Creating external asset types and activity types

Create external asset types an activity types for the external activities that you want to track. Later, you can upload the external activities for contacts. See Uploading external activities

Note: You should update your response rules as you create new external activities. Learn more about response rules.

To create external activities:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog. and then click External Activities in the Database Setup section.
  2. Create the contact field:
    • In the classic UI, click AddAn image of the Add button. .
    • In the Redwood experience, click Add External Asset.

    Classic UI

    An image of the Add button in the left panel.

    Redwood experience

  3. Provide a name for the asset type. For example, Tradeshow.
  4. Add the activity types that contacts will perform for this asset type. For example, Registered or Attended.
    • In the Classic UI, click Add An image of the Add button. in the right pane and provide the activity name in the new row.

      An image of the Add button in the right panel.

    • In the Redwood experience, click Add Activity and provide the activity name in the new row.

  5. When you're done adding activity types, save your asset type.

Learn more

Uploading external activities

Editing external assets and activities