Creating a Signup type action
Signup forms are effective ways to incorporate information about your activists. My Action Center allows you to create actions that are marked as complete when users complete a signup form.
My Action Center enables actions completed in other sites to be marked as complete in the My Action Center site. Keep in mind both sites need to share the user base, so they need to be in the same NationBuilder nation. For the latter case, refer to the next chapter in this section, “Creating a Signup type action in an external site”.
To create a new Signup type action, create a new subpage under a week page. Give it a unique Name (i.e Add Your Contact Info). 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 Signup page type. Press Create Page.
Set up your form as intended.
Now go to the Signup Settings > Basics tab. Here, copy the Name of your action and paste it in the Tag the signer with field. This way, if you want to know which users completed the “Add Your Contact Info” action, you can search for all users with the “Add Your Contact Info” tag.
In the After filling out the form, what page should they land on next? field, put dashboard_redirect. Press Save settings.
Go to the next tab, Signup Settings > Autoresponse. You can modify or disable the email the user will get after completing the action. Press Save autoresponse email.
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 the Settings tab of the subpage. In the Title field, describe your action. This content is visible to users when they press the action name to see more about it.
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.
Creating a Signup 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?