Persona Help Center
What is an Action Step?
The Action Step — within the Flow Editor — allows you define a sequence of actions required to conduct further business logic, write collected information to other Persona objects, or conduct actions necessary to complete immediate or future business processes within an Inquiry Flow. An Action Step's Action Sequence operates similarly to Workflows.
This Action Step happens after a Screen Step. You can investigate the Action Step further by double clicking to see the underlying Action Sequence.
Looking further into the above Action Step, you can see the underlying actions within the Action Sequence.
Where do you find or add an Action Step?
- To access this feature, navigate to
Inquiries—>Templatesfrom the left nav and select any Inquiry template. - An Action Step can be added by clicking the plus sign located between screens or by double clicking on an existing Action Step to review the underlying Action Sequence.
To add a new Action Step, click the plus sign wherever you'd like the step to be added.
What can you do with Action Steps?
Run Verifications and handle Verification results
The most common use of Action Steps is to run Verifications within an Inquiry Flow. This allows you to gain a risk signal while a user is moving through your experience and follow up with additional Verifications for further assurance or any other follow up actions using other Persona products. Depending on your business needs, you can strategically place Verifications throughout the Inquiry flow, to minimize risk, deter fraud, or maximize conversions.
Updating Account fields
An Inquiry typically represents a singular attempt at identity verification (or onboarding, reverification, or your use case), whereas an Account is a system of record for a user. An individual Account keeps record of all of the individual's details in Account fields and logs the detail of their various Inquiries/attempts at verifying.
Storing the collected and verified information from an Inquiry on an Account is a powerful tool as it provides a source of truth about what your business knows about an individual, enhances the effectiveness of advanced Verification Checks, and enables the identification of fraud rings through products like Graph.
Plans Explained
Action Step access by plans
| Startup Program | Essential Plan | Growth and Enterprise Plans | |
|---|---|---|---|
| Actions Available | Limited to pre-configured solutions | Basic Inquiry Flow actions and actions available in Workflows Basic | Unlimited |
| Action Steps allowed per Inquiry Template | Limited to pre-configured solutions | ≤20 overall steps (Screen, Action, Branching, or Connector) per Inquiry Template | Unlimited |
Learn more about pricing and plans
Examples
Action Steps on the Essential plan
Action Steps are commonly used to run Verifications within an Inquiry Flow.
Essential plan customers can run the Verification types available on that plan. For example, Database Verification utilizes a Screen Step to collect information from a user and then the Action Step runs those attributes appropriately to produce a Verification run. After the Verification, customers often have a Branching Step to show users a success, retry, or fail screen. This follows best practice to ensure end-users are informed of their attempt in real-time.
The Action Step in the Flow Editor view.
The Action Step has an Action Sequence that runs the Database Verification and then writes the values from the Verification run onto the Inquiry. Many customers additionally follow up with a Branching Step and another Action Step to write only the verified values from the Verification run to an Account. This is to use Accounts as a system of record for their users.
Action Steps on the Growth plan
Growth plan customers have access to all the functionalities for Action Steps available in the Essential plan, and can additionally execute advanced Verification services available on that plan and actions available on Workflows Enhanced.