Action Plan

What Is an Action Plan?

An Action Plan is an automated workflow that performs predefined actions for assigned leads over a specified period of time.

Action Plans help automate follow-up activities such asas:

sending

emails, sending

Sending emails

Sending SMS messages,messages

adding tags, removing

Adding tags,tags

changing stages, creating

Removing notes,tags

assigning

Changing stages

Creating notes

Assigning other actionAction plans,Plans

and more.

Once assigned, the Action Plan automatically executes each step according to the scheduleconfigured you configure.schedule.

Action Plans can be assigned toto:

individual

leads, tags,

Individual stages,leads

or sources, allowing

Tags

you to

Stages

Sources

This helps automate lead nurturing and follow-up processes at scale.

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Access Action Plans

1. FromNavigate the left-hand menu, clickto Automation.

>

Select Action Plans.

The Action Plans page displays all available actionAction plans.Plans.

From this page, you can view:

• Action Plan Name

• Number of Steps

• Active Leads

• Paused Leads

• Stopped Leads

• Completed Leads

• Available Actions

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View an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the desired Action Plan.

3. Click View in the Actions column..

The configured Action Plan details and configured steps will be displayed.

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Action Plan Steps

The Steps column displays the total number of actions configured within an Action Plan.

Each action added to the workflow counts as a separate step and will execute according to its configured schedule.

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Create an Action Plan

1. Navigate to Automation > Action Plans.

2. Click Add Action Plan.

A popup window will appear.

Enter the Action Plan Name.

Click Add Action.

to create a

Configure newone step.or more actions.

Click Save.

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The Action Plan will be created successfully.

Available Action Types

Send Email

Used to automatically send an email to assigned leads.

• Select Send Email as the action type..

• Select the desiredan Email Template.

• Configure when the emailexecution should be sent.timing.

• Save the action.

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Send SMS

Used to automatically send a text message to assigned leads.

• Select Send SMS as the action type..

• Select the desiredan SMS Template.

• Configure the execution timing.

• Save the action.

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Add Tags

Used to assign tags automatically.

• Select Add Tags.

• Select one or more tags.

• SpecifyConfigure the execution timing.

• Save the action.

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Remove Tags

Used to remove tags automatically.

• Select Remove Tags.

• Select one or more tags.

• SpecifyConfigure the execution timing.

• Save the action.

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Change Stage

Used to move leads into a different stage.

• Select Change Stage.

• Select the desired stage.

• Configure the execution timing.

• Save the action.

Note: Only one stage can be selected at a time.

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Add Note

Used to automatically create notes on a lead profile.

• Select Add Note.

• Enter the note content.

• Configure the execution timing.

• Save the action.

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Assign Action Plan

Used to automatically assign another Action Plan.

• Select Assign Action Plan.

• Select the desired Action Plan.

• Configure the execution timing.

• Save the action.

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Additional Action Types

You can also configure:

Pause Specific Action Plan

Used to pause a selected Action Plan assigned to a lead.

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Pause All Action Plans

Used to pause all Action Plans assigned to a lead.

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Repeat Action Plan

Used to restart an Action Plan after completion.

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Automatically Pause When a Lead Replies

While creating or editing an Action Plan, you can enable:

Pause the action plan when the lead replies to an email.

When enabled, thefuture Action Plan willsteps automatically pause and stop executing future steps once the lead replies.

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Save the Action Plan

After configuring all required steps:

Click Save.

The Action Plan will be created successfully.

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Edit an Action Plan

1. Navigate to Automation > Action Plans.

2. Locate the Action Plan.

3. Click Edit.

4. Modify the required settings.

5. Click Update.

The Action Plan will be updated successfully.

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What Happens When Editing an Executing Action Plan?

Note: Changes made to an Action Plan will apply to future executions.

 

Leads already progressing through the Action Plan may continue based on their current execution statestate.

depending on the step already reached.

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View Leads UnderAssign an Action Plan

Action Plans can be assigned from multiple locations.

From the Action Plans Page

Select the desired Action Plan.

You can assign it to:

Leads

Click Leads.

Select one or more leads.

Click Submit.

Tags

Click Tags.

Select one or more tags.

Click Apply.

Stages

Click Stages.

Select a stage.

Click Apply.

Sources

Click Sources.

Select one or more sources.

Click Apply.

The Action Plan will be assigned successfully.

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From the CRM Page

Navigate to CRM.

Select one or more leads.

Click Action Plan.

Select the desired Action Plan.

Click Submit.

The Action Plan will be assigned successfully.

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Manage Assigned Leads

Each Action Plan displays lead counts under:

• Active

• Paused

• Stopped

• Completed

Click the number displayed in any column to view the corresponding leads.

