Create and manage activity types

Learn how to create an activity type in MXO and how to perform actions on a specific activity type such as editing or deleting it.

Create an activity type

  1. In MXO, go to Configure > Lifecycle Stages & Activity Types.

  2. Click add icon Add to the right of the lifecycle stage where you want to create the new activity type. You may also create uncategorized activity types by clicking add icon Add to the right of the Uncategorized Activity Types category at the top of the list.
    Note: Activity types not assigned to a lifecycle stage do not appear in journey visualizations.

  3. Enter a name for the activity type that you want to create.

  4. Optionally, provide a unique activity type code for the new activity type.
    Important: You must provide an activity type code if you want to use the customer event APIs to track customer activity that occurs outside of MXO.

  5. Click Save to finish the creation process.

Edit an activity type

  1. In MXO, go to Configure > Lifecycle Stages & Activity Types.

  2. Find the desired activity type in the list and click edit icon Edit.

  3. Edit the activity type as required.

  4. Click Save to finish the editing process.

Delete an activity type

  1. In MXO, go to Configure > Lifecycle Stages & Activity Types.

  2. Find the desired activity type in the list and click delete icon Delete.

  3. Click Delete to complete the deletion process.