How To Build, Manage and Use Manual Actions in Campaigns

Modified on Fri, 02 Dec 2022 at 07:38 AM

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 Campaign

  • Navigate to Campaigns
  • Click + Create Campaign

  • Type in a Campaign Name.
  • Choose a folder where the campaign will be added from the dropdown.
    • NOTEYou may also edit an existing campaign instead of creating a new one.

Step 2: Set up the Campaign Configuration

  • Select Campaign Configuration to add information such as:
    • Window - Configure when the Campaign runs
    • Users - Assign users to the campaign
    • Next campaign - The campaign that is next in the pipeline
    • From address - Shows from address 
    • Lead Value - $ value of lead
    • Tags - Tags assigned to the campaign
    • Multiple Allow - Allows campaign visitors to visit the same or next campaign in the pipeline multiple times.
    • Stop on Response - Stops all subsequent events in the case a lead responds to the campaign
    • Event Start Date - Choose when the campaign begins
  • 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 to be 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 the user is added to the campaign
  • The task is marked as complete after the task is executed.
  • Save any changes you make to the campaign, 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 campaign(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 CRM >Manual Actions.
  • Here you will see a list of your pending tasks/actions. 
    • They can be sorted by Campaign or Assignee (if you have multiple users). Once executed, the tasks can be marked complete.

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