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My Free Computer Training Tutorials at Teach an Old Dog New Tricks

365 Act Tips is not my only website that tries to inform and educate software users.

I have also created a website called www.teachanolddognewtricks.com. It offers more than 80 hours of free computer training videos and tutorials.  Here is a sampling of what you can find on my website:

AEM: Getting Started with Act Email Marketing

Act email marketing is one of many email options you have when using act.

act email marketingMany years ago a company called Swiftpage developed an email marketing tool or package for act software. When talking about email I always referred to it as Swiftpage. Since that time, Swiftpage the company bought act. In most circumstances when I refer to Swiftpage I am referring to the email marketing program and not the company.

Because I grew accustomed to using Swiftpage for sending marketing emails, I learned the ins and outs of working with creating and sending emails from Swiftpage. The way I describe Swiftpage email is to say that it takes some work and patience to develop and get to know. In my opinion, it is a tool that is worth a look. Having stated that, it is important to realize that you have many options when it comes to sending emails to prospects and clients. It is important that you understand the differences and come up with a strategy for implementing those different resources for email.

Act email marketing was introduced in recent years and has many fine points. For me, I compare it to Swiftpage email and there are definitely some pros and cons.

If you have questions about the differences please contact me to discuss these in detail.  For now, I would like to introduce you to act email marketing via the video below. Enjoy.

Additional Resources: http://www.act.com/resources/act-emarketing-getting-started

Switch between Act Layouts Quickly: The F6 Key

Act remembers the last two layouts you have viewed in act.  This is how you quickly flip between them.

When you work on your computer sometimes you need to give your eyes a break. Sometimes less information is better on the eyes. Sometimes information on your screen is sensitive; social security numbers for example or personal email addresses.  Act allows you to have more than one layout and it’s very easy to switch between them if you simply use the F6 key on your keyboard.

Watch my video to learn more how to Switch between Act Layouts Quickly: The F6 Key:


 

What is Slack? – YouTube

What is Slack? Slack is a messaging app for teams. It brings all your team’s communication and files in one place, where they’re instantly searchable and available wherever you go. Come explore some of our main features and see why thousands of customers love us.

339,229 views Published on Oct 28, 2015 | via YouTube

Slack is communications for teams. Here are a few of the things you can do with it:

  • Create different channels
  • share files via drag-and-drop
  • create private channels
  • direct messages
  • group messages
  • notifications
  • integrations
  • use a mobile app

Can This Eliminate Email?

Deleting Blank Contacts in Act

This is a very common issue that I see when I review my clients act databases.

In is inevitable that you will create a contact in act by mistake. I see it all the time. In this act video tutorial I will show you how they are created and how to delete them. Just make sure you have a back-up of your act data before you delete stuff; always a good rule to abide by with act data.

The keyboard shortcut for creating a new act contact is the insert key.

Quite often when I look at a clients database I see many empty contacts. When you look at this as a contact list in act, you see a lot of nothing. White space. It makes sense to clean up these contacts but you want to be careful that you don’t delete other contacts by mistake.

When you make a decision to do a lot of data cleanup, I recommend that you make constant backups of your act data. If you make a mistake, you can quickly restore the last backup. Don’t be afraid to make backups with act.

Enjoy my Act Video Tutorial:

 

7 Apps to Connect to Act! using Zapier

Act! Premium helps you organize all your contacts in one place so you can prioritize your day and market your products and services more effectively, helping to drive sales results – ultimately, creating customers for life. Start using Act! today.

Are you looking to take back time to focus on what you love rather than being bogged down by tedious tasks? Did you know that you can now connect Act! with many of the other online business optimization applications you are already using? Zapier makes this all possible. Start connecting your apps, automating tedious tasks, and making the most out of your contact management system today.

Source: 7 Apps to Connect to Act! using Zapier | This is from ACT.com and Written by Mallory Bowers.  Thanks Mallory!

Here are all the new ways you can save time with Zapier automation:

Wufoo

Building online forms can be difficult, tedious and time consuming. Enter Wufoo. A (free) service that makes it easy. Wufoo’s form designer can help you create any kind of form you can think of: contact forms, online surveys and invitations so you can collect all the data, registrations and the payments you need. With this new integration, Zapier can automatically create contacts within Act! from new Wufoo entries.

QuickBooks Online

Businesses of all sizes need accounting software to keep their finances in order. QuickBooks Online is the web based version of the popular accounting software QuickBooks, which allows you to organize your finances in one place, record sales and make sure you get paid, keep track of the money you spend and connect bank and credit card accounts so you have everything in one view. Integrate QuickBooks Online and Act! with Zapier, and create new contacts within Act! directly from new QuickBooks Online contacts.

SurveyMonkey

SurveyMonkey allows you to quickly and easily create and send online surveys with real-time reporting capabilities. With this new integration, Zapier can automatically create new contacts within Act! from completed surveys and add notes from the answers provided – no more copying and pasting from app to app.

Eventbrite

Eventbrite is an easy to use event management tool that allows you to promote, manage and host successful events. Make Eventbrite and Act! work together with the new Zapier integration. Now you can connect your event attendee information to Act! with only a few quick clicks. Zapier will create a new contact in Act! for every new event attendee.

Slack

Slack is a platform for team communication – meant to cut down on time spent checking your email, and brings everything into one centralized place. It allows you to chat with your whole team in public or private channels or one-on-one if you prefer. It is instantly searchable and allows you to share documents and other files. Now you can connect Slack and Act! with the new Zapier integration to ensure a more productive workday.

PayPal

PayPal is an easy and more secure way to send or receive money, make online payments and/or set up a merchant account – perfect for your (online) small business. The new Zapier integration can automatically create new contacts within Act! from new PayPal transactions.

Google Contacts

Do you use Gmail personally or professionally? Google Contacts – your Gmail address book – allows you to keep track of all your contacts, track your previous interactions with them, and is integrated with all other Google products. Never miss an opportunity to add a potential customer to your Act! database – the Zapier integration will automatically create a new Act! contact from new Google Contacts.

Source: 7 Apps to Connect to Act! using Zapier | This is from ACT.com and Written by Mallory Bowers.  Thanks Mallory!