Overview > Surveys and Web Forms > Use Surveys to Gain Contacts

Learn how to set up your e-marketing account

Use Surveys to Gain Contacts

Update Your Information
Surveys are a great way to keep your ACT! database current and full. Surveys are useful for collecting information such as: verifying your contacts’ interests, measuring your customers’ satisfaction, confirming the information you have in your ACT! database for that contact, or identifying who has registered for your event. Create a new survey with the specific questions you’d like answered, link to it from your E-mail, making sure your fields are mapped to your ACT! database. Now you are ready to begin gathering information from your contacts and updating your ACT! database.

Tell Me Everything
Be sure to determine what you want to know from your contact, so you know what to ask in your survey. Be sure to consider what you plan to do with this information, and it will be all the more valuable to you. Then, once your data is collected, you know how the sales and marketing teams can make use of it.  

Advanced Tip
Think about data you want to update in your database as well as new data you want to obtain from your existing contacts

Now Do It! - Create a Survey

  1. Go back to ACT!
  2. Click on the Sage E-marketing icon on your toolbar
  3. Click the Survey tab
  4. Click Edit Survey
  5. Follow the online instructions

Now Do It! - Get Survey Results

  1. Go back to ACT!
  2. Click on the Sage E-marketing icon on your toolbar
  3. Click the Survey tab
  4. Select Survey
  5. Click Submit Results

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