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OFFERINGS & PRICING. Effective 8/2015 Prices are subject to change. v Act-On Software

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& PRICING

Quick start services

2

Marketing automation

strategy, consulting

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Act-On Pro-Services Offerings & Pricing |

2

v 1.5

QUICK START SERVICES

QUICK START: CREATIVE

$

500

Be ready to make an impact - have Professional Services create templates that match your company brand with placeholders for text and images that you update. Start your automated marketing with:

QUICK START: ACCOUNT SETUP

$

1,500

Hit the ground running with rapid Act-On account setup performed by Professional Services.

›› One mobile-responsive landing page stationery ›› One mobile responsive email stationery

›› One mobile responsive form stationery

›› Configure Act-On account basics including your Profile, Organization

Info, Users, From Addresses, and Branding

›› Import existing contacts into your Act-On account

›› Set up CRM connectors using standard integrations for Salesforce,

SugarCRM, Microsoft Dynamics, Infor or NetSuite

›› Assist your website technology manager with integration of the Act-On

tracking code throughout your website

›› Enable Website Visitor Daily Digest for marketing and sales users, alerts and reporting

›› Set up individual and specific lead/contact owner alerts for website activity

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QUICK START SERVICES

(CONTINUED)

QUICK START ONBOARDING

$3,000

Start out on the right foot – and get the jump on the competition – with a quick-start implementation strategy that’s done for you. Our professional services experts will set up your profile and alerts, create branded stationeries with pre-designed templates, and launch one predefined automated program for you. The best part? After it’s in place, you’ll be able to use it as a template for your future programs. Here’s what’s included.

CONTENT MIGRATION

Estimated:

$200

per asset

custom scoping required

Professional Services will transition your existing collateral from a legacy provider to your new Act-On account. We’ll begin with a briefing call to scope the volume and determine the time frame for the migration process.

›› Everything listed under Quick Start Creative & Quick Start Account Setup ›› Automated program assembly

›› Setup one automated program using predefined work flows

›› Assembly of up to five emails using finished copy and images provided by you. You will provide HTML code or layered Adobe Photoshop file.

›› Onboarding project review

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Act-On Pro-Services Offerings & Pricing |

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v 1.5

MARKETING STRATEGY GAP ANALYSIS

MARKETING AUTOMATION STRATEGY,

CONSULTING & MANAGED SERVICES

With the right plan and the right tools, you can deploy an effective

marketing automation strategy - resulting in measurable increases in lead qualification and sales conversions! We can help you create the strategy and plan that will make it happen. You’ll get up to two hours with one of our Marketing Automation Specialists. We’ll cover your business goals and discuss the basics of an effective marketing automation strategy. This package includes a copy of Act-On’s Marketing Automation Strategy Guide, detailed project plan recommendations, and a follow-up meeting to track your progress.

MARKETING AUTOMATION STRATEGY SESSION

$3,500

Having marketing automation is like having a first-class transportation system: to make it work for you, you need a specific destination and a plan to get there. One of our Professional Services marketing strategists will work closely with you to understand your business, target markets, buyer profiles, and goals. We will take a deep dive into your marketing program including:

›› Tactical guidance on how to attract and grow the largest audience

using inbound and outbound channels

›› Nurture your buyer through sales conversion ›› How to expand your service offerings

›› Campaign review and analysis

›› Content review and recommendations

›› Formal gap analysis report delivered with strategic recommendations

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MARKETING AUTOMATION STRATEGY,

CONSULTING & MANAGED SERVICES

(CONTINUED)

MARKETER ON DEMAND

When you work with our Professional Services group, you get an extra pair of hands to take on those jobs you don’t have the time, or the in-house skills, to do. Think of us as your MOD partner, and call on us to assist with account set up, integrate new tools, execute platform activities, set up a new program, and much more. Use this discretionary time with a dedicated Act-On expert to get caught up, get ahead, or fill in for a missing team member.

Excludes custom design work. Minimum commitment of 10 hours per month for 3 months.

Not seeing what you’re looking for? Whether you need help with strategic

guidance, campaign development, or content creation, we can design a custom Professional Service package to meet your needs. Custom scoping is required.

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Act-On Pro-Services Offerings & Pricing |

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v 1.5

MARKETING AUTOMATION DESIGN & DEPLOY

We will assemble one email message, landing page, or lead capture form using the copy, design file, images, and instructions that you provide. You will provide a mock up and assets, or choose from one of our all-purpose templates.

This does not include professional copywriting, custom design work or custom CSS.

