Actions in Atobi

In Atobi, Actions are interactive components within articles that prompt members to engage in specific tasks, such as confirming task completion, uploading media, or participating in quizzes. These Actions are essential for gathering insights and ensuring active participation from your team.

Action Types Overview

Atobi offers a variety of Action types to cater to different needs:

Type	What	Context
Task	Members have to confirm when something is done.	Use this to track progress. E.g. "Complete when read and understood"
Media Task	Members have to upload a picture.	Use this to get visual documentation. E.g. "Take a photo of the window"
Quiz	Members have to pick the correct option(s).	Use this to test members knowledge. "
Open Question	Members have to write a short answer.	Use this for open questions. E.g. "Any additional comments?"
Yes/No Question	Members have to select "Yes", "No, or "N/A".	Use this for closed questions. E.g. "Was the promotion setup?"
Poll	Members have to pick one or more options to a question.	Use this to gather opinions and find trends. E.g "What do you think of the campaign?"
Money	Member have to write a numeric value tied to a currency.	Use this to gather prize checks or recurring cash-up when closing the store. E.g "How big was the difference." Click here for an example!
*SCORM package (add-on***)	Members have to complete a SCROM course.	Use this to upload your SCORM courses. You need a SCORM file and a cover image.

Action Settings

Each Action comes with General Customizable Settings, while some come with Specific Customizable Settings.

General Customizable Settings

What	Context
Answer Visibility	Public to audience members: Recommended for best practice sharing and competitions where employees should be able to see each others answers. Private to article editors: recommended for surveys and sensitive content where answers should not be visible to others. Private Answers can be seen by: Article Creators and Collaborators.
Required completion by	All members in audience: Recommended for training and surveys where you want everybody to complete it. One member per location: Relevant for campaign roll-out and task-focused content where just one employee per store needs to complete it.
Mandatory vs Optional	Mandatory: The actions is mandatory to complete. Optional: The action is optional to complete and won't show up in member's Upcoming Actions list.
Deadline or Recurring (optional)	Deadline: The action has a deadline. Recurring: The action will recur at a specified frequency. Learn more about Recurring actions here
Sequential (optional)	• This will force members to complete actions sequentially or create sections that must be unlocked individually. Learn more about Sequential actions here
Category (optional)	Add a category to the action. This is used for filtering actions on dashboards.

Specific Customizable Settings

Type	Setting
Quiz	A quiz can have one or multiple correct answers. It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px. Add a custom feedback message for your employees. They will see this when they have completed the quiz Set a threshold of how many correct options are needed to complete the quiz. If "Required correct answers to pass" is set as 2, then the member needs to pick at least 2 correct options to complete the quiz. The quiz will loop until the member has selected at least 2 correct. This is used if you want to force members to be correct. Each quiz has a Score based on the member's performance. The Score is aggregated on article and user levels, so you can monitor how staff score on the article and across multiple articles. This makes tracking strengths and weaknesses in employees, stores, and content possible.
Poll	It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px. Set a limit of choices. This defines how many options the members can pick. By default, they can pick 1.

Type

Setting

Quiz

A quiz can have one or multiple correct answers.
It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px.
Add a custom feedback message for your employees. They will see this when they have completed the quiz
Set a threshold of how many correct options are needed to complete the quiz. If "Required correct answers to pass" is set as 2, then the member needs to pick at least 2 correct options to complete the quiz. The quiz will loop until the member has selected at least 2 correct. This is used if you want to force members to be correct.
Each quiz has a Score based on the member's performance. The Score is aggregated on article and user levels, so you can monitor how staff score on the article and across multiple articles. This makes tracking strengths and weaknesses in employees, stores, and content possible.

Poll

It can have both text and/or images as options. The recommended image size is a ratio of 1:1,6 or 844x510px / 1688x1020px.
Set a limit of choices. This defines how many options the members can pick. By default, they can pick 1.

How to add Actions to an Article

On the right side of an article, you will find all the block types: Text style, Media, PDF and Actions.

Click or drag'n'drop the action you need to add, and then adjust the settings to your liking 🙂

AI Quiz Generator

We know that creating a quiz for your staff can take a some time. Now you can get help generation quiz questions using AI.

How does it work?

You will see a "Help me write" box in the Article Studio. Click on it, and you will have two options to let AI generate quiz questions.

