Recurring action groups let you schedule an action group to a lead that will execute on a recurring basis.
This means that you can create an action group that, on a given date, will schedule and send birthday emails, subscription reminders, and other recurring events.
This article will detail how to create and use recurring action groups.
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Recurring action groups will require a custom Date or DateTime field in order to function. Date and Date/Time fields are fields that are usable as a reference point for certain action groups and workflows utilizing a custom field. This is due to how the field references a specific date or both a date and time. These fields are useful, as they are meant to dynamically schedule and send reminder emails.
Note: Standard action groups are available on the Trial and the Essential plan. Standard, Time Based, and Recurring action groups are available on the Advanced and Ultimate plans.
Refer to Creating DateTime Fields for more information on creating custom Date and DateTime fields.
Action groups are a collection of standalone events that can be referenced within a visual workflow or can be manually scheduled to a list or lead. Recurring action groups are slightly different from standard action groups, as they act based on the frequency of the recurring action group, the date and time when action will happen, and how many times the action will continue.
To create recurring action groups, do the following:
Refer to Action Groups Overview for more information on setting actions once the core recurring action group has been created and additional action group features.
You can edit previously created recurring action groups at any time.
To edit a recurring action group, do the following:
Be aware that when a recurring action group is rescheduled to activate on a new date, all currently scheduled events will remain as scheduled and all new events will be scheduled according to the new date.
In addition, if the recurring action group is edited and has no value for a lead that is scheduled, then the lead will continue to be scheduled to the recurring action group without actions being scheduled.
Date and Date/Time fields will need their time data paired with respective dates to correctly function when set to a recurring action group. This is done on a contact-by-contact basis.
To update custom Date or Date/Time field data for contacts, do the following:
You can view whether or not contacts are members of a recurring action group.
To view contact memberships, do the following:
A contact who has been scheduled to a recurring action group will have a label next to the respective entry.
Ongoing recurrences will display the following label:Recurred X Times / Next: <Date> / End: <End Setting>
Completed recurrences display the following label:Recurred X Times / Status: Completed on <Date and Time>
For these labels, the Next date is when the action group will be rescheduled. The End date is when the action group recurrences are scheduled to end.
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