Select the run times such as; on a schedule, when Act start up,
or on shutdown. (Or select all three!)



Conditions are built and saved using the 'Advance Query' builder in Act!
Click to enlarge



Email Subject: Design your subject line which can merge from the contact records

Body Template: Select the email body from any template. Click to see more
Attachment Name: if you are adding an attachment give it a unique name!

Attachment Template: Select the attachment template from any existing template.

Select Emails: Select the email fields from your database.
Use ANY email field such as personal and work at the same time.
Click to see more
Update value: After the automation runs you can set any field to be updated.
This is useful when you don't want the automation to run multiple times on the same contact.
Click to see more

Select the run times such as; on a schedule, when Act start up,
or on shutdown. (Or select all three!)



Conditions are built and saved using the 'Advance Query' builder in Act!
Click to enlarge



Type: Select the type of activity you want to create.

Start Date: Select the desired start date.

Start Time: Select the desired start time.

Regarding: Populate the regarding field for each activity.


Update value: After the automation runs you can set any field to be updated.
This is useful when you don't want the automation to run multiple times on the same contact.
Click to see more

Select the run times such as; on a schedule, when Act start up,
or on shutdown. (Or select all three!)



Conditions are built and saved using the 'Advance Query' builder in Act!
Click to enlarge



Type: Select the type of activity you want to create.

Stage: Select the desired start date.

Process: Select the desired start time.

Add Product: Populate the regarding field for each activity.


Update value: After the automation runs you can set any field to be updated.
This is useful when you don't want the automation to run multiple times on the same contact.
Click to see more