Skip to content
  • There are no suggestions because the search field is empty.

Scale Your Lead Follow-Up with Fully Automated Action Plans

Discover how to effortlessly engage leads with personalized communication that saves you time and boosts your productivity.

Why This Feature Matters

Fully Automated Action Plans streamline your lead follow-up, allowing for personalized engagement without any manual effort. Here are the main benefits:

  • Automatically delivers emails, texts, and voicemail drops in a set sequence based on lead behavior.
  • Triggers follow-up plans tailored to individual lead actions, enhancing relevance.
  • Frees up your time while maintaining consistent engagement with prospects.

Step-by-Step Instructions


Step 1: Prerequisites

Before creating a fully automated action plan:

  • Enable the Sierra Dialer at the account level

  • Connect to the Dialer at the user level

  • Connect your email in your User profile

Step 2: Choose Who Can Create Plans

  • By default, only the Primary Manager can create/manage plans

  • Manager-level users with permission “Can manage Contact Templates, Drip Campaigns and Action Plans” can also manage plans

  • If enabled in Action Plan Settings, all users (including agents and lenders) can create personal action plans

Step 3: Create a Plan from Scratch

  • Go to Leads > Action Plans > + New Action Plan > Fully Automated

  • Choose a Level: Account or Personal

  • Optional: allow agents to view or duplicate the plan

  • Click Next

Step 4: Define Actionable Window Behavior

  • Choose whether to send the first message outside the actionable window

  • Decide whether to send or skip Day 1 activities if timing falls outside the window

Step 5: Set Pre-Plan and Post-Plan Rules

Pre-plan: Stop the plan if the lead takes an action (e.g., form submission, contact)

Post-plan options based on lead behavior:

  • Lead responds: Trigger a drip, traditional plan, or apply tags

  • Lead doesn’t respond: Trigger another plan or apply tags

  • Lead unsubscribes: Apply tags or assign new follow-up

Step 6: Add Activities

Click + New Activity and select:

  • Email: Select template or write custom message

  • Text Message: Use template or write your own

  • Voicemail Drop: Choose from existing recordings or upload a new one

For voicemail recordings, access Voice Messages Manager:

  • Record via headset, phone call, or upload an .mp3/.wav file

  • Optionally enter a script for reuse

Step 7: Use Templates

  • Email and text templates can be managed in Admin > Contact Templates

  • Voicemail recordings are managed in User Profile > Voice and Text > Voice Messages Manager

Step 8: Import a Template Plan

  • Go to Leads > Action Plans > + New Action Plan > Import Sierra Action Plan

  • Select a template, import, and re-record voicemails in your voice before assigning

Step 9: Apply the Plan to Leads

  • Automatically through Lead Routing Rules or Tracking Link Generator

Manually via:

  • Lead Detail Page (individual)

  • Lead Dashboard (bulk apply)

    Note: Manual assignment is limited to 50 leads per day

Step 10: Understand Auto-Pause Behavior

Fully Automated Action Plans automatically pause when a lead:

  • Sends a text or email

  • Places a phone call

  • Submits a contact form

  • Is marked as “Talked to Lead” in a logged call

Step 11: Manage Plans from the Dashboard

From the Action Plan Dashboard, you can:

  • Edit, duplicate, or delete plans

  • View assigned leads

  • See plan-level stats: response rate, completions, unsubscribes

  • Click Metrics to see performance by activity

Best Practices

  • Use short, compelling messages early in the plan to capture interest.
  • Reuse successful sequences by duplicating plans to improve uptake.
  • Monitor unsubscribes closely to refine your messaging tone.
  • Always re-record voicemails in your own voice before assigning to maintain authenticity.

Troubleshooting Common Issues

  • Issue: Can’t assign a plan to a lead
    • Solution: Check that all required roles (e.g., Listing Agent) are assigned to the lead
  • Issue: Plan not visible to Agent-level users
    • Solution: Confirm “Make Visible to Agents” is enabled in plan settings

FAQs

  • Do these plans stop when a lead replies?
    • Yes. A reply from the lead will auto-pause the remaining activities.
  • Can agents create personal fully automated plans?
    • Yes, if your admin has enabled that permission in Action Plan Settings.
  • How many fully automated plans can I apply per day?
    • You can manually assign up to 50 per day. Automatic assignments have no limit.