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:

1. Open your Folloze homepage. Click the board on which you’d like information.
2. In the left navigation sidebar, click the Pulse  tab.
3. 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. 

Information	Details
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: 

Activity	Description
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
Emailed to	Lead sent an email directly from the board

  

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.