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            How do I use action buttons?

            Modified on Tue, 5 May at 7:37 PM

            How do I use action buttons?

            Action buttons execute one or more actions on a lead with a single click — sending emails, updating statuses, triggering phone systems, setting field values, or calling external APIs.

            TL;DR

            Access: Campaign settings → Action buttons → + New action button. Configure: name, icon, color, appearances (profile page, table, summary card, calendar events), actions (send email/SMS, set status, assign, HTTP request, go to URL, etc.), optional requirements (only show if field filled, status is X, etc.), confirmation dialog, and success message. Actions support lead placeholders like %lead_phone% in URLs and field values.

            Get started in 4 steps

            1

            Configure the button

            Go to Campaign settings → Action buttons → + New action button. Set: descriptive name, icon (Font Awesome), color (blue/green/red/orange/gray), title on hover (tooltip text), and appearances — where the button shows: Profile page, Table, Table context menu, Summary card, In calendar events (large button). Select multiple appearances for frequently used buttons.

            2

            Add actions

            Click + Add action. Available actions: Send email (pick template), Send SMS, Set status, Set reason, Assign/auto-assign person, Set follow-up date, Set field value, Set select value, Add comment, Submit HTTP request (external API), Go to URL or page (e.g. http://localhost:8733/Call?Number=%lead_phone%), Upload file, Fill out checklist, Close lead. Actions support lead placeholders in URLs, field values, and HTTP request bodies.

            3

            Set requirements (optional)

            Click Requirements to make the button conditional. Options: Always active or Conditionally active (button is grayed out or hidden unless conditions are met). Conditions include status, assigned person, field filled/empty, select field value, subscription status, calendar events, automation history, and custom placeholder expressions (e.g. @if(%lead_phone%){1}@endif). Example: show "Call" button only if phone is filled.

            4

            Configure confirmation and success messages

            Confirmation dialog: Auto (show if action could cause data loss), Always, or Never. Set custom title and text. Success message: Auto, Always, or Never. Set custom title and body. Use "Always confirm" for destructive actions (close lead, escalate) to prevent accidental clicks.

            Read more⌄

            Common use case examples

            • Send booking invitation: Action 1: Send email (booking template). Action 2: Set status "Invitation sent". Req: email field filled
            • Call via phone system: Action: Go to URL http://localhost:8733/Call?Number=%lead_phone%. Req: phone filled
            • Escalate to manager: Action 1: Assign person (Manager). Action 2: Set status "Escalated". Action 3: Add comment "Escalated by %user_name%". Confirm: Always
            • Quick close won: Action 1: Set status "Won". Action 2: Send thank you email. Action 3: Close lead. Confirm: Always

            Action buttons vs. automation

            Use action buttons when: manual control is needed, actions should only happen after human review, different actions needed per situation.

            Use automation when: actions should happen automatically based on triggers, no human intervention needed, consistent process for all leads. Best practice: combine both — action button triggers the initial step, automation follows up automatically.

            Common searches

            action button • button actions • send email button • lead action • one-click action • action workflow • button requirements

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