Act! Marketing Automation

Marketing Automation Defined:
“Think of marketing automation as the smarter and more powerful older sibling of email marketing. Marketing automation lets marketers plan extended customer interactions without requiring manual intervention.”

Have questions about how AMA can help your business?


Boldly maximize engagement & drive growth!

Act! Marketing Automation makes it simple to optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth.
Comprehensive campaign management
Visual workflow designer and Interactive Editor
Effective Lead Capture,
Scoring, & Nurturing
Time-saving Workflow with
Prioritized Sales Follow-up
Real-time response metrics
Deliverability & best
practice consulting

Comprehensive Campaign Management

Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns—all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.

Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.

Visual Workflow Designer & Interactive Editor

Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.

Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.

Effective Lead Capture, Scoring, & Nurturing

Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.

Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up.

Time-saving Workflow with Prioritized Follow-up

Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions—alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.

Real-time Response Metrics

Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history.

Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.

Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.


Deliverability & marketing consulting services

Get the quickstart marketing automation support your business needs to optimize your marketing investment, fast. Both the Select and Complete AMA tiers have consulting avilable at $150/hr, while the Advanced Tier includes it at no extra cost.
This consulting service can help you avoid deliverability issues due to poor list management, and advise you on services like The Opt-in Manager to help. Moreover this service can lift your marketing limits with truly interactive drip marketing campaigns to automate customer responses. Design assistance is also available.

Act! Marketing Automation Training Library

Learn more about Act! Marketing Automation with the Swiftpage library of training videos (currently 28 videos and growing). Each video is short and feature focused, allowing you to target the learning areas you need and want most. Just one of the many advantages of Act! Subscription.
Working with Templates
Drip marketing
Working with Landing Pages

Act! Marketing Automation Plan Feature Comparison

When proven CRM meets powerful Marketing Automation, the possibilities are limitless! Act! provides the ultimate toolset to grow your small business. Compare the features of our AMA plans below, and choose the one right to boldly grow your business.
Marketing Automation features & benefits Select Complete Advanced
Email marketing      
Interactive template editor      
Mobile & desktop preview      
Social sharing      
Landing pages & lead capture      
Drip marketing      
Visual workflow designer      
Real-time campaign metrics      
Deliverability & compliance tools      
Getting Started Concierge      
CRM workflow with prioritized sales follow-up      
Response-driven nurture marketing      
Advanced lead capture & surveys      
Event marketing      
Lead management & scoring      
Website activity tracking & analytics      
HTML email editor      
Multi-stage lead profiling      
A/B testing      
Deliverability & marketing consulting services $150 / hr   $150 / hr    
Additional 2,500 email sends per month $15   $15   $15  

Act! Marketing Automation plans & pricing

Optimize all the ways you communicate with prospects and customers with Act! Marketing Automation. Choose the Complete or Advanced plans with time-saving CRM workflow to connect your sales and marketing efforts. Additional 2,500 email sends per month for $15 USD. Prices listed per company. Provides access to all active subscription CRM users.


er month / billed annually

Essential marketing automation features to engage your customers and grow your small business.

10,000 emails per month to unlimited contacts
*Additional emails extra


per month / billed annually

Robust marketing automation features and time-saving CRM workflow to connect your sales and marketing efforts.

50,000 emails per month to unlimited contacts
*Additional emails extra


per month / billed annually

Sophisticated marketing automation features and valuable consulting services to fast-track your success.

100,000 emails per month to unlimited contacts
*Additional emails extra

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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Toll Free : 800.857.0558
Office : 416.499.3090
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