Functions: Actions

The Actions page is located under the Functions menu. This is where admins can view and modify existing actions and create new actions, such as Login actions. Login actions are a powerful way to require your contacts to provide up-to-date information, sign documents, or perform other tasks.  

Create Actions

User Profile Action

Create a Popup Action

Verify an Action with a Test Contact

Create Actions

Once actions are enabled, follow these steps to create an action in Sensr Portal.

1. Navigate to Functions click on Actions from the dropdown menu.

2. Click Add Action.

   

   
   
3. At this point, you will be taken to the New Login Action page. Here there are a number of different types of actions you can create:

• User Profile action
• Popup Action
• Document Signings

User Profile Action

1. Select the contact profile from the drop-down list, then click Create Login action.

2. This will take you to the Action Details page. Enter all the details for the action that the contact will see when logging in:

• Name: give it an appropriate name (this is internal to admins)

  

• Hide contact profile: if selected, fields such as Full Name, Email, Alt Emails, Investor Accreditation, Communication Method, and Spouse Email will be hidden from the contact profile update form that the contact will see

• Hide additional investors when possible: if selected, any contact who has more than one entity will only have one entity appear on their profile update form
• Automatically expand all categories: if selected, the fields on the profile update form will automatically expand 
• Header Content: this is what contacts will see when the action appears for them
• Commit button caption: the name of the button that the contact clicks to proceed
• Skip button(optional): check this if you want to allow the contact to skip the action, you can set a limit to the number of times they can skip this action
• Cancel button(optional): allows the contact to cancel the action and log out
• Recurring (optional): displays the action upon every login regardless of which button was selected

3. Then click Update.
4. To assign this action to contacts, you can either assign this action to:
   • all contacts
   • specific tags
   • specific contacts

For example, you may only want to ask [Investor]s to provide this information without requiring other contacts to provide their banking information. In that case, you would click +Add tags.

By clicking +Add all contacts, you will assign this action to all contacts in the software.

This adds UC Test to the list of contacts who will see this action when logging in.

Create a Popup Action

Creating a popup action follows very similar steps that creating an update contact profile action requires:

1. From the Functions menu click on Actions.
2. Click + Action in the top right corner.
3. Select Popup from the drop-down list.

4. Then enter the information for your popup action:

• Name: give it an appropriate name (this is internal to admins)

• Verb: this should be a short action name in the case it is part of an action sequence, this will appear if a contact has been assigned multiple actions - for example, if a contact must update their profile and accept terms of use, they will see the verbs for those actions at the top of the page: 

  

• Popup Content: this is what contacts will see when the action appears for them
• Commit button caption: the name of the button that the contact clicks to proceed
• Skip button(optional): check this if you want to allow the contact to skip the action, you can set a limit to the number of times they can skip this action
• Cancel button(optional): allows the contact to cancel the action and log out
• Recurring (optional): displays the action upon every login regardless of which button was selected

5. Click Update Login action to save the action to your actions panel.  You can now test this action on a test contact following a similar process as referred to above. 
6. Click +Contact to add your test contact that you created.

7. Test the popup experience by clicking on the test contact's name on the main Contacts page, and clicking View Site as Contact in the top right of the contact's profile.  You will then be greeted with the test contact's experience after logging in. 

   

   
   
   

8. Once you are satisfied with the contact experience, you can go ahead and add groups of contacts using tags or all contacts.
9. To remove a contact from the list or continue to add more tags or more specific contacts to assign this action by repeating the steps above. 
10. To assign this action to all future contacts who sign up to the site, click on Click here to automatically add new contacts to the table above located below the Contacts section.

Verify an Action with a Test Contact

1. In the Contacts section on the Actions page, click on the contact's name.
2. On the contact's profile page, click on View Site as Contact at the top right. This will open up the site experience after the contact logs in, which requires them to update their contact profile before continuing on to the site. Or, they can skip up to 2 times before being forced to complete this action to access the software. 

3. Once you are satisfied with the contact experience of the action, you can add a group of contacts, whether that be using tags or adding all contacts. Click +Add tags to select which tags you would like to assign to this action. Simply click the preferred tags or type the tags you want to add.

   

   
   
   
   
   
   

4. You will then see all the contacts that meet those requirements listed in the Contacts panel of the action. There will also be a Status listed for each contact in the list, as to whether the action is Pending, Canceled or Completed.

   

   
   
   
   
   
   

5. You can choose to remove a contact from the list if you want or continue to add more tags or more specific contacts to assign this action by repeating the steps above. 
6. If you want to assign this action to all future contacts who sign up to the portal, below the Contacts section use the link to Click here to automatically add new contacts to the table above.