Plugin activity becomes more useful when it is connected to customer context. Review Customer 360 to understand what someone booked, bought, registered for, joined, or interacted with before you follow up.

What this guide helps you do

• Find plugin activity on a customer record.
• Use plugin context to prepare better follow-up.
• Spot missing or duplicate data before acting.

Before you start

• The plugin should be installed and tested.
• Customer records need a reliable email, phone, or matching field.
• Know which plugin event you are looking for, such as booking, order, registration, enrollment, or membership.

Do it manually

1. Open Customers and search for the person or company.
2. Open the customer record and scan the timeline or plugin panels.
3. Filter or look for plugin-specific activity.
4. Open the related plugin record if more detail is needed.
5. Create a task, note, email draft, or follow-up action based on the plugin context.

Ask Faster AI

• Summarize this customer record and include recent plugin activity. Do not send anything.
• Find customers with recent webinar registrations and prepare follow-up tasks for review.
• Review plugin activity for this customer and tell me whether there is anything missing before I reply.

Review before saving or publishing

• Confirm AI summaries against the visible customer timeline.
• Do not include private plugin notes in public emails or pages.
• Check duplicate records when plugin activity appears split across customers.

Common issues and fixes

• If plugin activity is missing, check the customer email or matching field.
• If activity appears on the wrong record, review duplicates and merge carefully.
• If follow-up automation did not run, check the related Audience, journey, or notification setting.

Use it in daily operations

• Review plugin activity before support replies, renewal conversations, and sales follow-up.
• Use saved views for customers with recent plugin activity.
• Keep plugin data connected to tasks so teammates know the next action.

Team handoff

• Write down what changed, who owns the next review, and which page, customer record, campaign, or plugin record should be checked next.
• If the work affects customers, include the public URL, test result, and any unresolved placeholder media in the handoff note.
• When Faster AI helped prepare the change, ask it to summarize the draft and review checklist so a teammate can approve the work without retracing every click.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review plugin data in customer records with private customer, payment, and workspace details blurred.
• Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything goes live.

Related help

• Choose the right plugin for a workflow
• Configure plugin settings