Using the Activity Tracker: Imports, Bulk Actions, and Compliance Log
The Activity Tracker icon in the top navigation bar provides real-time visibility into background processing tasks, including list imports, bulk data updates, and retained unsubscribe compliance.
Use this tool to track the progress of ongoing workloads, audit team actions, and review error logs for imported contacts.
When to Use the Activity Tracker
Check the Activity Tracker whenever you need to:
Monitor progress on large contact imports or bulk record updates.
Verify completion before sending a broadcast email or triggering an automated campaign reliant on newly updated data.
Audit team changes to see who initiated a bulk job and when it finished.
Review import errors to identify skipped or failed contacts from a recent spreadsheet upload.
Verify compliance when re-importing older contact lists to confirm previously unsubscribed contacts remain suppressed.
How to Access the Tracker
You can access activity data from anywhere in the application:
Quick View Menu: Click the Activity icon (up/down arrows with lightning bolt) in the top navigation bar. A pop-over menu displays recent import jobs and their current status.
Detailed Dashboard: Click Go to details at the bottom of the pop-over menu (or navigate to Account Settings > Data) to open the full activity history.
Navigating the Three Activity Tabs
Inside the Activity Tracker dashboard, records are categorized into three dedicated tabs:
1. Imports Tab
The Imports tab tracks all spreadsheet uploads (.csv or .xlsx) processed in your account.
Status Indicators: Displays whether an import is currently In Progress (with percentage completed), Completed, or Failed.
Total Contacts: Shows the total record count contained within the uploaded file.
Original File & User: Identifies the specific file name uploaded and the user who initiated the import.
Reviewing Errors (Log Link): Click the Log link next to any completed or failed import row to view a detailed breakdown of contacts that could not be imported and the reason for failure.
2. Actions Tab
The Actions tab logs large-scale, multi-record updates performed across contacts, companies, or deals (such as bulk tag additions, field updates, or owner reassignment).
Status & Progress: Shows real-time progress bars for active bulk operations.
Result Column: Displays the total count of records successfully modified by the action.
Audit Details: Tracks which user requested the action and the exact date/time it was completed.
3. Retained Unsubscribes Tab
The Retained Unsubscribes tab automatically tracks contacts whose opt-out status was preserved during a re-import.
Compliance Preservation: If a contact who previously unsubscribed from your emails is included in a new file upload or added manually, the system automatically preserves their unsubscribed status to keep your account compliant with anti-spam regulations.
Source Tracking: Shows the contact's email, the original unsubscribe date, and the specific source (e.g., Import "file_name.xlsx" or Added manually by User) where the re-addition attempt occurred.