Automation activity tracking

Purpose


In the Automation module, you can manage events informing about customers moving between the steps in the journey. By default, the initial (any trigger) and final step (the End node) in the journey are tracked. In practice, this means that every time a customer starts a journey or arrives at its final step, such information is available on the list of activities on the client card. All nodes used in the journey between triggers and the End node have an option of switching the activity tracking on or off.

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, a customer who passes through this node, generates an event which is visible on the activity list on the client card.

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 when the Track datapoints option is switched on).
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.
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