Скачать или смотреть 99% of All Act CRM Users Don't Know This Simple Trick: Send an Email by Selecting a Checkbox.

This video explains a simple but powerful way to send emails in Act CRM by using a checkbox on a contact record instead of manually running campaigns each time.

Tony walks through a practical example using an ice cream business. He shows how you can prewrite an email, such as a chocolate ice cream promotion, and attach it to an Act Marketing Automation campaign. That campaign is connected to a group that is built from a rule. The rule says that if a specific checkbox is checked on a contact record, that contact is automatically included in the group.

Once the campaign is active, it stays live in the background. When you check the box on a contact like Fred Flintstone, Act automatically adds that contact to the group and sends the email without any extra steps. You do not need to rebuild the campaign or resend it manually. The synchronization feature in Act Marketing Automation constantly watches for new contacts who meet the group criteria and sends the email as soon as they qualify.

This approach is especially useful for common emails such as welcome messages, thank you emails, follow-ups, or simple promotions. You can prepare these emails once, leave them ready, and trigger them at any time just by checking a box. Tony emphasizes that Act subscribers already have access to this functionality, including up to 2,500 email sends per month, but many users never take advantage of it.

The main message is that Act Marketing Automation is often underused. With a little setup, you can simplify workflows, reduce staff effort, and make sure important emails are sent consistently and correctly.

3 key takeaways

01:36: You can connect a campaign email to a group that is driven by a checkbox rule
02:06: Checking a box on a contact record can instantly trigger an email via live campaign synchronization
02:51: Prewritten emails like welcome, thank you, or follow-up messages can be sent on demand without manual campaigns