Creating Action Groups

Article Contents

• 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, do the following:

1. In SharpSpring's top toolbar, click
   Automation > Action Groups.
2. Click New Action Group.
3. Enter a name for the action group.
4. Choose an action group folder.
5. Optionally, click any of the following checkboxes:
   
    •   Create a time-based action group with a
         custom date/time field
   
    •   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.