Action Templates (Saved Actions)
Action Templates are activities that are used repeatedly in your sales process.
You can easily create a list of individual actions or group them and assign them to contacts in just one click.
In this article:
| Set up Action Templates |
| Action Template variables |
| Insert Action Templates |
| Group Actions |
Set up Action Templates
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Notes:
- You can drag and drop actions within the Action Template pop-up.
- You can create a maximum of 1000 Action Templates.
- When importing a CSV file, you can assign multiple actions only if they are saved as a group in Action Templates.
- When updating actions in bulk, you can access your Action Templates and grouped actions.
- All users on the account can create Action Templates. Once created, all users have access to assign them to contacts.
Action Template variables
Jump up to Article's Overview ⮝Variables can be added to Action Templates to populate details automatically.
You can choose from the following:
| Variable | Description |
|---|---|
| [Firstname] | The first name of the contact will be populated. |
| [Today] | The action will be set for the day the template is applied. |
| [Tomorrow] | The action will be set for the day after the template is applied. |
| [ASAP] | The action will be set as ASAP (as soon as possible). |
| [Waiting] | The action will be set as Waiting for. |
| [1 day] / [2 days] / [x days] | The action will be set for the number of days in the bracket after the day the template is applied. |
For example: Follow up with [Firstname] after the meeting [2 days].
The first name will be populated for the contact the action is assigned to and scheduled 2 days after the action has been assigned.
Insert Action Templates
Jump up to Article's Overview ⮝- By typing in the Next Action text field and selecting an option from the dropdown.
Or...
- Open the Action Templates, select one or multiple actions from the existing actions → select a user and click Insert.
Note: You can apply an Action Template or a grouped Action Template to multiple contacts at once.
Note: You can choose to skip weekend days like Friday, Saturday, and Sunday, in case your Action Template date would be scheduled on these days. See here how to update your preferences.
Group Action Templates
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