Accounts

Account Activities

The Activities tab shows an account’s activity stream, which combines a timeline of what the account’s individuals did on your sites, grouped by day, with the account’s Salesforce campaign memberships.

To open it, click Accounts in the People section of the navigation menu, select an account name, and click the Activities tab.

The Activities tab shows the account's activity graph above its activity stream, where each day's sessions sit in a Timed Activity section.

  • Time Frame Filters (1): Toggle between Day (D), Week (W), or Month (M) views, or use the date-range drop-down menu to select a time range.

  • Activity Graph (2): Displays the number of account events during the selected period and their frequency over time. Hover over a point to see that period’s Events, Sessions, and Campaign Responses counts.

  • Event Logs (3): Lists the account’s events in a chronological timeline.

  • Chart View: Use the drop-down menu to display the graph as a Bar Chart or a Line Chart.

Use the search box above the graph to filter the tab. The search matches events by their page’s title or URL or by their attribute values, plus the campaign names and the names on member entries in the Day Level section. It applies to the graph, the activity count, and the stream, and it takes effect when you submit it.

Timed Activity

Each day in the stream holds its activity in a Timed Activity section. Within it, activity is organized by individual, then by session, page entry, and event. Events on the same page are grouped into one page entry, even when the individual visits that page several times in the session. A page entry shows the page title, the page URL, and the number of events recorded there. Page entries appear in order of their most recent event, newest first.

Expand a page entry to see the events on that page, and expand a session or an event to see its attributes. Events from an external data source, such as Marketo or HubSpot, have no associated page, so they appear directly under the session.

In the Activity Stream, the name of the individual who triggered an event links to that individual’s profile in the Individuals section. The title of a page view links to that page’s dashboard. For an event on a blog, document, form, web content item, or object entry, the event’s title links to that asset’s dashboard. Both open with this account already selected in their Accounts filter. For more information, see Filtering and Sharing Dashboard Views.

Other events, including those an external system sent to LDP through a webhook, are log entries with no dashboard link.

Campaign Memberships

The Activity Stream also shows the account’s Salesforce campaign memberships, which come from a connected Salesforce data source. To learn what LDP syncs from it, see Where Campaign Data Comes From.

The memberships appear in a day’s Day Level section, which lists one campaign entry for each campaign with member entries from this account dated that day. By default, the section shows eight campaign entries at a time and paginates the rest.

A day shows a Day Level section only when it has campaign members, and a Timed Activity section only when it has sessions. A day with members but no sessions also appears in the stream when it falls within the dates of the stream page you’re viewing. That day shows only its Day Level section.

A campaign entry shows the campaign name and the number of its member entries. The campaign name links to that campaign’s detail page on the Campaigns dashboard. Expand a campaign entry to list its member entries.

Each member entry shows one campaign member by name, or by email address when LDP has no name for them, and links to that individual’s profile in Individuals. It also shows their Salesforce campaign member status when Salesforce supplies one. The Day Level section lists only campaign members whose Salesforce contact or lead maps to an individual in LDP.

The same person can appear more than once in the Day Level section. When a campaign member’s status changes, the section shows a separate member entry for each status LDP synced. These entries can appear on the same day or on different days. Each status appears exactly as Salesforce records it.

Each day in the stream is a calendar day in the workspace’s time zone. A member entry appears on the day the campaign member first responded to the campaign in Salesforce. If LDP synced a status before the member responded, the entry for that status appears on the day the member was added to the campaign instead.

Campaign Touch and Experience Labels

A Campaign Touch label marks activity from a session whose landing URL included a utm_cid parameter. The label appears on each of the session’s page entries and on each of its events outside a page entry. Hover over the label to see the campaign’s name. When the utm_cid value matches no synced Salesforce campaign, the hover text is Unresolved Campaign, followed by the value in parentheses.

The utm_cid value must be the campaign’s 18-character Salesforce ID, matching exactly, including letter case. A 15-character ID matches no campaign. The Campaigns dashboard counts visits by a different parameter, utm_campaign. A link tagged only with utm_cid shows a Campaign Touch label, but the Campaigns dashboard doesn’t count the visit for that campaign. A link tagged only with utm_campaign shows no Campaign Touch label.

An Experience label marks a page entry served by a page experience other than the default. Hover over the label to see the name of each experience, or its ID when it has no name.

Details Panel

The attributes of an expanded session or event appear in a Details panel. In the default Table view, the panel shows a Session Attributes table for a session and an Event Attributes table for an event. When the session’s landing URL included UTM parameters, the panel also shows a UTM Parameters table for its events. To see the same details as JSON, click Code. In the Code view, click Copy Details (Copy Details) to copy them.