| 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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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Action Group Distinctions
You can create standalone reusable visual action groups in SharpSpring. Reusable action groups are a collection of standalone events that can be referenced within a visual workflow or be manually scheduled to a list. With reusable visual action groups, you do not have to continuously recreate common action groups.
Branches are not action groups. Branches are 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.
Creating Action Groups
To create action groups, do the following:
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1. |
In SharpSpring's top toolbar, click |
 Click to enlarge. |
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2. |
Click New Action Group. |
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3. |
Enter a name for the action group. |
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4. |
Choose an action group folder. |
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5. |
Optionally, click any of the following checkboxes: |
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| Option | Description | ||
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Create a time-based |
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. |
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Make this action |
Allows you to add contacts to this action group directly from their contact profile. | ||
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Make this action |
Allows the lead to go through this action group more than once. |
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6. |
Click Add Action Group. |
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.
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7. |
Click + Add > Action. |
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8. |
Select the actions to use in this visual action group. |
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9. |
Click OK. |
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10. |
Add other actions, filters, time delays, or action groups as necessary: |
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| Option | Description | ||
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Actions |
An event that happens as a result of an action group running. |
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Filters |
An optional part of an automation that is used to narrow the scope of triggers. Filters are only tested when triggers are fired. |
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Time Delays |
A set amount of time that delays a following trigger, action group, or action. |
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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. |