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

Action Plans: Adding/Editing Tasks and Automated Scheduled Messages

Create customized action plan follow ups with automated emails and text messages. 

Where to Find and Edit Your Action Plans:

You must have Admin access to add or edit Action Plans

  1. Click on your name in the upper right corner

  2. Click on "Settings"

  3. Click on "Dealership Name"

  4. Click on "Action plans"

Important! Make sure you review the Action Plans with the sales team so that they understand what is expected of them and what will be automated by the system.

upsheet action plan

Action Plans are broken up by different statuses that occur within a deal. Below is a brief guide:

actionplanguide

Adding and Editing Tasks:

A Task in AutoRaptor is something your sales team must physically do, i.e. call the customer, text, email, or write notes on the status of the deal.

actionplantasks

Adding a New Task:

newtask

  • Look for a green "Add a new task" button. Click on this button to initiate the process of adding a new task to your Action Plan.

    • When adding a task, you'll typically be prompted to provide several details:

      • Task Label: Describe the task briefly (e.g., "Call Customer").

      • Due Date: Specify when the task should be completed. This might be in days, weeks, months, or years from the current date.

      • Assignee: Choose or specify whom the task should be assigned to within your dealership.

      Editing Existing Tasks:

      editing existing tasks

  • To edit an existing task, locate the task you want to modify within the Action Plan.

  • Click on 'Edit' adjacent to the task. This action allows you to make changes to the task details. Make edits to the task name itself, due date, and assignee.

    Deleting Tasks:

    deletetasks

  • If you need to remove a task from the Action Plan, find the specific task you want to delete.
  • Look for a "trash can" icon next to the task you would like to delete. Click on it to delete the task from the Action Plan.
  • Saving Changes:
    • After adding a new task or making edits, ensure to save your changes. Look for a "save" button to update the Action Plan.

Adding or Editing Automated Scheduled Messages:

A scheduled message is any automatic communication that is set to send at certain day or time. This is signified by icons in the 'Msg' columns of the Action Plans.

  • Adding a New Automated Scheduled Message:

scheduled messaged

    • Look for the green 'Add a scheduled message" button.Click on this button to start creating a new scheduled message.
  • Choosing When the Message Will Be Sent:

choose message sent

  • When setting up the scheduled message, you'll have options to specify when it should be sent:

    • Immediately: The message will be sent as soon as the scheduled message as an Up Sheet is assigned to a user.

    • After a Certain Amount of Time: Select a certain day and time for when the scheduled message is sent out.

    Choosing a Template:

    choose a template

  • From the dropdown list, choose a template that you want to use for the scheduled message. Templates may have icons displayed after their names, indicating which versions (email, text, etc.) are available for that template. If you need to add or edit templates, visit this page to learn how.

  • Saving and Confirming:

After configuring all the details for your scheduled message (sending time, template selection, etc.), make sure to save your changes!

PLEASE NOTE: The system will always try to send a text template first if the chosen template has both an email and text version of the template. If you would like a task to be sent by email AND text then you will need to create two separate scheduled messages.