Viewing a Single Prospect's Board Activity

The enhanced Activity Stream sidebar provides insights on a prospect's board activity and their interactions with your content, helping you to plan follow-up actions.

Use the Activity Stream to:

• View the 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 prospect'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 prospect's name in the Pulse table. 

The Activity Stream opens on the right.

The Activity Stream allows you to review:

• Individual info summary
  • Prospect 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 of all of the prospect's board visits listed from latest to earliest
  • Each session includes all activity taken on the prospect's visit, such as which items were viewed and the length of viewing time. Any action taken on the board is tracked in the Activity Stream, including the following:   
    • Item viewed
    • Board viewed 
    • Live event attended
    • Recording viewed on demand
    • Form filled  
    • CTA clicked
    • Item downloaded
    • Item liked 
    • Email opened  
  • 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.