Creating Action Groups

SharpSpring provides ways for you to create powerful automations based on your lead behaviors. Automations in SharpSpring are composed of workflows 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. Article Contents Action Group Distinctions Creating Action Groups	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

Action Group Distinctions

You can create standalone reusable action groups, which are a collection of standalone events that can be referenced within a visual workflow or be manually scheduled to a list. With reusable action groups, you do not have to continuously recreate common action groups.

Branches are a collection of actions created for use only within a visual workflow. Branches are not action groups. 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.

To create action groups, do the following:

Drip campaigns are often built with visual workflows.

To create a visual workflow for a drip campaign, do the following:

Click Automation > Action Groups in SharpSpring's left toolbar.
Click New Action Group.
Enter a name for the action group.
Choose an action group folder.
Optionally, click any of the following checkboxes:

Click to enlarge.

Option		Description
Create a time-based action group with a custom date/time field		An action group that has an action occur at a specific time when a user, visitor, or other party engages with your content in a specific way. Utilizes a user-created field that references a specific time, as well as data.
Make this action group available in the Contact Manager		Allows you to add contacts to this action group directly from their contact profile.
Make this action group repeatable		Allows the lead to go through this action group more than once.

Click Add Action Group.
Click + Add > Action.
Select the actions to use in this visual action group.
Click OK.
Add other actions, filters, time delays, or action groups as necessary:

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.

Option		Description
Actions		An event that happens as a result of an action group running.
Filters		An optional part of an automation that is used to narrow the scope of triggers. Filters are only tested when triggers are fired.
Time Delays		A set amount of time that delays a following trigger, action group, or action.
Action Groups		A set of actions grouped together to accomplish a desired result. Action groups can be saved independently and attached to one or more triggers in an automation.
Yes/No Branching filters		Evaluates if specified criteria are met or not, then filters down to their own Yes and No action groups.

Articles in this section

Creating Action Groups

Article Contents

Action Group Distinctions