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Creating Action Groups

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Forest Myers
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SharpSpring provides ways for you to create powerful automations based on your lead behaviors.

Automations in SharpSpring are composed of tasks and action groups, which themselves are composed of various actions or events.

This article will detail how to create an action group for your automations.


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Creating Action Groups 

SharpSpring allows you to create standalone reusable visual action groups. With reusable visual action groups, you do not have to continuously recreate common action groups. SharpSpring's Visual Editor allows you to create these reusable action groups. 

To create action groups using SharpSpring's Visual Editor, do the following:

  1. In SharpSpring's top toolbar, click
    New > Action Group.
  2. Enter a name for the action group.
  3. Choose an action group folder.
  4. Click the Use visual editor toggle.
  5. Optionally, click any of the following checkboxes:

     •   Make this action group available
          in the Contact Manager.

     •   Make this action group repeatable.
  6. Click Add Action Group.
  7. Click + Add > Action.
  8. Select the actions to use in this visual action group.
  9. Click OK.
  10. Add triggers, actions, time delays, and action groups as necessary:

     •   Actions: The available actions. 

     •   Filters: Additional criteria that a lead must
          fulfill before moving on to an action.

     •   Time Delay: Sets a time delay for actions.

     •   Action Groups: Multiple actions
          previously constructed together as
          a group.
  


Click to enlarge.
Important: The Visual Workflow Builder is not supported in Internet Explorer 11. Use one of the other browsers supported by SharpSpring to create visual workflows.
 
Note: Reusable action groups are a collection of standalone events that can be referenced within a visual workflow or be manually scheduled to a list.

Branches are not action groups. Branches refer to a collection of actions created for use only within a visual workflow. As the name implies, this collection of actions branch out from the action group and are dependent upon additional criteria in order to function. Branches will not be added as reusable, standalone action groups.


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