How To Build, Manage and Use Manual Actions in Campaigns

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

• Select the Marketing menu and choose the Campaigns option.
• 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 will run
• Users = Assign users to a campaign
• Next Campaign - Campaign that is next in the pipeline
• From address - Shows from address
• Lead Value - $ value of a lead
• Tags - Tags assigned to a 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 campaign
• Event Start Date - Choose when the campaign will start

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 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 - Attach files via links

You can test your message by entering a number and click on Send Test.

Once you're done and have a SMS you like, click Save.

For a Manual Call:

• This adds manual call as a task for selected users after user is added to the campaign
• 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 start running.

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 inside of the system.
• Navigate to Contacts > Manual Actions to see a list of pending tasks/actions.

It is important to note that these can be sorted by Campaign or by Assignee. Once executed, these tasks will be marked as complete.

Updated on: 22/09/2021