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How do I set up an action?

Learn how to create a new action event using the Event Builder.

To create an action in Knotch One:

  1. Click the “+” button in the Actions section

  2. Use the Event Builder to define your rules

    • Choose the Element Attribute

      • Element Text — the visible text content of elements

      • Page URL — the pages URL where the element appears

      • Destination URL — the URL users are directed to when they interact with an element

      • Element ID — the unique HTML identifier of the element being tracked

      • Class — the CSS class name assigned to the element

    • Specify your logic: Contains or Equals

    • Add your value for the element attribute. For example, if you select Element Text and are looking for a matching button on your site, you would add the button text (e.g., Get a demo)

  3. Optional: add Excludes rules to exclude any matching elements from tracking

  4. Check the Matching Elements table to confirm that you are tracking the right interactions

  5. Add a name for your Action

  6. Click Save to finish setup

Your action will begin tracking immediately and appear in your dashboard as soon as data is collected (which may take up to 3 hours).

Within Event Builder, an Event is a trackable user interaction—typically a click—that can be used to measure engagement or define touchpoints within journeys and funnels. An Event can be a Conversion or Action. Create rules to specify which elements to track for your event.