How To Build, Manage and Use Manual Actions in Campaigns

Manual Actions are tasks added to Enrollio in the form of a queue

How To Build, Manage and Use Manual Actions in Campaigns

Manual Actions are tasks added to Enrollio 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.

    • NOTEYou 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 Enrollio.

  • 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.

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