Lead actions are the responses agents & admins mark for contacts (Yes, No, et al.) based on the response of a contact for a specific goal.
While creating goals, admins will set which scripts populate in the message box when a lead action is marked.
- How do I write the script for a lead action?
- How do I see the lead actions marked for a goal?
- How do I download lead actions?
- How do I connect lead actions to VAN?
- How many lead actions can a goal have?
- What if lead actions are missing?
- Can I target contacts based on lead actions?
How do I write the script for a lead action?
Admins create the scripts for lead actions, also known as response scripts, while creating a goal. For more information, see How do I write scripts?
Note: Additional response scripts don’t support lead actions.
How do I see the lead actions marked for a goal?
A summary of lead actions can be found on the goal’s summary page. To open a goal’s summary page, from the Admin Panel, click Groups on the left side of the screen > the name of the group the goal is in.
Here, you’ll see a summary of the lead actions recorded for each goal launched in the group.
Click on the name of an individual goal to see the goal stats page for a more detailed breakdown.
How do I download lead actions?
Admins can download the lead actions marked for an individual goal and for the whole organization.
- For instructions on how to download the lead actions for an organization, see What can organization admins do?
- For instructions on how to download the lead actions of goal, see How do I export data from Hustle?
How do I connect lead actions to VAN?
Admins can use lead actions to update the event participation, contact history, survey questions, activist codes, and canvass results in a VAN committee.
For more information, see How do I connect my Hustle account with VAN?
How many lead actions can a goal have?
How many lead actions a goal can have is determined by the goal type.
- The VAN Survey goal type offers as many lead actions as survey responses for a single van survey question. For more information, see How do I connect my Hustle account with VAN?
- All other goal types offer two lead actions, Yes and No. For more information, see What are the types of goals?
For information on how to capture additional data by using tags, see How do I use tags?
Note: Tags aren't goal specific and aren’t available via the goal stats page or the actions export.
What if lead actions are missing?
Lead actions become unavailable when the goal is complete. You can make the goal active again by making the Workflows close at date in the near future.
For more information, see goal status in How do I use Hustle goals?
Can I target contacts based on lead actions?
Admins can target contacts based on the lead action marked for a previous goal in the same group. For more information, see How do I target contact?
Note: Admins can’t target contacts based on the lead actions of a goal using the VAN Survey goal type.