Creating Action Groups

Lead Gen & CRM provides ways for you to create powerful automations based on your lead behaviors.

Automations in Lead Gen & CRM 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:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Automation

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.

Creating Action Groups 

Important: The Visual Workflow Builder is not supported in Internet Explorer 11. Use one of the other browsers supported by Lead Gen & CRM to create visual workflows.

To create action groups, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Click New Action Group. 
   
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.
     Note: Standard action groups are available on the Trial and the Essential plan. Standard, Time Based, and Recurring action groups are available on the Advanced and Ultimate plan.
4. Click Get Started.
   
   
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.
   
   
9. Click + Add > Action.
   
   
   
   
10. Select the actions to use in this visual action group.
    
    
11. Set action parameters as necessary, then click OK.
    
    
    
    
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.