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What an action template is

An action template is the name of an event that happens to a customer. For example: visiting the website, opening an email, being imported into the database, being tagged for a campaign. You need an action template when you want to:
  • Tag customers at import, so you can tell them apart in filters later.
  • Record an action that results from an operation on your site — a product view, for example.
  • Set up a flow.

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How to create an action template

1

Go to Settings → Customers and actions → Action templates

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2

Click Add → Action template

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3

Fill in the fields

  • Name — the action’s name. This is what gets recorded on customers in the system.
  • Type — the action type. Standard covers most cases.
  • System name — the name the template is stored under in our database. Used in integrations. Filled in automatically.
  • Campaign — the campaign the action will be used in.
  • Applied to brands — the brand this template can be issued under, if your account has brands.
Categories depend on what you’re creating the template for. See the related articles for filled-in examples.1st-level category — the overarching category:
  • Customer’s personal actions — actions the customer took themselves
  • System actions — actions you initiate
2nd-level category — pick what fits, based on the first-level category you chose.3rd-level category — pick what fits, based on the second-level category you chose.Notes and Description are optional.Tags — use these to group templates.
4

Save the template

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