Action Types in Program Steps

Overview

Action Types define what participants are guided to do when they complete a program step. Each action type directs users to a specific feature or activity within the platform.

What are Action Types?

When creating a program step, the Action Type determines the next action a participant can take directly from that step.

This helps guide users through their mentoring journey in a structured and actionable way.

Available Action Types

Below are the available action types in program steps:

• Take Survey
  Directs users to complete a program survey
• Go to Groups
  Navigates users to the Groups section
• Go to Learning
  Directs users to assigned learning content
• Schedule Meeting
  Prompts users to schedule a meeting with their match
• Set Goal
  Encourages users to create or update a goal
• Post Discussion
  Directs users to create a discussion in a group
• Give Feedback
  Prompts users to submit feedback
• Start Conversation
  Encourages users to send a message to their match
• Go to Mentoring
  Navigates users to the Mentoring section

How to configure Action Type

1. Go to the Admin Dashboard
2. Navigate to Steps
   
   
3. Create or edit a step
4. Locate the Action Type field
5. Select the appropriate action based on your goal
6. Save or publish the step
   

Best Practices

• Align the action type with the goal of the step
• Use clear step titles that match the action (e.g. “Schedule your first meeting”)
• Avoid mismatched actions (e.g. “Set a goal” with “Go to Groups”)
• Combine with Viewer Type and Publish Type for better targeting

Learn More

• Create a Program Step — full step setup guide
• Match Status-Based Viewer Types — control who sees steps