This article explains how to create and configure an activity within the Pear Suite Platform. By setting up activities, users can streamline member interactions, automate data collection through scripts, and ensure consistent follow-up with automated reminders.

Step 1 – Choose a creation method

1. Navigate to the Builder section in the left hand menu
2. Select New build and click Activity
3. Click Start build to open the editor
4. Alternatively, go to the Template section and click Add activity template under the Activities category

Step 2 – Name and describe the activity

1. Enter a clear name for your activity template in the name field
2. Add a description to help other users understand the purpose of this activity
3. Toggle the option to allow members to perform this activity directly if you want the member to complete the steps on their own device

Step 3 – Add tasks and flows

1. Click Add task to begin building the workflow
2. Select the correct task type from the dropdown menu
   • Note: The type you choose determines which specific templates (such as scripts or assessments) will appear in the next step
3. Choose the specific template you want to use, such as a Needs Assessment or a specific script
4. Add as many tasks as necessary to complete the desired member workflow

Step 4 – Configure reminders

1. Click Add reminder to set up automated notifications for the member
2. Select the delivery method, such as Email or SMS
3. Choose the timeframe for the reminder to trigger
   • Common intervals include 1 day before, 12 hours before, or 1 hour before the scheduled appointment
4. Add additional reminders if multiple touchpoints are needed to ensure member engagement

Step 5 – Save your changes

1. Review your activity connections for accuracy
2. Click Save changes in the bottom right-hand corner
3. Once saved, this activity can be started from a member profile at any time, or used as a answer action.