Manual Actions are tasks added to your system in the form of a queue. They become available in a user’s account and are marked as complete once the user manually completes a task. To create and manage manual actions, follow the steps below.
Step 1: Create a Workflow
Navigate to Workflows
Click + Create Workflow
Type in a Workflow Name.
Choose a folder where the Workflow will be added from the dropdown.
NOTE: You may also edit an existing Workflow instead of creating a new one.
Step 2: Set up the Workflow Configuration
Select Workflow Configuration to add information such as:
Window - Configure when the Workflow will run
Users - Assign users to Workflow
Next Workflow - Workflow that is next in the pipeline
From address - Shows from address
Lead Value - $ value of lead
Tags - Tags assigned to Workflow
Multiple Allow - Allows Workflow visitors to visit the same or next Workflow in the pipeline multiple times
Stop on Response - Stops all subsequent events in the case a lead responds to Workflow
Event Start Date - Choose when the Workflow will begin
Save to confirm your changes.
Step 3: Add an Event
Click on + Add Event
Click on Manual SMS or Manual Call for an event.
For a Manual SMS:
Type SMS name
Select template if needed
Custom Values - Select values from the drop down to be added to your SMS message
Trigger Links - Provide links to triggers created in your account
In the text box you may type out the SMS you want sent out
Custom Time - Toggle Custom time to on if you'd like the SMS to be sent out at a specific day and time
Attach file - Files such as logos can be added here
Add File Through URL - Add link here
You can test your message by entering a number and clicking on Send Test.
Click Save once you have the desired manual SMS
For a Manual Call:
This Adds manual call as a task for selected users after user is added to the Workflow
Task is marked as complete after task is executed.
Save any changes you make to the Workflow, and switch it from Draft to Published mode, in order for it to run.
Step 4: Accessing and Completing the Tasks/Manual Actions.
Once Contacts are added to the Workflow(s) with manual SMS or call events, the tasks will be generated and formed into a queue you can access in the system.
Navigate to Contacts >Manual Actions.
Here you will see a list of your pending tasks/actions.
They can be sorted by Workflow or Assignee (if you have multiple users). Once executed, the tasks can be marked complete.