Training Hub

Creating a Survey type action

To create a new Survey 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 Survey page type. Press Create Page.


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


Press Save settings.

The most important option in this page is the Survey field where you specify the survey you wish the user to answer. You can select a previously created survey or you can create a new one by pressing the new survey link.


Press Save settings.

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.

Creating a Read A Story 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?