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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 Personalization. Depending on your website’s size and implementation, you must consider thousands of types of interactions.

Personalization 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 an event

To create an event:

  1. Sign in to Personalization and click Configure.

  2. In Configuration, click Events.

  3. Click the Add new event link.

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

  5. In Event ID, enter the machine name for the event. If you leave this field blank, Personalization generates the ID.

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

  7. In Event Type, select your reporting option or how you want your visitors to interact with your website. The available options are:

    • Action
    • Click
    • Conversion
    • Other

  8. Click Save to create the 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 Using Google Tag Manager with Personalization.

Managing your events

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

  1. Sign in to Personalization and click Configure.
  2. In Configuration, click Events.
  3. To view a filtered list of events, complete the following steps:
    1. In Customer Site, select a website from the list of available options. This is the website that contains the events that you want to view. Select Global to list all your websites’ events matching the search criteria in the Find an event name field. Note that the system displays the site name and not the site ID.
    2. Enter your search criteria in the Find an event name field. Leave the field empty to display all events.
  4. Click Search.

Editing or deleting your event

You can edit or delete the events that you have created. You cannot edit or delete events that are created by other users in your account.

To edit an existing event:

  1. Sign in to Personalization and click Configure.
  2. In Configuration, click Events.
  3. Click the event name that you want to update. Personalization displays your event name as a hyperlink.
  4. Update the fields as required.
  5. Click Save to save your changes.

To delete an existing event:

  1. Sign in to Personalization and click Configure.

  2. In Configuration, click Events.

  3. Locate the event that you want to delete and click the Delete link.

    The system displays the Delete Event pop-up window.

  4. Click OK.

Note

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

Viewing reports based on events

After you create a campaign, Personalization starts receiving captures from visitors. You can use the Person details page to view the number of events that Personalization received for a particular visitor.

To view information about all events captured by Personalization:

  1. Sign in to Personalization and click Analyze.
  2. In Analyze, click Analytics Explore.
  3. In Profiles, click Event > 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, Personalization 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.

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