|Recurring action groups let you schedule an action group to a lead that will execute on a recurring basis.
This means that you can create an action group that, on a given date, will schedule and send birthday emails, subscription reminders, and other recurring events.
This article will detail how to create and use recurring action groups.
Regarding Custom Date and DateTime Fields
Recurring action groups will require a custom Date or DateTime field in order to function. Date and Date/Time fields are fields that are usable as a reference point for certain action groups and workflows utilizing a custom field. This is due to how the field references a specific date or both a date and time. These fields are useful, as they are meant to dynamically schedule and send reminder emails.
Refer to Creating DateTime Fields for more information on creating custom Date and DateTime fields.
Creating Recurring Action Groups
Action groups are a collection of standalone events that can be referenced within a visual workflow or can be manually scheduled to a list or lead. Recurring action groups are slightly different from standard action groups, as they act based on the frequency of the recurring action group, the date and time when action will happen, and how many times the action will continue.
To create recurring action groups, do the following:
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Important: If the custom field is a Date field, you will need to enter a specific time for when the associated actions will be executed.
Important: When selecting a time option, be aware that the paired date is populated through automation, a form fill, or manually by a user. This means that the actions within the recurring action group are all relative to the value a lead has for the selected date.
Refer to Action Groups Overview for more information on setting actions once the core recurring action group has been created and additional action group features.
Editing Recurring Action Groups
You can edit previously created recurring action groups at any time.
To edit a recurring action group, do the following:
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Note: You can also locate an existing recurring action group by entering the name of the desired recurring action group in the search bar.
Be aware that when a recurring action group is rescheduled to activate on a new date, all currently scheduled events will remain as scheduled and all new events will be scheduled according to the new date.
In addition, if the recurring action group is edited and has no value for a lead that is scheduled, then the lead will continue to be scheduled to the recurring action group without actions being scheduled.
Manually Updating Custom Field Data
Date and Date/Time fields will need their time data paired with respective dates to correctly function when set to a recurring action group. This is done on a contact-by-contact basis.
To update custom Date or Date/Time field data for contacts, do the following: