing pages, and forms.
Strong Analytics Capabilities
The platform offers detailed reporting and analytics, providing real-time insights into website visitor behavior, email campaign performance, and social media interactions. This data helps in making informed decisions and optimizing marketing strategies.
Seamless Integration
Act-On integrates seamlessly with various CRM systems and other marketing tools, such as Salesforce, Microsoft Dynamics, and Google Analytics. This integration streamlines workflows, eliminates manual data entry, and provides a holistic view of customer interactions.
Multichannel Marketing
Act-On supports multichannel marketing, keeping customers engaged at every stage of the customer journey, from awareness to loyalty. This includes tools for email marketing, social media management, and content personalization.
Disadvantages
User Interface for Form Building
While Act-On’s overall interface is user-friendly, some users have reported that the form builder can be less intuitive compared to other platforms, which might require some learning curve.
Data Privacy and Ethics
The use of AI in Act-On, like in other AI-driven marketing tools, raises concerns about data privacy and ethics. It is crucial to ensure that customer data is collected, processed, and protected transparently to maintain trust.
Potential for Bias
AI algorithms can produce biased or inaccurate predictions if trained on data with disproportionate representation. Regular auditing of the AI system and data is necessary to avoid such biases.
Limited Creativity
While AI can automate many tasks and analyze data efficiently, it lacks the creativity and intuition that human marketers bring. This means that while AI can optimize campaigns, human oversight is still necessary to ensure the campaigns are creatively appealing and contextually relevant.
By weighing these advantages and disadvantages, businesses can make an informed decision about whether Act-On aligns with their marketing automation needs.

Act-On - Comparison with Competitors
When Comparing Act-On’s AI-Driven Marketing Tools
When comparing Act-On’s AI-driven marketing tools with its competitors, several key features and alternatives stand out.
Act-On’s Unique Features
Act-On offers several distinctive AI-powered tools that enhance marketing automation and effectiveness:
- AI Predictive Lead Score: This feature uses proprietary machine-learning models to identify leads with the highest probability of becoming customers, allowing for more targeted sales efforts.
- AI Create: This tool leverages OpenAI for generative content creation, helping marketers generate compelling email content and subject lines directly within the Act-On platform.
- AI-Powered Analytics: Act-On’s analytics platform uses AI to provide fast answers to specific questions through natural language search and creates insightful reports.
- Adaptive Journeys: This feature uses machine learning to automatically optimize customer journeys based on individual behaviors and preferences, leading to more personalized experiences.
Competitors and Alternatives
HubSpot
HubSpot is a significant competitor in the marketing automation space, offering a wide range of AI-powered tools:
- Campaign Assistant: An AI tool that simplifies the creation of copy for landing pages, emails, and ads.
- AI-Powered CRM: Integrates AI to streamline processes across sales, marketing, and service teams.
- AI Content Writer: Generates content for websites and marketing campaigns, including blog writing and paragraph rewriting.
- AI Email Writer and Blog Writer: Free and premium tools that optimize marketing efforts and improve efficiency.
HubSpot’s all-in-one approach makes it a comprehensive alternative, covering a broad spectrum of marketing and sales needs.
Competitors App
Competitors App is another tool that stands out for its competitive intelligence capabilities:
- Real-time Monitoring: Allows businesses to monitor competitors’ online activities across various channels, including social media, email marketing, and SEO strategies.
- Comprehensive Analysis: Provides detailed insights into competitors’ marketing strategies, highlighting strengths and areas for improvement.
This tool is particularly useful for businesses looking to stay ahead by analyzing and reacting to their competitors’ moves.
Other AI Marketing Tools
There are several other AI marketing tools that offer specialized functionalities:
- Jasper: An AI content creation assistant that helps B2B marketers generate high-quality content quickly.
- AdCreative.ai: An AI ad assistant that aids in creating and managing ad creatives.
- Surfer SEO: An AI writing assistant that also helps with on-page SEO optimization.
These tools can be used in conjunction with or as alternatives to Act-On, depending on the specific needs of the marketing team.
