This article breaks down the purpose and elements of Action Items in Rally, including:
<aside>
</aside>
Action Items are tasks or questions you assign to mobilizers to help them move their contacts up your Campaign's ladder of support or engagement. Actions can be free response prompts, multiple choice questions, or tasks. Actions should always be phrased as if you are speaking to the mobilizer, not the contact.
Actions can urge mobilizers to do anything from “Talk to them about what issues matter to them” to “Send them this article about our candidate.” By default, an action will be available for all contacts. However, you can choose to target actions to show up only for contacts with specific Key Question answers, or to contacts registered to vote within a specific geography.
To create or edit an Action Item, navigate to the Content tab on the Admin dashboard and click “Edit” in the Actions section at the bottom of the page.
<aside>
</aside>
This action allows Mobilizers to mark that they have completed a specific task for their contact through a button labeled “I did it!” The Task Title appears in the list of “Action Items” for the contact, and the Task Description is shown once they click into the action item.This type of action is useful for distributing a specific message, resource, or piece of content. For example, a Campaign focused on protecting Neverland Medicare might have a Task called “Share fairy dust access article,” with instructions to share a link to a reputable medical journal article that shows how having easy access to fairy dust greatly improves your chance of flying.
These types of actions have responses recorded as free text. You can use this action type to ask a free-response question, or to prompt the mobilizer to take an action you want to require that they record notes about. This is a great action type to use for more nuanced or thoughtful actions, like having a sensitive conversation.
For example, a Campaign focused on protecting Neverland Medicare might have a Free Response Prompt called “Have a heart to heart about getting older”, with instructions to record notes from the conversation in the free response area.
Even if the details of a response are not super parsable at scale by the admin, the fact of having had to write something down can be a meaningful measure of value and accountability for the mobilizer.
.gif)
This action allows Admins to create a question with up to 7 different predetermined answers for mobilizers to answer.
The Question field is what is displayed as the action item title, while the Description and Answers are shown when clicking into the action. Remember, it’s best to phrase these questions as an instruction directed at the mobilizer – for example “Will they put up a yard sign?” or “Will they tune into our virtual town hall event on 8/5 at 7pm?”
This type of action works great for asking questions with clear, defined answers. This allows you to get tangible data from your Rally network that allows you to make efficient and meaningful programmatic decisions.
<aside>
</aside>
To create a new Action Item, click on the + New Action Item button, then select an Action Type from the dropdown (Task, Free Response Prompt, or Multiple Choice Question), complete the required fields, and click Save when finished.