Scheduling Sales Task Reminders in Visual Workflows and Action Groups

Understanding Sales Task Automation

When you add sales task reminders to an automation, the task reminder will be scheduled when the workflow or action group is triggered by a lead. It will be due the set date and time. Those that are assigned to these tasks will find the scheduled reminder in their Task Manager window.

In addition, the assigned task will be highlighted in purple, which shows that it was created via sales automation with the Sales Optimizer. These reminders will notify the assigned user of the task in the same way that manually assigned tasks do.

Note: Visual Workflows are available on the Trial, Essential, Advanced, and Ultimate plans. Opportunity workflows and Sales Optimizer are available on the Ultimate plan.

Creating Sales Task Automation

Sales task reminder automation requires action groups or workflows with initial actions or triggers to function. You will need to create an action group or a visual workflow in order to utilize sales task reminders.

Creating Sales Task Visual and Opportunity Workflows

Sales task actions can be added to visual and opportunity workflows. Actions in workflows require an initial trigger and can be nested in action groups.

Note: Visual Workflows are available on the Trial, Essential, Advanced, and Ultimate plans. Opportunity workflows and Sales Optimizer are available on the Ultimate plan.

1. Click Automation > Visual Workflows in the left toolbar.
   
   

    

2. Create a visual workflow or an opportunity workflow.
3. Click + Add > Trigger under Start.
   
   

    

4. Select the desired trigger.
5. Configure the trigger as necessary and click OK.
6. Click + Add > Action under the added trigger. 

   
    

7. Configure mandatory information for the action.
8. Configure optional information for the action.
9. Click OK.
   
   

    

10. Complete the workflow with other triggers, filters, delays, or actions. When the workflow is complete, set the Activity toggle to Active.
    • Important: For a sales task to appear on an opportunity as a result of the Sales Optimizer, you must add a time delay to the workflow.

Creating Sales Task Action Groups

Sales task actions can also be added to action groups.

1. 1. Click Automation > Action Groups in the left toolbar.
      
      

       

   2. Create an event-based action group.
   3. Click + Add > Action under Start or an applicable action.
      
      
       
   4. Click Create Sales Task.
      
      
   5. Configure mandatory information for the action.
   6. Configure optional information for the action.
   7. Click OK.

Complete the action group with other triggers, filters, delays, or actions. When the workflow is complete, set the Activity toggle to Active.

Important: For a sales task to appear on an opportunity as a result of the Sales Optimizer, you must add a time delay to the workflow.

Configuring Sales Task Actions

Once you have created an action group, an opportunity workflow, or a visual workflow, you can add a sales task action. Sales task actions have both mandatory information fields that must be configured for the action to function correctly and optional information fields that do not need to be configured.
 

Entering Mandatory Information

To assign tasks and schedule reminders with sales task actions in workflows, edit an existing action group, opportunity workflow, or visual workflow and add a sales task:

1. 1. Select the desired task type from the Task Type drop-down menu:
      • General
      • Email
      • Phone
      • Meeting
   2. Select one of the following Due Date options:
      • Days after task is assigned
      • Hours and minutes after task is assigned
      • Note: Reminders are scheduled according to the assigned user's time zone.
   3. Optionally, click the Only make tasks due during next available business hours checkbox.
      • Note: When Only make tasks due during next available business hours is checked, sales tasks will only be assigned during business hours
   4. Enter a title for the task in the Enter a Title text field.
   5. Optionally, select a merge variable from the Insert Merge Variable drop-down menu above the Enter a Title text field.
      • Note: Only system merge variables can be inserted into titles
   6. Select the user to assign the task to in the Select Assignee drop-down menu.
   7. Optionally, click the When available, assign to lead owner instead checkbox.
   8. Optionally, click the Send calendar invite checkbox.
   9. Configure optional information for the action.
   10. Click OK.

Entering Optional Information

To assign tasks and schedule reminders with sales task actions in workflows, edit an existing action group, opportunity workflow, or visual workflow and add a sales task:

1. 1. Configure mandatory information for the action.
   2. Optionally, enter task notes in the Enter recommendation notes for this task text box.
   3. Optionally, select a merge variable from the Insert Merge Variable drop-down menu.
      • Note: Only system merge variables can be inserted into task notes.
   4. Enter a Smart Mail name in the Select Smart Mail text box.
   5. Optionally, click the Require Smart Mail Personalization checkbox. 
   6. Attach a trackable link to a Media Center asset in the Select Trackable Link drop-down menus.
   7. Click OK.

Time Delays in Sales Task Automation

If you want to schedule a task a certain amount of time after the automation is triggered, you will need to add time delays to your reminder automation.

If there are no time delays attached to the sales task action, the task reminder will be scheduled the same day the automation was triggered.

If there is a time delay attached to the sales task action, the task reminder will be scheduled a specified number of days in the future from the time when the automation was triggered.

In addition, for a sales task to appear on an opportunity as a result of the Sales Optimizer, you must add a time delay to the workflow.

Questions?