Automation activity tracking

Purpose


In the Automation module, each activity (movement between steps in the journey) of the customer is translated into events and listed on the client card. Activity tracking makes these events available in the Analytics module, so you can prepare behavioral analyses. Tracking is switched off by default (except for the initial (triggers) and final (the End node) steps. If you want to use these events (movement between steps in journeys) while creating analyses, switch on the Track datapoints option available in nodes.

Important: The Track datapoints option doesn’t affect the visibility of the clientIsInPath events on the client card.

How it works


Switched off activity tracking option
Switched off activity tracking option

The Track datapoints option is available for most nodes. You can find it in the lower-left corner of the node configuration view.
Except for triggers and the End node, the toggle is off by default. When you switch the toggle on in a node, the clientIsInPath event generated for a particular node, will be available in the Analytics module.

Important: The Track datapoints option doesn’t affect generating events of actions that are performed in accordance with the logic of the nodes.

Example

When a customer arrives at the Send email action node and the Track datapoints option is switched on in the node settings, then:

  1. An email is sent to a customer. At the same time, a message.sent event is generated and it is visible on the client card (the event is generated and is visible on the client card regardless of the state of the Track datapoints option).
  2. An automation.clientPathStep event is generated and visible on the client card (this event is generated regardless of the Track datapoints option).
Important: You can preview the statistics of the journey (go to an active journey and click the Analytics button under the journey name).
The Track datapoints option doesn’t affect the numbers on the nodes. However, if you want to see the list of customers who went through a particular node, use the Show in CRM option. Remember, this option returns a list of customers who passed through this node only after the activation of the option.
😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.