What Is The Manual Action Call?
Manual actions are located in the Conversations area. The best way to think of these is as a queue of tasks for you to complete. They make your communication & follow-up more efficient. The phone call event works as an autodialer. You can queue up leads that you need to call & then call through your list in one sitting.
Why are they helpful/beneficial?
One of the most valuable points of a manual call event is the ability to queue up leads that you need to talk to. This is especially helpful for sales teams. The possibilities of this auto dialer are endless. Use it to call any leads that have become cold or use it to periodically check in with your clients.
How To Create A Workflow With A Manual Call Action
To start building a manual call action, it has to be a part of a campaign or workflow. We will show you how to add this action into a workflow.
First, go to "Automations" & click "Create Workflow"
Select Start From Scratch
Click "Start from scratch" & then click "Create new workflow"
Add A Manual Call Action
Click on the "+" to add your first action.
Search For Manual Call
Click the "Search Action" field & search for "Manual Call"
Test Your Workflows
Before publishing a workflow it's always a good idea to test it first to see how it all works. Click the "Test Workflow" button & then search & select a contact to test the workflow with.
Select a contact to test your workflow with
Click "Select a contact" then once you have found the contact you wish to run your test with click "Run Test"
Publish & Save Your Workflow
When it all looks good be sure to toggle "Publish" & click "Save".
Managing Manual Actions
To manage & use the manual actions that you have queued go to Conversations & then click "Manual Actions"
Clear Your Manual Actions Queue
Here you will see all the Manual Actions that have been queued up. You can either select a specific contact to complete or click on "Let's Start" to clear them all one by one.
You are also able to filter your manual actions by Workflow & Assignee.
Completing Manual Action SMS
Once you start, the system will bring you to the conversation page of that specific contact. You'll notice that your SMS message is preloaded in. Here you can edit the message if you choose to before sending it.
How To Use Manual Call Actions
Once you start, the system will bring you to the contact page of that specific contact. You'll notice that an outbound call has started. If the contact answers you'll be connected with them,
How Did The Call Go?
After the call has been completed you will be prompted to tell the system what the outcome of the call was. Please select one.
Calling The Next Lead
Right as the call completes the call recording will be available if you have call recording enabled.
At the top right-hand corner, you'll also notice the next call starting. It says "Next Lead". You have about 5 seconds in between calls. If you want to take a break you can press the red pause button.
