Outseta allows you to create custom activities so that you can track how users are engaging with your product or website. You can also use custom activities to trigger email automations whenever the activity occurs.
Custom activities are then tracked in two places:
- On the CRM > ENGAGEMENT page activities are tracked in aggregate based on billing stage, cohort, or month.
- On your PERSON or ACCOUNT records you'll see activities associated with each person or account in the activity feed.
For example, at Outseta we use custom activities to track when users perform important actions in our software—things like connecting to Stripe, creating billing plans, or sending email campaigns. Lots of educational sites also use this functionality to track things like when videos are watched or lessons are completed.
We've made the process of creating and tracking custom activities easy for developers as well as less technical founders. Activities can be created either by using custom attributes or via our API.
No-code custom activity tracking (custom attributes)
Outseta allows you to track custom activities when a link or button is clicked. This is done by adding the following custom attributes to your links or buttons:
data-o-account-activity- Records the custom activity of an Account.data-o-person-activity- Records the custom activity of a Person.
This method is particularly easy to use when working with a website builder like Webflow, which allows you to select any element on a page and apply a custom attribute.
For example, say you were building an educational site and wanted to track when a user clicked a "Lesson Completed" button on your site. Simply select the element—the button or the link on your website—then add the custom attribute:
Name: data-o-account-activity
Value: Lesson Completed
This will automatically track which of your users have completed this lesson, both on their CRM record and in aggregate on the CRM > ENGAGEMENT page.
The example above highlights how to do this in a visual builder like Webflow—below is a code snippet showing a similar custom activity (Download Ebook).
<a href="..."
data-o-person-activity="Download Ebook">
Download Ebook
</a>
These activities can then be used to trigger email automations. Go to EMAIL > DRIP CAMPAIGNS and choose the "Person performs custom activity" trigger for your drip campaign.
While both person and account activities will show up as entries in the activity feed, we currently only summarize account activities in aggregate on the CRM > ENGAGEMENT page.
Custom activity tracking via Outseta's API
More technical users can create custom activities using the Add custom activity API.
1. You must first create custom activities for each engagement action that you'd like to track; these events will be posted to your activity feed within Outseta.
Engagement reports work off custom activities that are tied to accounts. Use EntityType=1 and ensure that the EntityUid matches the Uid for the corresponding account that you want to tie the event to. For example, let's say you wanted to track engagement for an important action that a user takes using your product. You would call the custom activity API passing the following:
- Title: The name of the action performed (eg., 'Import').
- EntityType: '1' which represents accounts.
- EntityUid: The Uid of the account that performed that activity (eg., '4XQYqPB').
2. Click CRM > ENGAGEMENT from the left hand navigation. You will find dashboards corresponding with the title of each of each of the custom events that you created.
If you need any help setting up engagement tracking for your own product, please reach out to us at support(at)outseta.com.