User Manual

Add Custom Events

The pop-up to add a Custom Event to a person.

Add Custom Events to a person from their profile. When a Custom Event is added directly to a person, the event records only for that individual person and no other people on your list are affected.

To add a Custom Event:

  1. Click People

  2. Search for the person’s email address using the Search by email search bar

  3. From the person’s profile, click Activity

  4. Click Add Custom Event

  5. Enter the event name (required) and properties (optional)

  6. Click Insert Event