Activity Type and Sub-type definitions
Activity Types and Sub-types are part of the required fields for creating a new Activity, for a detail description of how to create an Activity please see How to Create Activities. Each Activity Type is shown with it's Sub-Types.
| Activity Type
|
SubType
|
Definition
|
| Phone Call |
Inbound |
A phone call (or video call) received by the Rep. |
| Outbound (Default) |
A phone call (or video call) placed by the Rep |
|
| |
Inbound |
An email message received by the Rep. |
| Outbound (Default) |
An email message sent by the Rep. |
|
| Group Mail |
An email sent by the Rep to a group of Ministry Partners (e.g., sent to the Rep’s entire caseload or a sub-set of their caseload). |
|
| |
Letter (Default) |
Mail, specifically a letter (e.g., introductory letter) sent from a Rep. |
| Card |
A card (e.g., commitment card, postcard) from a Rep. |
|
| Materials |
Packages or materials other than regular postal mail sent from a Rep. |
|
| Inbound |
Any physical postal mail sent to the Rep. |
|
| Group Mail |
Postal mail sent by the Rep to a group of Ministry Partners. |
|
| In-Person Visit |
First Visit |
The first time a Rep makes an in-person visit with a Ministry Partner. |
| Second Visit |
The second time a Rep makes an in-person visit with a Ministry Partner. |
|
| Visit (Default) |
Subsequent times a Rep makes an in-person visit with a Ministry Partner. |
|
| Text |
Inbound |
A text message received by a Rep. |
| Outbound (Default) |
A text message sent by a Rep. |
|
| Group Text |
A text message sent by the Rep to a group of Ministry Partners (e.g., sent to the Rep’s entire caseload or a sub-set of their caseload). |
|
| Event (DISCONTINUED)
|
Vision Trip (Default) |
A trip led by a Rep or ministry leader to cast vision for a ministry opportunity. |
| Banquet |
A banquet (e.g., fellowship dinner). |
|
| Camp |
A camp (e.g., AIA Sports Camp) |
|
| Conference |
A large ministry equipping/training conference (e.g., Weekend to Remember, Winter Conferences, Cru Staff Conference, etc.). |
|
| Summit/Briefing |
A large ministry fund development summit or briefing event. |
|
| Packing |
A packing event (e.g., Boxes/Bags of Love, Mission Packing Project, Seeds) |
|
| Rep Trip |
A trip sponsored by a Rep (e.g., a mission trip, etc.). |
|
| Retreat |
A retreat hosted by a Rep or Ministry Leader |
|
| Partner Hosted |
An event hosted by a Partner, often for a small group (e.g. a small dessert). |
|
| Webinar |
An event attended via video conference instead of in-person. |
|
| To Do |
To Do |
A task (future or past) that a Rep conducts. |
| Appointment |
Appointment |
This Activity Type signifies that the Activity originated from the Rep’s Google calendar. |