Creating Action Groups

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.

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.

The following user roles can utilize action groups:

Administrators
Marketing Managers

SharpSpring allows you to create stand-alone 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:

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

• Make this action group available
in the Contact Manager.

• Make this action group repeatable.
Click Add Action Group.
Click + > Action.
Select the actions to use in this visual action group.
Click OK.
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.

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Creating Action Groups

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