Working with activities

Overview

Ortto’s activities track user behaviors, such as clicking on emails, making purchases, or logging into your app. This data helps you understand customer actions, segment your audience, and create detailed reports.

Accessing activities

To access activities, go to CDP > Activities.

Managing activities


Understanding activities and their attributes

Activities capture user behaviors, such as placing an order or opening an email. They are always noted in the past tense, like Placed order or Opened email. Each activity can have attributes that provide more context. For example, for a Placed order, key details might include the total amount and items ordered.

EX: Placed Order

  • Activity: Placed order
  • Total: $199
  • Total Items: 11
  • Items: Rubber ducky, Shoes, Slides, Glitter
  • City: Sydney

In this case, the activity tells us what happened and includes important details such as the order total, the number of items, and the city. This information allows you to filter and analyze user behavior, like finding out how many people placed more than 2 orders in the past 30 days with a total over $150.

Activities are linked to people in your database using their email or a unique ID. If you send us an activity for someone we haven't seen before, a new profile will automatically be created by default.


Activity attributes and conversion values

If your activity includes a currency attribute, you can select it as the conversion attribute in the settings. This ensures accurate conversion tracking by using the correct currency data.

Conversion attribute setting example for the Opportunity Won activity.

Create a new activity

Learn more about creating activities.


Managing activities

Learn more about managing activities and system activities.


Data source activities

Learn more about the following activities for different data sources:


Understanding multi-currency activity data

Learn more about multi-currency activity data.

Learn more about reporting on multi-currency activities.


Understanding activity data

Learn more about activity data.

Learn more about extending activity data storage.