How do I create reusable content for Online Actions?

Reusables are pre-designed content snippets that can be used across multiple forms, saving time and ensuring consistency in your communications. 

Step 1: Access Reusables in Online Actions 

1. Open Online Actions from your EveryAction menu 

2. Click on "Settings" in the top navigation 

3. Select "Reusables" from the dropdown menu 

4. You'll see a list of existing reusable content or an option to create new ones 

Step 2: Create a new Reusable 

1. Click "Create New Reusable" 

2. Enter a name for your reusable content 

3. Add a description to help others understand what this content is for 

4. Click "Create" to begin building your reusable content 

Step 3: Build your Reusable content 

1. Use the editor to create your content 

2. Add text, images, and formatting as needed 

3. You can include HTML if you need more advanced formatting 

4. Consider creating reusables for: 

• Headers and footers 

• Standard disclaimers or legal text 

• Branded buttons or call-to-action elements 

• Social media sharing sections 

Step 4: Save and manage your Reusable 

1. Click "Save" when your content is complete 

2. You can view version history by clicking "View History" 

3. See where your reusable is being used by clicking "View Usage" 

4. Edit the reusable at any time by selecting it from the list and clicking "Edit" 

Step 5: Use Reusables in your forms 

1. Create or edit an Online Actions form 

2. On the Build Page step, place your cursor where you want to insert the reusable 

3. Click the "Reusables" button in the editor toolbar 

4. Select your reusable from the list 

5. The content will be inserted into your form 

6. When you update the reusable, all forms using it will automatically update 

What else do you need help with? 

• How do I use Design in Online Actions forms? 

• How do I use Themes to style Online Actions forms? 

• How do I create custom Merge Fields for Online Actions Themes? 

• Understanding Online Actions