Creating a Self-Reported type action

Sometimes you need your activists to perform some tasks on the field, and Self-Reported type actions are the best choice for that. My Action Center allows you to create actions that are marked as complete when users report they have done them.

To create a new Self-Reported type action, create a new subpage under a week page. Give it a unique Name. Keep in mind no two actions can be called the same. This name will be visible to users as the main title of the action.

Choose the Basic page type. Tick on the Include in supporter nav. Press Create Page.

Add the Content of your Self-Reported action. Write only paragraph content, as you’ll add images and edit the header title later if you find it suitable. Press Save Content.

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.

After the interests, add Self reported to the tags.

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. Here, copy the Name of your action and paste it in the Tag all signups with field. This is the name of your original subpage. For example, if you created a basic page named  “Talk to Five Friends”, then make sure all signers are tagged “Talk to Five Friends”.

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 self-reporting the task. Press Save autoresponse email.

Press the orange button that says Publish.

Creating a Self-Reported type action checklist

1. Is it a subpage under the week page?
2. Does it have a unique Name?
3. Does it have a description under the Title field?
4. Is it tagged with one or more interests, or with Everyone?
5. Does the action tag users who completed it with its Name?