Using the Act! History List

Original webcast date March 8, 2016 Geoff of Twelve/Three will review a great new feature of Act!, the History List. The History List was introduced 2 years ago in v16 as a way to view a consolidated list of all histories in the database. It is a very fast and instant way to generate flexible […]

Act! Emarketing Overview for Beginners

Act! Email Marketing Overview for Beginners Original webcast date 3/1/2016 Stephen of Twelve/Three reviews the Act! Email marketing platform. This is intended as a full overview for beginners. We will go over the advantages of using AEM, how to create templates, sending to your database, and tracking analytics on the reports. If you’d like to […]

Using Groups & Defining Dynamic Membership

Original webcast date Feb 23rd, 2016. Geoff explains how to use Act! groups, why they are useful. We will cover static groups (where you manually pick and choose members), and dynamic groups (where contacts are automatically added based on filter criteria). Groups are useful for email marketing, sync sets, territories, and much much more. This […]

Act! Layouts & Screen Customization

Original webcast date 2/9/2016. Geoff of Twelve/Three Marketing explains how to edit your Act! layouts and customize various views. Using Act! Premium v18 Customized layouts allow you to view the fields most relevant to your business, and brand Act! to your corporate identity. To attend these free webcasts live on Tuesday mornings at 9:30am, please […]

Using Act! Companies & Linking with Contacts

Original webcast date 1/26/2016. Geoff of Twelve/Three Marketing gives some insight on how Act! is designed to work with Companies & Linking them to Contacts. Companies are what’s known as a separate “entity” within Act!, and can exist as their own records independently from Contacts. Using some neat tricks you can readily set up your […]

Act! v18 Overview

Original webcast date 12/15/2015. Geoff of Twelve/Three Marketing gives an overview of the new Act! v18. Explains what’s new, what the future plans are for Act!, and some of the pricing options. Main features of Act v18: – Windows 10 full support – Microsoft Office 2016 support – Redesigned Act for Web interface – 64-bit […]

Act! Reports for Beginners

Dec 8th 2015 recording from our free weekly Tuesday morning webcasts. Geoff Boulden of Twelve/Three Marketing hosts this GoToMeeting, explaining how to get started with Act! reports. This includes which reports are pre-built in Act!, how to edit your own, and how to properly lookup and print results. To attend our free Act! webcasts live, […]

Act! Opportunities Beginner Overview – December 2015

Dec 1st 2015 recording from our free weekly Tuesday morning webcasts. Geoff Boulden of Twelve/Three Marketing demonstrates on Getting Started with Act! Opportunities. To attend our free Act! webcasts live, please sign up for the invitation emails here. For any and all questions about Act!, upgrades, training, solutions, and everything inbetween — call us! (716) 837-5727. […]

Act! v17 Getting Started with Companies – November 2015

Nov 3rd 2015 recording from our free weekly Tuesday morning webcasts. Stephen Boulden of Twelve/Three Marketing hosts this GoToMeeting, explaining the best practices for adding companies to act, linking contacts to companies, and quickly creating new contact records for a company. To attend our free Act! webcasts live, please sign up for the invitation emails […]