Action Plans

How can Action Plans help me? Automate your follow-ups - Overview
Getting too busy and dropping the follow-up items? Sparky can help through Action Plans! Action Plans will help you follow-up with your contacts whether as ...
Wed, Jun 9, 2021 at 12:51 PM
Setting up Action Plans
Action Plans are a set of actions that are used to complete a repeatable activity. Those actions can be a Task, Email or SMS Text Message. One example could...
Wed, Jun 9, 2021 at 1:15 PM
Creating your own Action Plan
Do you need to create your own Action Plan?  No problems.  This article will walk you through creating an Action Plan. Create an Action Plan To create...
Thu, Jun 10, 2021 at 10:33 AM
Action Plan Library - Leveraging Templates
Too busy to create your Action Plans?  Not a problem.  Leverage the Action Plan Library templates. These are created in partnership with experienced top pro...
Thu, Jun 10, 2021 at 11:29 AM
Action Plan - Manual Trigger
Once you setup your Action Plan workflow, you have two ways of triggering an Action Plan:  Manual vs Automatic Triggers.  For this article, we will focus on...
Thu, Jun 10, 2021 at 2:44 PM
Action Plan - Auto Trigger
Once you setup your Action Plan workflow, you have two ways of triggering an Action Plan:  Manual vs. Automatic Triggers.  For this article, we will focus o...
Fri, Jun 11, 2021 at 3:50 PM
Auto-Triggering Types (via Individual Contacts)
There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...
Fri, Jun 11, 2021 at 2:31 PM
Auto-Triggering Types (via Schedule by Events)
There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...
Fri, Jun 11, 2021 at 2:29 PM
Auto-Triggering Types (via Selecting Contacts by Business Rules)
There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...
Fri, Jun 11, 2021 at 3:47 PM
Auto-Triggering Types (Advanced Options)
There are four ways to use the Auto-Triggering function. One way may be better than the other depending on how you utilize your Action Plan for your client ...
Tue, Jun 15, 2021 at 10:33 AM