Activity Section Upgrade

Learn how to navigate and leverage the redesigned Contacts → Activity section. Featuring new icons, date groupings, clickable cards, and enhanced performance.

Note: To enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.

TABLE OF CONTENTS

• What’s new?
• How to access the Activity Section?
• Tracked Events in the Activity Section

What’s new?

1. UI Redesign: The layout has been revamped to provide a clearer, more intuitive view of all activities associated with a contact including new icons.

2. Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity.

3. Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links.

4. Improved Performance: Backend improvements allow for faster loading times and smoother interactions.

5. Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens.
   
   

Features of Activity Section

1. Real-Time Tracking: Stay updated with real-time activity tracking for contacts.

2. Detailed Event View: Get a comprehensive view of each activity, including timestamps, event type, and links

3. Event Logging: All activities are logged and can be accessed through the Activity section.

How to access the Activity Section?

1. Ensure that the feature is enabled, if not, to enable this feature, go to Settings > Labs > Activity Section Upgrade, and toggle it on.
   
   
   
   

2. Go to Contacts → Click on a contact to reference Activity.

3. Click any event card for details.

4. Click any event’s link icon to jump directly into that external URL. 

Tracked Events in the Activity Section

The Activity section allows you to track a wide range of events related to contacts and opportunities. Below is a list of the current event types you can track:

Contact Event Types

1. Contact Created: When a new contact is created in the system.

2. Appointment: Tracks when a contact schedules an appointment.

3. Call: Records any calls made to or received from a contact.

4. Page Visit: Tracks when a contact visits a page on your website.

5. Trigger Link: Captures activity when a contact clicks on a trigger link.

6. One-Step and Two-Step Contact Forms: Tracks one-step contact form submissions and two step contact form submissions.

7. One-Step and Two-Step Payments: Tracks one-step and two-step payment form submissions.

8. Form Submission: Records when a contact submits a form.

9. Survey: Logs activity related to a contact filling out a survey.

10. Quiz: Captures data when a contact participates in a quiz.

11. Facebook Lead Form: Tracks when a contact submits a lead form through Facebook.

12. Chat Widget Form: Captures submissions from a contact through the chat widget form.

13. LinkedIn Lead Form: Logs submissions from LinkedIn lead forms.