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What are activities?

Activities are events automatically created by Bigdelta when important changes happen in your customer data. They capture moments like account creation, trial transitions, revenue movements, payment issues, and product usage changes. Activities power Moments triggers and end rules, and appear on account timelines to give you a full picture of what is happening with each customer.
Recent Activity

How activities are created

Activities are generated automatically by Bigdelta’s automation engine when it detects relevant changes in your data. Each activity is linked to an account and includes a category label and contextual properties.

Activity reference

Account

ActivityWhen it is created
Account CreationWhen an account record’s account_since property is set. The activity timestamp matches the account_since date.

Trial

ActivityWhen it is created
Trial StartedWhen a subscription’s status changes to Trial or Reinstated to Trial. The activity timestamp matches the subscription’s period start date.
Trial Ending SoonWhen a subscription’s trial period end date is 2 days away or less. The activity timestamp is set to 2 days before the trial ends.
Trial EndedWhen a subscription’s status changes from Trial or Reinstated to Trial to any other status.

MRR Movements

These activities are created when revenue movement events are processed. Each includes the MRR change amount and a description.
ActivityWhen it is created
New BusinessWhen a new MRR event is recorded, representing first revenue from a new customer.
ExpansionWhen an expansion MRR event is recorded, representing an increase in revenue from an existing customer.
ContractionWhen a contraction MRR event is recorded, representing a decrease in revenue from an existing customer.
ChurnWhen a churn MRR event is recorded, representing a complete loss of revenue from a customer.
ReactivationWhen a reactivation MRR event is recorded, representing revenue returning from a previously churned customer.

Revenue Stage

These activities are created when an account’s Revenue Stage changes.
ActivityWhen it is created
Entered Paying StageWhen the account’s revenue stage changes to Paying.
Entered Trialing StageWhen the account’s revenue stage changes to Trialing.
Entered Non-Paying StageWhen the account’s revenue stage changes to Non-Paying.
Entered Churned StageWhen the account’s revenue stage changes to Churned.
Removed Revenue StageWhen the account’s revenue stage is cleared.

Product Stage

These activities are created when an account’s Product Stage changes.
ActivityWhen it is created
Entered Non-Activated StageWhen the account’s product stage changes to Non-Activated.
Entered Activated StageWhen the account’s product stage changes to Activated.
Entered Engaged StageWhen the account’s product stage changes to Engaged.
Entered Dormant StageWhen the account’s product stage changes to Dormant.
Removed Product StageWhen the account’s product stage is cleared.

Payments

ActivityWhen it is created
Payment FailedWhen a payment event is recorded with a failed status.
Payment RecoveredWhen a successful payment event is recorded and the most recent prior payment for the same account had failed. This indicates the customer recovered from a failed payment.

Subscriptions

ActivityWhen it is created
Subscription CancelledWhen a subscription’s status changes to Canceled.
Subscription Set To CancelWhen a subscription’s scheduled cancellation date changes from empty to a date value, meaning a cancellation has been scheduled.
Subscription Cancellation RevokedWhen a subscription’s scheduled cancellation date changes from a date value to empty, meaning a scheduled cancellation was revoked.

Product Usage

These activities track changes in product usage and are subject to a 7-day cooldown — if the same activity type was already created for the same record in the last 7 days, it is skipped. Each includes a change percentage property.
ActivityWhen it is created
Product Usage DroppedWhen a record’s weekly event count decreased compared to the previous week.
Product Usage IncreasedWhen a record’s weekly event count increased compared to the previous week.

Users

One activity is created for each individual user added or removed. Each includes the User ID as a property.
ActivityWhen it is created
Added UserWhen new user IDs appear in an account’s users list that were not there before.
Removed UserWhen user IDs are removed from an account’s users list that were previously there.

Feature Adoption

These activities are created when a feature record’s adoption status changes. The feature name in the activity comes from the object’s display name. Only changes to Tried, Adopted, or Dropped trigger activities — the Never status is ignored, and no activity is created if the status did not actually change.
ActivityWhen it is created
Tried feature featureWhen a feature’s adoption status changes to Tried.
Adopted feature featureWhen a feature’s adoption status changes to Adopted.
Dropped feature featureWhen a feature’s adoption status changes to Dropped.

Entitlements

These activities are created when entitlement records change. The entitlement name in each activity comes from the object’s display name. The behavior depends on the entitlement type.

Toggle entitlements

ActivityWhen it is created
Activated entitlementWhen a toggle entitlement’s usage status changes to Using.
Deactivated entitlementWhen a toggle entitlement’s usage status changes from Using to any other value.

Metered and quota entitlements

ActivityWhen it is created
Started using entitlementWhen the entitlement’s usage status changes to Using.
Reached 50% limit of entitlementWhen the entitlement’s usage percentage crosses 50% upward (was below 50%, now at or above).
Reached 90% limit of entitlementWhen the entitlement’s usage percentage crosses 90% upward.
Reached 100% limit of entitlementWhen the entitlement’s usage percentage crosses 100% upward.
Multiple threshold activities can be created at once. For example, if usage jumps from 40% to 95%, both the 50% and 90% activities are created.

Feedback

ActivityWhen it is created
Submitted feedback typeWhen a feedback record is linked to an account. The feedback type value comes from the record’s feedback type property. One activity is created for each newly associated account.

Plan Limits

ActivityWhen it is created
Plan Limit ReachedWhen a plan limit reached event is recorded for an account.
Plan Limit ResetWhen a plan limit reset event is recorded for an account.

Using activities in Moments

Activities are the primary triggers for Moments. When configuring a moment’s start rule or end rules, you select from the available activity types. For example:
  • Start a moment when Trial Ending Soon fires, then end it successfully when New Business is recorded
  • Start a moment when Payment Failed fires, then end it successfully when Payment Recovered is recorded
  • Start a moment when Product Usage Dropped fires to proactively engage at-risk accounts

Moments

Learn how to create automated playbooks triggered by activities.