What Is an Action Plan?
An Action Plan is a multi-step workflow that can send messages, create tasks, change records, call a webhook, or wait for the right time after an eligible trigger.
Where to find it: Admin → Marketing → Automations
What to do
- Choose a template or create a plan from scratch.
- Define the trigger and eligible contacts.
- Build the ordered steps and delays.
- Test with a labelled contact.
- Activate only after reviewing every external action.
Good to know
- A plan can have real customer impact. Keep it inactive while building.
- Campaigns are one-time audience sends; action plans react to contacts and events over time.
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