Custom Activities track any type of activity imaginable, and can be triggered from JavaScript or from the API. Examples of Custom Activities could be:
To create a Custom Activity do the following:
The code example below is JavaScript that could be added to a page to invoke a custom activity. In this example, we're logging a custom activity when a pizza is ordered. The activity is logged when a button is clicked on the web page. Your activity could be logged in multiple ways (scroll, input, etc.). Work with your web programmer to invoke your custom activity.
<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8" />
<meta name="description" content="%%description%%" />
<title>%%title%%</title>
<script type="text/javascript" src="http://code.jquery.com/jquery-latest.min.js"></script>
<script>
//The activity is logged on button click.
$(document).ready(function(){
$('#my_activity_button').on ('click', function (){
//START: This is the code to log the custom activity
ll_api.log_prospect_activity ({
activity_identifier: 'ordered_pizza__c',
activity_info: 'Ordered one stuffed crust pizza with extra cheese',
activity_fields: {
price__c: '13.5',
size__c: 'Large',
delivery_date__c: '2016-11-20'
}
}, function (response){
console.log (response) //{success: 1, message: "Success"}
});
//END: This is the code to log the custom activity
})
})
</script>
</head>
<body>
%%content%%
</body>
</html> |
The code example below is an API call in PHP used to invoke a custom activity. In this example, we're logging a custom activity when a phone call is received.
<?php
$request_parameters = array(
"id" => "[PROSPECT_ID]",
//"email" => "[PROSPECT_EMAIL]",
"activity_identifier" => "phone_call__c", //[ACTIVITY_IDENTIFIER]
"activity_info" => "Phone call", //[ACTIVITY_INFO]
"activity_fields_data" => array("number__c" => "(888)-895-3233", "duration__c" => "35m 45sec") //[ASSOCIATIVE ARRAY OF FIELD IDENTIFIERS AND VALUEs]
);
$ch = curl_init ();
curl_setopt ( $ch, CURLOPT_RETURNTRANSFER, 1 );
curl_setopt ( $ch, CURLOPT_VERBOSE, 1 );
curl_setopt ( $ch, CURLOPT_HEADER, 1 );
curl_setopt ( $ch, CURLOPT_USERAGENT, USER_AGENT );
curl_setopt ( $ch, CURLOPT_SSL_VERIFYPEER, false );
curl_setopt ( $ch, CURLOPT_POST, 1 );
curl_setopt ( $ch, CURLOPT_POSTFIELDS, json_encode ( $request_parameters ) );
$url = "https://api.leadliaison.com/v1.0/prospects/add_activity.json?api_key=[api-key]";
curl_setopt ( $ch, CURLOPT_URL, $url );
$response = curl_exec ( $ch );
$header_size = curl_getinfo ( $ch, CURLINFO_HEADER_SIZE );
$this->header = substr ( $response, 0, $header_size );
$body = substr ( $response, $header_size );
//echo $body;
curl_close ( $ch );
exit();
?> |
Custom activities along with their details get logged into a Prospect's Profile. In the example below, we can see the pizza order that was logged when the prospect clicked a button on the web page.
To manage your Custom Activities navigate to Admin > App Setup > Custom Activities.
Trigger any combination of activities using Fulfillment Actions when a Custom Activity is called. Simply click Actions under the Actions menu to invoke a Fulfillment Action and set it up.
Lead Liaison makes it easy to use Custom Activity data in automations, segmentations, etc. as criteria. Last Custom Activity Date and Assigned Custom Activity are two criteria that can be used in the system. Note, this criteria is available for Prospects clicking Tracking URLs created after November 20th, 2016.
