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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 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.


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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.

 


Creating Action Groups 

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. 

To create action groups, do the following:

  1. Click Automation > Action Groups in SharpSpring's left toolbar.
  2. Click New Action Group.

    Click Automation then action groups from the navigation.
    Click to enlarge.
  3. Click any of the following checkboxes:
    • Create a time-based action group with a custom date/time field - This is 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. It 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.
  4. Click Get Started.

    Choose the type of action group.
    Click to enlarge.
  5. Enter a name for the action group.
  6. Optionally choose a non-default action group folder.
  7. Click any of the following checkboxes:
    • Make this action group repeatable
    • Make this action group available in the Contact Manager
  8. Click Save.

    Add an action group title, and choose if it should go in a folder, be repeatable, and available in the contact manager before clicking save.
    Click to enlarge.
  9. Click + Add > Action.

    Use the plus sign to add an action.

  10. Select the actions to use in this visual action group.

    Select an action.
    Click to enlarge.
  11. Set action parameters as necessary, then click OK.

    Fill out the details as needewd then clilck Save.

  12. Add other actions, filters, time delays, or action groups as necessary such as:

    • 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.
  13. Once your action group is ready, set the action group toggle to Active.

    Add additional items to the action group as needed then click active.
    Click to enlarge.

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