The Online Actions Dashboard provides a centralized view of all your forms and their performance, helping you track engagement and manage your online presence.
Step 1: Access the Dashboard
- Log in to EveryAction
- From the left-hand side bar, click Engagement> Communication Tools> Online Actions
- Or you can use the “Search for a page” field and type “Online Actions”.
Step 2: Navigate the Dashboard views
- Use the tabs at the top to switch between "Forms" and "Templates"
- The Forms tab shows all your created forms
- The Templates tab displays form templates you've created
- Use the search bar to find specific forms quickly
Step 3: Filter and sort forms
- Click the filter icon to filter forms by type, status, or creator
- Use the sort options to arrange forms by name, creation date, or other attributes
- Apply multiple filters to narrow down your view
- Click "Clear Filters" to reset your view
Step 4: View form performance metrics
- On the dashboard, each form displays basic performance metrics
- See the number of views, submissions, and conversion rate
- Click on a form to view more detailed metrics
- Use this data to identify which forms are performing well and which might need improvement
Step 5: Take actions on forms
- Select a form from the dashboard
- Use the action buttons to Edit, Deactivate, Duplicate, or Delete the form
- Click "Create New Form" to start building a new form
- Use the "Link & Embed" option to get sharing options for published forms
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