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.
In This Article
- Action Types Overview
- Action Settings
- How to add Actions to an Article
- AI Quiz Generator
- How to use Sequential Actions
- How to use Recurring Actions
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 |
|
Required completion by |
|
Mandatory vs Optional |
|
Deadline or Recurring (optional) |
|
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) |
|
Specific Customizable Settings
Type | Setting |
---|---|
Quiz |
|
Poll |
|
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?
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.