The Action Widget provides a simple way to configure "if this, then that" (sometimes referred to on the web as "IFTTT") situations in your campaigns. It does so by providing a list of all of the events that the widgets on your campaign can initiate, and allows you to set up actions to take when these events occur.
The list of events and actions available to the Action Widget depends on the widgets already on your campaign, which means it's generally best to configure the Action Widget last, after adding and configuring all of the other widgets you’re going to use.
To add one of these widgets to your campaign, click the Action Widget icon in the Add Widgets Panel, or click and drag the icon into your preview area.
Note: Action Widgets are never visible in your live campaign, so feel free to place them wherever works best for the organization of your campaign.
The widget settings popup is where you'll make any needed changes to your Action Widget. To change the widget name, click on the pencil icon in the top-left (next to the name) then type your new name.
You will also see the CSS ID (starting with a #) of your new widget listed in the top-right corner of the popup.
You'll want to move through each item in the menu on the left side to make sure you've completely customized the Action Widget in the way you'd like. You can navigate through these sections using the Back and Next buttons at the bottom.
When you're finished making changes to your widget, click the blue Save and Exit button.
There are two things you'll want to consider when setting up your Action Widget; the IF (the event that has to happen to trigger the action) and the THEN (what action is triggered). You'll set these both up in the Setup section.
In the IF section of Setup, you'll choose the event that has to occur for your action to be triggered; we provide a few presets, or you can set one up using a specific widget in your campaign. The first couple options are pretty self-explanatory. In all cases, check the box to the left to select that option.
If you have set up a Buttons or Navbar Widget that you want to trigger an action, choose the first option. For an action to happen automatically when the campaign is finished loading, choose the second option.
If you're using our entry token (also called eToken) functionality, these next two options allow you to set up triggers based on those.
If your visitor arrives at your campaign using an eToken link, these two triggers allow you to take actions based on that eToken.
The first trigger is required if you wish to show protected content only to validated eToken visitors. The eToken will be validated against either all the entries in your account (the any list option), or one specific list - you can click the any list link to open a popup where you'll be allowed to select a specific list from your account.
The second trigger is optional and would be configured in a separate action widget from the first trigger. Use this when you want to prevent users from sharing their eToken links with others. If another user arrives at your campaign using the same eToken, you can use this trigger to 'invalidate' the first user by hiding the protected content.
Note: For more information on the eToken feature (available on the Agency Plan or higher), check out our eToken help doc.
If you'd rather trigger the action using an event that happens in one of your widgets, you can do that using the OR section. Start by clicking choose a widget...; the dropdown will show the widgets in your campaign that you can choose from.
In this example, we've chosen the Form Widget. The text will change to reflect your selection, and an additional link will appear; click on it to see the event triggers you can use for your selected widget.
The number and types of event triggers available are dependent on the kid of widget selected, and not every type of widget has event triggers available for use.
Once you have your trigger event established, you'll need to decide what action (or actions) is executed. To get started, click the Add Action button.
An pane will pop in that allows you to configure your new action.
Click the left dropdown to select the widget on which you'd like to focus your action. The bolded words are the names of your containers, which should help make it easier for you to find the widget you're looking for.
After you've selected your widget, use the right dropdown to select the action that will apply to the selected widget. These options will be different depending on which widget was selected.
Depending on the action you have selected, you may have other options that will display underneath the action. In this example, you can choose to have the widget fade in by checking the box, and you can change the duration of the effect using the field provided.
If you wish to have more than one action triggered by the same event, it's not a problem. Simply click the Add Action button again and a new pane will appear - you can add as many actions as needed.
The actions will be performed in the order in which they appear on the list, top to bottom - make sure to keep this in mind when troubleshooting any potential issues. To change the order of an action , click on the icon and drag the action up or down into its new position.
To delete an action entirely, click the icon.
When you're done setting up your actions, take a step back and look at the widget settings as a whole. It should be pretty easy to decipher exactly what actions are being triggered, and what event is triggering the actions.
Visibility works slightly differently for Action Widgets. Since they are invisible on live campaigns by default, the options are to have the widget normal (active) or inactive. If you set a date or country-specific settings, those settings will determine when/where the Action Widget is active. More information about these settings can be found in the Widget Visibility help doc.
As previously mentioned, the order of the actions makes a difference in more advanced configurations. For example, consider an Image Widget that's set to Starts Hidden. The Action Widget can be configured to both show the Image Widget and scroll to the Image Widget, but if the Action Widget attempts to scroll to the Image Widget before it has been shown, the browser may not scroll to the expected location.