Action Widget

This feature available on All Plans (except where noted)

Overview

The Action Widget provides a simple way to configure "if this, then that" (IFTTT) scenarios in your campaigns. It enables you to create actions triggered by events from other widgets in your campaign.

The list of events and actions available depends on the widgets already in your campaign. For this reason, it’s best to configure Action Widgets last, after all other widgets are added and configured.

To add an Action Widget to your campaign, click the Action Widget icon in the Add Widgets Panel, or drag the icon into your preview area.

Note: Action Widgets are invisible in your live campaign. You can place them wherever works best for organization, but if an Action Widget is in a hidden container, the action will not work unless the container is made visible.

Widget Settings

The widget settings pop-up allows you to customize your Action Widget.

• Rename the Widget:
  Click the pencil icon in the top-left corner (next to the name) and type your new name. Click the blue check button to confirm.

• CSS ID:
  The CSS ID (starting with a #) is displayed in the top-right corner of the popup.

• Customization:
  Use the Back and Next buttons at the bottom to navigate through the menu on the left side.

When you’ve finished customizing, click the blue Save and Exit button.

Setup

The Setup section allows you to define the conditions and actions for your Action Widget.

Configuration Components

1. WHEN: Define the primary condition that triggers the action.
2. AND IF: Add optional additional conditions that must also be true for the action to trigger.
3. THEN: Specify the action(s) to execute when the conditions are met.

WHEN

The WHEN section is where you configure the primary trigger for your action.

Adding a Trigger

• By default, the condition Manually triggered by another widget is set up, which allows other widgets (e.g., Buttons Widget) to trigger the Action Widget. This condition cannot be deleted.
• To add a new condition:
  1. Click the blue + button below the existing condition(s).
  2. Use the Add WHEN window to configure the new condition.

Trigger Configuration

Triggers are broken into three sections:

1. Category: Choose to trigger the action based on:

   • A Widget event (e.g., when a Widget does something).
   • A campaign event (e.g., when the campaign loads).

2. Widget: If you choose a widget event, select the widget and the specific event to trigger the action. Each widget type offers unique event options.

3. Advanced Options:

   • For Points for Actions, specify the form and action label.
   • For eToken triggers, configure validations for protected content or prevent eToken sharing.

Click Save to finalize your trigger.

AND IF

The AND IF section allows you to add additional conditions. All conditions in this section must be true for the action to trigger.

Example Use Case

If you want an action to fire only when:

1. A specific field is updated.
2. A specific value is selected.

Add both conditions as separate triggers in this section.

Adding conditions is identical to the process in the WHEN section.

THEN

The THEN section is where you configure the action(s) to execute when the conditions are met.

Adding an Action

1. Click the blue + button to open the action configuration window.
2. Configure the action by completing these sections:
   • Category: Specify whether the action applies to a widget or the campaign.
   • Widget: Select the target widget from the dropdown.
   • Action: Choose the action to perform (options vary by widget type).
   • Effect: If applicable, customize effects like animation or visibility.

Click Save to finalize your action.

Managing Multiple Actions

• You can add multiple actions triggered by the same condition.
• Actions execute in the order they appear in the list (top to bottom). Drag actions to reorder them as needed.
• To delete an action, click the trashcan icon.

Smart Labels

Smart Labels allow you to group and identify widgets for targeting with triggers and actions.

For more details, refer to the Smart Labels help doc.

Visibility

Action Widgets are invisible in live campaigns by default. Visibility options include:

• Active: The widget is functioning.
• Inactive: The widget is disabled.
• Date/Time Restrictions: Set active periods.
• Country Restrictions: Limit visibility by location.

For more information, see the Widget Visibility help doc.

Special Considerations

The order of actions matters in advanced setups. For example:

• If a Rich Text Widget is set to "Starts Hidden," ensure the Action Widget first shows the widget before scrolling to it.

Misordered actions may cause unexpected behavior.