AUTOMATIONS: Action Templates
What is an Action Template?
An Action Template is a pre-configured set of Actions you can create. Instead of having to recreate each Action, you can simply insert the Template instead.
CLICK HERE to learn about Actions
How do I create an Action Template?
In an area of the Platform where Actions are available, click the +Configure Actions button.
A modal will appear in which you can build your Action chain in. Click the icon to choose an Action from the list, and configure the chain as you would like.
Once you have your chain configured, click the Save & Create Template icon to save the chain as an Action Template.
A field will appear in the form of an Action block, in which you will be required to give the Action Template a Title.
If you change your mind on this step, you can simply click the "-" icon to cancel. The current chain will remain intact.
Click Save & Create Template again to save the Template. Now it will be available for you to choose anytime you are creating an Action chain.
To Delete an Action Template, select the Action Template from the dropdown menu at the top of the modal and click the Delete button beside the dropdown menu.
How do I use an Action Template?
You can apply an Action Template in one of two ways.
In an area of the Platform where Actions are available, click the +Configure Actions button. You can then select the Action Template from the dropdown menu at the top of the modal.
Applying an Action Template will NOT overwrite or remove any Actions you already have added.
You can also apply an Action Template directly from the CRM Dashboard of a Contact.
Navigate to CRM > Contacts, and click on the Contact you would like to trigger an Action Template for.
In the Available Actions section, click Trigger Actions Template.
You can then select an existing Action Template from the dropdown menu.