Act-On Client Journey Orchestration (Delivery)

Act-On Client Journey Orchestration (Delivery)

1. 01

   Log in to Act-On and navigate to the 'Programs' section.

   From the main dashboard, select 'Programs' to access the journey builder where you can create or edit client campaigns.

2. 02

   Create a new program and select 'Multi-Channel Journey'.

   In the program creation dialog, choose the multi-channel journey template to leverage Act-On's email, web, SMS, social, and event capabilities for a personalized 1:1 client experience.

3. 03

   Configure the entry trigger and audience segmentation.

   Set the entry condition (e.g., form submission, list import) and define the target audience using Act-On's segmentation rules. Ensure the segment aligns with the client's lifecycle stage to avoid mis-targeting.

4. 04

   Add email steps and enable AI Predictive Lead Score.

   Drag an email action into the journey canvas. In the email settings, toggle on 'AI Predictive lead score' to prioritize leads based on engagement. Use Act-On's AI content generation to draft subject lines and body copy for higher relevance.

5. 05

   Integrate SMS and web personalization steps.

   Add an SMS action for mobile touchpoints and a web personalization step to tailor on-site content. Verify that the client's SMS provider is connected and web tracking is active in the 'Tracking' settings.

6. 06

   Set up CRM integration for sales handoff.

   In the journey, add a 'CRM Sync' action. Select the client's CRM (Salesforce, Dynamics, NetSuite, Sugar, or Zendesk) from the integration list. Map lead fields and define the lead score threshold that triggers a sales alert.

7. 07

   Test the journey with a sample segment.

   Use Act-On's 'Test Mode' to send a preview to a test list. Verify that each step fires correctly, emails render, and CRM records update. Check the 'Activity Log' for any errors.

8. 08

   Launch and monitor performance via Data Studio.

   Once testing passes, activate the journey. Monitor real-time performance using Act-On's Data Studio (Enterprise plan) to track engagement, conversion, and lead score changes. Schedule a weekly review to optimize the journey for the client.