Field activity tracking

Overview

Ortto allows field activity tracking for system, custom, and data source fields, except for organization fields and 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.

Enable field activity tracking

Navigate to Fields.
Find the required Field.
Click the Three dots on the right.
Select Edit.
Check Track changes.
Select Save.

TIP: You can track changes to data source fields and use the custom-created activity in journeys.

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.