Actions Overview

The Actions section is where you create and manage your action pages with integrated action forms based on your 3rd Party CRM. You also have the ability to link out to “offsite” actions that might be hosted externally (i.e. a partner donation form).

Within the Actions main menu, you are provided the tools to manage the organization and creation of Action pages.

The Action landing page is inside the Pages. This is where you curate which Actions to display as well as the order in which to display them.

To edit an action, click the action in the list to open the detail view.
Within the detail view, you can modify:

  • Page title
  • Page Slug (URL)
  • Body copy and embeds (i.e. video)
  • Action info
    • Ignore the featured image and button text, you are not using the list view of actions
    • Action Embed: where to modify the embed code for the action as well as the option to suppress the title provided by EveryAction.
    • Ignore off site links, you are not using this feature.

More to come soon on Actions.