How Do I View and Comment on My Group's Activity?

Coach and encourage your group with their habit building success by viewing live reports and sending comments right from your Actionable Dashboard.

Quick Links:

• Who has access to view and comment on Commitment Activity?
• Options for Commenting on your Group's Activity:
  
  • Power Commenting
  • Broadcast from the Participant Tab
  • Individual Commitment Dashboard
• Reply Notifications

 

Who has access to view and comment on Commitment Activity?

• Consulting Partners
• Administrators 
• Managers
• Hosts/Facilitators - if optional visibility has been activated

Options for Commenting on Your Group's Activity

There are a few ways to view and comment on your Group's activity, depending on your goal. You'll find a guide below for these options and when it's best to use them. 

Participants will receive a notification for any new comment or reply, and see it in their Action Details summary.

To get started: Login to your Dashboard at https://start.actionable.co/login or using the custom url for your Organization or Firm. 

Power Commenting

Power Commenting will show all of your participant check-ins within a set date range, including their Commitment Theme, Rating, Journal notes and Replies to your previous comments. You can review the list, quickly view details and reply to each participant all in one place. 

To access:

1. Select the "Power Comment" option from your sidebar

2. Select your date range to view all Participant check-ins for the period. 

3. Use the "Group by" feature to organize the list as you need. 

4. Click on the icon in the"Pick" column to send a comment or reply to the Participant. 

 

Learn more about how to effectively use Power Commenting, here. 

 

Broadcast from the Participant Tab

Use this option when you want to send a message to the whole group. (You can also quickly access an individual Participant from here). 

To access: 

1. Select "My Sessions" in your sidebar (or "Sessions" for Administrators) select the session you'd like to view.
2. In the Session Dashboard, go to the "Participant Tab" to view statistics for your group.
3. Click on "Broadcast Comment" and a pop-up window will appear with options.
4. Customize who you'd like to send your message to based on Commitment status or themes.
   1. Personalize - add personalization tokens into your comment for each recipient. E.g. Clicking "First Name" will add the token to your text wherever you cursor is located and then each Participant's first name will show in the the message when it's sent out. You'll also see the option to include emojis. 
      Add your comment text in the text box.
5. Click "Broadcast Comment" button to send it immediately to your Group. 

Individual Commitment Dashboard

Use this option when you just want to view a specific Participant, or see their entire Commitment history. You'll be able to view all check-ins and threaded conversations (with you, their Buddy, etc) and their progress report. From here, you can either add a new comment, or reply to any check-in or ongoing thread in the Action Details. 

To access:

1. Select "My Sessions" or "My Team" in your sidebar then select the session you'd like to view.
2. In the Session Dashboard, go to the "Participant Tab" to view the participants in your group.
3. Click on a participant name to view their Individual Commitment Dashboard.
4. In the Commitment Dashboard you can:
   1. Add a new comment: use Comment section text box. (Click the "sparkle" icon to see suggested comments you can add and edit).
   2. Reply to a check-in or previous thread: click "Reply" on the specific item or comment in the Action Details section.  
5. Click "Comment" button to save and send.
6. To quickly scroll through to the next Participant, click the arrows next to the Participant name.

 

Reply Notifications

Your participants will receive immediate notification when you Reply to their Check-in or comment thread.

Consultants, Administrators, and Hosts/Facilitators supporting multiple sessions and receiving Reply notifications for various communications (e.g. Broadcast, Direct Coaching, Power Commenting) have the option to adjust the frequency of Reply notifications. 

To set Notifications for Participant Replies:

1. Navigate to your account profile at the top of your screen
2. Select "Account Settings"
3. Scroll to "General Notification Settings"
4. Under "Comment Reply Notifications" you'll see the default set to Immediate. 
   1. Select Daily Summary to receive an email once per day with all replies organized by program. Set the time of day you'd like to receive your Summary email. 
   2. Select None if you don't wish to receive any notifications of Replies. You'll still see Replies in the Power Commenting table and the Participant Dashboard.