Contact history and activity log

Every contact's page has an Activity page: a log of what's happened between that contact and your business, from points transactions to the emails they opened. Use it when a contact asks why their balance looks wrong, whether they got an email, or where they've shopped.

Open a contact's activity

Go to CRM → Contacts.
Search for the contact's email address and click the contact in the list.
Click Activity in the menu on the left.

What each tab shows

The Activity page opens on Loyalty. The tabs across the top are:

Loyalty: every points transaction, with the business profile, the points, the type, the channel and the date.
Attributes: every change to one of the contact's attributes, with the attribute, the new value and when it was set.
Campaigns: the campaigns sent to the contact, and whether they opened them and how many times they clicked.
Automation runs: the automations that ran for the contact, with their status.
Automated emails: the automated emails sent to the contact, with opens, clicks and the channel.
Form submissions: the forms the contact filled in, with the status of each submission.
Vouchers: the contact's vouchers, with the promotion, the code and the status.
Business profile: every business profile the contact has been active at, with their First visit there.
Prepaid transactions: every prepaid top-up and payment, with the business profile, the amount, the channel and the date.
Bookings: the contact's bookings. Only shown when your account uses bookings.
Stamp cards: the stamps the contact collected, with the business profile and the stamp card program. Only shown when your account uses stamp cards.

These lists are a record, so they're read-only. To correct a points or prepaid balance, add a new transaction for the difference: see Adding and correcting a contact's balance.

Changes to the contact's profile

Changes to the contact's name, birthdate or language aren't on the Activity page. Open Data and click History to see them in Profile history. See How to access a contact's profile and adjust their data.