Create Custom Activity Types and Fields

The Activity Types page shows activity types from your CRM, Marketing Automation System (MAS), CSV imports, and Demandbase.

Before importing custom activities from a CSV file, you must create the corresponding activity types and fields in Demandbase. You can also edit the labels, descriptions, and field requirements for custom activities.

Important:

• You cannot delete activities from Demandbase.

• New activities can take up to 24 hours to appear in Demandbase.

Create Custom Activity Types

1. From the left navigation bar, go to Settings > Platform > Activity Types.
2. Click Create New.
   
3. Enter a label for the custom activity type and click Create.
   

Edit Custom Activity Types

You can edit the label and description of custom activity types created for CSV imports.

1. From the left navigation bar, go to Settings > Platform > Activity Types.

2. Search for and select the custom activity type.

3. Go to the Details tab and hover over Label or Description.
4. Click the pencil icon.
5. Make edits as needed and click the checkmark icon to save.

Create Custom Activity Fields

After creating a custom activity type, you can add fields for the data you want to import.

1. From the left navigation bar, go to Settings > Platform > Activity Types.
2. Search for and select the custom activity type.
3. Go to the Fields tab.
4. Click Create New.
   Tip: Demandbase automatically creates the required fields for each custom activity type.
   
5. Enter Field Label and Field Name.
6. (Optional) Select Required if the field must contain a value when importing data.
   
7. Click Create.

Edit Custom Activity Fields

You can edit the label and required setting for custom activity fields created for CSV imports.

1. From the left navigation bar, go to Settings > Platform > Activity Types.
2. Search for and select the custom activity type.
3. Go to the Fields tab and hover over the Field Label you want to edit.
4. Click the settings icon > Edit.
5. Make edits as needed and click Update.

Import Custom Activities from a CSV File

After creating your custom activity types and fields, you can import activity data into Demandbase.

Before importing, review the following articles:

• Record Matching explains how imported activity data is matched to people and accounts.
• Activity Type - Custom lists the required fields for custom activity imports.
• Import, Update, Add, and Delete Data from a CSV File provides instructions for importing CSV data.

After importing custom activities, define and assign engagement points to them. See Understanding Engagement Point Categories and Activity Types and Set Up Engagement Points for Activities.