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 will run
  • Users – Assign users to campaign
  • Next campaign – Campaign that is next in the pipeline
  • From address – Shows from address 
  • Lead Value – $ value of lead
  • Tags – Tags assigned to 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 begin
• 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 – 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 user is added to the campaign
• Task is marked as complete after 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 Contacts >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.