Custom Events in Data Model

Take the personalization of your marketing campaigns even further and customize the kind of data you want to collect with Custom Events.

We know that no two businesses are completely alike, so it follows that not all will need to collect the same Event data from their customers.

With Custom Events you can tailor exactly what type of information is collected and stored in APSIS One Profiles, providing a richer overview of how Profiles are interacting with your brand.

So if you want to know when a booking was made, when an order created, and any other Events related to your Profiles, create a Custom Event that suits your purpose.


In this article


Event Categories

We have made three default categories of Custom Events, making it much easier for you to group them according to their purpose and your strategy.

Transactions

Use Transaction Events to log transactions that are unique to your business.

These Events can be used to handle essential service aspects like forgotten password requests, satisfaction surveys, post-purchase product reviews, etc.

Conversions

Use Conversion Events to keep track of how your prospects advance in their customer journey.

These Events are useful to record a history of meaningful shifts in your customer lifecycle, such as a visitor becoming a customer by making a purchase or a customer advancing into a higher loyalty tier.

For example:

Signals

Use Signal Events to gather information about your visitors or customers' meaningful interactions.

These Events can help you keep track of specific actions visitors do in your website, like voting in one of your website's polls or answering a survey.

For example:


How to Create a Custom Event

Have in mind that, once you create a Custom Event, the Event will have a unique version ID. If you later edit a Custom Event, it will gain a new version and you will have the option to select which version of the Event you wish to use in your APSIS One activities. Read more about Event Versions...

1. To start creating a Custom Event, first head over to Settings, and in the Section tab, select the Section you wish to work with.

2. Select Data Model in the left hand navigation, and then click Custom Events in the menu.

3. Choose which Custom Event category you want to create, between Transactions, Conversions, and Signals.

Read more about Event categories...

4. Click the Add New button to get started!


Name

Enter the Event Name for your Custom Event. This will be visible when choosing the Event for future use.

All Custom Events have a source field where you need to add information about where this Event is coming from. Example Website, API, My Page, Checkout etc.


Data Fields

Let's add some data fields for your Event.

What's a data field?

Events are indications that a Profile has performed an action. All Events contain their specific Event data, which adds extra information about how the event was performed.

While an Email - Click Event contains the Event data regarding which link was clicked, in which email, etc., your custom Events may contain as many as 20 different different fields that describe the Event in detail. Read more about Events...

Under Field Name, enter the name of the data field. By default, you'll see some pre-made fields when you create a new custom Event.

Expand the Field Type drop-down menu and pick which type of value you wish to map to the field name. Choose between Text, True/False, Number or Number with decimals.

To delete a field, click the X icon on the right of the field.

To add more fields, click Add New Field.


Allowed Operations

This setting only applies to operations performed by APSIS One's API and Integrations. It is intended to give you control over which identifiers can be used to read or write Profile data by external systems.

For example, you can adjust these settings to keep third party systems (like for advertising or social media) from reading sensitive Profile data by disabling the read permission for the email identifier linked to your third party system.

Click the C circle to expand and choose an option.


Save

Once you have filled in all of the details, click Save. If you click Cancel, your progress will be lost.

Congratulations on creating your Custom Event! The Event will be displayed under the type of Custom Event you chose.


How to Edit a Custom Event

Before you begin

After you edit and save your Custom Event, APSIS One will temporarily disable editing for one hour. Make sure that you make all the changes necessary before you click Save, as you will have to wait one (1) hour before you can make additional changes.

Please note that an edited Custom Event cannot be used until one hour after it has been modified.

Also, have in mind that, once you create a Custom Event, the Event will have a unique version ID. If you later edit a Custom Event, it will gain a new version and you will have the option to select which version of the Event you wish to use in your APSIS One activities. Read more about Event Versions...

1. Make sure you're in the Custom Events tab in Data Model.

2. Locate the Event you wish to edit and click the three dots in the top right corner, and then click the pencil icon.

3. Edit your Event. These changes will be reflected only in this particular Section.

About Allowed Operations

This setting only applies to operations performed by APSIS One's API and Integrations. It is intended to give you control over which identifiers can be used to read or write Profile data by external systems.

For example, you can adjust these settings to keep third party systems (like for advertising or social media) from reading sensitive Profile data by disabling the read permission for the email identifier linked to your third party system.

Click the C circle to expand and choose an option.

4. Done? Click Save.

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How to Hide Custom Events

Hidden Custom Events will not appear in Profiles and any activities within your APSIS One account, but they will not be deleted. Hiding an Event cannot be undone. Read more about hiding Profile data in this article...

1. Locate the Custom Event you wish to hide. Click the three dots on the top right corner, and then click the eye icon.

2. Are you sure you want to proceed?

This action cannot be undone.

Click Hide to confirm.

The Custom Event will be hidden from Profiles and any activities within your APSIS One account.


Enable Web Tracking

Read more in this article.


Next steps

Ready to work with your new Event? Take a look at these articles:

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