Action Groups Overview

The Visual Editor

The Visual Editor shows how action groups are configured and the logic that defines the group as a whole. This is done through a workflow. Every trigger, action, filter, and the like are on full display in how they interact with one another.

As such, the Visual Editor allows you to create action groups in a point-and-click fashion in real-time.

Creating Action Groups

Lead Gen & CRM allows you to create standalone, reusable visual action groups. With reusable visual action groups, you do not have to continuously recreate common action groups. To create an Action Group: 

1. Click Automation > Action Groups in the left toolbar.
   
   
   
   
2. Click Create Action Group.
   
   
   
   

When creating action groups and setting actions, consider the following:

• Action groups can be set as reusable. Reusable action groups are collections of standalone events that can be referenced within a visual workflow or manually scheduled to a list.
• Action groups can have multiple branches. Branches are collections of actions created for use only within a visual workflow. As the name implies, this collection of actions branches out from the action group and is dependent upon additional criteria in order to function. This means that action groups can be complex, with multiple branches stemming from a single action.
• Branches are not action groups. Branches will not be added as reusable, standalone action groups.

Available Branch Options

When setting actions, the following options are available when creating action group branches:

Navigating Action Groups

Once created, you can view action groups in the Action Groups menu. Click Automation > Action Groups in the left toolbar to access the Action Groups menu and navigate its features.

Filters

Use the dropdown menus to filter through your action groups. 

Active and Inactive: Filter between active and inactive action groups. When created, action groups are active by default. 

Action Group type: Filter between all action groups, event-based action groups, time-based action groups, and recurring action groups. 

Start Date - End Date: Use the date fields to filter by the date an action group was created. 

List View vs Card View: Toggle between list view, where all action groups are in a row format, and card view, where action groups are displayed in blocks. 

Search: Use the search field to filter through action groups by keywords that are in the action group's title.

Folders

Folders house action groups and help to keep action groups organized as your account grows. Folders are displayed on the left side of the action group page. When creating an action group, you can select the folder where the group should be placed. The default selected group is the Miscellaneous folder. 

Folders include a number indicating the number of action groups contained within that folder. When a folder is selected, and you use the dropdown filters, your search results will only be from that folder. 

Action Group Information

The action group will display the following information upon first glance: 

• The action group name
• The date the action group was last triggered
• The action group type—event-based, time-based, or recurring
• If the action group is repeatable.
• And the number of times the action group has been triggered
  
  

Configuration Settings 

The    Settings menu allows you to configure an action group. The available options are as follows:

1. Rename - Change the name of your Action Group. This will also update the name of your group in other workflows that use your Action Group. 
2. Deactivate - Deactivate an Action Group. The action group will no longer fire when triggers are met. 
3. Copy - Duplicate the Action Group. A pop-up will let you name the duplicate and create a new action group with all of the same triggers, actions, and filters. 
4. Schedule - Choose a date to activate and run the Action Group in the future. 
5. Move to Folder - Move the Action Group from its current folder to a new folder. 
   
   

Deleting / Deactivating and Activating Action Groups

You cannot delete action groups. You can, however, deactivate and activate them at any time. Deactivated action groups will not fire. To deactivate or activate an active action group, do the following:

1. Click on     Settings > Deactivate or     Settings > Activate.
   
   
   
   
2. If you are deactivating an action group, click one of the following toggles depending on your needs:
   
   • Do not allow currently-scheduled events to fire.
   • Allow currently scheduled events to fire.
3. Click Deactivate.
   
   

Removing Contacts from Action Groups

To prevent scheduled actions from a group from being applied to a contact, the contact must be removed from the group. To remove contacts from action groups, do the following:

1. Click Contacts in the left toolbar.
   
   
   
   
2. Click the desired contact's name.
   
   
   
   
3. Click the Memberships tab.
4. Click   Action Groups.
5. Locate the action group that the contact will be removed from and click    Options > Remove.
   
   

Frequently Asked Questions

Q: What is the Make this action group available in the Contact Manager option?
A: This option allows you to add contacts to this action group directly from their contact profile.

Q: What is the Make this action group repeatable option?
A: This option allows for the lead to go through this action group more than once.
 

Q: What happens to leads who enter automation before actions are added or removed?
A: When a lead enters an action group and you add or delete actions from that action group, the changes will not reflect upon that lead. This is because when a lead enters the action group, the events present at that time will write to the lead's individual contact record. Additional actions or edits will not occur for those leads.