Understand Actions
Actions are an effective way to engage contacts and require they provide you with vital information such as subscription documents and signed ACH forms. In addition, Actions are useful to ensure contacts perform other tasks like completing forms, enabling 2FA , updating their profile and reviewing tax files to name a few. There are many different types of login actions available to cover a multitude of scenarios.
How to Set Up Actions
- Navigate to Functions.
- Select Actions from the dropdown menu.
- On the Actions page, click the +Add Action button.
Next, choose the login action type from the menu.
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Different types of Actions
- Popup
- JotForm (contact)
- JotForm (investments)
- JotForm (entity)
- Contact Profile
- DocuSign template using a PowerForm (investments)
- DocuSign template using a PowerForm (contacts)
- File Upload (contacts)
- File Upload (investments)
- Enable 2FA
*Click here for more information on using the JotForm integration.
*Click here for more information on using DocuSign templates with PowerForm
TIP: Refer to the Related Articles section at the bottom of the page for more detailed instructions.
NOTE: Actions can be set up to include Skip or Cancel buttons to allow contacts to delay completing the action. However, Admins can set a preferred number of times an action can be skipped before the user must complete it. In addition, there is a recurring option for admins to configure a popup action to appear indefinitely upon login as needed (e.g., to notify contact of various disclosures).
How to Edit Actions
There may be times when you need to modify an existing action or an action that has yet to be assigned to contacts. Editing an action
- Navigate to Functions.
- Select Actions from the dropdown menu.
- On the Actions page, locate the related action and click on Edit located to right in the Manage column.
- Make modifications on the Edit Actions page.
- Click Update Action to save.