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Manage

Active Leads

Click the number displayed in the Active column.

Select one or more leads.

Available actions:

• Pause

• Stop

• Remove

Pause

Temporarily suspends the Action Plan.

The lead can later resume from the same step.

Stop

Forcefully ends the current Action Plan execution before completion.

The Action Plan must be restarted to continue.

Delete

Removes the Action Plan from the selected leads.

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Manage

Paused Leads

Click the number displayed in the Paused column.

Select one or more leads.

Available actions:

• Resume

• Remove

Resume

Continues the Action Plan from the step where it was paused.

Delete

Removes the Action Plan from the selected leads.

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Manage

Stopped Leads

Click the number displayed in the Stopped column.

Select one or more leads.

Available actions:

• Restart

• Remove

Restart

Starts the Action Plan again for the selected leads.

Delete

Removes the Action Plan from the selected leads.

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View

Completed Leads

Available actions:

• Click the number displayed in the Completed column.Restart

A list of leads that completed all Action Plan steps will be displayed.

Completed Status

Completed means all Action Plan steps have executed successfully and the workflow has finished.

Completed Action Plans can be restarted if needed.

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Restart a Completed Action Plan

Click the number displayed in the Completed column.

Select one or more leads.

Click Restart.

The Action Plan will begin executing again from the first step.

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Understanding Pause, Stop, and Remove

Action Meaning Pause Temporarily suspends the Action Plan and allows it to resume from the same step later. Stop Permanently stops the current execution before completion. The Action Plan must be restarted to run again. Remove Completely removes the Action Plan assignment from the lead.

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Assign an Action Plan

Action Plans can be assigned from the Action Plans page or directly from the CRM page.

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Assign from the Action Plans Page

Assign to Leads

Select the desired Action Plan.

Click Leads.

Select one or more leads.

Click Submit.

The Action Plan will be assigned successfully.

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Assign to Tags

Select the desired Action Plan.

Click Tags.

Select one or more tags.

Click Apply.

The Action Plan will be assigned to leads associated with the selected tags.

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Assign to Stages

Select the desired Action Plan.

Click Stages.

Select a stage.

Click Apply.

The Action Plan will be assigned to leads within the selected stage.

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Assign to Sources

Select the desired Action Plan.

Click Sources.

Select one or more sources.

Click Apply.

The Action Plan will be assigned to leads associated with the selected sources.

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Assign from the CRM Page

Navigate to CRM.

Select one or more leads.

Click Action Plan from the top menu.

Select the desired Action Plan.

Click Submit.

The Action Plan will be assigned successfully.

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Action Plan Execution After Assignment

Once an Action Plan is assigned to a lead, the lead enters the Active state and begins following the configured workflow.

Each step is executed according to its scheduled timing until the Action Plan is paused, stopped, completed, removed, or automatically paused when the lead replies to an email.

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Change Action Plan Status from a Lead Profile

1. Navigate to CRM.

2. Open the desired lead profile.

3. Locate the Action Plans section.

DependingAvailable actions depend on the current status, you can perform different actions.

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If the Action Plan Isstatus.

If Active

Available actions:

• Pause

• Stop

• Delete

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If the Action Plan Is Paused

Available actions:

• Resume

• Delete

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If the Action Plan Is Stopped

Available actions:

• Restart

• Delete

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Delete an Action Plan

1. Navigate to Automation > Action Plans.

2. Select the Action Plan.

3. Click Delete.

4. Confirm the deletion.

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What Happens When Deleting an Action Plan?

Note: Action Plans currently assigned to one or more leads cannot be deleted.

 

You must first remove the Action Plan from all associated leads before deletion.deleting it.

Once removed from all leads, the Action Plan can be deleted successfully.

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Understanding Action Plan Statuses

Status Description Active

The Action Plan is currently executingexecuting. and waitingforPaused upcoming steps.

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Paused

The Action Plan has beenis temporarily suspended.suspended

Executionand can continue later fromresume.

the exactstepStopped where it was paused.

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Stopped

The Action Plan was forcefully terminated before completion.completion

Itand must be restartedrestarted.

to continue. Completed

Completed

All configured steps have executed successfully.

The

Action Plan has finished.

Completed Action Plans can be restarted if needed.

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Automatic Pausing of Action PlansConclusion

Action Plans can automatically pause when a lead replies to an email.

To enable this:

Create or edit an Action Plan.

Enable Pause the action plan when the lead replies to an email.

Save the Action Plan.

When a lead replies, future steps will stop executing automatically until the Action Plan is resumed.

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You have successfully learned how to manage Action Plans in AgentRoof CRM.