Using the Redesigned Activity Section
About the Redesigned Activity Section
The Activity section for contacts has been upgraded with a new design to help you quickly review and interact with a contact's history. This update introduces a cleaner layout, improved organization, and better performance.
What's New?
- Redesigned Interface: A more intuitive layout presents all contact activities clearly, with new, easy-to-recognize icons.
- Chronological Grouping: Activities are automatically sorted into groups like "Today" and "Yesterday" for easier navigation through the timeline.
- Interactive Event Cards: Each activity is displayed on a card that shows the event title, timestamp, relevant campaign or source labels, and includes clickable links.
- Faster Performance: Backend improvements ensure the section loads quickly and responds smoothly.
- Responsive Design: The layout is optimized for a consistent experience on both desktop and tablet screens.
Enabling the New Activity Section
This feature must be enabled before you can use it. To turn it on:
- Navigate to Settings.
- Select Labs.
- Find the option labeled Activity Section Upgrade.
- Toggle the switch to the "on" position.
How to Access and Use the Activity Section
- Go to the Contacts area.
- Click on a specific contact to open their profile.
- Locate and click the Activity section or tab.
- To see more details about a specific event, click on its event card.
- To visit an external URL associated with an event (like a visited webpage), click the link icon on the event card.
Tracked Events in the Activity Section
The Activity section logs a comprehensive range of events related to your contacts. The tracked event types include:
- Contact Created
- Appointment
- Call
- Page Visit
- Trigger Link
- One-Step and Two-Step Contact Forms
- One-Step and Two-Step Payments
- Form Submission
- Survey
- Quiz
- Facebook Lead Form
- Chat Widget Form
- LinkedIn Lead Form