Educate and Engage

Unlock the power of your products and services by automating and personalized the onboarding and training experience.

Educated Customers Are Your Best Advocates

Onboarding and Training

Make a strong and lasting impression on your customers right out of the gate by enrolling them in onboarding and education initiatives that speak to their unique behaviors and purchasing history. Leverage behavioral segmentation, automated content delivery, and landing page tools to inform and educate your buyers for maximum product and service adoption.

Show your customers you’re here to help them make the most of your products. Proactively engage users with scalable automated programs that become more targeted as you track further engagement data. Plus, by integrating your preferred CRM with Act-On, you can continuously enrich customer data, designating which customers have completed onboarding and training, and identify who still needs help.

How Do Act-On’s Tools Help Me With
Onboarding and Training?

Automated Onboarding Programs

You need to give your customers the individual attention they deserve in order for them to get the most value out of your offerings. Automate your onboarding efforts by segmenting your customers based on products purchased, timelines, and account maturity.

Personalized Education and Training Programs

Our technology allows you to define how you deliver your education programs, how your users access your materials and track their progress, and how your business scores its onboarding success. By delivering more personalized education and training campaigns, you can increase satisfaction, secure product attachment, and drive additional purchases and renewals.

Plan and Execute Training Events

From quickly planning and building pre-event campaigns to inviting and tracking attendees across all of your in-person and digital training sessions, you can use Act-On to achieve great results. Using landing pages, forms, social media, and webinar integrations, you can efficiently onboard and train your customers and measure your program’s success. Plus, our post-event automated programs make it easy to follow up, reinforce learning, and ensure sustained success and strong product adoption.

We use our content marketing to prove our expertise to our customers and ensure they’re equipped to make educated decisions.

Eric Kinaitis, VP Marketing and Communications (American Endowment Foundation)

How Can This Help My Business?


of B2B marketers use marketing automation software to support
their marketing efforts.


of marketers say marketing automation provides better insights
into how their content is performing.

Go Beyond the Lead

Watch this 2-minute video to see
Act-On in action

Learn how our growth marketing platform can transform your marketing.