# How To Manage Actions, Triggers & Groups

**a. How To Create Actions**

1. Go to **Points > Manage Actions**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FpSU3ahAN9XP53lIBmmeT%2F0.png?alt=media)

2. Click **New +**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FEoDnfjDZhpnB2u93x2Ba%2F1.png?alt=media)

3. Define the action name and description.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FFEfL4qBWmWXpjoDtLddb%2F2.png?alt=media)

4. Choose the behavior trigger .
5. Set the number of points to assign.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FFuzZemdAzO7NVZgwgFHD%2F3.png?alt=media)

6. Click **Save & Close**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2Fp2XctpLWu9mq9L5y7dAP%2F4.png?alt=media)







**b. How To Create Triggers**

1. Go to **Points > Manage Triggers**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2Fc65QbRmBWB4DM8tkpkGS%2F5.png?alt=media)

2. Click **New +**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2Fy8pwvCx9bbBiQdzPz2bC%2F6.png?alt=media)

3. Under **Details** give your trigger a name & description.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FRAAnBQnUXhVZ1WdKGyWd%2F7.png?alt=media)

4. Set the **point** threshold (e.g., trigger when contact reaches 50 points) and **Point group**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FqfHh4xAPYIfIoMKtMSly%2F8.png?alt=media)

5. Under **Events** Choose actions (e.g., Add to campaign, Send email).

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FCdMSCVQZg5Y7aog4yUKn%2F9.png?alt=media)

6. Click **Save & Close**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FvahHyOuKZa6zvauzB3wi%2F10.png?alt=media)







**c. How To Create Groups**

1. Go to **Points > Manage Groups**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FqoQFQyxxKxz7KG2jmUCq%2F11.png?alt=media)

2. Click **New +**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FpFwsnXi8rlgkpG1l87UP%2F12.png?alt=media)

3. Name the group (e.g., Hot Leads).

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FO3XnxWxq5mLOskbbMNSg%2F13.png?alt=media)

4. Click **Save & Close**.

![](https://3790142297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJbWd8kIN0U4a2HVR5aA6%2Fuploads%2FeSswfJZGPfJev8npUO4W%2F14.png?alt=media)
