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Ending an Action

When an Action is completed, the easiest way to end the Action is to remove it. But you may want to keep the Action available, for analytics, etc. without having your Members still be able to take action.

Change Action to Hidden

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Click Edit to open the edit menu.

  1. Change Action title
  2. Add a message to indicate the result and offer other ways to stay involved.
  3. Change the visibility from Public to Hidden.

Replace Recipients

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  1. Remove previous recepients
  2. Add Custom recepients

Add a Custom Recepient

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  1. Select Custom Recipient
  2. Enter name
  3. Enter an email to receive any further alerts, you can use this to follow up with anyone who wants to keep taking action
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Comments

  • Avatar
    Denise Welch

    Is manually hiding the action the only way to close it? In the old Databank action alert system, we could set an end date.

  • Avatar
    marcos

    Hi Denise,

    Actions do have to be manually ended in Advocacy powered by Soft Edge.

    Note that hiding an action does not make it closed, it just removes it from the directory. If someone had a direct link, from an old PowerMail for instance, they would still be able to click on the link to the action. This tutorial addresses how to keep an action available, for analytics and more, yet still have it unavailable for activists to act upon.

    To truly close an action, it is best to remove it from your action list.

    Thank you,

    Marcos