If you use Action Plans, you can choose from standard action plans, clone an existing plan or create your own custom plan. You can also rename items, reorder dates and add scripts. This article will overview how to edit action plans.
Video Overview
In Campaigns, open your Action Plans
1. Click "Add new Action Plan"
2. Add the details of your new action Plan
Under "Plan Type" you can create action plans for "Lead/Prospect", "Contact/Client" or "Business Contact"
3. Go to "Edit Action Plan Tasks"
4. Click "Add" to add a task and fill out the details
"Day" (1) corresponds to the number of days after client starts on action plan. Example: On Day 1 after you have added a client to this plan, you will receive a task to complete. Selecting "blocker" (2) means that the action plan will not continue if this task has not been marked as complete.
5. Review your action tasks.
You can re-order tasks for sooner or later by dragging the tasks up or down.
Click the info icon (the "i") to see your notes
Click on "Add Script" to add your call-script.
6. Click "Save" to save your action plan
Create an action plan by cloning an existing plan
This is a quick way to create a new action plan based off an existing one. This will copy all tasks from the old plan ready for you to edit.
1. Choose the action plan you want to clone and select "clone"
2. Change the details of your action plan
You can change the name, description and select the plan type. Click "create" when done and edit your new action plan.
1. Select the existing action plan you would like to edit
2. Select "Edit Action Plan Tasks".
3. Review and edit tasks.
You can rename subjects, reorder dates, and add scripts. You can also set a task as a "blocker".
"Day" (1) corresponds to the number of days after client starts on action plan. Example: On Day 1 after you have added a client to this plan, you will receive a task to complete. Selecting "blocker" (2) means that the action plan will not continue if this task has not been marked as complete.
You can re-order tasks for sooner or later by dragging the tasks up or down.
Click the info icon (the "i") to see your notes
Click on "Add Script" or "See script" to add or edit your scripts.
4. Create a new task by clicking "Add" at the bottom
5. Click "Save" to save your action plan
