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Introduction
In this guide, we explore how to create custom events within a chatbot platform, understanding what custom events are, and how they can be utilized to enhance your analytics and user engagement strategies.
Custom events are user-defined actions or occurrences that you want to monitor, such as sales, bookings, or milestones.
They enable businesses to gather specific insights tailored to their goals, providing a granular view of user interactions.
Step-by-Step Process to Create a Custom Event
1. Accessing the Custom Events Section
Login to your chatbot platform.
Navigate to the Contents tab located on the left-hand menu.
Select Custom Events from the options presented.
2. Initiating a New Custom Event
Click the "New Event" button located at the top right corner.
Note the limit of 50 custom events for tracking purposes (this may increase in the future).
3. Defining the Custom Event
When creating a new event, you will need to:
Field | Description | Example |
|---|---|---|
Event Name | Unique identifier for the event |
|
Description | Optional; details about the event | Tracks total number of template sales |
Parent Middle Name (Text Value) | The main text associated with the event | Template Name |
Parameter Name (Pricing) | Optional; for tracking price | Price |
Parameter Name (Quantity) | Optional; for tracking quantity | Quantity |
Example Scenario: Tracking a template sale
Event Name:
Template_SaleDescription: Tracks total number of template sales
Parent Middle Name: Template Name (e.g., "Business Template")
Parameter for Price: Pricing (e.g., "$50")
Parameter for Quantity: Quantity (e.g., "1")
4. Saving and Viewing Events
After filling in the necessary details, click Save.
To verify, navigate to the Analytics section.
Although initial counts may be zero, the system will log:
User details
Event specifics (e.g., template name, price, quantity)
Timestamp
Types of Custom Events and Use Cases
Custom events are versatile and can be tailored to various business needs:
Sales Tracking
Example: Tracking each product or service purchase.
Appointment Bookings
Example: Monitoring scheduled appointments.
Loyalty Program Milestones
Example: Tracking user achievements or rewards.
User Engagement
Example: Tracking interactions like clicks or form submissions.
Content Interactions
Example: Monitoring views or downloads of specific templates or resources.
Sample List of Custom Events:
Template_SaleAppointment_BookedLoyalty_MilestoneContent_ViewedForm_Submitted
Visual Representation: Custom Event Creation Workflow
Best Practices for Custom Events
Limit the number of events to avoid clutter; prioritize key actions.
Use descriptive names for easy identification.
Leverage parameters to capture detailed data points.
Regularly review analytics to optimize user engagement strategies.
Plan event structure based on business goals and user journey.
Summary Table: Key Features of Custom Events
Feature | Description | Example |
|---|---|---|
Limit | Up to 50 events (may increase) | Manage within this cap |
Flexibility | Fully customizable | Sales, bookings, milestones |
Parameters | Optional data points | Price, quantity, user ID |
Analytics | Track event occurrences | Number of sales, engagement rate |
Use Cases | Diverse applications | Marketing, sales, retention |
Practical Tips for Effective Custom Event Tracking
Define clear objectives before creating events.
Use consistent naming conventions for easy analysis.
Incorporate parameters to gather actionable insights.
Test events to ensure accurate data collection.
Combine multiple events for comprehensive user behavior analysis.
Final Thoughts and Next Steps
Creating custom events is a powerful way to tailor your analytics to your specific business needs. By systematically tracking user actions like sales, bookings, or milestones, you can gain valuable insights that inform your marketing strategies, improve user experience, and drive growth.
In the next phase, you'll learn how to trigger these custom events based on user interactions, enabling real-time data collection and more dynamic engagement strategies.