Activity Types - Amplify

Article Overview

The following information will guide you on how to choose what event/activity types you'd like to track in Amplify. Each metric in Amplify will be tracked depending on the activity type selected for the metric.

TIP: In order to select the event types you want to track in Amplify, you will need to have SalesRabbit admin access.

Part 1:

This part will demonstrate how to decide which Amplify Events to record in Amplify Reports. Selecting your desired event types to track can be done in the Amplify Configuration Wizard (Part 4) on the Web App.  

• Login to the SalesRabbit Web App -> "Integrations" -> "Marketplace" -> "Add-Ons" -> "Amplify".

• Select "Configuration" -> "Reconfigure"

• Click the "Next" button until you arrive at the "Amplify - Events to Track" page.
• This page allows users to decide which activity types you'd like to track in Amplify.
• Activity Types include:
  • Lead Status: tracks changes in lead status attributed only to the representative who updated the lead status.
    • Note: this is the default event type and should always be checked. Gives credit to the user that creates/updates the status of a lead.
  • Resulting Status: tracks changes in lead status attributed to the representative who updated the lead status and logs an additional status event for the previous representative who had dispositioned the lead.
    • Note: this is useful for businesses that track leads in a Setter/Closer model. Gives credit to the setter when a closer updates the status of a lead.
  • Lead Stage: tracks changes in lead stages based on the lead statuses defined in the configuration. Multiple lead statuses can map to a single stage, and changes are attributed only to the representative who updated the lead status.
    • Note: when this activity type is selected, an additional page will appear in the configuration wizard allowing you to map your SalesRabbit statuses to a predefined stage.
  • Resulting Stage: racks changes in the lead stages based on the lead statuses defined in the configuration and logs an additional stage event for every previous representative who had dispositioned the lead. Multiple lead statuses can be mapped to a single stage.

• After making changes, be sure to click the "Next" button until you "Finish" the configuration to apply your changes.
• After selecting which event types you'd like to created records for, you're ready to create a metric that track by a desired event type!

Part 2: Choosing a Metric's Activity Type

Metrics will track different information by the desired activity type. This part will demonstrate how to select the appropriate activity type for the metric you're creating/editing.

• Selecting the activity type a metric will track can be done by editing an existing or creating a new metric.
• From the Amplify Web Page, select "Manage" -> "Metrics".

• When creating/editing a metric, there's a selection for "Activity Type".
• The activity type that's chosen here will determine how the metric is tracking information and who receives the credit.

• The metric home page also displays a column detailing which activity type each metric is tracking.

• Once you've created a metric with the appropriate Activity Type, you can then create a Widget on your Dashboard to track that metric's data!

Pro Tips

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