In this article, you will learn about Actions, Action Sequences, and their use cases in Qualee.
There are 2 types of actions;
Single Action
Action Sequences
Actions are commonly used for ad-hoc tasks that you can deploy to specific individuals or groups of employees in a time-released manner.
Similar to Journeys, you may also create multiple action items in a structured sequence and deploy them whenever necessary.
To deploy a Single Action
Login to the Qualee Console and visit Actions
Select Create action
Choose from any of the following content types in the drop-down menu
Survey
Quiz
File
Form
ID Verification
Headshot Photo
Upload content
Course
After selecting the type of content you wish to deploy
Type in the specific employee names or a chosen employee segment
(i.e. Female, Human Resources, Singapore, or you can also type in All employees)
Next, select the dates on when you want to send the action and its due date.
Then, click Create action
In the Action Status section, you will see the real-time progress of the requested actions. You can choose to send a reminder, view responses, or cancel an action through the ellipsis on the right side.
To deploy an Action Sequence
First, create a Sequence
Visit Actions, and click Create Action Sequence
Next, click Add first step, select a content type, and create the structure of your sequence.
Click on the Save step button for each of the steps you add and save your work by clicking on the Save Action Sequence button on the upper right of the screen.
Upon saving, you will be directed to the Action Sequences section
Select the Action Sequence created and click on the ellipsis on the right side
Click Invite employees
Choose a specific employee or a segment
Click Invite Employees
Tip: You may also pre-assign Action Sequences to new employee(s) via .CSV Employee Upload template during their account creation.