Defining Step Actions

Modified on Mon, 6 Feb, 2023 at 11:12 AM

Step Action provides the option to define additional actions in a Journey at a specific step, optionally under specific conditions defined in the rules. This can help to avoid unnecessary Journey failures and make the Journey more adaptable to User interaction.

Step Actions can be set at all types of steps (callouts, dialogs, panels) but they are allowed to be used only in combination with step transitions Next button click or Timing.

If the step has any different step transition, user cannot set Step Action and can see the message explaining why he is not allowed to do so:

In cases when Step Actions are allowed, you can see the window as on the image below:

You can optionally specify rules of the URL or Element type which, if the conditions are met, will allow the specified action to execute. For example, you might skip to some later callout, bypassing others, only if some UI element is present for the current callout.

On the Action tab of the callout, click the “+” (plus) icon to specify an action.

You can choose from more different types of actions:

Stop Journey: if the condition is true, the Journey will stop.
Jump to Step: if the condition is true, the Journey will jump forward to a defined step of the same Journey.
Play Journey: if the condition is true, the Journey will stop, and it will start another defined Journey which you select from a list. Only Journeys of the current Site are available to select.
Go to URL: if the condition is true, the user will be navigated to the specified URL
Run Javascript: if the condition is true, the action specified by the script will be executed
You can optionally specify a message that is shown to the end user just before the action executes. For example, if you specify the Play Journey action, you might specify a message like “You will now start the Journey for [whatever].”