Step 2 - Define your Activity Type
Activity Types are the types of things that customers do, that your organization wants to track.
Examples of Activity Types include:
- Booking an appointment
- Requesting a brochure
- Requesting a quote
- Starting an application
- Submitting an application
- Viewing information
For this practice optimization, the activity that you want MXO to watch for is the page being viewed by your customer.
To define your Activity Type
- In MXO, choose Configure.
- Select Activity Types.
- On the Activity Types page, click Create.
- In the Create Activity Type dialog box, enter the name of the Activity Type that you want to create.For this practice optimization, enter Page View.
- Click Save.