What are Salespanel custom activities?
The Salespanel website SDK tracks page visits, visit duration, and email engagement. If you want to track more advanced customer interactions– e.g. a phone call made to an offline seminar registration, a click made on a CTA button, or a video viewed by the visitor, etc., you can use custom activities. Think of Salespanel's custom activities as a highly customizable tool for all your tracking needs.
The simplified design of custom activities makes it highly customizable and readily works with your existing tool stack. You can use individual components to have a fine grain control while using custom activities in Salespanel's Segments or Lead Scoring.
1. Category (required) - It can be used to categorize activity on a broad level. It's useful for grouping. For example, website activities, newsletter activities, etc.
2. Label (required) - It can be used to capture the action verb of the activity, for example: played a video, signed up for a webinar, subscribed to a drip sequence.
3. Activity Identifier (optional) - It can be used to record the identifier of the item on which the activity is performed. For example video id, webinar id, sequence code name, etc. Category, Label, and Identifiers can be used in Salespanel Segments and Lead Scoring as well! For example, you can create workflows like: if somebody presses a button twice and watches a video, it's a qualified lead. Pass this lead to the sales team by email notification.
4. Metadata (optional) - You can also send additional information in the form of JSON with each activity like when a video is watched, you can send the duration for which it was watched, the location, information about the logged in user, etc.
How can I log custom activities through the Javascript SDK?
Salespanel provides a Javascript method that can be used to log custom activities:
$salespanel.push(["set", "activity:customActivity", "category", "label", "activity_identifier", {"key": "value"}]);
Let’s go through the parameters:
| Parameters | Value Type | Parameter Description |
|---|---|---|
| Category | String, required. | Describes the category of the event. |
| Label | String, required. | Determines the nature of the activity performed. You can use labels for the action verb of the activity like 'played a video' or 'clicked on a button'. |
| Activity identifier | String, optional. | Unique identifier of the object on which the activity is performed. For example video title, button ID, etc. |
| Metadata | JSON object, optional. | Additional data in a key: value format about the activity performed. |
An example:
In order to better understand how custom activity works, let’s go through an example.
Let's say we want to log a custom activity every time a visitor watches the product showcase video for Product A on our website on which we have installed the Salespanel tracking code.
In this case, the category can be “website”, as the activity is taking place on the website.
The label will be “played video”. The activity identifier will be “Product A showcase”. For metadata, we will send the id of the video, whether the visitor was logged in or not and the page URL on which the video was played.
When the video is played, the javascript method is triggered:
$salespanel.push(["set", "activity:customActivity", "website", "played video", "Product A showcase", {"video_id": "1234", "logged_in": true, "page_url": "https://example.com"}]);
This is how the activity will look like on the detail page:
Notice how we are creating a coherent sentence using the different components of the activity. This is to make sentences readable for you or your teammates both inside and outside Salespanel (with integrations).
Salespanel shows the custom activities in the following format:
“Label” “Activity Identifier” on “Website”
Salespanel will use this format everywhere the custom activity needs to be displayed. For example, if you are syncing the information to your sales team, the sentence should make sense to them and hence we will use this coherent format.
Now suppose you did not provide the optional arguments, this is how Salespanel will show you the custom activities.
Next steps: how to use tracked activities
Now that you're tracking custom activities, we recommend that you use them to create Segments to help your sales team focus on potential buyers.
You can also use custom activities in lead scoring rules to improve your lead qualification process and target sales-ready visitors.