ASSET ASSEMBLY

Our design experts will combine high-impact visual design with

compelling calls to action to maximize engagement and responses for your email campaigns. Custom design includes:

$350

per asset

CUSTOM ASSET DESIGN

$1,500

per asset

EMAIL, LANDING PAGE, OR LEAD CAPTURE FORM

EMAIL, LANDING PAGE, OR LEAD CAPTURE FORM

›› Responsive design, coding, and testing of a custom asset

as a reusable template that is uploaded to your Act-On account

›› Promotional copywriting, graphic design, and stock images

›› Web forms include a branded all-purpose confirmation email

or confirmation page

›› View examples of custom design work in our gallery at:

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MARKETING AUTOMATION DESIGN

& DEPLOY

(CONTINUED)

BASELINE MARKETING AUTOMATION

STRATEGY IMPLEMENTATION

Designed for customers who are ready to implement the best practices outlined in our Marketing Automation Strategy Guide, but don’t have the time to do it themselves. Our experts will implement a baseline strategy to help you build a solid marketing automation foundation. This package includes:

›› Up to 6-hours of best practices guidance

›› Setup of 3 automated programs (top, middle and bottom of funnel)

using predefined workflows

›› Consolidate lists into one master list with marketing

appropriate segmentation

›› Lead score funnel report and marketing qualified

alert configuration

›› 1 email template, 1 landing page template, 1 form template

(No custom design or copywriting)

›› Asset assembly for automated program – Up to 15 Emails, plus up

to 12 landing pages; customer to provide copy and images

$7,875

Need assistance with copywriting? Add $5,250 to this package to include

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Act-On Pro-Services Offerings & Pricing |

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v 1.5

ENHANCED DELIVERY SUPPORT

DELIVERABILITY SERVICES

Gain and maintain full control over your email sending reputation.

With a dedicated IP, you send from your own IP address that is not influenced by other companies. If you send email at least once per week, maintain consistent mail volumes and want to control your own sender reputation, a Dedicated IP may be right for you. Dedicated IP service includes:

DEDICATED IP

Act-On’s Delivery Insights team is ready to provide dedicated support to keep your deliverability rates at the highest possible level. Our experts will proactively monitor business practices and email processes, spot potential issues, and solve problems when they arise.

With enhanced delivery support, you get proactive management including:

›› One monthly meeting (30-minutes)

›› One monthly summary report including message response statistics

(sent, opens, clicks, spam complaints, opt-outs), domain reputation, Litmus testing

›› Daily monitoring and remediation of bounces and blocks ›› Up to 2 Act-On accounts and maximum of 5 hours per month

›› Provisioning and implementation of the IP ›› Customized volume ramp plan per client ›› 30-days of support including:

›› Deliverability consultation during set up, including best practices

›› Up to 3-hours of monitoring of ramp up and one 30-minute meeting

in the first 30-days

$350

per month

$500

per month

Do you only need monitoring for a limited time? We can design a custom

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DELIVERABILITY SERVICES

(CONTINUED)

A thorough reputation audit will identify all external issues that are – or could be – affecting your ability to get to the inbox of your recipients. As part of the service, our experts will proactively audit key reputation factors, including:

DIGITAL REPUTATION AUDIT

With Act-On’s in-depth, customizable workshops, you’ll gain the

advanced knowledge, tools, and tips to combat any and all known barriers to the inbox. Armed with the latest deliverability best practices, you can focus on optimizing your programs so you can see results that lead to bigger profits for your organization.

Take advantage of a one-day on-site or virtual workshop, or mix and match up to four virtual one-hour sessions. We’ll tailor your sessions to your specific needs and business requirements. You can customize a program from these deliverability topics:

›› Digital reputation audit ›› Deliverability best practices

›› Optimizing content for optimal deliverability ›› Maximizing subscriber acquisition and list growth ›› Industry reputation scores

›› Common blacklists ›› Internal mailing practices ›› Data management practices

$350

$500

Our experts will share the knowledge and tools you need to ensure successful email delivery – both now and in the future.

BEST PRACTICES WORKSHOPS Virtual Workshop

On-site Workshop

$2,500

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Act-On Pro-Services Offerings & Pricing |

10

v 1.5

LIST HYGIENE

List cleaning is one of the most proactive steps a marketer can take to ensure high deliverability and maintain a great sending reputation. Act-On will scrub your email list for spam traps, role-based addresses, duplicate email, monitoring seeds, non-deliverable domains, invalid TLDs, known threats, and managed anti-spam network domains. Then, we will provide a full report with a consultation on the results.

LIST CLEANSING

Validating email addresses will help you maximize your email marketing campaign results by enhancing your deliverability and your online reputation. Act-On will actively verify email addresses to determine if an account is valid and deliverable at the moment that it is queried. Then, we will provide a file with your results, including identification of unverifiable email addresses for you to remove from your mailing list.

LIST VALIDATION

10,000 25,000 50,000 75,000 100,000 250,000 500,000 750,000 1,000,000 > 1,000,000 $150 $300 $550 $800 $1,000 $2,000 $3,000 $4,000 $5,000

Email for quote

NUMBER OF CONTACTS (per list) PRICE

Number of contacts listed are up to that amount. 100,000 250,000 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 > 3,000,000 $150 $300 $500 $750 $1,250 $1,500 $1,750 $2,000

Email for quote

NUMBER OF CONTACTS (per list) PRICE

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