Action Guide

Use Actions to create interactive moments in your Ingage content. Use this guide to select the right Action for what you'd like to accomplish and to master the tools available to edit each Action.

Contents

Action Settings
Pop Up
Image Carousel
Web
File
Audio
Go to Page
Open Presentation
Launch App

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Action Settings

When an Action bearing feature is selected, you can manage Action settings in the Action Panel by clicking Action in the upper right of the right side bar

The following Action settings can be configured in the Action Panel:

Delete Action
Click this button to delete the Action

Animation
Use the drop down menu to select between a Pulse or no animation
Selecting Pulse will activate a small pulse or droplet-like animation over the clickable element to make it more evident to viewers

Analytics
The title in the Button Name field will be helpful when viewing analytics on your content

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Pop Up

Pop Up is your most versatile action, think of it like a new Ingage page that pops up!

When adding a Pop Up Action, Button, or Point of Interest, you will first be prompted to select a Pop Up Template to suit the content you'd like to to include in the Pop up

To select a Pop Up template:

1. Click Pop Up in the Action submenu
2. Use the left side bar of the Template Picker to select from template types like Images, Video, Text, Scrollmotion, and Blank
3. The large image above your template choices allows you to preview your selection, click on different templates to see what they might look like
4. Some template categories have more than four options, use the left and right arrows to see them all
5. Select the Pop Up template you'd like to use by clicking on it, the selected option will be surrounded by a thin green line
6. Click Add in the lower right corner of the Template Picker to add your Pop Up

When no features on the Pop Up are selected, the following Pop Up settings can be manipulated in the Style Panel on the right sidebar:

Pop Up Background
Use the drop down menu to use either a Color, Gradient, or Image for the background of the Pop Up

Corner Radius
Drag the corner radius tool to the right to make the corners of your Pop Up more round, and to the left to make the corners of your Pop Up more angular

Shadow
Select Drop Shadow from the drop down menu to add a drop shadow to your Pop Up
Increasing the X value makes the drop shadow more pronounced to the left and right of your Pop Up
Increasing the Y value makes the drop shadow more pronounced to the top and bottom of your Pop Up
Set the opacity for the desired intensity of the shadow, higher is darker, lower is lighter

Position
Use the drop down menu to select from the following options:
Centered will center the Pop Up on the page
Relative will have the Pop Up appear relative to the element you click on to activate it
Manual allows for manual control of the Pop Up location using the X & Y values at the very top of the Style Panel

Presentation Style
Use the drop down menu to select from the following options:
Slide Up will have the Pop Up slide onto the page from the bottom of the screen, and off the page from whence it came
Fade will have the Pop Up fade in or out on the screen as activated

Pop Up Options
Close Button
With this box checked, an X will show in the upper right corner to close out of the Pop Up during presentation
With this box unchecked, your viewer will need to click off of the Pop Up to close out

Show Scrim
With this box checked, a transparent but shadowy background will appear over the page when a Pop Up is active

To add a feature to the Pop Up click the + button in the upper right corner. Use the below feature guide for more information about what you can add to a Page or Pop Up in Ingage: Feature Guide

When you are finished editing your Pop Up, click the X in the upper right corner of the Pop Up, or click Done in the upper right corner of the app

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Image Carousel

An Image Carousel allows you to add as many photos as you'd like so you can swipe between them. They can be especially useful for project galleries.

When editing an Image Carousel, you can configure the following settings:

Image Carousel Button
Style
Selecting Pop Up will make your Image Carousel Pop Up size, allowing you to see the page you're on behind the Carousel you're viewing
Selecting Full Screen will take the Image Carousel full screen upon activation
Fit Images
Selecting Scale to Fit will ensure that you can see the entire image within the carousel, occasionally leaving blank bars to the sides if the proportions of the image are different of that of the pop up
Selecting Scale to Fill will ensure the images fill the entire pop up, even if it means cutting off the sides or top and bottom of the image

Pop Up Styles
Title
With Title selected, there will be a Title above the images when presenting an Image Carousel
You can edit the Title text in line by clicking in the Click to add text field above the images in the Image Carousel

Title Background Color
Set the background color behind the title text

Image Background Color
If your Image Carousel is set to Scale to Fit you may occasionally have bars to the sides or top and bottom of an image, adjust that color here

Images
Click the + button at the bottom right of the Style Panel to add images
To remove images, select the image you'd like to remove and click the - button at the bottom left of the Style Panel

To add a caption to an image in your Image Carousel:

1. In the Style Panel, click on the image you'd like to caption
2. Click into the open grey text field to the left of the image thumbnail
3. Type your caption

When editing the Title of your Image Carousel, you can configure the following settings:

Font Styles
Text Alignment
Select from Left, Centered, Right, and Justified alignment
Font
Use the dropdown menu to select your font
Font Size
Use the dropdown menu to select a Small, Medium, or Large title
Title Style
Select between different Title, Heading, and Body styles available

Color
Select the text color for your Title

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Web

Use a Web action or button for when you want to navigate to a website in line with your presentation. This can be helpful for linking to online reviews in real time or navigating to a manufacturer website to check out product details.

To update a Web action:

1. Copy the URL of the exact webpage you would like to link to
2. In the Action Panel, under View Website, add the URL

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File

File is an Action best used for including a document in your presentation, like a PDF of warranty details or a PDF brochure for a product line.

To update a File action:

1. In the Action Panel, under Open File, click Choose File or Replace File
2. Select the file from your file picker and click Open

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Audio

An Audio action will play an audio file when activated.

To update an Audio action:

1. In the Action Panel, under Play Audio, click Choose File
2. Select the audio file from your file picker and click Open

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Go to Page

Use Go to Page to navigate to another page in your presentation, like a choose your own adventure book.

To update a Go to Page action:

1. In the Action Panel, under Go to Page, click Choose Page
2. In the page selector, choose from First Page, Previous Page, Next Page, or select another page in your presentation

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Open Presentation

The Open Presentation Action allows your viewer to open another presentation from the one they're already presenting, without needing to go back and forth to the library. This allows your sales force to present in a “choose your own adventure” manner, or show bespoke content based on a region or product offering.

Some common use cases for the Open Presentation Action:

• Presenting from one Company Story presentation, that links out to different lines of service like Roofing, Siding, etc.
• Presenting from your company's custom content, and linking out to read-only manufacturer content like Provia, Certainteed, Owens Corning, etc.

Check out the following articles for additional context as a manufacturer or a dealer of a manufacturer: Using Open Presentation as a Manufacturer, Using Open Presentation as a Dealer of a Manufacturer

To update an Open Presentation Action:

1. In the Action Panel under Open Presentation, click Choose Presentation
2. In the presentation selector, use the left side bar to navigate between Teams, and click the thumbnail for the presentation you would like to open to select it
3. Once your presentation is selected, click Done in the lower right corner of the presentation selector

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Launch App

If you use another iOS application as part of your sales process, the Launch App Action can come in handy for seamless linking from an Ingage Presentation to another app.

To use a Launch App button, you will need to know the deeplink for the app you would like to launch. This varies from app to app. You may need to reach out to the developer of the app you'd like to launch to get the correct deeplink.

To update a Launch App Action:

1. In the Action Panel under Launch App add the deeplink for the app you'd like to launch