Actions
Here you will learn how to use the Actions input table.
Actions Walkthrough
Understanding Actions
Actions is a straightforward yet valuable section where we collect key information from our paying customers, such as income updates or testimonials. This data is highly relevant, as it enables us to trace each entry back to the client's profile, allowing us to build a more comprehensive and insightful customer profile over time.
Here’s how the Actions sheet looks with all its required fields:
If you are unsure what a particular term means, check the Glossary of Variables for a full definition.
Glossary of VariablesHow it works
Each row represents a single expense transaction. Be sure to complete every highlighted column (Client Name, ID, Type of Action, Date, and Income (if applicable)) to ensure the system records the actions accurately.
The only column that should not be edited manually is 🧪ID, as it is generated automatically by the system.
Also, at the moment—and by default—you can only input two types of actions: Testimony and Income. If needed, we could add more types in the future, but the usage would remain essentially the same.
To help you fully understand how it works, let’s look at two examples—one correctly filled and one with errors.
For this demonstration, we’ll use a sample customer with the email "[email protected]".
Here is a visual example of how a row should be filled out correctly to ensure all data is processed without issues:
If any key data is missing or incorrect, the system will highlight the affected cells in red, like this:
Keeping that in mind, you now know how to input the relevant information. Thanks for reading!
P.S. Here’s an example of a fully completed 'Actions' sheet with sample data.
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