What this feature does?
Multiple actions lets a single automation run a series of steps in sequence rather than requiring a separate automation for each step. Each action keeps its own recipients, message template, delivery method, and timing—so one automation can, for example, send a follow-up email, send a second email later, and schedule a call the next day.
A Cold Lead Drip automation with multiple actions, each on its own timing.
Who has access
Multiple actions is available to accounts with Enhanced Automations enabled. Accounts without it continue to use the single-action automation setup.
How it works
- Build the automation through the usual wizard: Name → Audience → Trigger → Action.
- On the Action step, use Add another action to append additional steps.
- Each action has its own timing (Time amount, Time unit, and Before/After the trigger).
- Actions run—and display—in order of their timing, not the order they were added.
Best practices
Plan the sequence before you build
Map out each message or activity, its timing, and who it targets. A clear plan makes the action order and delays easier to set correctly the first time.
Set timing intentionally and let it reorder
The displayed order is the run order. If you insert an action with an in-between delay, the sequence reorders itself by timing when you continue. Read the timing labels on each action card (for example, “2 hours after trigger”) to confirm the sequence is what you intended.
Actions automatically ordered by timing after a new step is inserted.
Test with the automation Inactive first
New automations default to Inactive. Keep it Inactive while you review the full sequence, then set it Active when you are confident it is correct.
Reuse message templates
Point the email/text actions at existing message templates so wording stays consistent across the sequence and updates are made in one place.
Choose Auto Send vs. Prompt per action
Use Auto Send when a step should go out automatically. Use Prompt when a user should review the item before it sends. You can mix both across the actions in one automation.
Mind the business line
Home Care accounts use Agency, Service Line, and Client; Senior Living accounts use Community, Care Type, and Resident. The feature behaves the same in both—use the terminology that matches the account.
Common pitfalls
- Assuming actions run in the order they were added—they run in timing order.
- Leaving a finished automation Inactive and expecting it to run; remember to activate it.
- Overlapping timings that bunch several actions too close together—space them for a natural cadence.
FAQ
Can each action target different recipients? Yes. Recipients (To/Participants) are set per action.
Can I mix action types in one automation? Yes—for example, email actions and a Schedule an Activity action in the same sequence.
How do I change an action later? Open the automation from the Automations list; the edit view shows the full sequence, where you can add, edit, or remove actions.