> ## 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

An action template is a name of a customer-related event.

Some good examples are when the customer visits your website, opens an email, is imported into the database, or tagged for mailings.

Action templates may be used in a wide range of situations. For example:

* To tag customers at import. This will then allow you to filter customers in order to segment them.
* To record an action resulting from running an API method on the web site. For example, a product view.
* To set up a flow.

## How to create an action template

1. Go to **Integration settings** → **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" />

2. Click **Create** and select **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" />

3. Fill in the fields.

**Example of a completed template**:

<img src="https://mintcdn.com/maestraio/cuhKh1pU0z-oNWv0/images/imported/action_3.png?fit=max&auto=format&n=cuhKh1pU0z-oNWv0&q=85&s=00009ed64e9de9d110b4fbea83c29bfa" alt="action_3" width="1178" height="1468" data-path="images/imported/action_3.png" />

**Name**: the action name. This will be assigned to customers in the system.

**Type**: the action type. The "Standard" type is used in most cases. Other types are used in action templates that were created automatically.

**System name**: the name of the action template in the Maestra database. This is used for integrations. The system generates this name automatically.

**Campaign**: the campaign where this template will be used.

**Applied to brands**: the brand to apply the template to, provided that the project supports brands.

**Categories** should be filled in based on the tasks your action template solves. For examples of filled-in Categories, please refer to articles linked on this page.

1. **1st-level category** — the overarching category:

* Customer action: the actions that the customer performs;
* System action: the actions that we initiate in the system;
* Tagging action: for example, tagging customers.

2. **2nd-level category**: the drop-down list contents depend on what was chosen in the first-level category.

3. **3rd-level category**: the drop-down list contents depend on what was chosen in the second-level category.

**When applied** and **Description** are optional.

**Tags**: can be used to group the action templates.

4. Save your action 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" />
