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Content & Design

Existing Action — Put Any of Your Actions Inside a Canvas Design

The Canvas Builder element that places one of your own actions - a recommendation widget, an offer, a form, reviews, a finder - inside a design, running as itself.

2 min read Updated 2 hours ago

Existing action is a Canvas Builder element that places one of the account’s own actions inside a design: an offer, a product or content recommendation widget, a lead form, a booking widget, reviews, a customer-logo strip, a finder, or another Canvas design. One design can then combine the assistant, a finder and the content you already run, in one layout.

How it behaves

  • It runs as itself — its own design, data and A/B test — and counts in its own campaign’s report.
  • It must be in a running campaign. Until it arrives, the element takes no space, so a paused action leaves no gap.

Adding it

  1. In a Canvas design, Add element → the Dynamic group → Existing action.
  2. In the settings on the right, under Which action, pick the action.
The Existing action element and its picker
An Existing action element, empty until an action is chosen, and the picker on the right: search, the Show filter, type chips, and a screenshot per action. Click to enlarge.

The action picker

  • Search by name, type or campaign.
  • Show: Live, Live & staging (the default) or All — it says how many it hides.
  • Filter by type with the chips, from Every type down.
  • Each row shows the action’s screenshot, its campaign, and whether it is Live, Staging or Not live.

Warnings you may see

  • Its campaign is published to staging only — only a staging preview shows it. Publish that campaign to show it to everybody.
  • None of its campaigns is live — nothing can show it yet.
  • This action is set to open as a popup — it opens over the page instead of in this design. Choose one that shows in a placeholder, or make one for this design.
  • That action is not in any campaign any more — nothing can show it here.

What it can place

Product and content recommendations, Popup, Banner & HTML Builder designs, Canvas designs, booking, Show Reviews, Review Forms, Customer Logos, lead forms, AI Search and the AI finders.

A ready-made page of your own actions The Personalized page design in the Canvas template gallery starts with a headline and three Existing action elements, two of them side by side — recommendations, an offer, reviews, assembled into one page. It replaces the old Personalized Page action type.
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