How to Create and Use Smart Buttons in Alosant

Summary

Smart Buttons are interactive buttons in the app that let users take action, such as opening pages or events, downloading files, submitting forms, making calls, sending emails or texts, reserving amenities or events, and linking to external websites. This article explains how to create, manage, and use Smart Buttons in Alosant, including common button types and where they can appear in the app.

Who this is for

• Community managers and administrators configuring user actions in the app
  
  
• Teams building navigation, calls to action, or request workflows
  
  
• Admins responsible for linking content, forms, files, and external resources
  
  

Prerequisites

• You have access to the Alosant Admin portal
  
  
• You have permission to manage Smart Buttons
  
  
• Relevant Pages, Events, Tags, Triggers, or Workflows already exist (depending on button type)
  
  

Steps

Understand Smart Buttons

1. Use Smart Buttons to let users take actions in the app.
   
   
2. Place Smart Buttons on the Home feed, pages, or events.
   
   
3. Control who sees a Smart Button using Triggers.
   
   
4. Control where it appears using Scope.
   
   

Create a Smart Button (general steps)

1. In the Admin sidebar, select Smart Buttons.
   
   
2. Click + New Smart Button.
   
   
3. Select a Function.
   
   
4. Enter User-Visible Text.
   
   
5. Copy the same text into Reference Name.
   
   
6. Select one or more Triggers.
   
   
7. Select a Scope for where the button appears.
   
   
8. Complete additional fields required by the selected function.
   
   
9. Set Priority if multiple buttons share the same scope.
   
   
10. Click Save.
    
    
11. Run triggers or wait for the overnight trigger run.
    
    

Delete a Smart Button

1. In the Admin sidebar, select Smart Buttons.
   
   
2. Open the Smart Button you want to remove.
   
   
3. Scroll down and click x Delete.
   
   

Create a File Download Smart Button

1. Create a new Smart Button.
   
   
2. Select File Download as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Upload the file.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create an Image Gallery Smart Button

1. Create a new Smart Button.
   
   
2. Select Image Gallery as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Select Triggers and Scope.
   
   
5. Click Save.
   
   
6. Click + Add Image to upload one or more images.
   
   
7. Click Save again.
   
   

Create an Initiate Call Smart Button

1. Create a new Smart Button.
   
   
2. Select Initiate Call as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Enter the phone number.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create an Email App Smart Button

1. Create a new Smart Button.
   
   
2. Select Email App as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Enter the email address.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create a Browser Smart Button

1. Create a new Smart Button.
   
   
2. Select Browser as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Enter the website URL.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create a P&A (Page) Smart Button

1. Create a new Smart Button.
   
   
2. Select Open a P&A as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Select the page to open.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create an Event Smart Button

1. Create a new Smart Button.
   
   
2. Select Open an Event as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Select the event to open.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create a List Places or List Events Smart Button

1. Create a new Smart Button.
   
   
2. Select List Places or List Events.
   
   
3. Enter User-Visible Text.
   
   
4. Select the appropriate Tag.
   
   
5. Select Triggers and Scope.
   
   
6. Click Save.
   
   

Create a Workflow Smart Button

1. Create a new Smart Button.
   
   
2. Select Workflow as the function.
   
   
3. Enter User-Visible Text.
   
   
4. Assign a responsible admin.
   
   
5. Enter admin and automatic response messages.
   
   
6. Add form questions and response types.
   
   
7. Upload and map a fillable PDF if needed.
   
   
8. Enter completion text.
   
   
9. Select Triggers and Scope.
   
   
10. Click Save and test the workflow.
    
    

Expected result

• Smart Buttons appear in the app based on trigger and scope settings.
  
  
• Users can complete actions such as navigating, reserving, contacting, or submitting requests.
  
  
• Admins receive data, notifications, or requests generated by user actions.
  
  

Troubleshooting

• Button not visible: Verify triggers have run and the correct scope is selected.
  
  
• Wrong users see the button: Confirm the assigned triggers match the intended audience.
  
  
• Button does nothing: Check that required fields for the function are filled in.
  
  
• Workflow not submitting: Test the workflow and confirm required questions are configured.
  
  

FAQ

Where can Smart Buttons appear in the app?
On the Home feed, pages, and events.

Can one Smart Button perform multiple actions?
No. Each Smart Button has a single function, but Menu Sets can group multiple buttons.

Do Smart Buttons update immediately?
They appear after triggers run or when triggers are run manually.

Can Smart Buttons be reused?
Yes. The same Smart Button can appear in multiple scopes if configured that way.

Notes / Escalation

• Important: Smart Buttons depend on Triggers to control visibility.
  
  
• Important: Priority controls left-to-right order when multiple buttons share a scope.
  
  
• Internal-only note: Some button types (for example, Admin Request, User Text, My Clubs and Groups) require guidance from a CSM.
  
  
• Escalate to the Alosant internal teams if Smart Buttons fail to display, workflows do not submit, or triggers do not apply as expected.