Go to the Admin > Action Plans page to access your team’s action plans page. Click the “Edit” icon to edit the action plan (admins only).

It will update the action plan(s) the template is in. If you edit "Template 1" from ANY action plan, it will update that template in EVERY action plan. If that plan is running but someone isn't at that step yet, the new version will be sent when they get to that step. If they are past that step, nothing happens. The same happens if you edit action plan steps. 

With the Power-Up: Agent Owned Action Plans enabled, agents can create and manage their own action plans. 

No. You can send one automatic text (Initial Text Autoresponder) with an action plan. If you want to send drip texts, we recommend these Drip Text Integrations. 

Note: The initial text autoresponder will not be sent when the action plan is manually applied/applied via an automation.

With the "Agent Action Plans" power-up enabled, action plans can be created by account owners, admin, and agent-level users. With the Agent Action Plans power-up disabled, only account owners and admins can create action plans. This power-up is enabled by default for all new accounts as of March 15, 2022. Existing accounts prior to that date will have the power-up disabled by default. Account owners and Admins can enable or disable the power-up from the Power-Ups page.

From a contact's profile, scroll down to the action plans tile and change from running to paused. Please note, action plans cannot be deleted from a contact's profile. 

Each action plan has its own settings. If you want an action plan to pause when the contact replies, go to Admin > Action Plans > click to Edit the action plan > check the box that says Automatically pause this action plan when the lead responds > click Save.

Go to Admin > Action Plans for a look at your action plan performance. Look for the "Active" and "Engaged" columns. The active column will show you how many contacts are currently on the action plan. Engaged will show you replies to action plan emails.

If you want to see if one person is on an action plan, navigate to their profile and look at the action plan box. If you want to see everyone on a particular plan, navigate to admin > action plans. Click the blue numbers under Active, Engaged, or Complete. This will take you to a smart list of these contacts.

Not at the moment. We prevent this from happening to ensure better deliverability.

Not at this time. You can delete the action plan that is running OR the plan can be paused on each contact's profile. 

Not at this time. You can choose to pause a plan which will stop it from running, but we keep the plan there so you can see a history of plans applied.

Go to the Admin > Action Plans page to access your team’s action plans page. Click the “View” icon to view a breakdown of the action plan’s steps.

An initial email set to send on day zero is sent immediately after the action plan is applied to a contact. Other emails configured for the 2nd day or later are sent daily around 9 am (per the timezone of your account). 

Non-email actions completed by an action plan will be posted at around 5 am (per the timezone of your account) on the morning they are due.

Yes. Go to the Admin > Action Plans page to access your team’s action plans page. Click the Duplicate icon (two pieces of paper stacked) to duplicate the action plan (admins only).

Go to the Admin > Action Plans page to access your team’s action plans page. Click the Share icon to share the action plan with the Action Plan Sharing Library (admins only).

Go to the Admin > Action Plans page to access your team’s action plans page. Click the Trash icon to permanently delete the action plan (admins only).

Each action plan email will automatically display an unsubscribe link at the bottom of the email, which your contacts can click to unsubscribe. When a contact unsubscribes from an action plan email, they will be auto-tagged as "unsubscribed" in your FUB database, and they will be blocked from receiving action plan emails in the future.

Note: Individual, 1:1 emails can still be sent to unsubscribed contacts (only action plan emails are blocked from sending).

Yes! Just go to a contact and click to add the action plan as you normally would. Be careful, however, to make sure you don't repeatedly drip someone with the same emails. This is best used with task-based plans.

There are various reasons as to why an action plan email may not have been delivered. To learn more, check out Why did my action plan fail to send?