Marketing automation for your entire customer lifecycle

Act-On differs from traditional marketing automation platforms like Marketo, Hubspot, Pardot, and Eloqua by combining the best of marketing automation and customer engagement platform capabilities found in Braze and Iterable offering robust engagement capabilities across the entire customer lifecycle.

Act-On is different in several key ways:

• Lifecycle-focused, not just lead generation. Act-On helps marketers grow revenue through lifecycle marketing. Unlike traditional platforms that are largely geared toward lead generation, Act-On provides the flexibility to automate and optimize campaigns at every stage—from awareness to advocacy.
• Scalable personalization. Act-On enables highly personalized journeys that build lasting relationships. While many platforms rely on limited contact data, Act-On allows marketers to design journeys based on product usage, account data, support tickets, and other insights that reflect long-term customer relationships.
• Built for an open ecosystem—not a CRM add-on. Many marketing automation tools are part of all-in-one platforms that don’t integrate well with other vendors. Act-On is a standalone platform designed to work seamlessly within an open marketing ecosystem.
• Powerful, yet easy to use. Act-On balances advanced capabilities with ease of use, enabling marketers to build and launch automated campaigns without extensive training or outside support.
• AI that supports marketers—not replaces them. Act-On’s AI is designed to enhance human creativity and decision-making, delivering fast, accurate insights that help optimize campaign performance.

Act-On serves marketing teams in midsize and enterprise organizations that are focused on growing revenue from new and existing customers through lifecycle marketing. It’s the perfect fit for teams that want advanced lifecycle orchestration capabilities in an approachable UX that allows non-technical marketers to build and deploy campaigns quickly. Act-On is proud to serve marketers in leading global companies across financial services, manufacturing, professional services, technology, and more.

Yes!  Act-On helps brands scale marketing by enabling corporate teams to deliver ready-to-use campaigns to franchisees, branch offices, agents and partners. Corporate marketers can centrally create and distribute pre-built content templates and automated programs, allowing individual locations to launch campaigns quickly without needing deep marketing expertise.

Companies benefit from an easy-to-use platform that ensures brand consistency while allowing for local customization. This approach increases campaign speed, improves engagement, while maintaining control over brand standards across all locations.

Act-On helps marketers run automated campaigns across email, web, SMS, social media, direct mail, and more. Its lifecycle orchestration capabilities ensure that marketers can drive intelligent automation and 1:1 personalization across these channels, and generate the insights required to continuously optimize engagement across them.

Act-On AI empowers marketers to work faster and smarter across the entire customer lifecycle.

• InSite web agent uses AI to provide personalized answers to website visitors and captures the interests and intent of known contacts.
• Predictive lead scoring identifies high-quality leads based on historical engagement patterns.
• True Open identifies email clicks and opens generated by security and privacy bots, providing marketers with more accurate reporting and behavior-based automation.
• Agentic data analysis uncovers insights and generates data visualizations through simple conversations with Act-On’s AI agent.
• Adaptive Send determines the best time to send emails to individual contacts based on previous engagement patterns.
• AI Create quickly generates brand-compliant marketing copy from a simple prompt.
• Subject Line Optimizer helps marketers generate high-performing subject lines based on previous engagement data.

Yes! Act-On’s success is rooted in our customers’ ability to leverage the diverse array of data sources required to orchestrate personalized journeys at every step of a lifecycle.

Our Data Bridge connector enables it to send and receive data from any API- or webhook-enabled system, including ERP, product management, financial services platforms, and more. Act-On also provides iPAAS integration with Zapier and Integrately for marketers looking to automate workflows involving more complex data triggers, transformation, and exchange.

Act-On’s integration with Salesforce, Dynamics, Sugar, NetSuite, and Zendesk embeds its UI directly into your CRM platform, allowing members of other customer-facing teams to understand how a contact or account has been engaging. Bidirectional data integration enables marketers to automate and personalize outreach with CRM data, or trigger the creation of tasks, records, and objects from contact engagement with Act-On.

Act-On provides reporting and analytics that help marketers understand engagement and performance across the entire customer lifecycle. Its AI agent for data analysis enables users to explore and visualize cross-channel engagement through natural language queries. With CRM integration, marketers can connect engagement to revenue using attribution reporting, funnel velocity, and lead source analysis.

Users can pin key reports and charts to custom dashboards for quick access or automatically share reports with stakeholders by email.

Yes, Act-On is designed to be easy for marketing teams to use while still providing powerful capabilities. It enables marketers to build and launch automated campaigns, analyze performance, and optimize results without extensive training or technical expertise.

Act-On combines an intuitive interface with powerful tools for building personalized customer journeys. Features like AI-powered content creation, natural language data analysis, and automated reporting help marketers work faster and make smarter decisions without relying on developers or outside support.

Act-On’s pricing model is based on the number of contacts emailed each month. This keeps pricing aligned with actual usage and allows teams to store and collect inbound data (email clicks, website visits, form submissions, etc.) for an unlimited number of contacts in their database.

In addition to Act-On’s award-winning support, we offer:

• Deliverability Consulting Services: Our deliverability team has deep expertise and partners with organizations to solve complex deliverability challenges that extend beyond the scope of most SaaS providers and marketing agencies. We take a strategic, data-driven approach to optimizing inbox placement, engagement, and sender reputation, providing tailored solutions that align with each client’s infrastructure, audience, and growth objectives.
• Implementation Services:  Our dedicated team will get you onboarded and seeing value quickly.