Information for: DEVELOPERS   PARTNERS

Creating and managing events

To help you understand how your website visitors interact with your website, and to receive a personalized experience, your website sends your visitors’ interactions (also known as captures) to Acquia Lift. Depending on your website’s size and implementation, you must consider thousands of types of interactions.

Acquia Lift includes descriptive containers called events you can use to compartmentalize your captures by a common theme (such as shares or registrations) or conversion events (including clicks).

Creating new events

To create new descriptive events for the website visitor captures Acquia Lift receives from your website, complete the following steps:

  1. Sign in to Acquia Lift, and then click the Configure tab.

  2. From the left menu, click the Events link.

  3. Click the Add new event link.

  4. In the Event Name field, enter a descriptive name for the event you want to track.

  5. In the Event ID field, enter the machine name for the event.

  6. In the Customer Site list, click the website to which you want the event to apply. Click Global to use the event across all your websites.

  7. The Event Type list describes how visitors interact with your website.

  8. Click Save to create the new event. The new custom event displays in the form as shown in the following screenshot:

    Custom Event

After you create a new event, you must send the capture request from the webpage using Google Tag Manager.

To send the capture request, you must locate an existing trigger in Google Tag Manager, and create a tag with custom HTML.

For more information about creating or using an existing trigger, and creating a tag using Google Tag Manager, see Creating a custom event capture with added variables.

Example: Creating a Capture event with Google Tag Manager

In the following example, you must track when a person submits a quote request on your website. Although not comprehensive, the acceptance criteria has two parts:

  • The user has clicked on a link from your Drupal website with the URL containing thank-you within it.
  • You can segment those users in Acquia Lift.

Requirements

  • The website has Acquia Lift installed.
  • The website has Google Tag Manager installed.
  • The Button Click has the Element URL variable associated in Google Tag Manager.
  • The website has a Thank you page after form submission where the URL displays as /thank-you.

Follow the preceding process to create a new custom event in Acquia Lift.

Creating a trigger in Google Tag Manager

If a subscriber trigger already exists in Google Tag Manager, you must use the subscriber trigger instead. If no trigger exists, create a new one using the following process:

  1. Sign in to your Google Tag Manager account.

  2. Click Triggers.

  3. Click New.

  4. Name the trigger Submit Request Quote.

  5. Enter a trigger type named Clicks - Just Links.

  6. Configure This trigger fires on to Some Link Clicks.

  7. Under Fire this trigger when an Event occurs and all of these conditions are true, configure the variable to an auto-event variable using Element URL containing thank-you. You must create the auto-event variable:

    • If Element URL does not exist, create a new auto-event variable with the following information:

      • Variable Type – Element URL

      • Component Type – Path

        The Variable Configuration form for the auto-event variable displays as shown in the following screenshot:

      Variable Configuration

  8. Save the Submit Request Quote trigger. The new trigger displays as shown in the following screenshot:

    Submit Request Quote Trigger

Creating the tag in Google Tag Manager

  1. Sign in to your Google Tag Manager account.

  2. Click Tags.

  3. Click New.

  4. Name the tag Lift - Submit Request Quote.

  5. Add a Custom HTML Tag.

  6. From the HTML tag editor, paste the following script:

    <script>
    _tcaq.push(['capture', 'request_quote']);
    </script>
    

    Note

    The capture can use any method within the Lift API.

  7. Under Triggering, select the checkbox, and associate the Submit Request Quote trigger with the Lift - Submit Request Quote tag.

  8. Save the Lift - Submit Request Quote tag to display like the following screenshot:

Submit Request Quote Tag

Testing the tag in Google Tag Manager

  1. Sign in to your Google Tag Manager account.
  2. Click Preview.
  3. Open your website where you will see the Google Tag Manager preview in the window.
  4. From the menu, open the /thank-you login link in a new tab, leaving your Google Tag Manager preview intact.
  5. The Lift - Submit Request Quote tag will have fired, and will display in the Google Tag Manager Summary section under Tags Fired On This Page.

Testing Acquia Lift received the data

  1. Before logging into Acquia Lift, grab the Acquia Lift tracking ID from your browser cookies.
    • In Chrome, you can Inspect, and then open Application > Cookies.
    • From Cookies, copy the tc_ptid for your website URL.
  2. Sign in to Acquia Lift, and from the People search field, paste the cookie tracking ID from the preceding step.
  3. Click your user, and open the Profile Details screen.
  4. You will see the Property Membership Status with a value of True for your user.

You have now created a Custom Event in Acquia Lift, and have effectively used the Acquia Lift JavaScript API to capture event data.

Managing your events

To list and manage the events available for your use (including removing those you no longer want to use), complete the following steps:

  1. Sign in to Acquia Lift, and then click the Configure tab.
  2. From the left menu, click the Events link.
  3. To view a filtered list of events, complete the following steps:
    1. Enter your search criteria in the Find events field. Leave the field empty to display all events.
    2. In the Customer Site list, click the website whose events you want to display. Click Global to list all your websites’ events matching the search criteria in the Find events field.
  4. Click Find.

To edit an existing event, click its Event Name, and then change its values as required. Ensure you click Save to save your changes.

To delete an event, find the event you want to remove, and then click its Delete link.

Note

Removing an event does not delete the captures associated with the event from Acquia Lift.

Viewing reports based on events

After you create a campaign, and Acquia Lift begins to receive captures from visitors, you can use the Person details page to display the number of those types of events Acquia Lift received for a particular visitor.

To view information about all events captured by Acquia Lift:

  1. Sign in to Acquia Lift, and then click the Analyze tab.
  2. From the left menu, click the Analytics Explore link.
  3. Go to Explore, and in the Event profiles field, click Event Name.

Displaying filter settings

To display filter settings, click Filter to the right of the field name.

Limiting report results

To limit the report’s results to those visitors who have one or more of a particular event in their history, complete the following steps for the Event Name field:

  1. In the list of filtering options for the field, click the filter you want to use—for example, click Contains to limit search results to visitors with events in their history containing your search term.
  2. In the empty field, enter the event name for which you want to search. Depending on what you enter, Profile Manager will prompt you with website events you can click.
  3. If required, click the plus sign ( + ) to create more event name filters.
  4. After you have made all your filter changes, click Run.

The report displays information about the event or events you have specified.