# Creating Engagements from Tasks

* Updated on Jul 11, 2025
* Published on May 15, 2025
* 3 minute(s) read

## Overview

To ensure that reporting tells the complete story of Lead/Contact engagement, including meaningful Sales interactions, we included a feature that creates Engagement records from the **Task** object. This feature enables visibility of all meaningful Sales engagements in Multi-Touch Attribution reporting, reveals Sales' impact on reactivating dormant Leads and Contacts, and attributes Opportunities generated from these reactivations.

## Key Benefits

* **Complete Attribution Picture:** Captures sales activities in multi-touch attribution reporting
* **Sales Impact Visibility:** Shows how sales activities reactivate dormant Leads and Contacts
* **Opportunity Attribution:** Properly attributes Opportunities generated from sales-driven reactivations
* **Controlled Data Quality:** Prevents system clutter through configurable criteria

{% hint style="warning" %}
🚨 Important Limitations

* Due to timing constraints in Salesforce, *Engagements from Tasks will never serve as* ***‘Original’*** *Activations for new Leads and Contacts*. They ***will***, however, serve as Influencing Engagements, and they can generate ***Reactivations*** for dormant existing Leads and Contacts.
  * Context: See the [**Activations vs. Influencing Engagements**](https://help.integrousanalytics.com/v1/docs/activations-vs-influencing-engagements) and [**Reactivation Eligibility**](https://help.integrousanalytics.com/v1/docs/reactivation-eligibility) articles.
* Ensure that only Tasks that represent meaningful engagement with Leads and Contacts create Engagements (at a similar level of lead engagement or higher than a web form submission)
  * This ensures that the system only creates Engagements that represent actual real-world interactions with Leads and Contacts showing intent to avoid inaccurate attribution data.
    {% endhint %}

***

## Criteria Selection Best Practices

It’s critical that we don’t dilute the system with Engagements that don’t represent actual Lead/Contact interactions. When configuring the criteria, admins should ensure that only Tasks that represent ***meaningful engagement*** with Leads and Contacts meet these criteria ***(at a similar level of engagement or higher than a web form submission).***

**✅ INCLUDE:**

* Completed calls with positive outcomes
* Product demos
* Customer-requested trials
* Meaningful meetings with decision-makers

**❌ DON’T INCLUDE:**

* Outbound voicemails
* Routine email follow-ups
* Administrative tasks
* Internal coordination activities

***

## Permissions

Before you get started, ensure you have the [required permissions](https://help.integrousanalytics.com/v1/docs/admin-console#prerequisites).

***

## Configuration Information

{% stepper %}
{% step %}

### Preparation

Before configuring Tasks to create Engagements:

1. Navigate to Setup → Object Manager → Sales Activity Config
2. Click Fields & Relationships → **Engagement Medium**
3. Add necessary picklist values
4. Repeat these steps for the Engagement Type field

{% hint style="warning" %}
❗Important

Ensure that the values set in **Engagement Medium** and **Engagement Type** conform to your organization’s **UTM Taxonomy**.
{% endhint %}
{% endstep %}

{% step %}

### Configuration

1. Navigate to the **Integrous Analytics** **App** → **Integrous Admin Settings** → **Engagements from Tasks**
2. Click the plus (+) button to add a set of criteria
3. Enter a descriptive name
4. Click "Add Criteria" to define your conditions
5. Select fields, operators, and values
6. Specify the Engagement Medium and Engagement Type values (required)
7. Optionally enter Campaign, Content, Source, and Term values
8. Enable the toggle to activate your configuration
9. Click Save

Tasks that meet your criteria will now generate Engagement records with your specified attribution data.

You can set multiple sets of criteria to generate Engagement records.

**Notes:**

* The resulting Engagement will be created as an Activation or Influencing Engagement depending on whether the Lead/Contact is dormant at the time the Engagement is created
  * See related [**Reactivation Eligibility**](https://help.integrousanalytics.com/v1/docs/reactivation-eligibility) article
* This configuration only applies to Tasks created after activation. Historical Tasks will not generate Engagements.
  {% endstep %}

{% step %}

### Configure Suppression Settings

To prevent excessive Engagements from Tasks:

1. Navigate to **Settings** in the **Engagements from Tasks** tab (located next to the plus (+) button)
2. Set the number of days to suppress additional Task-based Engagements (default is 30)
3. Click Save

This setting prevents creating multiple Task-based Engagements for the same Lead/Contact within the specified period, even if they are from different criteria sets. This is an additional safeguard against the dilution of Engagements from Tasks, in addition to the criteria best practices described above.

**Note:** Setting the “Auto-Suppress Engagements From Tasks” to “0” will suppress Task-triggered Engagement creation only if the Contact or Lead related already has an Engagement ***today***.
{% endstep %}
{% endstepper %}

***

## Example Configuration

* **Name:** "Completed Sales Demos"
* **Criteria:** Task Type = "Demo"
* **Engagement Medium:** "Sales Demo"
* **Engagement Type:** "Product Demo"

![Settings for engagement criteria in a task management system, including fields and logic.](/files/641981240ad48d62b3c9246d3b5ddbdac7acb056)

Attribution model that gives credit to multiple touchpoints throughout the customer journey, available in the BI reporting environment.

The process of identifying which marketing, sales, or channel activities contributed to generating Leads, Opportunities, and Revenue.

The specific kind of interaction (e.g., "Demo Request", "Whitepaper - Whitepaper Name", "Webinar - Webinar Name", "Sales Call with Positive Outcome").

The unique and aligned upon set of UTM parameters for your business. It’s important to standardize the usage of these to ensure clean reporting.

The beginning of a distinct sales process for a Lead or Contact. Occurs when a new Lead/Contact is created or when a dormant Lead/Contact re-engages with your business.

An Engagement record that captures additional interactions during an active sales journey. Always has a Parent Activation.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.integrousanalytics.com/admin-console/creating-engagements-from-tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.