Guide to Setting Up Yearly Action Sets

Access in-depth training on the step-by-step process below.

1. To set up your Action Set to repeat yearly, you'll need to add two Flow Control rules: "Pause for Set Duration" & "Restart Action Set"

From your myClients homepage: Navigate to Automation > Action Sets

2. Editing Your Action Set:

• Locate the Action Set you want to edit from the list.

• Click on the name to start making your changes.

*You can also download an Action Set template from our "Samples" area or create your own using "Add Action Set" (Buttons located on the top right).

3. Adding a New Step:

• Click "Add Step" at the bottom of the Action Set.

4. Adding Pause for Set Duration:

• Within the Flow Control section, select the step "Pause For Set Duration".

Important: Repeating Action Sets require a "Pause Until" step to work properly.

5. Setting the Duration:

• Using the drop-down menu, select "Years".

• Click Save.

6. Adding Another Step:

Click "Add Step" again.

7. Restarting the Action Set:

Within the Flow Control section, select "Restart Action Set".

8. Review your changes:

You'll see the two Flow Control rules reflected at the bottom. Your Action Set changes are automatically saved and ready for use!