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.
  • NOTE: You 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.