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Actimo: basic use and understanding

Basic overview of messages in Actimo; how to send them, to which devices and tracking. And basic functionalities: images, text and buttons.

Laura Tierney avatar
Written by Laura Tierney
Updated over a week ago

Estimated read time: 4 - 5 minutes

What is Actimo?

Actimo provides a superior method for reaching and engaging employees. Simplifying internal communication and training, Actimo offers an engaging and insightful mobile-first platform tailored for non-desk employees.

You can find more information by clicking on one of the following buttons:

What is an Actimo Message?

An Actimo message is a web page with a personal link that is automatically created for each contact you send to. Here you have information about how to create messages from scratch.

You can add pages to each message as well as combine multiple messages to create an application, build an academy with training sessions, provide certificates, automate your employee's onboarding, create a Holiday calendar, and much more.

How can Actimo messages be sent to recipients?

In addition, each message has a public link that can be shared, for instance when creating a sign-up.

NB: is not possible to track analytics from recipients of a public link.

Supported Devices

Actimo supports almost all devices where messages can be viewed, such as smartphones, tablets, laptops, and display screens.

Here you'll find more information about Actimo Supported software and browsers .

Tracking - Analytics

Every message comes with its analytics page, providing a comprehensive overview. You can monitor the consumption of audio and video content, track conversation rates, assess page and picture views, evaluate responses to survey and quiz questions, and access a wide array of additional metrics for a thorough analysis.

You can also export the analytics of the messages in an Excel file.

Auto- saving

Saving happens automatically. When you've written something, created a button, or used one of the many other features, the system saves within a few seconds. You can keep an eye on this in the top-right corner.

How do I add a button to a message?

  • Go to page: If you have created a message, that contains several pages, you can connect them with a button.

  • Go to message: With this feature, you can link one message to another with a button.

  • Go to URL: If you need to link to e.g. your company homepage in a message, you can do so with a button.
    ​NB. Links have to be secure, which means that all URLs have to be https.

  • Dial phone number: You can add a button to your message that will dial a phone number directly when pushed.

  • Add to group: You can use a button to add a contact to a particular group

  • Remove from group: You can use a button to remove a contact from a particular group.

  • Email recipient info to: Triggers a notification to a fixed email.

  • Download file: Use this to make files available in your message.

NB: Here you'll find a complete guide about Buttons in Actimo.

How do I add text to a message?

  1. Click on the Text module under the content

  2. Write the text in the textbox. If you want to paste a prewritten text, we recommend clear formatting to avoid bringing in unwanted coding. This is done in the dropdown menu in the top left-hand corner.

  3. Use the tags to make the message personal. It will automatically display the individual field value for each contact.

NB: Here you'll find a complete guide about Messages inside Actimo.

How do I add Images to a message?

When using the Image Module:

  • To start enter your message composer

  • On the left-hand side of your screen, you will see the "image module"

  • Click the image module and you are presented with a pop-up message where you can add photos from your "content library" or your "computer" Now we have an option to "browse free images" with Unsplash.

  • Once you have chosen an image you can choose to "remove" or "replace" the image to see which image suits you best

  • You can also add a "caption" below your image which will appear just below your image in the message

  • Click to "edit" the module once created - if you wish you can remove the image and a placeholder will remain so you can see how much space your image will take up.

  • Captions can also be edited and removed too.

NB: Here you'll find a complete guide about the Image module, video and audio files, format & recommended sizes.

How do I create a menu?

  1. Click on Create message

  2. Find Menu under Advanced located at the bottom left side of the screen.

  3. A window will appear where you'll have to click on Create New. Menus consists of overriding sections and subordinate items. You can have several items for each section

  4. Now start the configuration: Set the text and background color in Hex, RGB, or HSV format, add an icon, and check/uncheck unread notifications depending on your preferences

  5. Under what happens when clicked, select go to message or go to url depending on your needs. If you want to link to the grids on your front page, select go to message. If you want to link out of Actimo, select go to URL - a tip when selecting URL is to check the option open in a new window, which will make it easier for your users to navigate back again

  6. Once you're done creating your menu, you can add it to the rest of your platform. You do this under Admin settings, navigate to Defaults find the Menu, and choose the menu you created from the dropdown menu.

NB: Here you'll find a complete guide about adding a Menu.

Tags: Saving, Analytics, Devices, Messages, Buttons, Text, Images, adding, building, Academy, Onboarding

If you have any other questions please reach out to support [email protected]

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