Kentico CMS 7.0 On-line Marketing Guide

Adding custom activities

Adding custom activities

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Adding custom activities

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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. Go to one of the following locations:

 

CMS Desk -> On-line marketing -> Activities -> Activity types

Site Manager -> Tools -> On-line marketing -> Contact management -> Activities -> Activity types

 

2. Click ActivityTypeNew New activity type.

 

3. Fill in the following fields as required:

 

Display name

The name of the activity type used in the Kentico CMS 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.

 

4. (Optional) Set the Activity item and Activity detail field options in the Scoring rule configuration section.

oThe system offers the Activity detail and Activity item fields when defining scoring rules based on the custom activity.

oFor 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.

oThe (none) value hides the given field when creating scoring rules based on the custom activity.

oThe (default) value provides standard comparison options for text and numeric values.

 

Defining a new activity type for tracking testimonials

Defining a new activity type for tracking testimonials

 

5. Click Save 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 activity log in one of the following locations:

 

CMS Desk -> On-line marketing -> Activities

CMS Desk -> On-line marketing -> Contacts -> (edit contact) -> Activities

Site Manager -> Tools -> On-line marketing -> Contact management -> Activities

 

2. Click AddNewCustomActivity 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.

 

Manually logging a custom activity

Manually logging a custom activity

 

4. Click Save 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:

 

Log the activity as part of a marketing automation process via the Log custom activity action step.

Develop custom components for your website that log the activity through the API.