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.

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