Automation activity tracking
Purpose
In the Automation module, each activity (movement between steps in the workflow) 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 workflow) while creating analyses, switch on the Track datapoints option available in nodes.
clientIsInPath events on the client card.How it works
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.
Example
When a customer arrives at the Send email action node and the Track datapoints option is switched on in the node settings, then:
- An email is sent to a customer. At the same time, a
message.sentevent 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). - An
automation.clientPathStepevent is generated and visible on the client card (this event is generated regardless of the Track datapoints option).
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.