Creating a Custom Event
Create a custom event in Engagement Cloud.
Prerequisites
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Ensure the user has:
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Permissions to use the Engagement Studio.
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Group Manager role.
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Ensure the user is logged in to the Engagement Studio.
TIP: Open the Engagement Studio while following this how-to guide.
Steps
1. Open the Events Management
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Select Settings (gear icon) in the left sidebar of Engagement Studio.
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Select TAGs and names.
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Select Events management.
In alternative:
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Select Engagement in the left sidebar.
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Select Global view.
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Scroll down to section TAGs and names.
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Select Events management.
2. Create a new custom event
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Click ➕ Add on the top right corner of the Event list panel.
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Enter the event information in the Add Event window:
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Name: Enter a name for the event. For example,
NameAndEmail.
This is the internal name of the event. -
Description: Enter a description for the event. For example,
Collect the visitor name and email..
Engagement Cloud can use the description as display name of the event in some places. -
Event type: Select
Generic. -
Billable: Select
No.
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3. Add context data fields to the event
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Enter the first property information for the context data fields:
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Property name: Enter
visitor_name.
This is the name of the field in the survey. -
Title: Enter
Name of the visitor (Event).
This is the display name of the field. -
Interpret value as: Select
Text.
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Click ➕ Add property to add another context data field.
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Enter the second property information for the context data fields:
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Property name: Enter
visitor_email.
This is the name of the field in the survey. -
Title: Enter
Email of the visitor (Event).
This is the display name of the field. -
Interpret value as: Select
Text.
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Click Accept.
Result
After you click Accept, the new custom event appears in the Event list panel. You can now use this event in your workflows.