Smart Plan Settings Panel

The redesigned Settings Panel makes plan configuration faster and more intuitive.

What’s New

• Expandable and collapsible panel for easier navigation.
• Ability to:
  • Rename the Smart Plan (a default name is provided automatically)
  • Adjust plan scope
  • Select Target Lead Type
  • Configure Auto Apply rules
  • Configure Auto Pause rules

These changes allow more control in fewer clicks.

Trigger Enhancements

All triggers have been refreshed for clarity and improved logic handling.

They now fall into two main categories:

Lead‑Based Triggers

Examples include:

• Lead Created
• Lead Assignment Changed
• Pipeline or Tag Updated
• Segment Changed
• Contact Permission Changed
• Website Activity
• Lead Meets Specified Criteria

Event or Date‑Based Triggers

• Communication Event (formerly “Instant Interaction”)
• Holidays (e.g., New Year, Christmas, Valentine’s Day)
• Lead Date
• Transaction Date
• Other Dates, including fixed calendar dates

These triggers give you more options to automate communication at exactly the right time.

New Conditional Controls

The new flow introduces powerful condition nodes that replace the timing logic previously embedded inside actions. Actions now run immediately, so all delays and branching behavior must be added through conditions.

Condition: Wait a Period of Time

• Now a dedicated condition block.
• Choose how long the system waits before moving to the next step.
• Existing Smart Plans with built‑in delays will migrate automatically.

Condition: Wait Until a Specific Date

Choose from:

• A specific calendar date
• Lead Date
• Transaction Date
• Holiday
• Day of week or month
• Specific time

This provides precise timing control for important messages.

Condition: Branch (Multi‑Path Logic)

Branching allows your plan to follow different paths based on lead criteria.

Key features:

• Supports AND/OR logic
• Conditions checked in order
• Default “Not Met” branch included
• Enables advanced filtering and personalization

We've provided mappings from older criteria so your existing logic transitions cleanly.

Condition: Wait Until an Event (Advanced)

This condition pauses the plan until a specific event occurs, such as:

• Email Events: opened, replied, bounced
• Text Events: replied
• Call Events: inbound/outbound behaviors
• Lead Meets a Condition: custom criteria with optional fallback timeout

The system can automatically create “Event Met” and “Event Not Met” branches based on what happens.

Actions (What’s Staying the Same)

All existing action types remain available:

• Email
• Text
• Call task
• To‑dos
• Assignments
• And more

What’s changed:

• Timing is no longer controlled inside the actions themselves.
• Every action executes immediately when reached in the flow.
• Use conditions to manage delays or scheduling.

Summary

The new Smart Plan flow is designed to:

✔ Simplify plan creation
✔ Provide clearer automation logic
✔ Offer more powerful timing and branching controls
✔ Reduce clicks and streamline setup
✔ Support advanced workflows without added complexity