Best Practices: Quick Tips for Visual Workflows and Action Groups

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6 comments

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    Jeny Bonilla

    Can I use a filter with these two conditions?

    When all the group's conditions are met: "has been sent the email" and "has not opened the email"

    Thanks. 

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    Harryson

    Hello, Jeny. You can and should do it that way. If you just use, “when a contact has not opened the email,” the automation will also include contacts that have not been sent the email.

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    Cherry Vanderbeke

    This article is missing a part at the end. It says "this bran"

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    Harryson

    Thanks for catching that, Cherry. Should be fixed now.

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    Caroline Dodson

    What's the difference between workflow and action group? They seem like the same thing. 

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    Harryson

    Hello Caroline. Visual Workflows require a trigger like a form fill to activate. Action groups are more often a list of actions, you can trigger manually. You can plug action groups into visual workflows, though - perfect for when you have a repetitive set of actions that you need SharpSpring to perform frequently across multiple visual workflows.

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