Activity Section Upgrade

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.

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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.