Actions define what happens when a user interacts with a prompt. Attach built-in, connector, API, or website actions to personalize the experience and connect Recurly Engage to your other systems.

Available on all Recurly Engage subscription plans

1Definition 2Key benefits 3Key details

Prerequisites

You must have Company, App Administrator, or App Member permissions in Recurly Engage.

Limitations

For connector actions, you must supply third-party credentials.
Website actions require custom JavaScript knowledge.

Definition

An action is a task that runs when a user interacts with a prompt: Accept, Decline, Secondary Accept, Dismiss, or Timeout. Actions enable personalized flows and integrations.

Key benefits

Custom workflows Chain multiple actions, such as redirects, emails, and API calls, on a single interaction.

Prebuilt integrations Connect to billing, marketing, or support systems with prebuilt connectors.

Immediate responses Trigger website JavaScript actions for in-app behavior without page reloads.

Key details

User interactions

You can tie actions to any of these five prompt events:

Accept: User clicks the primary button.
Secondary Accept: User clicks the secondary button (if configured).
Decline: User clicks a Decline option.
Dismiss: User closes the prompt with the X icon.
Timeout: Prompt closes automatically after a timer.

Use the two buttons (Accept and Decline) for complementary actions, such as "Sign me up" on Accept and "Add to watchlist" on Decline.

Configure actions on a prompt

You can attach one or more actions to each interaction. For example, you might apply a discount through an API call and then send a confirmation email on Accept.

Built-in actions

These actions are available by default on every prompt:

Send an email: Dispatch an email to a specified address on Accept.
Send an SMS: Send an SMS to a specified number on Accept.
Redirect the user: Navigate the user to a URL when they accept.

Connector actions

Integrate with external systems, such as billing, CRM, and support, using prebuilt connectors. Supply your credentials in Settings > Connectors before you use one.

Add a connector action

Open your prompt

Open your prompt under Prompts.

Add an action

Select Add action next to the interaction you want (for example, Accept).

Configure the connector action

In the action modal, select Connector Actions, choose a connector (for example, Zuora) and an action (for example, Subscribe a user to a plan), set Error Behavior to Stop or Continue, and then select Add Action.