The Activity Timeline provides a chronological record of client interactions and events. Tourism operators can use this feature to understand client engagement, identify trends, and inform strategic decisions, such as tailoring marketing campaigns to specific client behaviours.
Accessing this feature
To view a client's activity timeline:
Go to the Clients section from the main navigation menu.
Select the desired client from the client list to open their Client Profile.
Within the Client Profile, locate and click on the Activity Timeline tab. This will display the chronological record of all associated activities.
How to use it
The Activity Timeline is designed for efficient navigation and detailed review of client history.
View Chronological Events
Upon accessing the timeline, events are displayed in reverse chronological order, with the most recent activities at the top. Each entry includes a timestamp, the type of activity, and relevant details.
Filter Activities
Use the filter options available at the top of the timeline. You can filter by:
Activity Type: Select specific categories such as emails, calls, meetings, notes, system events, or tasks to narrow down the displayed information.
Date Range: Specify a custom date range to focus on activities within a particular period. Pre-set options like "Last 7 Days" or "This Month" may also be available for quick selection.
Search for Specific Events
Use the search bar to locate specific keywords or phrases within the timeline entries. This is useful for finding particular discussions, commitments, or system updates.
Review Activity Details
Click on any individual activity entry to expand it and view comprehensive details. For communications, this may include the full message content or a summary, participants, and associated files. For system events, it details the change made and by whom.
Add Manual Activities
To ensure a complete record, manual interactions that occur outside the system can be logged directly into the timeline. Look for an "Add Activity" or "Log Interaction" button. You can typically specify the activity type (e.g., phone call, in-person meeting), date, time, and add detailed notes.
Update or Delete Activities
For activities that were manually added, you may have the option to edit their details or remove them if they were entered in error. System-generated activities are typically immutable for data integrity.
Export Timeline Data
Depending on your permissions, an option to export the timeline data may be available. This allows for external analysis or record-keeping. The export typically generates a spreadsheet (e.g., CSV) containing all filtered or visible timeline entries.
Tips
Log All Interactions: Ensure every significant client interaction, whether a phone call, email, or in-person meeting, is logged on the timeline. Consistency in logging provides a complete and accurate client history.
Use Detailed Notes: When adding manual activities, provide clear, concise, and comprehensive notes. Include key discussion points, agreed-upon actions, and any relevant outcomes to ensure context is preserved for future reference.
Regularly Review Timelines: Prior to any client engagement, review their activity timeline to refresh your memory on past interactions, understand their current status, and tailor your approach effectively.
Employ Filtering Effectively: Use the filtering and search functions to quickly locate specific information or to analyse patterns over particular periods, rather than scrolling through extensive histories.
Educate Your Team: Ensure all team members who interact with clients understand the importance of the timeline and are proficient in using it. This fosters a unified client view across your organisation.
Synchronise External Communications: Where possible, integrate or synchronise external communication platforms (e.g., email clients) with the Tourism Accelerator platform to automatically populate the timeline with relevant exchanges, reducing manual effort.
Identify Engagement Patterns: Proactively analyse the timeline for patterns in client engagement, such as periods of high activity or prolonged inactivity. This insight can inform strategies for re-engagement or relationship nurturing.
Need help?
For further assistance, contact us at [email protected]