Forms & Actions > Closed-loop marketing > Defining actions

Defining actions

For our example we need two actions incrementing both Numerical fields, INTEREST_CARS and INTEREST_TRAVEL, by 1 each. Proceed as follows:

1.In the navigation bar, click on the Actions button, then on the sub-menu New action.
Fig. 8.36: Add a new action which is to modify the INTEREST_TRAVEL field

Fig. 8.36: Add a new action which is to modify the INTEREST_TRAVEL field

2.For the Name field in the entry dialog, enter Travel interest +1. You are free in selecting any name for your action. Precise names, however, will make it easier to manage actions later, especially if you have created dozens of actions in the meantime. The Description can be short, since the action does not involve any complex steps. Select Profile modification as the field type. Now click on the Save button.
3.Under Steps, the OpenEMM now displays entry fields and drop-down lists for you to determine what the planned action should do. In the Column name drop-down list, select the field INTEREST_TRAVEL. In the next drop-down list, select the + sign as the operator. Enter 1 as a value into the last box. This causes the value in the INTEREST_TRAVEL field to be incremented by 1 each time the link is clicked. Now click on Save to close the field.
Fig. 8.37: The first step increments the field value by 1.

Fig. 8.37: The first step increments the field value by 1.

4.As described in steps 1 to 3, create an identical action to increment the value in the INTEREST_CARS field by 1.
5.Each time you call up the overview by clicking on the Actions button in the navigation bar, both new actions will be displayed (and their name will serve to distinguish them).
Fig. 8.38: The two new actions in the overview (as well as the others which are irrelevant to our example).

Fig. 8.38: The two new actions in the overview (as well as the others which are irrelevant to our example).

On the overview page of all actions created there is a pointer to show if a action is used in a form. This information helps in deleting campaigns that are no longer used.