This guide will walk you through adding a custom activity to a member profile and adding a custom activity to multiple member profiles.
Sometimes you just want to add a single one-off activity to a member profile. Some examples include:
So here's how you add an individual activity to that member's profile:
In those cases, navigate to their profile page ad click Add an activity:
Clicking that link will open a dialogue for entering details about the activity.
Fill the modal out as follows:
💡 Don’t see the activity type you’re looking for in the Activity Type dropdown? That means this activity type doesn’t yet exist in your workspace. You’ll need to create a custom activity type first.
If you find that you need to add one-off activities to multiple members in your workspace, you may want to consider importing these via CSV. Here is specific documentation to help you to do this.
Looking to automatically add activities to your member profiles? Add a plug-and-play integration (where we'll do it for you!), use Zapier, or check out the API.