CustomerJourneyStageActivities
Logs activities performed during specific customer journey stages. This helps assess engagement success and operational steps taken, such as emails sent, calls logged, or events held.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
A unique identifier for each record in the Customer Journey Stage Activities table. This ID is typically system-generated and used as the primary key. |
| Customer Journey Stage Activity Type | String | True |
Specifies the type or classification of the stage activity within the customer journey. This is used to distinguish between different activity categories, such as email, call, or event. |
| Global ID | String | True |
The system-wide globally unique identifier associated with the activity record, used for cross-vault reference and integration consistency. |
| Link | String | False |
A system-generated URL or reference link to the activity record, which can be used to view or access the record within the Vault interface. |
| Name | String | False |
The user-friendly name of the customer journey stage activity, often used in reports, dashboards, and user interfaces. |
| Status | String | False |
Represents the current workflow status of the stage activity, such as Draft, In Review, or Approved. This is useful for tracking progress through review and approval cycles. |
| Created By | String | True |
The username or identifier of the user who initially created the record. This is used for auditing and accountability purposes. |
| Created Date | Datetime | True |
The timestamp indicating when the stage activity record was originally created in the system. |
| Last Modified By | String | True |
The username or identifier of the last user who updated the record. This is used to track responsibility for the most recent change. |
| Last Modified Date | Datetime | True |
The timestamp indicating the last time this record was modified. Important for version control and audit tracking. |
| Channel | String | False |
Indicates the communication or engagement channel used in the stage activity, such as Email, Call, Webinar, or In-Person. |
| Email Fragment Vault Doc ID | String | False |
A comma-separated list of document IDs representing email content fragments stored in Vault. These fragments can be reused across templates. |
| Email Template Vault Doc ID | String | False |
The Vault document ID of the email template associated with the stage activity. This template provides the structure and branding for outbound communications. |
| External ID | String | False |
An identifier used by external systems to reference the stage activity. This is typically mapped from a Customer Relationship Management (CRM) or marketing automation platform. |
| Objective | String | False |
Describes the primary goal or intent of the activity, such as educating the customer, promoting a product, or collecting feedback. |
| Sequence | Decimal | False |
A numeric value indicating the order in which this activity should occur within the customer journey stage. Lower values are executed earlier. |
| Vault ID | String | False |
The identifier of the Vault environment where this activity is stored. This is useful for multi-vault operations and integrations. |
| Legacy CRM Id | String | False |
An identifier from a legacy CRM system, retained for historical reference or data migration purposes. |
| CLM Presentation | String | False |
The name or identifier of the Closed Loop Marketing presentation linked to the activity, if applicable. This supports tracking of digital detailing content. |
| Customer Journey Stage | String | False |
A reference to the specific customer journey stage to which this activity belongs. This links the activity to a larger strategic campaign or path. |
| Event | String | False |
The associated event record, if the activity is tied to a live or scheduled event such as a webinar, conference, or HCP meeting. |
| Key Message | String | False |
Specifies the key message or primary content being delivered during the activity, often linked to a product, campaign, or compliance goal. |