Act! Groups - Act Today CRM Consultants Act! Groups - Act Today CRM Consultants

Act! Groups: Dynamic Versus Static Groups in Act!

One feature that you will find in almost any Customer Relationship Management (CRM) System, including Act! is ‘groups’. However, as a consultant working with Act! users every day, I am overwhelmed at how many people do not utilise this feature.

Act! Groups are a fantastic way to help you to categorise and organise your contacts into meaningful and useful subsets. Groups have many features and can be used for a variety of different purposes such as:

Target Marketing Categorise your contacts in different target market groups such as “New Leads”, “Big Spenders”, “One-time Users”, “Industries” and so forth. These groups are especially important when it comes to E-Marketing, as there is no “one-size-fits-all” for email campaigns.

Streamline Business Processes There are many ways that Act! Groups can help to reduce your time spent on daily tasks. For example, a company with clients on an annual subscription payment model could have a group for current subscribers and another group for expired subscribers. Automating this process with ‘Dynamic Groups’ means you don’t spend time manually adding contacts to these groups. See below for more on Dynamic Groups.

Build and maintain rapport with your customers Everyone loves a birthday card/message, so why not create a birthday group for each month. At the beginning of the month, organise a mail-out schedule or better still, use Act! Smart Tasks to automate greetings.

To help you to manage your groups, there are 2 types: Static and Dynamic Groups.

Static Groups
Static groups are fixed and cannot be changed unless a user manually does so. For example, contacts are individually selected to become members of a group and continue to be members unless the user removes them.

Static groups are perfect for subsets that possess a short life-cycle, such as an event. To demonstrate, we add manually add contacts who register for one of our Act! Courses into a static group. From here, we can quickly and easily see the registered attendees, send them confirmations, reminders and thank you emails.

Dynamic Groups
Dynamic groups can change and are not fixed. For example, contacts are automatically added to a group using a query. If a record no longer meets the query criteria, it is automatically removed from the group.

This Query will identify all of Prospects in Victoria in the Advertising industry.

Act! groups: This Query will identify all of Prospects in Victoria in the Advertising industry.

 

 

 

 

 

 

 

 

 

 

 

An Act! Group can also have up to 15 levels of subgroups and an unlimited number of groups and subgroups at each level.

Also, if you have personal contacts, you can make your group private so no one else can view the group information.

If you want to learn more about Act! Groups and other features of Act!, contact your local Certified Act! Consultant.

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