Adding custom activities

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Kentico EMS required

Features described on this page require the Kentico EMS license.

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:

  1. Open the Contact management application.

  2. Switch to Configuration -> Activity types.

  3. Click New activity type.

  4. Fill in the following fields as required:

    Display name

    The name of the activity type used in the Kentico user interface.

    Code name

    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.

    Description

    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.

    Enabled

    Indicates whether the system logs activities of this type.

  5. (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.

      Creating a custom activity type

  6. 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:

  1. Open the Contact management application on the Activities tab.

  2. Click New custom activity.

  3. Fill in the details of the activity:

    Contact

    Select the contact associated with the activity.

    Activity type

    Select one of your custom activity types.

    Activity title

    Add basic information about the event that the activity represents.

    Activity value

    Here you can assign a value to the activity. You can associate values with activities such as ratings or e-commerce purchases.

    Activity URL

    The URL of the page where the activity occurred.

    Campaign

    The marketing campaign associated with the activity. Used e.g. if you need to monitor the behavior of the visitors of your website.

    Created

    The time when the activity occurred.

    Comment

    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.

    Logging a custom activity

  4. Click Save.

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: