In addition to the default activity types, you can also define custom activity types for tracking any other actions on your website.
Creating new activity types
To add custom activity types:
- Open the Contact management application.
- Switch to Configuration -> Activity types.
- Click New activity type.
Fill in the following fields as required:
The name of the activity type used in the Kentico user interface.
Serves as a unique identifier for the activity type (for example in the API).
You can leave the (automatic) option to have the system generate an appropriate code name based on the display name.
Text description about the purpose of the activity type.
Allow manual creation
If you enable this option, users with access to the on-line marketing administration interface are allowed to manually log activities of this custom type.
Indicates whether the system logs activities of this type.
(Optional) Set the Activity item and Activity detail field options in the Scoring rule configuration section.
- The system offers the Activity detail and Activity item fields when defining scoring rules based on the custom activity.
- For example, an activity type representing testimonials has an SKU selector item control. This allows the score administrators to create different scoring rules for testimonials related to different products.
- The (none) value hides the given field when creating scoring rules based on the custom activity.
- The (default) value provides standard comparison options for text and numeric values.
- Click Save.
Your custom activity type is now ready. You can either log the custom activities manually in the user interface, or set up the system to log them automatically.
Manually logging custom activities
To log a single activity of a custom type for a contact:
- Open the Contact management application on the Activities tab.
- Click New custom activity.
Fill in the details of the activity:
Select the contact associated with the activity.
Select one of your custom activity types.
Add basic information about the event that the activity represents.
Here you can assign a value to the activity. You can associate values with activities such as ratings or e-commerce purchases.
The URL of the page where the activity occurred.
The marketing campaign associated with the activity. Used e.g. if you need to monitor the behavior of the visitors of your website.
The time when the activity occurred.
Here you can add any additional information related to the activity, either as plain text or with basic formatting.
Click Add stamp to insert your stamp into the comment. The default stamp contains the full name of your user account and the current date and time.
You can now see the custom activity logged for the given contact.
Automatically logging custom activities
In most cases, logging activities manually one-by-one is not a practical option. If you need the system to automatically record custom activities for contacts who perform a specific action, you can use one of the following approaches: