[ Act-On Reviews ](https://www.g2.com/products/act-on/reviews) [ Act-On Reviews ](https://www.g2.com/products/act-on/reviews) # Act-On Features ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Show More ##### ## Platform (17) Customization System provides sufficient customization to meet business requirements Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Custom Tracking Domain Ability to define a custom domain from which emails are sent. Multiple Domains Able to send emails from multiple domains. Dedicated IP Ability to use a dedicated IP for deliverability. Documentation Availability and quality of documentation for API, code library, implementation, and set up. Sender Reputation Management Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others. Tracking & Reporting Tracks emails sent and delivery rates and compiles them into standard reports. Enterprise Scalability Provides features and infrastructure to allow scaling for large organizations. Performance and Reliability Emails are consistently received and software performs reliably. Data Synchronization Syncs lead data within the sales database for consistency and accuracy Analysis Provides analysis on lead scores, funnel insights, and both open and closed opportunities Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## Online Marketing (5) Landing Pages and Forms Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. Dynamic Content Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. Search Tracking and Optimization Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. Show More ##### ## Lead Management (11) Marketing Lead Database A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. Data Quality Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. Lead Scoring and Grading Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Online Behavior Tracking Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. Automated Alerts and Tasks Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Segmentation Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. Predictive Scoring Automatically scores prospects based on behavior and engagement levels. Account Identification Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. Show More ##### ## Campaign Management (4) Program Management Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. Event / Webinar Marketing Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Show More ##### ## Social (5) Social Listening Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. Social Campaigns Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Social Media Engagement Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Social Media Advertising Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Show More ##### ## Reporting & Analytics (5) Basic Reporting Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. Web Analytics Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. ROI Analytics Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. Revenue Analytics Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Show More ##### ## Administration (6) Template Creation Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates. Preset Template Availability Quantity and quality of preset email templates for administrators to construct their own emails. Custom Unsubscribe Able to customize the unsubscribe templates, handler, and tracking. Email Segmentation Able to segment transactional emails based on their purpose. Detailed Server Logs Detailed logs for tracking and debugging mail server activity. Notifications Alerts administrator whenever a pre-set event occurs. Show More ##### ## Integrations (7) Webhooks Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.) Event Tracking API API used to track the status of emails. Mail Send API API used to send emails (e.g. Web API, SMTP API) Spam Filter Testing Testing to ensure emails do not go to recipient's spam folder. E-Commerce Integration Integrates with e-commerce platforms. Email Marketing Integration Integrates with email marketing providers to share captured lead data. Domain Integration Allows companies to connect landing pages to their existing domain. Show More ##### ## Lead Intelligence (3) Market Insights Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. Account-level Insights Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Show More ##### ## Marketing Campaigns (5) Omni-Channel Tracking Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. Revenue Planning Helps allocate marketing budget based predicted amount of incoming revenue. Media Attribution Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. Opportunity Timeline Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. Customization Allows for custom report types to match the goals of a company. Show More ##### ## Attribution (3) Lead Opportunity Aligns lead scores with predefined lead distribution criteria Lead Assignment Matches and assigns leads to the correct sales representative Pipeline Acceleration Determines which leads should be prioritized and then accelerates them up the pipeline Show More ##### ## Discovery (3) Lead Management Integrates with lead capture and lead intelligence tools to discover leads Scoring/Ranking Creates and assigns scoring system to rank the viability of leads Lead Context Integrates with CRM or marketing automation tools to contextualize lead data Show More ##### ## Management (2) Conversion Viability Reports on and analyzes lead scores to determine the conversion rate of lead opportunities Workflow Aligns lead scores and strategy with existing sales operations Show More ##### ## Marketing Operations (6) ROI Tracking Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs Data Collection Gathers data about the effectiveness, impact, and reach of marketing campaigns Customer Insights Collects and reports on data relating to customer journeys, preferences, and history Multi-User Access Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results Spend Management Includes features for budgeting, forecasting, and managing marketing investments White Label Offers a white labeling service for agencies or resellers to customize platform branding Show More ##### ## Campaign Activity (5) Campaign Insights Analyzes historical and current marketing campaigns to inform future strategy Reports and Dashboards Creates reports and dashboards to analyze results of campaigns Campaign Stickiness Identifies which marketing campaigns resolved in open or closed opportunities Multichannel Tracking Collects marketing campaign performance data across multiple channels Brand Optimization Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback Show More ##### ## Platform Basics (7) Templates Provide templates for customer journey mapping to jumpstart the process. Exporting Ability to export customer journey maps in a variety of formats to present and analyze. Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Multiple Personas Provide the ability to compare the experiences of multiple personas in one journey map. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Page Customization (4) Drag and Drop Allows users to drag and drop items and content to customize their site's look. Templates Provides ready-made templates for simplified landing page creation. Advanced Customization Allows users to edit a page's HTML or CSS code, or add custom code. Content Library Allows users to upload and manage content such as photos, videos, and audio. Show More ##### ## Page Optimization (4) A/B Testing Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion. Mobile Responsive Creates mobile responsive pages for optimized viewing on mobile devices. Web Analytics Gives users insight into unique pageviews, conversions, visitor location and device type, etc. SEO Optimizes content to increase search engine result rankings. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Data Availability - Marketing Account Intelligence (1) Technographic Data Availability Does this product offer the technographic data that you require? Technographic data includes identifying a company's technology, hardware, and software used Show More ##### ## Data Accuracy - Marketing Account Intelligence (1) Technographic Data Accuracy Is this technographic data accurate and up to date? Show More ##### ## Agentic AI - Landing Page Builders (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Marketing Analytics (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Visitor Identification (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Lead Scoring (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Marketing Account Intelligence (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Marketing Automation (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Constant Contact Advanced Automation](https://images.g2crowd.com/uploads/product/hd_favicon/dc63bcf74173270f8007613ccba51fcb/constant-contact-advanced-automation.svg "Constant Contact Advanced Automation") Constant Contact Advanced Automation 4.4/5 (938) ](https://www.g2.com/products/constant-contact-advanced-automation/reviews) [ ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub") HubSpot Marketing Hub 4.4/5 (14,154) ](https://www.g2.com/products/hubspot-marketing-hub/reviews) [ ![Ortto](https://images.g2crowd.com/uploads/product/hd_favicon/27da85c6ee9e83f5910ec6b8a258f3c5/ortto.svg "Ortto") Ortto 4.4/5 (610) ](https://www.g2.com/products/ortto/reviews) [ View All Alternatives ](https://www.g2.com/products/act-on/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Dedicated IP](/glossary/dedicated-ip-definition) What is dedicated IP and how does it help organizations? Our G2 guide can help you understand dedicated IP and the benefits it offers. [Webhooks](/glossary/webhooks-definition) What are webhooks and why are they useful? Our G2 guide can help you understand webhooks and their use cases. [Email Segmentation](/glossary/email-segmentation-definition) Email segmentation is the process of segregating a contact database to create email segments with shared and similar characteristics. Learn more about email segmentation, best practices, and how email marketers can perform email segmentation. [Program Management](/glossary/program-management) Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more. 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