Set up an Action

On Impact Stack, there are Pages and Actions.

Pages are webpages which hold your content.

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You can put an Action onto a Page, and onto many Pages. In other words, an Action is one of the pieces of content that can go on a Page.

An Action is made up of: 1) a Form, 2) a Thank you email, and 3) Free Tags that are applied to any supporter who completes that Action.

The same Action can be reused on multiple different Pages.

This makes it easy to have a sign-up form for your newsletter on lots of different pages with different content. You can also easily A/B test elements of your page content while keeping the same form and storing the data from that form all together.

Note: This is different to previous versions of Impact Stack, where every page had a form and every form was on only one page.

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If you want to re-use an Action you’ve already created, you can select the Choose button from the Action step of an Action Page.

Then select the Action you want to use. You’re done.

CleanShot 2025-05-07 at 16.47.50@2x.png

But, if you want to create a new Action you’ve not made before, select the Actions button on the left sidebar.

Then click the ‘Add action’ button at the top of that page.

CleanShot 2025-05-07 at 16.52.47@2x.png

Give your new Action a title
Select one of your Action Types.

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Action Types are starting templates for Actions. Use Action Types to set up sensible defaults for the kinds of Actions that you make most frequently. In most cases you will want at least a petition Action Type, but you may also want to add Actions Types for other use-cases that you have for Impact Stack.

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Then click on the Create button at the bottom of the page.
1. Then you can give Free tags to your Action. They’ll be applied to every supporter who completes this Action.
1. Move forward to the Form stage with the Form tab at the top
You can click the ‘Save action’ button on the bottom at any time to save the action.

Setting up your Form fields

Next we’ll work on your Form fields.

On the Form step of Actions, you can set up the Form Fields.
1. You’ll start by seeing all the Form Fields that were set up in the Action Type that you used.
1. You can drag in more fields from the left sidebar where it says Salutation, Title, Opt-in etc.
2. You can expand the subsections of the sidebar to see more Form Fields.
See more information about all the Form Fields.
```
 ![CleanShot 2025-05-09 at [email protected]](attachment:7bbd1685-601d-46e8-a066-d5b6415649ed:CleanShot_2025-05-09_at_13.53.452x.png)
```
1. Select the Edit button on the right of a form field to adjust it.
1. After you click Edit, you can set up that field more precisely.
You can edit the label above the field.

In the Field validations section, you can decide if the field should be required or not and edit the error message that will show.

In the Advanced configuration section, you can edit the Field name and Delete the field.
```
 ![CleanShot 2025-05-09 at [email protected]](attachment:7af6d9b9-fdc0-4739-9b74-3f89a4e459b8:CleanShot_2025-05-09_at_13.56.052x.png)
 
 5. Some more complex Fields like Email Opt-in have lots of options where you can:
 
 - Add text above and below the field
 - Decide what text should show if your supporter clicks No to receiving your emails
 - Decide whether to show your opt-in question should be a radio button or a checkbox
 - Specify the newsletter, eg Mailchimp audience that people who take your Action should be added to
 
 [See more information about all the Form Fields](<https://more-onion.notion.site/Form-Fields-1ee31dc947b380c58657e0293b196cac>).
 
 Once you’re happy with your form fields, move on to the Emails section with the Emails tab at the top
 
 ![CleanShot 2025-05-09 at [email protected]](attachment:d8863105-7f56-4254-a94b-8ac01349dca4:CleanShot_2025-05-09_at_15.23.562x.png)
 
 ## Setting up Thank you Emails
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Setting up your Form fields