Link Action

A Link Action is the most flexible Action. One can point to any URL, including a website, blog, survey, app, and generally anything. It's common to have multiple Link Actions on a page.

To create a Link Action, begin by selecting [New Action] from the "editing PhyID" page to open the below modal. Then follow these steps:

1. Under “Action Type” use the dropdown menu to choose the “Link” type action.
2. Name your action so you can find it in your library for reuse on other pages.
3. Under “URL” paste in the destination URL you want the Action to redirect to.
4. Press [Fetch Data] to automatically pull existing metadata from that URL. If it’s what you want, you’re almost done. If not, then you can choose your metadata.
5. Enter or update the “Title” message (optional)
6. Enter or update the “Description” (optional)
7. Upload a “preview Image”  (optional) Note that when you upload an image, you can choose different image formats.
8. As you add metadata, check Action’s Preview to see what it will look like.
9. Choose the image position as “Side” or “Hero” and check the preview.
10. If you want to schedule your action, then select the “Date Range” and enter start and stop dates. Be sure to choose the relative “Timezone” for the schedule.
11. If you want the action to be recurring (i.e. only on certain days or certain times of the day), then choose the recurring option.
12. When finished [Save] the Action to the Library and and you will return to the "Editing PhyID" Page.
13. Then move the new Link Action to the desired position on the page and then [Save] it to the Page.