An action integration is a flexible way to set up an integration between third party services and Member App. Action integrations can be used for courses, bundles or challenges. To use an action integration you must first connect a third party service to your Member App on integration settings page. Once successfully connected the services will become available in action integrations.
To set up or edit an existing action integration go to the Setup Wizard for your course, bundle or challenge and open the Integration step.
An integration is triggered when a certain event takes place within the platform or an action is performed. To add an integration click '+ Create An Action'.
A slider panel with creation options will open.
Select an action that will trigger your integration in the 'When' dropdown.
The following actions are available.
Select an integration in the 'Use' dropdown. You will only be able to select from the list of previously connected integrations. If you don't see an integration among options in the list, go to you integration settings and make sure this integration is connected to you Member App account.
Specify if you'd like the student to be added or removed from your integration by choosing between 'Add to list' or 'Remove from list' options.
Choose a list to apply this action to.
Optionally enable the 'Apply Or Add New Tags' switch to tag student within your integration.
To add tags, type them into the 'Tags (optional)' filed and press 'Enter'.
Once all integration setting are set up, click 'Save' to permanently store changes in Member App and close the panel.
You will see the integration added to the list of integrations.
Press Save to store your changes permanently.
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