Action Base
First, add your Action Base.
In the Admin Portal, click the Actions tab on the left nav bar
Click the green Add button on the top right to open a new action
Fill out the text fields, image and settings for the action
For Plugin, select Action Template
Click Save at the bottom to add the Action Base
Action Step
Now, add you'll add an Action Step. Each Action can have multiple steps.
Steps are the parts of the action that users interact with — it's how they complete the action and earn points. We offer the following step types:
Image Upload: user uploads an image file
Text Capture: user enters any text/content into an open field
Text Copy: user copies a block of pre-populated text you provide
External Link: user opens an external link, then confirms they did so
Multiple Choice: user selects one or more choices as a survey/poll
Follow these steps to add step(s):
Back on the Actions tab, view your new Action Base at the top of the table. Click the blue Info tile to open the overview screen.
Navigate to the Action Steps tab
Click the Blue Add Step button on the top righ
Fill out the text fields and settings for the action step
Click Save at the bottom to add the Action Step
Repeat the above process to add additional steps to the action
Team Assign
The last thing to do is assign your new action to team(s).
Navigate to the Team Assignments tab
Click the blue Assign to Team button on the top right
Select team that should see the action from the dropdown, then save
You only need to select the highest-level team, not all child teams
Repeat the above step for every team that should see the action
Click the red Trash button to remove the action from that team
