How to build your first button
Now it’s time to make your first button. To get started, head to the My Buttons dashboard, and click the pink Create New button in the top right.
Step 1: Select Action
The first step will be to select the button type you would like to create.
Scroll down the page to see all the available actions: Poll, Quiz, Sentiment Poll, Dial, Volunteer Carousel, Custom Email Target, Signup, Petition, Opinion, Check Registration, and Contact Your Lawmakers.
To see a preview of the button and select an action type, simply click the corresponding tile, then hit Next.
Step 2: Action Details
The next step is to fill-out the Button Details form.
The options vary based on button type, but will typically include: a Title field (for your question, call-to-action, etc), a Description field (for additional details/context), followed by a set of options specific to your chosen action type.
📌 To learn more about each action type's specific setup options, head here.
A live preview of the button you're creating appears to the left of the setup form. If you're on a smaller screen, above the setup form, you'll find the option to switch from the current Button Details to the Preview Button tab.
Beneath the preview, you can toggle between previewing the Start Screen (what viewers will see pre-action), and the Results Screen (what they'll see post-action).
Once you've completed all of the required Button Details fields, click Next to advance to the final Finish & Share step.
Step 3: Finish & Share
Here you have the option to customize the default button name (private, used under My Buttons), or the "Created by" name (public, appears above your button's title).
You can share/embed your button now, or handle those tasks later from the My Buttons dashboard. If you need to make any changes to your button's configuration, you can use the Back button — otherwise click Finish to set it live.
Sequenced actions
📌 Note: Sequenced actions are available on all paid plans. Learn more.
If you're on a paid plan, before you select your actions, you’ll be presented with a screen asking if you’d like to create a single action button or a sequenced action button.
Single-action button: A button with a single action will have just that—one action. This is great if you’re looking to create a petition, poll, or quiz tied to a single piece of content on your site.
Sequenced action button: If you have access to the feature, we always recommend using a sequence of actions. This allows you to leverage high-engagement actions, like sentiment polls, which prime your audience to take subsequent actions, like emailing Congress.
Once you choose your first action, be sure to fill in all the required information. If you’ve chosen a sequenced button, select your second action and do the same.
With that done, you can select the pink ‘Finish’ button and that’s it. Your new Action Button is ready to go.
You can also use the dropdown to select your button language, and all labels, links, and helper text will be automatically translated.
Deleting a button
You can easily delete any button you’ve created at any time. Please note that this will delete your button in all locations where you've embedded it.
If you’d like to delete a button, return to the My Buttons screen. Find the button you want to delete, click View Button or the ... icon, and look for the Delete button. Select that, confirm, and your button will be deleted. To confirm the deletion, you'll be prompted to enter the word DELETE.
