How To Build, Manage and Use Manual Actions in Campaigns

Manual Actions are tasks added to Real Grow 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 Real Grow.
  
  
• 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.