> ## Documentation Index
> Fetch the complete documentation index at: https://help.maestra.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create an Action Template

## 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.

## How to create an action template

<Steps>
  <Step title="Go to Settings → Customers and actions → Action templates">
    <img src="https://mintcdn.com/maestraio/wm8oEjg6bFaQwCHC/images/imported/action_1.png?fit=max&auto=format&n=wm8oEjg6bFaQwCHC&q=85&s=3f92d22017324da88be56fafbcf011f7" alt="action_1" width="2844" height="1524" data-path="images/imported/action_1.png" />
  </Step>

  <Step title="Click Add → Action template">
    <img src="https://mintcdn.com/maestraio/wm8oEjg6bFaQwCHC/images/imported/action_2.png?fit=max&auto=format&n=wm8oEjg6bFaQwCHC&q=85&s=e780f03c9785347d901923235528d859" alt="action_2" width="2018" height="520" data-path="images/imported/action_2.png" />
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the template">
    <img src="https://mintcdn.com/maestraio/cuhKh1pU0z-oNWv0/images/imported/action_4.png?fit=max&auto=format&n=cuhKh1pU0z-oNWv0&q=85&s=9369085417dffd16611f97324ae6a1af" alt="action_4" width="1140" height="562" data-path="images/imported/action_4.png" />
  </Step>
</Steps>