Event configuration

Created by NotifyVisitors Team, Modified on Wed, 06 Dec 2023 at 11:41 PM by NotifyVisitors Team

Events are the lifeblood of your data-driven decision-making process, offering a glimpse into user behaviors and interactions on your website or application. Configuring these events effectively is pivotal in gathering valuable insights and improving user experiences. In this comprehensive guide, we will delve into the event configuration, exploring the various types of events and configuration options.

Configuration options

Effective event configuration is crucial for collecting meaningful data. NotifyVisitors offers robust configuration options primarily for custom events. To configure events, follow these steps:

To configure events start by navigating to the Settings menu and selecting "Events" under the Schema.

Here you will find all the event categories that are relevant for your business to track in detail.

Understanding event details

In the "Events" section, you will see the following details for each event:

Event name

Event name is the identifier that represents a particular action. Each event includes multiple attributes that are relevant to track for your business needs. 

For example, an "Order Fulfill" event can include multiple attributes such as billing address, zip code, city, country, and more. Clicking on an event name will display all the attributes associated with that event. These attributes include:

  • Data Type: This specifies the type of data being collected by the event. For example String, integer etc.
  • Created On: This indicates the date when the attribute was initially set up.
  • Status: You can set the status of an attribute to "active" for tracking, "inactive" for temporarily disabling it, or "discard" if you wish to remove it entirely from your configuration.
  • Options: Under "Options," you will find the ability to discard a particular attribute, giving you control over your event's configuration.

Event type

The "Event Type" defines the nature of the event, whether it's a system event or a custom event.

  • System events are predefined by NotifyVisitors. Whenever you connect your store, website or app with our platform, NotifyVisitors will automatically track the predefined events such as SMS sent, email sent, etc. To know more about custom and system events, please refer to “Track Events - Definitions, Attributes and Events”.
  • Custom events on the other hand are events that get added based on activities on your website or app. The specific nature of these events can vary depending on the website and the type of business. These events allow you to track and capture actions that are specific to your business. For example, you can track when a user submits a specific form or performs other actions that are important to your website or app.

Container usage

The "Container Usage" header encompasses the information related to the number of events that are stored in your NotifyVisitors account. 

Scope 

The scope determines how frequently the event is tracked. You can modify the tracking frequency by selecting one of the following options when clicking on the "Edit" option for an event:

  • “On Every Visit": This option ensures that the event is tracked every time a user performs an action. It captures the event data consistently, providing a comprehensive view of user interactions.
  • "Per Session": When you choose "Per Session," the event is tracked once during a single user session. It allows you to gather data specific to a user's session, which can be particularly useful for monitoring actions within a single visit.
  • "Once in a Lifetime": Selecting "Once in a Lifetime" means the event is tracked only once in a user's entire interaction history with your website or app. This option is ideal for capturing unique or rare actions that are significant in the user journey.

After configuring the scope, click on "Save" to apply the event setting. This ensures that your event is  tracked in accordance with your specific business needs and objectives.

Status: 

For each event, you can choose its status as per your tracking needs. Choose from the following-

  • Active - if you want to track it,
  • Inactive - if you wish to pause event tracking temporarily, 
  • Discard - if you want to disable event tracking permanently and moreover, the event will be completely removed from the dashboard during the configuration of journeys or segments.

Created on: 

It displays the date and time on which the event was created.

More options: 

Next to each event, you'll find a three-dots icon. Clicking on this icon provides essential actions i.e. edit, delete, analytics for event management:

  • Edit: This option empowers you to adjust the scope of a custom event which is previously explained under scope head. 
  • Analytics: Selecting this option will grant you access to detailed event analytics and insights, helping you understand how users are engaging with a specific event.

In this section, you explore the analytics for an event, you can utilize various filters to refine your data and focus on the aspects that matter most to your analysis. The analytics view provides several essential categories to help you evaluate and understand your event data more effectively.

  • Delete: With this option, you can remove an event from your configuration, allowing you to manage your event list efficiently.

Note

The container usage should be less than 25,000 for an event to be deleted.

Conclusion

Effective event configuration is essential for understanding user behavior and optimizing your digital platforms. You can utilize NotifyVisitors event configuration capabilities to gain valuable insights and drive continuous improvement.

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