The Actions module allows you to automate many repetitive tasks in your event. This article will take you step-by-step through the process of creating an Action that an attendee will be able to trigger on their own by clicking a special button in an email you receive.
From this article you will learn:
How to access the Action module in the event settings?
How to configure an Action with a "Manual" trigger?
How to find the Action ID needed to create a link?
How to insert a formatted button in an email and link it to an Action using the dynamic field
{actionUrl}?
Part 1: Creating and preparing the Action
First we need to prepare an Action, which we will later link to a button in the email. As an example, we will create an Action that allows you to assign the "Speaker" role independently.
Step 1: Go to the Actions module
While in the list of your events, click on the one for which you want to create automation.
In the event's administration panel, in the menu on the left, go to Settings.
At the top of the screen, select the Actions tab .
Step 2: Add a new Action
In the upper right corner of the screen, click + Add Action , to open the form for creating a new Action.
Step 3: Configure the Action
In the form, complete the key fields:
Name - an internal name that will help you identify the Action in the list. Let's type:
[MAIL] Self-assigning the role of Speaker.Trigger (Trigger) - the event that triggers the Action. Select Manual from the list . This trigger type is necessary so that the Action can be triggered by a button in an email.
Action type - the task that the Action is supposed to perform. From the list, select Assign role.
Role - after selecting the action type, indicate the role to be assigned. In our example, it will be
Speaker.
Step 4: Save the Action and get its ID.
Click Save. You will be taken back to the list of Actions.
Find your newly created Action in the list and click the Edit button (pencil icon).
Look at the address bar in your browser. The URL will be:
...yourdomain.gridaly.com/events/your-id-event/actions/**123**/edit.The number between
actions/and/editis the ID of your Action. In our example, it is123. Write down or copy this number.
Part 2: Using an Action in an email message
Once we have an Action ready and know its ID, we can put a button in the email that will trigger it.
Step 1: Go to the email editor
Select Communication → Mailing from the left menu and create a new message or edit an existing one.
Step 2: Insert text and format it as a button
In the body of the email, enter the text you want to appear on the button, for example:
Confirm Your Speaker Status.Select all the text you have typed.
In the upper left corner of the editor's toolbar, click the drop-down list (set to "Paragraph" by default) and select Button from the list .
Your text will be automatically formatted as a button.
Step 3: Add a link to the Action
Make sure the text formatted as a button is still selected.
Press the shortcut
Ctrl+Kon your keyboard (orCmd+Kon a Mac), or right-click on the selection and select Link... from the menu .In the window that appears, enter a special formula in the URL field:
{actionUrl}/ID_ACTION.For our example (with ID
123), the correct link is:{actionUrl}/123.Click Save.
Once the mailing is sent, the Gridaly system will automatically replace the {actionUrl}/123 formula with a unique, personalized link for each recipient.
FAQ
The button in my test email isn't working. What am I doing wrong?
The button in my test email isn't working. What am I doing wrong?
Check out the four most common causes, following the correct order:
Formatting: Make sure the text is formatted as a Button before adding a link.
Action Trigger: Make sure the Action trigger is set to Manual. Other types of triggers will not work.
Correct ID: Check that the ID of the Action in the link is definitely correct.
Correct Formula: Verify that there is no typo in the link. The correct form is
{actionUrl}/YOUR_ID.
Why do I have to enter {actionUrl}/123 in the email instead of selecting an action from the list?
Why do I have to enter {actionUrl}/123 in the email instead of selecting an action from the list?
This design allows the system to be very flexible. The {actionUrl} field is a dynamic element that the system recognizes and converts into a unique link for each participant just before the email is sent. This ensures that the link is always correct and secure.
Where exactly can I find the Action ID?
Where exactly can I find the Action ID?
Action ID is the number in the URL of its edit page. Full path: Settings → Actions → click Edit next to the selected action → look at the browser address bar. ID is the number between .../actions/ and /edit.