Delivering on the promise of Act! automation
The Knowtifier enhances customer engagement by sending out alerts for significant events such as birthdays, anniversaries, and renewal or expiration dates through Act!. It’s designed to initiate email notifications based on date fields in contacts, opportunities, and even custom tables within Act!
Beyond a one-time alert, the Knowtifier allows for the setup of sequential notifications from the same date field, providing a series of reminders leading up to the important date. For instance, it’s possible to arrange for a series of reminders at 1-month, 3-weeks, 2-weeks, and 1-week intervals before a renewal date, boosting the likelihood of customer action.
The Knowtifier can also log these notifications in the contact’s History, include the user in these communications, and generate tasks in Act! for the user to engage with the notified individuals. And the best part is, once the date is updated with a successful, the "knowtifications" stop until the next year.
Additionally, the Knowtifier can be configured to send meeting alerts to all participants, deliver automated reports, remind admins when users haven't synced their databases, and even initiate workflow sequences that trigger off field changes in Act! (eg., create an activity when the ID status changes from prospects to customer).
Act! better with these features.
You only need The Knowtifier installed on one computer for one database for your entire Act! network.
The Knowtifier can trigger off Contact and Opportunity fields, as well as Custom Table Fields.
The Knowtifier runs as a service, so even if your computer is restarted after a power outage or Windows update, The Knowtifier will continue to work at the Windows login screen.
Can be configured to provide multiple notifications that countdown towards a date field
Can be configured to automate the delivery of reports from Reporting4Act!
Create your own beautiful HTML emails without subscribing to a service provider for delivery. Our built-in HTML Editor is as easy to use as MS Word, and can be used to copy in source HTML code, or create from scratch. Easily embed graphics or company logos into HTML emails that allows you to merge customer data from the contact or custom tables.
Configure the Knowtifier to alert you and other participants of upcoming activities you have scheduled. You can have Knowitifer email you and the others involved minutes, hours, or days in advance of a particular type of activity.
Configure as many notifications in The Knowtifier as your business requires. Keystroke uses it internally to track renewals for software subscriptions like Act!, HHC, and other add-ons, as well as to remind customers of renewals for domains, hosting, annual support contracts, you name it. The Knowtifier can work with any product or service that has a renewal date.
Can be triggered to fire off field changes (ie., send a notice or create an automated activity after ID/Status is changed from "Prospect" to "Customer")
Can be configured to ensure you never miss another customer birthday or anniversary again.
Can notify Administrators when remote users have not synced their databases frequently enough, thus ensuring more accurate and up to date records.
The best quality of the Knowtifier is that it simply works. At Keystroke, we have TENS OF THOUSANDS of renewal notifications going out per year for everything from Act! subscriptions to support contracts, and our business could not run without it. Our mantra is, if the data is in Act! is accurate, nothing gets missed by the Knowtifier.
