Boost recurring donations this giving season with the new upsell prompt!Actions app
Creating and editing Actions
- Viewing and managing Actions pages in the administrator
- Defining the letter content to be sent to the target and setting what elements are editable by the visitor
- Defining the Salutation to be used in the opening of letters to Targets for an Action
- Including the Supporter Address in the Closing of Letters to Targets
- Adding custom fields from Salesforce to an Action
- Reordering Custom Salesforce Fields on an Action
Creating and editing Custom Targets
Linking to Actions on the front end of your site
Defining communication preferences & app defaults in the Configuration
- Viewing and editing app-wide Configuration settings for Actions
- Activate the Google Civic API for the Actions app
- Locating your AWS Host URL to enter into Actions Configuration
- Setting the FROM email address, FROM email name, and REPLY-TO email address for emails to targets
- What is KnowWho and Why Do I Need a KnowWho Customer Code?
- Enabling U.S. Senators as a Pre-Defined Targets
Managing Soapbox Actions data within Salesforce
Troubleshooting the Actions app
- I'm using Person Accounts with Actions but Salesforce creates new Contacts as Business accounts
- Why am I receiving an error "No such column 'CountryCode' on entity 'Lead' after submitting an Actions app action?
- Where in Salesforce is the “Keep me updated on this action” field stored?
- Why do I receive a "Invalid Amazon Configuration" error message when saving my Actions app configuration?
- Actions confirmation emails are getting marked as spam
- Why do I receive a "...can’t confirm if you’re eligible for this action based on the address provided." error message?