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Modified on Fri, 27 Oct, 2023 at 1:27 PM

How to Create Action Items with the Action Builder 


The Action Builder enables you to link to a variety of different actions such as linking to app content, websites, phone numbers, and more. 


What is the Action Builder?

The Action Builder enables you to link to a variety of different actions such as linking to app content, websites, phone numbers, and more. In this article we’ll go over some of the places where you can find the Action Builder in our system, how to use it, and the different options that you have in the Action Builder.

What are Action Items?

Action Items are additional actions that you can add to a number of different elements in our system.

What are some use cases of the Action Builder?

Some use cases of this feature include:

  • If your app is for a music festival or a sporting tournament you can use the Action Builder to send users to your event’s location in Google Maps

  • You can use the Action Builder to add in a way for users to send in prayer requests or ask for advice via email for your church’s app

  • You can use the Action Builder along with the Image Carousel to promote premium content in your app that’s tied to an in-app purchase

What is the Action Builder’s primary function and what are the steps to accomplish it?

The Action Builder provides you with the ability to add an additional action to various areas of our system such as adding a link to an image in the Image Carousel, or sending users to a website in a Push Notification or GeoFence Notification, or adding the ability for users to email you in the Footer Menu.

First let’s go over how to create a link with the Action Builder, then we’ll go over the different actions that you can add with the Action Builder.

How to Create Action Items with the Action Builder

Step 1: Click on Add Action

Depending on what you want to add an action to, the button to add an action item to an image, a push notification, or the footer menu will be slightly different.

For the Image Carousel it will be “Add Action/Link”

For Push Notifications it will say “+ Add Action”

For GeoFence Notifications it will say “Select Action”

For the Footer Menu it will say “Add Action Item”

Clicking any of these links will open up the Action Builder window.

Step 2: Select the action that you want to add in the Action Builder window

Once you have the Action Builder window opened, you’ll be able to select the action you want to add by clicking the drop-down menu next to “Action/Link Type”.

Step 3: Fill out the required information for that action

Each action requires different information. Once you select the action that you want to add fields for the required information will display automatically. Fill these out with the information needed.

Step 4: Click Save

After you’ve selected the action that you wanted to add and have filled out the required information, click “Save” to apply that action.

Congratulations! You’ve just added an action with the Action Builder! 

What Types of Action Items can you add with the Action Builder?

Now that you know how to create a link with the Action Builder, let’s go over all of the different actions that you can apply to those links.

Purchase

With the Purchase action you can link users to an in-app purchase. You’ll need to make sure that the in-app purchase is fully set up before using the Purchase action as the Product ID is required to set up the Purchase action. 

If you need assistance with how to set up in-app purchases, you can learn more about how to do so by going to the “Commerce Tab” section here.

Link To App Content

With the Link To App Content action, you can link users to another feature in your app. This is a great way to send people directly to content that you’d like to showcase in your app.

Link To Web Content

With the Link To Web Content action, you can send users to a webpage. You have the option of having the link open in-app, or the native browser (Chrome for Android and Safari for iOS) of the user’s phone. Depending on their code, some sites will work better on one setting over the other so we encourage you to try both settings to see which one works best.

Send An Email

With the Send An Email action, you can allow users to send an email. This also allows you to set up a default subject line and or message for the email. So if you want users to send in feedback, you can set the email subject line to “Customer Feedback” or something similar.

Send SMS Text Message

With the Send SMS Text Message action, you can allow users to send text messages to a phone number of your choice.

Call Number

With the Call Number action, you can allow users to call a phone number of your choice. 

Link To Map

With the Link To Map action, you can have the app open up Google Maps to a location of your choosing.

Link To Facebook Page

With the Link To Facebook Page, you can send users to a Facebook page of your choice.

Link To Twitter Page

With the Link To Twitter Page, you can send users to a Twitter page of your choice.

Link To Instagram Page

With the Link To Instagram Page, you can send users to a Instagram page of your choice.

Link To Google+ Page

With the Link To Google+ Page, you can send users to a Google+ page of your choice.

Link To LinkedIn Page

With the Link To LinkedIn Page, you can send users to a LinkedIn page of your choice.


What are some Pro Tips you should know about to take your app to the next level?

Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and accomplish your primary goals, here are some tips you should consider.

Pro Tip 1: Be Creative With The Actions That You Add

Now that we’ve told you how to create action items with the Action Builder and have gone over the different actions that you can add, we encourage you to use that knowledge to be creative with how you use the Action Items. Think of unique ways to use the Action Builder, the possibilities are almost limitless!

Pro Tip 2: Be Thoughtful Of How You Set Up Your Actions

The Action Builder is a powerful tool. Think of your user’s experience when using the actions in your app. The better planned out your actions are, the better impression of your app your users will have.

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