Act-On
Deep Act-On administration: enrollment logic, segment behavior, program architecture, and the integration points that determine whether the platform is actually doing what it appears to be doing.
Act-On keeps running when it's broken.
Sends go out. Reports populate. The dashboard looks operational. The problem is that enrollment logic, segment behavior, and trigger conditions can drift significantly from their original intent without producing any visible error - just quiet misfires that compound over time. Organizations that have run Act-On for more than a year almost always have at least one program doing something other than what it was configured to do.
Our Approach
Tactical Marketing's Act-On work begins with a structured audit of program architecture, segment logic, and the integration layer connecting Act-On to your CRM.
We map what the system is supposed to do against what it actually does. Most audits surface enrollment gaps, orphaned automations, and sync conditions that stopped behaving correctly after a CRM change. We fix the underlying architecture, not just the visible symptom.
Discuss Act-On
Connect with Phil to discuss your operational environment, what's not behaving correctly, and how Tactical Marketing approaches the repair and governance work.
Contact Us"The automated Certificate program that the Tactical MA team and I worked on earlier this year wrapped up a few weeks ago and generated over $10 million in deposits."
What We Do in Act-On
Related deep dive
Marketing Automation Consultant →How a marketing automation platform is meant to be operated, audited, and governed over time.
Or browse the full operations library.
Act-On strategy session
Book an Act-On strategy session →A working session with Phil to pressure-test how your Act-On environment is set up, where it's drifting, and what to do next.
Read the argument behind it: Why a marketing automation strategy session matters.
Or start with our free 27-point Act-On audit — a scored read of your instance, no charge.
Frequently Asked Questions
How do you identify what's actually broken versus what just looks broken?
We audit systematically - program logic, trigger conditions, data sync behavior, and the integration layer - rather than reacting to surface symptoms. Most environments have failures that aren't visible in the platform UI at all.
How long does an audit or repair engagement typically take?
A thorough audit runs 2–3 weeks. A structured repair or rebuild depends on the depth of the technical debt - most range from 4–10 weeks. We scope each engagement after the initial audit so you know what you're committing to.
Do you provide ongoing management after the repair work is done?
Often, yes. Many clients transition into a managed services arrangement where Tactical Marketing handles ongoing administration, governance, and platform maintenance. Others prefer to hand back to an internal team - in which case we document everything and run a formal knowledge transfer.
Related Services
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HubSpot Marketing
HubSpot workflows behave differently at scale than in setup. We fix enrollment gaps, repair branching logic, and build programs that hold up under real operational conditions.
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Marketo
Marketo is powerful and unforgiving. We handle the smart campaign logic, trigger conditions, and program architecture that determine whether your demand generation actually runs.
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Salesforce Marketing Cloud
SFMC journey logic, data extension architecture, and the sync behavior between Marketing Cloud and Salesforce CRM - the layer where most operational failures actually happen.
Start the conversation.
If something isn't behaving the way it should, that's where we start. Phil reads every inbound personally and responds within one business day.