Managing event definitions

The activity of your website’s visitors is saved in Synerise as events. For example, opening the page is saved as the page.visit event.
Sometimes, events also define the activities directed to the user, such as sending an email (message.sent) or a web push notification (webpush.send).
The application can generate these events thanks to the implementation of a tracking code and/or mobile SDK.

The events are identified by their action property, which takes a <domain>.<occurrence> format.

You can add custom event definitions in the following ways:

• Through the interface (described in this article)
• Through the API by using the Custom event method. When you use that method to send an action which is not known in the system, a definition is created automatically from the new data.

By default, the custom events you add have a 30-day retention period.

Requirements

You must have permissions to access the Data Management module and perform operations there.

Adding event definitions

In the Web application

1. Go to Data Management > Events.

2. Click New event.
   Result: A pop-up appears.

3. On the pop-up, fill in the fields:

   • Source name is the system name of an event, usually in an context.action format, for example page.visit.
     • This name can’t be changed later.
     • It must be 2-32 characters long.
     • Diacritic characters aren’t allowed.
     • The following special characters are allowed: -, _, .
   • Display name is a human-readable name shown in the Data Management > Events menu, Automation and in Analytics.
   • Description is shown in the Data Management > Events menu.
   • The JS SDK event settings determine how the JS SDK can use the event. Make sure you have already configured a certificate to validate authentication tokens. For more details, see Event authentication settings.

   

   • Availability in Analytics and Automation cannot be changed when adding a new event. You can change this setting later.

4. Click Create and define settings.
   Result: You are redirected to the view of event settings.

   • In Overview, you can find a summary of the settings you already defined (source name, label, value type, visibility).

   • In Event enrichment, you can select a catalog or catalogs from which you can supply information about the event.

     

     1. Click Open.
     2. Click Add first catalog.
        Result: A pop-up appears.
     3. From the Catalog dropdown list, select a catalog whose data will be used to enrich event parameters.
        Result: The Catalog item key and Event parameter fields appear.
     4. From the Event parameter dropdown list, match the event parameter with the primary key of the catalog. By clicking the eye icon next to Primary key, you can preview values from the primary key column.
        When the value of the selected parameter is the same as the value in the primary key column of the catalog, the event will be enriched with data available in the corresponding row of the catalog. You can learn more about it in Event parameters and enrichment.
     5. To add more catalogs, click Add catalog and repeat steps III and IV.
     6. Confirm by clicking Apply.

   • In Parameters, you can add event parameters which will contain information related to a particular occurrence of an event.

     1. Click Define.

        

     2. Click Include or create parameter.
     3. To add existing event parameters:
        1. Click Include event parameter.
           Result: A pop-up appears.
        2. On the pop-up, select the parameters which you want to include in the event information.
        3. Optionally, if you want to apply custom settings to the parameter for a particular event, enable Override settings for this event. Fill out Display name override, Description override, Value type override, and Visibility override, to define custom display name, description, event parameter type, and visibility.
        4. Confirm by clicking Apply.
     4. To create a parameter:
        1. Click Create parameter.
           Result: A pop-up appears.
        2. Fill out the configuration form according to instructions in Adding parameters to events.

5. Optional: On the Display settings tab, fill in the fields:

   • Display name is a short event title shown in a Profile’s event history.
   • Description is a longer description shown in a Profile’s event history.

   

   Tip: In Display name and Description, you can use Jinjava to refer to the event’s parameters or add logic. See instructions and examples.

By sending an event to the API

When you send a previously unknown event to the /v4/events API, the event’s definition and parameters are automatically added to the Data Management > Events view.
Such an event has no display name, description, title, or details, and is visible in analytics.
The event’s parameters are also added, without any descriptions, and are available in analytics.
You can edit the event definition and parameters to fill in the additional data.

Editing event definitions

You can update an existing event. Some settings cannot be edited.

1. Go to Data Management > Events.
2. In the list of events, find the event you want to edit.
3. Click the .
4. From the list, select Edit.
5. In the window that appears, edit the data in the same way as when adding the definition.

Changing event visibility in analytics

By default, each event is visible in analytics.

You can enable or disable the visibility of an event in the analytics:

1. In the list of events, hover over the visibility icon of an event.
2. Switch the toggle that appears.

Adding parameters

See Event parameters and enrichment.

Managing enrichment

See Event parameters and enrichment

Using variables for displaying event data in Profiles

If you want insert dynamic values or even logic into an event’s summary on a Profile’s card, you can use Jinjava.

Inserting event parameters

Additional parameters which can be used as variables are stored in the params object in the event’s data. They are accessed with the {{ params.paramName }} syntax.

You can also access the system parameters outside of the params object, for example {{ action }}. The label parameter is an exception and is always treated as an empty value.

Example

You can use the params.message property of the event from the figure below to display a dynamic Title and Details.

In this example, a world.greet event with a custom message parameter is saved to the Profile’s history:

In the event definition for world.greet, the following Jinjava is added:

On a Profile card, the variables are processed and displayed in the event summary:

Advanced usage

You can use Jinjava elements from the following articles:

• Jinjava tests
• Jinjava filters
• Jinjava tags

Example

If a parameter does not exist or is an empty string, you can insert a placeholder value.

In this example, the dogname parameter does not exist in an event’s data.
In the event definition for world.greet, the following Jinjava is added:

On a Profile card, the variables are processed and displayed in the event summary: