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7 Take Action

Action Overview

If you've defined your Message m-small.png and your Community c-small.png, it is time to start to grow support. You do that by performing or having your Pebblings group_gear.png perform Actions a-small.png.

If you log onto your Pebble and click the Actions a-small.png you will notice three options:

My Actions lightning.png

These are Actions you that have been assigned to you or have assigned to yourself.

Manage Actions lightning_go.png

This is where you can mange Actions you've already created.

New Action lightning_add.png

This is where you create new Actions for you or your Pebblings to take.

About Action Types

When you create your first Action you will see that there are three Action Types. We will explain one example of each Action Type in this Organizing 101 document, but we feel these types allow you to create an unlimited number of different kinds of Actions.

Open Actions

Open Actions are Actions anyone can perform or participate in, but you control the details of that Action. For example: You might be hosting an event where you choose the date, time, and location, but anyone can RSVP that they are coming. This type of Action can also be used as a way to allow people to volunteer for specific individual tasks, such as “Put up a Yard Sign,” for example.

List Actions

List Actions are Actions that require access to your Big List for you or other people to edit. For example: “A phonebank” or “A canvass”

Pebbling Created Actions

These are Actions you are allowing Pebblings to schedule and run themselves (thus they determine the date, location, and description and whether to publish it on your website). That said, you may want specific information reported back to you. A good example of this type of Action would be asking people to “Host a House Party.” You would post up the Action “Host a House Party” on your website. Anyone who performed that Action would RSVP, fill out the information you requested, and then potentially post their event on your website. After performing the House Party Action, you have them enter the results on their “My Actions” page, for example entering the “attendees”.

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Depending on how you configure these Actions, you will:
  • Be giving Pebblings or other people access to various parts of your Pebble to successfully complete these Actions. This could mean giving them access to a Sublist or your Big List so they can report results, or it could mean simply letting them sign up to receive a bumper sticker, for example.
  • Need to “attach” different items to the Actions so they can be successfully be created. For example, if you want to create a List-based Action (a phonebank, for example) you will need to create a Sublist and a View of that Sublist for the Pebblings to call and report on. You might also want to attach an Article to use as a Script for the phone bankers to use.
  • Allow the public to see or RSVP to an Action if you choose to publish on your web page.
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Additionally, when you choose an Action type, the subsequent screens for creating an Action will change depending on what type of Action you chose.

About Action Creation Screens

Remember, when you create or manage an Action lightning.png and choose an Action type, the subsequent Action Creation Screens will change depending on what type of Action you chose. On the screens, you will see the help.png icon, which will remind you about the function and result of each option, but we present them below because seeing them in a list might be helpful in understanding what each option does and how it works with the others.

Screen

Option

Action Type

Note

Action Essentials

Name

All

What you want to call your Action. If you publish the Action on your website, this information will appear.

Action Essentials

Date

List-Based, Open

Enter the date and time of your Action. If you publish your Action to your website, this information will appear.

If a Pebbling-Created Action, leave this field blank to allow the Pebbling to choose the date.

Action Essentials

Location

List Based, Open

Your location is where this Action will take place. If you publish this Action to your website, this information will appear.

If a Pebbling-Created Action, the Pebbling will supply this information.

Action Essentials

Description

All

Enter a brief description of your Action. If you publish this Action to your website, this information will appear.

The Work

Select Sublist

List-Based Action Only

If you create a List-based Action, you need to choose which Sublist group.png the Pebblings group_gear.png performing the Action will have access to. The choices that appear here are pulled from your workbench wrench_orange.png. To make the Sublist you want selectable, you must first add it to your workbench. Go to “Sublists” and click the workbench icon next to the Sublist you want to select to add it.