Action Plans

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
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 ...
Fri, Sep 23, 2022 at 3:10 PM
Before & After - Triggering events on specific dates
Ability to specify Before and After in Action Plans In the setup of the Action Plan, you can specify whether the task (appointment, email or SMS) will be t...
Tue, Jun 15, 2021 at 10:35 AM
Sending Options for Action Plans
Setting up an Action Plan includes filling the recipient's field. The “To:” field lets you enter the client's email address for email and phone numb...
Wed, Sep 21, 2022 at 4:26 PM