Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
The Workspace | Activity view allows you to see account activity, such as health changes, new touchpoints, milestones, and more.
Use activity filters
Filter events by the following:
- Flow: Filter events by the flow applied
- Event Type: Filter by type of activity, such as touchpoint, task, campaign, and more
- My Activity: Filter by only the events that you created
Touchpoint activity
When a Totango user creates a touchpoint—or when another Totango user from the same team scope @mentions a user within the touchpoint—the mentioned user will only see the touchpoint in the Activity tab if all conditions defined in the account filter are met.
- The Totango user must be assigned a role on the account, and the email associated with that role must match the email listed in the Account Assignment widget for the account.
- The account must match the criteria defined in the account set for the team under Team Settings.
- The Totango user must be listed under team members within the Team Settings.
Process activity
When an activity appears in your view, you can process it in the following ways:
- Take action, such as adding a touchpoint to engage your team and/or customer, or creating a task for yourself or assign to another user. If available, you may also request information or run a SuccessPlay.
- Dismiss the notification if it does not require action.
- Pin the account to your Attention tab for later follow up.
- Open a preview of the account profile view with more options.
FAQs
Question: Is it possible to block some SuccessPlay activity? I have one play that is actioned frequently, which creates a lot of noise in the timeline.
Answer: No, it's not possible to block certain SuccessPlays from the activity feed.