Key Differences
- Scope of AI Integration: Act-On focuses heavily on predictive lead scoring, content creation, and analytics, while HubSpot offers a broader range of AI tools integrated into its CRM and marketing platform.
- Specialization: Competitors App is highly specialized in competitive intelligence, whereas Act-On and HubSpot provide more generalized marketing automation solutions.
- User Interface and Customization: Act-On’s form builder, for example, offers extensive customization options but has been noted to have a less intuitive user interface compared to some other platforms.
In summary, Act-On’s AI-driven tools are strong in predictive lead scoring and content creation, but businesses may find value in the broader suite of tools offered by HubSpot or the specialized competitive intelligence of Competitors App, depending on their specific marketing needs.

Act-On - Frequently Asked Questions
Here are some frequently asked questions about Act-On, a marketing automation platform, along with detailed responses:
What is Act-On and what does it offer?
Act-On is a subscription-based software-as-a-service (SaaS) product for marketing automation. It provides a range of tools for email marketing, landing pages, social media prospecting, CRM integration, lead management, webinar management, and analytics. Act-On is designed to help marketing departments across small, midsize, and enterprise companies automate and optimize their marketing campaigns.
How does Act-On’s pricing model work?
Act-On’s pricing is based on the number of active contacts you engage with each month, rather than the total size of your database. This means you only pay for the contacts you are actively marketing to, which can be more cost-effective than paying for your entire database.
What are some key features of Act-On?
- Email Marketing: Tools for creating and managing email campaigns.
- Landing Pages: Creation and optimization of landing pages.
- Social Media Prospecting: Automation and monitoring of content on social media platforms.
- CRM Integration: Integration with major CRM systems like Salesforce, Microsoft Dynamics, and SugarCRM.
- Lead Management: Tools for scoring and managing leads, including the Hot Prospects tool.
- Webinar Management: Integration with WebEx and GoToWebinar for managing events.
- Analytics: Advanced data access and analytics tools, such as Data Studio, for visualizing and reporting engagement data.
Does Act-On use AI in its marketing automation?
Yes, Act-On incorporates AI in several ways:
- Act-On AI Create: This feature uses OpenAI technology to generate email content quickly and efficiently.
- Content Scoring: AI analyzes customer behavior to score content based on its likelihood to drive conversions.
- Predictive Sending: AI determines the best time to send marketing emails based on customer behavior.
- Automated Segmentation: AI helps create targeted segments based on customer data and behavior.
How does Act-On integrate with other systems?
Act-On offers native integrations with all major CRM systems, including Salesforce, Microsoft Dynamics, and SugarCRM. It also integrates with other tools like Google Analytics, WordPress, Oktopost, and more. Additionally, Act-On has an open API that allows third-party applications to integrate seamlessly with the platform.
What is Act-On Anywhere and how does it work?
Act-On Anywhere is a Chrome application that allows users to access marketing automation data and functionalities across any web-based browser. This extension enables users to embed calls-to-action in web pages and blogs from any web-based content management system, supporting an open marketing ecosystem.
Does Act-On offer any specific tools for agencies?
Yes, Act-On has a version designed for agencies, which includes an agency dashboard to centrally manage multiple client campaigns. This version is sold at a lower bulk price and also includes features to promote agency partners and third-party applications through the Act-On Partner Exchange (APEX).
How does Act-On support data visualization and reporting?
Act-On offers advanced data visualization and reporting tools, such as Data Studio, which allows users to visualize, select, configure, and export data to any Business Intelligence (BI) platform. This feature is part of Act-On’s enterprise package and includes built-in wizards, filters, and templates to extract and report on engagement data in real-time.
What kind of support does Act-On offer?
Act-On provides a standard support package with email-based support. Users can also access more comprehensive support packages and professional services. Additionally, Act-On has an educational resource called the Act-On Center of Excellence (ACE) to help users maximize the platform’s capabilities.
Can Act-On be used for mobile marketing?
Yes, Act-On has introduced mobile optimization features and a mobile app to help marketers engage with their audience across different devices. This ensures that marketing campaigns can be effectively managed and optimized for mobile users.