You can generate a quiz without adding any instructions, and AI will generate a quiz question based on the text in your article.
Add some context on what the quiz should be about.

Examples of context you could add:

"A quiz about ____"
"A quiz about ____ with 2 correct answers and 3 wrong."

AI outputs can be misleading or incorrect. Please double-check the information generated by AI before making the article live.

How to use Sequential Actions

By default, when we create an article with multiple actions, audience members can complete actions in any order they want. If you wish to force members to complete actions sequentially or create sections that have to be unlocked one by one, you can turn on Sequential Actions. Members will have to complete one action to unlock the next. This is what they will experience:

Learn more about Sequential Actions:

What are Sequential Actions?
How to Activate Sequential Unlock
How to Create Sections?
Edit and Reorder

What are Sequential Actions?

With Sequential Actions, you can create a journey by making actions and sections unlockable.

Audience members will unlock actions and sections one by one. New sections will be unlocked when all actions in the previous section have been completed.

💫 Tip: Use Sequential Actions if your article is related to training, onboarding, or similar activities where you want to ensure that actions are completed in order. This creates a focused learning path and provides a micro-learning experience to members.

The key ingredients to creating a sequential unlocking experience are Heading and Actions.

How to activate sequential unlock?

From your desktop, open Article Studio.
Create a new article or Open an existing article.
In article edit mode, click Settings and turn on Sequential Actions.

Once you have turned on "Sequential actions", all actions will have to be done one by one in the order they are in the article.

How to create sections?

Each section is created by adding a new heading and at least one action.

Add a heading and an action below it.
Add any other blocks under the heading, such as a video, picture and text blocks, if needed.
Now, everything under the heading is in one section.
Repeat the steps 4-6 to create new section. Next section will be unlocked only after all the actions in the previous section are completed.

👀 Note: For the best sequential unlocking experience, we advise adding actions under each header. It is the completion of actions that trigger the unlock of new sections.

💫 Tip: An Action can have Required completion by: All members in the audience or One member per location. We advise that you only use the default All members in the audience if you have Sequential Actions enabled.

If you use One member per location, then colleagues will be able to unlock actions and sections for each other.

👀 Note: Sequential Actions are only supported in browsers and on web apps. If your members are using the native app (installed from App stores), then they will get a regular article experience.

Edit and re-order

If you change your mind, you can freely move headers, actions, and other blocks around. However, we advise that you don't change the order of headers and actions after you have published. This can create a confusing unlocking experience for audience members.

How to use Recuring Actions

You can now set actions to be recurring, automating your task management. This feature helps your team prioritize actions and meet deadlines efficiently.

💫 Tip: Consider your operational checklist, build a checklist article, and set needed occurrences for actions.

Learn more about Recurring Actions:

How to make actions recurring?
Frequencies
How to make Recurring stop?

How to make actions recurring?

You can make any action recur. There are two ways to do it:

If all actions in the article should have the same frequency:

Create your article with actions.
Start the publication flow.
After selecting channels, categories, and audience, you will be able to set recurring actions for all actions in the article by clicking Edit.
Pick the needed frequency.
Publish the article.

If the actions have different frequencies:

Create your article with actions
On each action, click Recurring to set the needed frequency for that specific action.

💫 Tip: Remember, that you can duplicate actions if you need multiple actions with the same settings. On your keyboard tap ctrl+C then ctrl+V if you're on Windows. On macOS it's cmd+C then cmd+V.

Frequencies

When you set frequencies, you can make it recur daily, weekly or monthly.

Daily: Choose the days of the week the action should repeat on + the time gap the action has to be done. Example, select Monday, Tuesday, Wednesday between 9:00 to 18:00.

The start and end times are crucial as they define when members can start and complete the action, setting clear deadlines for each action.

Weekly: Choose all the weeks of the month the action should be completed on + the time it has to be done. For example, the 4th week of each month on Monday between 9:00 and 18:00.

Monthly: Choose the months of the year the action should be completed and the time it has to be done. For example, the 1st Monday of each month between 9:00 and 18:00.

👀 Note:

Members will not be able to finish the actions earlier then the set time gap.
Members are able to finish the actions after deadline. However, you will know the the answer was given past the deadline.

How to make recurring stop?

Action recurring will stop once the article gets archived or deleted. This can be done manually, or when publishing the article you can already choose an archiving date on which the article will automatically get archived.

👀 Note: Recurring actions cannot be combined with sequential actions.