More detailed Activity Feed
in progress
J
Jenna Leadingham
Would also love to see memberships and communities info in the contact section
E
Eric Glaze
I am looking for this same feature, I had this in Klaviyo and I feel its the main feature that I am still missing inside GHL. I want to be able to have smart lists that automatically update with engaged vs disengaged contacts. The only way to track this that I know of is to track based on last date the contact opened or clicked inside an email. This can help businesses in so many ways. The system is already close based on last activity...however this seems to be last activity that happened to the contact as opposed to last activity the contact initiated namely email opened/clicked etc.
I would also love a much cleaner way to view smart lists as I keep many lists and the way they are currently displayed appears a bit clunky.
D
Daniel Grinshpun
Would be great to see in the Activity Feed if a person Clicked a Link or Replied to a specific Email Campaign sent from GHL
S
Sam Buckley
Also how many times an email has been opened. Our clients find this very useful to see how interested or warm a lead is.
Core Platform
in progress
Core Platform
We are currently reviewing this and would love to hear your inputs on this.
Feel free to reach me out on https://link.gohighlevel.com/widget/bookings/samidha
and we can have a discussion around this
E
Ed Erickson
Core Platform: The short answer is to show everything that happens with a contact in the activity feed - page visits, automation start, automation end, received campaign email/sms, submitted form, etc. Could also add a filter to only show specific categories. Basically, like it's done in ActiveCampaign.
B
Brandon Heim
Core Platform: Hooray! Glad to see this being reviewed. For me, I think being able to have Activity included in custom values would be immensely beneficial to not only track activity, but create conditions based on their activity and even send them messages with their activity autofilled in. For example: "You completed this quiz on -date-, and you didn't do the follow up quiz!"
J
James Crook
Core Platform: Everything from Ed above, plus appointment cancellations and reschedules - currently it shows when an appointment has been created but not if it is changed which is super confusing when that happens.
B
Blake Butcher
Core Platform: Being able to see Email Open/Click/Reply in the Activity Feed would be super helpful. Klaviyo does this really well.
C
Chris Mcnamara
Core Platform: Manual CRM activities, including notes and task creation/completion
R
Raelyn Tan
Core Platform: Yes! Workflow started, Workflow completed, Submitted form, email data (eg opened or clicked) please don't forget "tag added" and "tag removed" too! All VERY essential information...
A
Ammon Allen
Core Platform This would be helpful especially for diagnosing things! Definitely need more detail!
Would we also allow users to toggle on and off detailed information on a per-user basis?
(Or filter by type of activity)
S
Steven R
Core Platform: We need activity feed for sales reps.
Y
Yusuf Young
Core Platform: Ability to see all page visits if the contact is identified, not just for that particular session. For example if the contact submitted a form, their device / browser is now known. So if they close their browser and visits again a week later.
This should also work retroactively. For example, if the contact visited our site 3 months ago, after they have been idetified, we should see all their old visits.
Finally, they should be "a known contact" and hence tracked (both retroactively and future) whether they submit a form or a tracking link (currently forms only track past visits, and trigger links only track future visits but not past).
S
Super User
Core Platform: On the activity feed right next to it is a tasks, currently you're not able to add tasks that is an action like "Manual call"
J
James Crook
I would like (and expect) to see the contact activity log show when a user starts or finishes any workflow.
Core Platform
Merged in a post:
Activity/Created Custom Value
B
Brandon Heim
It would be very helpful if we could automatically insert when a contact first comes into our system/gets created.
For example, if a lead comes in from Facebook, it would be very nice to send them automation of when they first opted-in.
In general, it would be helpful for organizational purposes and to have it as an option in the custom values section.
Core Platform
Merged in a post:
Add "Conversations" tab to "Activity", "Task", "Notes", and "Appointment"
r
ryan hartigan
Can we please add the same section that shows “Activity”, “Task”, “Notes”, “Appointment” to the “Conversations” tab. It's very difficult to go back and forth and we are basically skipping tasks and notes with lots of leads because of this
HIGHLVL-I-2711
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