Excel Add-In for Vault CRM

Build 25.0.9434

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.

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Build 25.0.9434