Creating a Recruit Friends type action

Having your users act as recruiters expands your user base, while improving engagement with existing users. My Action Center allows you to create actions that are marked as complete when users achieve a certain amount of recruitees. Recruiting cycles are renewed every week.

To create a new Recruit Friends type action, create a new subpage under a week page. Name it Sign Up to Recruit Supporters - Week XX, replacing XX for the week number.

Choose the Signup page type. Press Create Page.

You will land in the Signup Settings > Basics tab. Here, copy the Name of your action and paste it in the Tag all signups with field. In the After signing up, what page should they land on next? field, put dashboard_redirect. Press Save settings.

If you’d like to add a featured image to your action, go to the Files tab and upload an image file. There can only be one image file uploaded per action.

Go to Settings > Page settings. In the Headline field, you can add a header title. This will be visible when users open the action.

In the Tags field, add one or more interests. This will determine whether it appears the user’s dashboard, according to the interests the user selected when he or she signed up. These tags should have the exact same name as your site’s Interests. To make the action show to all users, tag the action as Everyone.

In the Status menu, choose published. Save the page.

Now go to your week page and create a new subpage. Name it Recruit 5 Supporters - Week XX, replacing XX for the week number.

Choose the Recruiting page type. Press Create Page.

You will land in Recruiting settings > Intro. Here, input your Recruited signup page, which you should have created during setup. Press Save settings.

Go to Recruiting settings > Intro tab. Here, input the amount of recruited friends required to complete the task. Press Save intro.

Go to Settings > Page settings. In the Headline field, you can add a header title. This will be visible when users open the action. In the Title, you can change the text visible in the dashboard.

In the Tags field, add one or more interests or Everyone as you did before.

In the Status menu, choose published. Save the page.

Now go to the Subpages tab and create a Signup subpage. Give it any name, it will not be visible.

You will land in the Signup Settings > Basics tab. Name it Recruit 5 Supporters - Week XX Signup, replacing XX for the week number.

In Tag all signups with, put Recruit 5 Supporters - Week XX, replacing XX for the week number.

In the After filling out the form, what page should they land on next? field, put dashboard_redirect. Press Save settings.

Go to the fourth tab, Signup Settings > Autoresponse. You can modify or disable the email the user will get after completing the task successfully. Press Save autoresponse email.

Press the orange button that says Publish.