Field activity tracking
Overview
Ortto allows field activity tracking for system, custom, and data source fields, except for multi-select or aggregate type fields.
NOTE: Enabling activity tracking for fields creates a custom activity for changes to that field.
Accessing field activity tracking
Navigate to Settings > Customer data > Fields > Select the required field.
Managing field activity tracking
Enable field activity tracking
- Navigate to Fields.
- Click on the relevant Field (you can track both Contact and Account fields)
- Check Create an activity whenever this field changes
TIP: Optionally select Ignore the initial value change so the activity doesn’t trigger when the field receives its first value. In this case, it will only trigger on subsequent changes.
Field updates
When a person updates a field with activity tracking enabled (e.g., changing their phone number), an activity will appear under Activities in the contact's profile. You can filter people based on this activity.
EX: If a custom field called Plan tier has tracking enabled, a custom activity called Custom: Plan tier changed will be created.
NOTE: The custom activities created from field activity tracking count towards your Ortto plan limits.
These activities can be used as entry criteria in a Journey or in reports to track changes, such as a customer upgrading their subscription plan.
Activity retention limits
Custom field change activities have a default retention limit of 90 days. You can extend this limit by configuring the retention settings.
Learn more about configuring data retention.
Disabling activity tracking
If you disable field activity tracking, the associated custom activity will stay in your CDP but won’t track changes until re-enabled.
To disable activity tracking, simply follow the same steps as enabling it.