I’m not sure if what I’m about to write here is correct, but it is what I’ve been able to work out from experimentation and help from Blake at InfusionSoft support. I called them today and he gave me a different answer to the last time I called support.
I wanted to add steps to a Follow Up Sequence (FuS), and I wanted those steps to have multiple parts. So I set each step up to be an action. Having pre-prepared the actions by creating them from the Setup menu, I was disappointed to see that they were not available when later I needed them in the Follow Up Sequence.
Blake said this was because you needed an Actions Template when specifying a step in a FuS, but what I had created were Action Sets. Which is why they didn’t show up.
Well, that was a different answer to the last time I called support. I wish I could find it somewhere in the documentation. It seems Action Templates can be steps in another FuS, or Actions in another FuS. But not Action Sets that have no relationship to other Follow Up Sequences.
I am now trying to figure out the best way to set one up based on this new, understanding. This stuff is not intuitive.
Since my plan to create separate Action Sets that I could then refer to, only works if I use them in the context of chained Actions Sets, I am now looking at creating, long hand, a 12 step FuS, which I then clone whenever I want a new FuS. The logic here being that it is slightly less tedious and therefore less error prone than creating each FuS from scratch.
I am convinced most people don’t really know how to use this product. I just can’t start using it until it starts to make some sort of logical sense.