Action Plans

Auto Pause (for SMS)
Have you ever used an Action Plan and a lead responds back and you forget to stop the Action Plan? Now, you don't need to worry about it. You use the a...
Thu, Jun 10, 2021 at 11:52 AM
How can Action Plans help me? Automate your follow-ups - Overview
Getting too busy and dropping the follow-up items? Action Plans will help you follow up with your contacts whether as a reminder, an email, or a text messag...
Wed, Sep 21, 2022 at 10:28 AM
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 Text Message. One example could be...
Wed, Sep 21, 2022 at 10:26 AM
Action Plan Folder System
Have you been enjoying creating Action Plans for your contacts? You keep adding in the past and now you're having a hard time locating or organizing th...
Wed, Sep 21, 2022 at 11:41 AM
Creating your own Action Plan
Do you need to make your own Action Plan? No problem. This article will walk you through the process of creating an Action Plan. Create an Action Plan ...
Wed, Sep 21, 2022 at 3:30 PM
Action Plan - Manual Trigger
Once you set up your Action Plan workflow, you have two ways of triggering the Action Plan: Manual vs Automatic Triggers. For this article, we will focus on...
Wed, Sep 21, 2022 at 3:27 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 on...
Fri, Sep 23, 2022 at 3:00 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, Sep 23, 2022 at 3:09 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, Sep 23, 2022 at 3:11 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, Sep 23, 2022 at 3:11 PM