Rally Actions are tasks or questions you assign to mobilizers to help them take action in your relational program. In Rally, there are two types of Actions:
Below, we’ll cover general best practices for setting up Actions, an overview of each action type, and tips for using them effectively.
When setting up any Rally action you’ll come across the following elements:
| Element | Definition | Best Practice |
|---|---|---|
| Action Name | This is what mobilizers will see as the title of the action on the task homepage. | |
| The action name should be a short, concise call to action that mobilizers can glance at and know what they'll be doing in the action. It should be written in the second person, directed at the mobilizer. |
Examples:
| | Action Description | This is a descriptive blurb that mobilizers will see when they click into the action. It should tell them more about the action. We also recommend telling them why it's important and how it contributes to your larger goals. If this action is targeted at a certain group of contacts, explain who your mobilizers are reaching out to and why. | Just like the action name, the action description is directed at the mobilizer (as opposed to their contacts).
We recommend using Markdown to format descriptions. This makes them easier to read and lets you highlight key details with bold, italics, and other styling.
If you’d like to include a resource it’s best to link to it via Action Links (more on that below)
Example: You’ve already talked with these people and helped them make a plan to vote - great work! Now it’s time to check in with them and remind them to go vote. You can also edit people’s vote plans here. | | Brief Description | This is a descriptive blurb that mobilizers will from the tasks dashboard. | Example: Once you’ve made vote plans with folks, click here to see which of them haven’t voted yet and remind them to vote!
| | Action Links | Links allow you to highlight a website that a mobilizer can use to complete an action, either by sharing the link with others or by visiting the link themselves. | Example: If you want to add a Talking Points Guide to allow Mobilizers have a direct link to context to help them have conversations with their contacts, you can provide that resource for them right in the Action! |
Action Name
Action Description
Action Brief Description
Action Link
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Key Question Response: Target an action based on the contact’s answer to the Key Question, select the answer(s) you would like to display the action for.
District: Target actions to include or exclude contacts based on the districts they live in. Select “Filter by voter file district” if you want to target the action based on where people are registered to vote. It will pull from the voter file. It will NOT include any unmatched contacts. if you want to include unmatched contacts, select “Filter by user-provided location”. This will allow you to target based on the city and/or state the mobilizer entered when they added this contact.
Previous Action Response: Target an action based on a previous action response this allows you to use the context from a previous action to further move contacts up your ladder of engagement.
Match Status: You can target actions based on a contact’s match status. This includes if they’re matched or unmatched to their voter file, as well as statuses associated with the voter registration flow: Can Register, Can’t Register, or Registration Uncertain.
Voter File Tags: Your Campaign can import lists with custom tags that allow you to target actions at Mobilizers and Contacts specific to your needs.
Contact Lists: By saving Contact Lists in Rally using the People tab, you are then able to use those lists as targeting criteria for your actions to show for a specific group of Mobilizers.
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This action type allows you to define the number and type of contacts that you want mobilizers to add.
Example Copy:
Best Practice ✨: We’ve found it works best to define a clear goal for folks - it gives them a number to work toward and often pushes them to think/add more folks than they would have than if we had just said “Add contacts in AZ!”
Relational Conversation actions allow you to direct mobilizers to have conversations with their contacts and to record responses to prompts based on the conversation.
Best Practice ✨: We recommend including no more than 5 conversation prompts in relational conversations to help mobilizers keep those conversations focused. When you’re writing individual questions and responses, you’ll want to refer to the person’s contact. We recommend using the gender-neutral pronoun “they”.