The enhanced Activity Stream sidebar provides insights on a lead's board activity and their interactions with your content, helping you to plan follow-up actions.
Use the Activity Stream to:
- View activity details, including actions taken and the time and place of activity
- Gain info about the the 'event attended' or the 'on demand recording viewed' and time spent at the event
- Identify the source of each visit - triggered emails, the inviter and UTM data
- Filter activity by UTMs and inviters across all visits
To view a lead's board activity:
- Open your Folloze homepage. Click the board on which you’d like information.
- In the left navigation sidebar, click the Pulse tab.
- Click the lead's name in the Pulse table.
The Activity Stream opens on the right.
The Activity Stream allows you to review a summary of an individual's information.
|Lead information||Name, email, account, role and address|
|Engagement status||Visitor, viewer, super viewer, clicker, etc.|
|Event status||Registered, not registered, attended or viewed recording|
|Content Play status||If applicable (showing total time viewed)|
|Total time visiting that board||Cumulative, aggregated data based on all visits|
Activity Stream actions
All of the lead's board visits are listed from latest to earliest in the Activity stream and includes all activity taken in the lead's session.
Board activities can be any of the following:
|Viewed board [board name]||Lead viewed the board|
|Viewed item [item name]||Lead viewed an item on the board|
|Registered via form [form name]||Lead registered for the board|
|Sent message [message content]||Lead sent a message via the board|
|Shared board [board name]||Lead shared the board with another person|
|Clicked [button name]||Lead clicked on a CTA button that is a URL or 'Contact me'|
|Attended live event [event name]||Lead attended a live event on the board|
|Recording viewed on demand [recording name]||Lead watched a recording of a simulive event|
|Filled form [form name]||Lead filled in a form on the board|
|Clicked link [URL]||Lead clicked an image with a link on the board|
|Downloaded item [item name]||Lead downloaded a content item|
|Liked item [item name]||Lead marked that they liked a content item|
|Opened email||Lead opened an email sent to them|
In addition, for each visit, you can view the referral source, what triggered the visit; details such as who invited the lead, UTM codes, location and total visit time.
Any filters applied to the Pulse table do not affect the Activity Stream. All visits are displayed, from latest to earliest.
You can use these insights to plan your next touchpoint. For example, if a prospect liked an item about a specific solution, you can share content like a case study on that specific solution in your follow-up.
More about Event status
When a lead attends a live event, their event status is listed as 'Attended.' When a lead watches a simulive event on demand, their status is listed as 'Viewed recording.' The Activity Stream records the name of the live event attended or the on-demand video watched, as well as the time spent at the event.
In addition, when a lead attends a zoom meeting within the Zoom Client, their event status is updated to 'Attended.' Each time they enter the zoom meeting is recorded as a new activity in the Activity Stream, but the time they spent is not tracked.
Please sign in to leave a comment.