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Actions

Learn how to use each Action in the left side menu

Tag

Most CRMs and Autoresponders have the ability to apply and remove tags for your visitors and customers. This can be represented inside Marketplan with the Tag module. Get started by dragging in a Tag element from the Actions submenu on the left. B...

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By NextStep Team

November 21, 2022

Condition

A condition module can be used when there are split-off points in your funnel, where the visitor has multiple routes that they can take. By clicking "View" on a condition module you can add a name, change its icon, and change its color. Click the ...

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By NextStep Team

November 21, 2022

Custom Action

A custom action can be used to represent anything that a customer does throughout their journey through your funnel. You can click "View" on any Custom Action module to change its name, icon, and color. Click Done when you are finished making chan...

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By NextStep Team

November 21, 2022

Wait

The Wait module is an action that can be included into your funnel when something happens after a certain period of time. When you click "View" on the Wait module, you can specify the time unit/scale in the dropdown (minutes, hours, days, etc.) an...

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By NextStep Team

November 21, 2022
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