Contents

Guidelines to set up smart actions – A step-by-step guide.

 
 

1. Go to the Setup Module.

 

Click on Setup

 
 

2. Under ‘Automation’, Click on ‘Smart Actions’ from the left menu.

 
Click on Smart Actions
 
 

3. Click on the ‘Add’ icon from the top right.

 
Click on basic:icon-ico-add
 
 

4. Enter the action plan details like Name, Description, Dates, Business Location, and Segmentation. After adding the details, click on ‘Save’.

Note: Segmentation is important for smart action. The smart actions are created based on functions associated with the contacts belonging to the selected segment. Learn more about ‘How To Create a Segmentation
 
Click on Action Plan
 
Click on Save
 
 

5. Go inside the action plan.

 
Click on Sample Action Plan…
 
 

6. Click on the ‘Action Rules’ tab and then click on the ‘Add’ icon from the top right.

Note: You can add multiple action rules under one action plan.

 
Click on Action Rules
 
Click on basic:icon-ico-add
 
 

7. Enter the rule name, and description and apply it to the function.

Note: ‘Apply to Function’ consists of 3 modules Quotes, Jobs, Opportunities.

 
Click on Rule Name
 
Click on Apply to Function
 
 

8. Match settings among tabs is a crucial element in the smart action, encompassing two distinct types:

a. Match Any – By choosing the “Match Any” option, the smart actions are triggered if any one of the rule sets set under the logic and tags tab are matched.

b. Match All – By choosing the “Match All” option, the smart actions are triggered when all the rule sets set between the logic and tags tab are matched.

Click on Match Any…
 
 

9. Enter the action item name and description that you want to create.

 
Click on Action Item
 
 

10. Set up the trigger time for the action item to trigger. 

 
Click on Trigger On Time
 
 

11. If the ‘Set Reminder’ flag is checked then the action item can be set as the reminder. A reminder timer can be also set for the action here by choosing the option under reminder timer. (Optional step)

 
Click on tableHeadactive
 
 

12. If the ‘Set as Starred’ flag is checked then the action item is marked as starred. (Optional step)

 
Click on tableHeadactive
 
 

13. Insert the tags for the action item from here. (Optional step)

 
Click on Chips container. Use arrow keys to select chips.
 
 

14. Click on the ‘Assign’ tab.

 
Click on Assign
 
 

15. If this checkbox is selected, the salesperson will be included in the action item. If you prefer to add a separate resource, you can do so by clicking ‘Add Resource’.

 
Click on sales agent
 
Click on pdf attachment
 
Click on DC    Dev Cham      Field Technician
 
 

16. Click on the ‘Logic’ tab from the top.

 
Click on Logic
 
 

17. Click on ‘Add Attribute’ to insert the attribute fields and value. Based on the function selected in step 7 above, you can filter the attributes associated with that function and add it here.

 
Click on pdf attachment
 
Click on Field Name: Source of Lead…
 
Click on Select Type
 
 

18. Match settings within the function is a crucial element in the smart action, encompassing two distinct types:

a. Match Any – By choosing the “Match Any” option, any one of the rule sets will be considered for smart actions within the attributes added to this function.

b. Match All – By choosing the “Match All” option, it will take into account the entire rule set for smart actions to match across all the function attributes added here.

 
Click on Match Any…
 
 

19. You can insert products and materials for the smart action logic. Select the products/materials you wish to insert.

 
Click on add materials
 
Click on HCG-1T1S8A4B…
 
 

20. Click on the ‘Due Date’ tab from the top.

 
Click on Due Date
 
 

21. Insert the due date attributes. Due dates enables you to tell the system based on which date of the function you wish to trigger the smart action. For example, you can set due date as 2 days prior to the service start date.

 
Click on pdf attachment
 
Click on Field Name: SERVICE_START_TIME…
 
 

22. There are two distinct types of due date attributes.

a. Pre-Date – This will trigger the smart action before the due date of the data.
b. Post Date – This will trigger the smart action after the due date of the data.
 
 
Click on Pre-Date…
 
Click on Trigger In Days
 
 

23. Click on the ‘Tags’ tab from the top.

 
Click on Tags
 
 

24. Click on ‘Add Tags’, select, and insert the tags in the rule set.

 
Click on open right sidenav
 
Click on ArrogantBestBranding and DesignbuyerbuyerCapital IntroductionceoChatty Customerdemo-to-kimFastfood distributionGoodHome TheaterHVACHyperIdeal ProspectJobs-1.5 Ton 13 SEER ACiQ Air Conditioner with Vertical 14" Cased CoilJobs-1.5 Ton 14 SEER Goodman Heat Pump Air Conditio…
 
 

25. The match settings within the tag rule set play a vital role, encompassing three distinct types:

a. Match Any – By choosing the “Match Any” option, any one of the rule sets will be considered for smart action across all the tabs.

b. Match All – By choosing the “Match All” option, it will take into account the entire rule set for smart action to match across all tabs.

c. Match Except – By choosing the “Match Except” option, if you want to exclude the tag from the smart action then select this option.

 
Click on Match Any…
 
 

26. Click on ‘Save’ to add a rule set for the smart action.

 
Click on Save
 

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