Support Menu
- CRM Overview
- CRM Layout
- Account Setup
- Contact Management
- Mail Merge Profile
- Manage Contacts
- Categories
- Custom Fields
- Client Touch
- Flags
- Sources
- Landing Pages
- Add/Edit
- Email Templates
- Add/Edit
- Intelligent Links
- Other Templates
- Letter Templates
- Automate
- Autoresponders
- Action Sets
- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
- Add Action to Landing Page
- To-Dos
- Agenda Assistant
- Birthday Assistant
- Deals - Project Management
- Deals Overview
Action Sets
Trigger tasks into one simple sequence.
Action Sets are powerful. Create a sequence of events that automate tasks (see examples below).
They can be sent out immediately or spaced out over time.
They can be sent out immediately or spaced out over time.
Contact

Assign Action Set to populate a contact card with information: Flags, Source, Category, etc.
Landing page

Assign Actions, Autoresponders and To Do List in a Landing Page. When a visitor fills out the form, that information can populate a contact card, trigger autoresponders, add flags, etc.
Autoresponder

Assign an Action Set to an autoresponder after it has ended. This is good for client relations, a simple reminder, another set of Actions, etc.
Create Action Sets
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Prepare in advance of building Action SetsHave a plan for the action set. Prepare the tools needed in the action set.
- Flags
- Source, Category & Category 2
- Autoresponder(s)
- To-Dos
- Email(s)
- Custom fields
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Navigate to Action Sets
- Select Action Sets in the Action Center on the Home page of SST or in settings Gear Icon located in top navigation bar.
- Create new by selecting the Add Action Set button or...
- Copy, rename and edit an existing Action Set by selecting the icon.
- Add the set to the appropriate folder by selecting the folder icon and moving if necessary.
- Open it, rename and edit.
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Name the new Action Set
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Assign Actions
- Create your step-by-step flow of the Action Set.
- Flow Control
- Actions Sets can be paused for a period of time.
- Actions Sets can be stopped and started when certain conditions are met.
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Review and edit action setThis sample shows how an Action Set would look like. Actions steps can be reordered, edited and deleted.
- Reorder step - grab this icon and move.
- Edit step - click and edit.
- Delete step - select and delete.
Apply Action Set to Contact
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From the contact dashboard
- Select a Contact.
- Select the Dropdown menu labeled Actions.
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Choose ActionSelect an Action Set to be applied.
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When should it be triggered
- Choose Start Date.
Make sure the correct Action Set is selected. - Click Apply.
- Choose Start Date.
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Review & FollowReview the Contact card to which the Action Set was applied.
- The Contact Card shows the Flags that were added.
- The progress of the Action Set.
Apply Action Set to Autoresponder
Use this function after an Action Set has ended.
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- Create or Open an existing Autoresponder.
- Select the Completion Assistance link.
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- Select the Action Set to apply.
- Apply any other options.
- Save.
Apply Action Set to Landing Page