Contacts

Viewing Member Activity

The Activity section of a contact's record is accessed in the right column, by clicking on the icon that looks like a clock. This panel provides a timeline of how that person has interacted with your organization.

From one place, you can see recent website activity, form submissions, and other events that have been recorded in JourneyCARE. This information is helpful when answering member questions, troubleshooting issues, or understanding a member's engagement.

Viewing Website Activity

JourneyCARE can record website activity for known contacts. From the Activity section, you may be able to see:

  • Pages the contact has visited

  • Recent website activity

  • Other tracked interactions

This information can provide helpful context when assisting a member or reviewing their engagement with your organization.

Viewing Form Submissions

When a contact submits a JourneyCARE form, the submission is recorded in their activity history. Selecting a form submission allows you to review the information the contact submitted.

In most cases, any fields collected by the form are also written back to the contact's record, ensuring their information stays up to date. For example, if a member updates their committee preferences through a form, both the form submission and the updated committee field will be available in their Contact Record.

Using the Activity Timeline

The Activity section displays events in chronological order, giving you a history of the contact's interactions. Depending on how your organization uses JourneyCARE, the timeline may include website visits, form submissions, and other tracked activity.

Reviewing the activity timeline can often help answer questions such as:

  • Has this member already submitted the form?

  • When did they update their information?

  • Have they recently visited the website?

Tips

  • Check the Activity section when troubleshooting member questions or verifying recent actions.

  • Remember that information submitted through forms is often available in both the activity timeline and the contact's custom fields.

  • Use the Activity timeline alongside the Communication History to get a complete picture of a member's interactions with your organization.

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