Engage Your Leads with Traditional Action Plans

Why This Feature Matters

Traditional Action Plans help real estate teams maintain consistent follow-up by:

 

• Automating communications to save time.

• Assigning manual tasks like calls and reminders to ensure no lead is missed.

• Establishing repeatable workflows that improve efficiency and lead conversion.

 

 

Step-by-Step Instructions

 

Step 1: Confirm Required Connections

Before setting up a Traditional Action Plan:

 

• Enable the Sierra Dialer at the account level.

• Connect to the Sierra Dialer at the user level.

• Connect your email account in your user profile.

 

 

Step 2: Create a Traditional Action Plan

 

• Navigate to Leads > Action Plans > + New Action Plan > Traditional

• Enter a required Name and an optional Description

• Click Save

 

 

Step 3: Add Activities to the Plan

Click + New Activity and choose one of the following types:

 

• Email

• Phone Call

• Text Message

• On-Site Message

• Task

 

 

For each activity, define:

 

• Assignee (Buyer Agent, Listing Agent, Lender, or Manager)

• Timing (when the activity should occur)

• Weekend settings and drop rules

• Notes (optional)

• Template or custom content (for emails, texts, and messages)

• Auto Send option (where applicable)

 

 

Then click Create.

 

Step 4: Apply the Plan to Leads

 

• Apply automatically via Lead Routing Rules or Tracking Link Generator

• Apply manually from:

   

  • The Lead Dashboard (bulk apply)

  • The Lead Detail Page (individual apply)

   

 

 

Step 5: Manage Plans in the Action Plan Dashboard

In the dashboard, you can:

 

• Edit the entire plan or individual activities

• View leads assigned to each plan

• Duplicate or delete a plan

• Track how many leads are “In Progress” or “Completed”

• Filter between Personal and Account-Level plans using the “Level” dropdown

 

 

Step 6: Edit Scheduled Dates for Activities

You can change the action date for any scheduled activity:

 

• From the Lead Detail Page under the Activities tab

• From the Lead Dashboard under the Tasks/Activities column

  Click Edit Action Date to reschedule.

 

 

Step 7: Use Contact Templates for Messaging

Traditional Action Plans support email, text, and on-site message templates.

Manage templates under Admin > Contact Templates.

See also: Creating & Managing Contact Templates

 

Step 8: Monitor Manual Activities via the Task Manager

Manual tasks (such as calls and reminders) will trigger notifications in each user’s Task Manager when due.

See also: Working with the Task Manager

 

Best Practices

 

• Use consistent, descriptive plan names (e.g., “30-Day Nurture Series”)

• Combine automated and manual actions for a balanced outreach strategy

• Periodically review your plans to refine timing and content

• Avoid assigning overlapping plans unless intentionally sequenced

 

 

Troubleshooting Common Issues

 

Issue: Can’t create or edit Traditional Action Plans

Solution: Ensure you’re the Primary Manager or have the permission “Can manage Contact Templates, Drip Campaigns and Action Plans” enabled in your User Profile.

 

Issue: Manual tasks not triggering reminders

Solution: Check the Task Manager and ensure activity due dates are set correctly.

 

FAQs

 

What’s the difference between Traditional and Fully Automated Action Plans?

Traditional Action Plans include a mix of auto and manual tasks. Fully Automated Plans run entirely on auto-sent activities without requiring user input.

 

Will a Traditional Action Plan pause if a lead replies?

No. Unlike automated drip campaigns, Traditional Action Plans continue unless manually paused.

 

Can I reschedule an individual activity?

Yes. You can edit activity dates from either the Lead Detail Page or the Lead Dashboard.