Introduction

In this detailed overview, we explore the process of creating, triggering, and analyzing custom events within UChat.

Custom events are essential for tracking specific user interactions, such as purchases or form submissions, enabling businesses to gather valuable insights and optimize their workflows.

This guide walks you through the step-by-step procedure to set up custom events, trigger them via flows, and interpret the analytics data, all while customizing parameters like currency and product details. Whether you're a beginner or an experienced user, this comprehensive summary will enhance your understanding of managing custom events effectively.

Step-by-Step Process for Triggering and Logging Custom Events

1. Creating a Custom Event

• Define the event: Start by creating a custom event in your workspace. This involves specifying the event name, such as "Template Sale".

• Set parameters: Include relevant details like:

  • Template Name (e.g., "Real Estate Template")

  • Price (e.g., 197)

  • Quantity (e.g., 1)

  • Currency (e.g., USD, EUR, AUD)

2. Integrating the Custom Event into a Flow

• Access the Flow Builder: Navigate to your flow where you want to trigger the event.

• Insert an Action Node:

  • Click on the "+" to add a new node.

  • Select "Action" from the options.

• Configure Event Actions:

  • Go to "Advanced Actions".

  • Choose "Lock Custom Event".

  • Click "Edit Action" to select your specific custom event (e.g., "Template Sale").

• Specify Event Details:

  • Assign a name to the event, such as "Real Estate Sale".

  • Input parameters:

    • Template Name: e.g., "Real Estate"

    • Price: e.g., 197

    • Quantity: 1

    • Currency: Set according to your preference (see below for currency customization).

3. Triggering the Event Post-Payment

• Placement:

  • Position the custom event action after the user completes payment.

• Additional Logging:

  • You can add multiple event logs if needed, for example, to track different stages or actions.

4. Preview and Verify Event Logging

• Preview the flow:

  • Use the Preview feature to simulate user interaction.

  • Complete a test transaction.

• Check Analytics:

  • Navigate to the "Custom Events" section under Analytics.

  • Confirm that the event data has been updated.

  • Review details such as:

    • User name

    • Template name

    • Price

    • Quantity

5. Customizing Currency Settings

• Access Workspace Settings:

  • Go to Workspace Overview.

  • Select "E-commerce" settings.

• Change Currency:

  • Use the dropdown menu to select your preferred currency (e.g., EUR, USD, AUD).

  • Save changes.

• Effect of Currency Change:

  • The price displayed in your custom events will automatically update to reflect the new currency.

  • For example, switching from AUD to EUR will display prices in Euros.

Additional Insights and Tips

Key Points to Remember

• Multiple Events: If managing multiple product types or events, ensure each has a unique name and parameters.

• Parameter Flexibility: You can dynamically set parameters based on user input or transaction data.

• Currency Customization: Changing the workspace currency affects all subsequent event logs.

• Event Placement: Position your custom event actions strategically within your flow for accurate tracking.

• Preview & Testing: Always test your flow to confirm that events are logged correctly before going live.

Looking Ahead and Advanced Topics

In this guide, we've covered the essentials of creating, triggering, and analyzing custom events within UChat. By integrating custom events into your flows, you gain granular insights into user behavior and transaction details, empowering data-driven decisions. Adjusting parameters like currency and product details allows for tailored tracking aligned with your business needs.

In upcoming tutorials, we will delve deeper into API integrations for custom events, enabling more advanced automation and real-time data management. Additionally, we'll explore comprehensive analytics dashboards to interpret your event data effectively, helping you optimize your marketing strategies and improve user engagement.