The Activity section in Captivation Hub has been redesigned with a cleaner layout, improved performance, and a more intuitive way to review contact history. This article walks you through what's new and how to use it.
Note: To enable this feature, go to the Contact detail page > Activity Section, and toggle it on.
What's New
Updated Design: The layout has been refreshed with new icons and a more organized view of all contact activity.
Date Groupings: Activities are grouped under headings like "Today" and "Yesterday" so you can quickly see what happened and when.
Clickable Event Cards: Each card shows the title, timestamp, campaign or source label, and any relevant links.
Improved Performance: Backend updates make the section load faster and feel smoother.
Responsive Layout: The section works consistently across desktop and tablet screens.
Activity Section Features
- Real-Time Tracking: Activity updates as it happens, so you always have a current picture of what's going on with a contact.
- Detailed Event View: Each activity includes timestamps, event type, and links for a deeper look.
- Event Logging: Everything is logged and accessible from the Activity section whenever you need it.
How to Access the Activity Section
- Go to Contacts and open any contact record.
- Click any event card to see full details.
- Click the link icon on any event to open the associated external URL directly.
Tracked Events
The Activity section tracks a wide range of events related to contacts and opportunities. Here are the current event types:
Contact Event Types
- Contact Created — When a new contact is added.
- Appointment — When a contact books an appointment.
- Call — Any call made to or received from a contact.
- Page Visit — When a contact visits a page on your website.
- Trigger Link — When a contact clicks a trigger link.
- One-Step and Two-Step Contact Forms — Tracks contact form submissions.
- One-Step and Two-Step Payments — Tracks payment form submissions.
- Form Submission — When a contact submits a standard form.
- Survey — When a contact fills out a survey.
- Quiz — When a contact participates in a quiz.
- Facebook Lead Form — Submissions through Facebook lead forms.
- Chat Widget Form — Submissions via the chat widget.
- LinkedIn Lead Form — Submissions from LinkedIn lead forms.
Comments
0 comments
Please sign in to leave a comment.