Events

An event is a signal about changes in the user profile. Events can be generated by changes in the profile field values, by user activity or inactivity (on the website, in campaigns), or by pre-configured API requests. They are used to launch triggered campaigns i. e. serve as triggers. As soon as the system receives a signal about a certain event (for example, a click or added product), it automatically launches the corresponding workflow.

Events can be generated both in the system and in external systems such as CRM or CMS. In the second case, events are sent to our platform via API.

Event Categories

There are 6 event categories in our system:

1. Click: generated by a click on the link in the email assigned to the event. This is a default category. Read more on how to assign a workflow to a CTA.
2. Subscribe/Unsubscribe: generated by a click on Subscribe/Unsubscribe in the subscription form or on the unsubscribe page. This is a service category that is configured by our support team when they create the corresponding form.
3. RFM: generated when subscribers migrate between segments depending on their activity. The category is chosen when you set up triggers based on RFM analysis (R – the time since the last activity (purchase/open); F – the frequency of purchases or opens; M – money customers spent). For example, you can set up a trigger when users move from the segment “bought 3 months ago” to the segment “bought 6 months ago” category, and send corresponding reactivation campaigns in time.
4. Import: a default category that is used to launch a workflow after contact import. You can also create other events in the Import category on your own. For example, import of male contacts only can launch one workflow, and import of female contacts only – another.
5. Notification: a service category that is automatically created after trigger failure alerts settings.
6. Other: generated by all custom events that can be created manually or sent via API, for example, website registration, adds to cart, etc.

Events from the categories Link and Other are most common, events from RFM and Import are less common. To facilitate the automation process, the following most often used events are available in the system by default:

• Confirmed subscription (Click);
• Import of new contacts (Import);
• Filled form (Subscribe/Unsubscribe).

Creating an Event Type

You can create events in two ways:

• Automatically (via API, after setting up the launch conditions for regular workflow and workflow based on changes in the contact's field)
• Manually.

The event sent via API is automatically registered in the Other category. Read more on API integration.

To create an event manually, go to Automation → Event types and click New event type.

Follow the steps below:

1. Fill in Name (required).

2. Fill in Key (required). A key is a unique event identifier that is registered in the system. You can fill in any text in Latin, with numbers allowed, for example, click, sale1, etc.

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Note

The main requirement is that the key should be unique for every event.

3. Add a description that will help you quickly identify what the event is used for. Next to the event type name in the general list, you will see a document icon; when you hover over it, a description will appear.

4. In Category, select the necessary event category.

5. If you're subscribed to Segmentation by user events, enable Use event for contact segmentation. Segmentation primarily applies to user-generated events sent via API.

Note

To subscribe, please contact our sales team sales@yespo.io

6. Enable Validate parameters.

If the option is enabled, the system only accepts an event whose structure complies with the validation rules.

More about Validating Event parameters >

7. Click Add.

After this, a new event type appears in the Event types list.

Launching a Triggered Campaign on Event

Creation will differ depending on the event category, but the main steps are as follows:

Step 1. Registration in the System

At this stage, you need to create an event in Yespo or provide integration with the system to send custom events via the API (see “Creating an event”).

Create an event manually or send it via API. All created events are displayed in Automation → Event types.

Step 2. Create a Workflow

Create a workflow that will be launched by the created event. For example:

• click in the message (Click);
• subscription (Subscribe/Unsubscribe);
• import of new contacts (Import);
• migration of subscribers from active to passive (RFM);
• website and app activity (Other, Subscription, View);
• order (initialized, in progress, delivered, canceled).

1. Go to Automation → Workflows and click New workflow.

2. Enter the workflow name and description (optionally).
3. Build the workflow by dragging the necessary blocks and connecting them.

This is an example of the workflow that will be triggered by a click on the Learn more button in the message. All contacts that have clicked this button will be added to a separate segment Opened, and will receive an additional message with details of the previous offer.

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Note

To extract the data out of order and pass it to the message, use Get order block

Step 3. Link the Event to the Workflow

1. Go to Automation → Workflows and click Trigger configuration.

2. In pop-up window activate Start configuration switcher and select the event.
3. Click the Event-based tab and select one of the process unique events option:

• Each time: to launch the workflow each time when receiving the event. For example, choose this option for the triggered workflow Order. Each time your customer makes an order, they will receive a corresponding message (for example, confirmation). If they make 3 separate orders per day, they will receive 3 messages.
• Once: to launch the workflow only once regardless of the number of events sent by the same contact. For example, choose this option for a welcome series after the first purchase: no matter how many orders the customer makes, they will receive only one welcome series.
• Once in every ____ hours/days/weeks/months: to launch the workflow once within a given period of time. For example, choose once in 1 hour for abandoned carts. If the same customer abandons cart 3 times in an hour, the workflow will process only one event and send only one message.

4. Click Apply.
   The event will appear in Launch conditions of the configured workflow. The workflow will appear in Linked workflow of the assigned event.

Step 4. Launch the Workflow

Click the Activate icon and confirm your action.

The status of the workflow will change to active.

After you link the event to the workflow, this event will trigger the workflow launch for the contact whose information (email address, phone number, token) is sent in the event. Contact information is sent in an integral part of the event.

{ "params": [ { "name": "ContactId", "value": "22222" }, { "name": "EmailAddress", "value": "youremail@gmail.com" } ] }

Viewing, sorting, and validating event parameters

Go to Automation → Event types to view available event types.

Activity Statuses

To sort events by activity, select the appropriate filter:

• All statuses
• Active
• Inactive

At the top of the list, is a set of additional filters to sort events by specific metrics.

You can sort from highest to lowest value and vice versa.

Event Type Dependencies

Event type dependencies represent the relation between the event type and a workflow or dynamic segment.

To filter event types by dependencies, select the tab:

• All dependencies
• Launch workflow (specified in the workflow start configuration),
• Stop workflow  (specified in the workflow stop configuration),
• Enabled segmentation (events are used to build a dynamic segment),

• Without dependencies.

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Note

One event type can have multiple related workflows and dynamic segments. In this case, dependencies are grouped, and their quantity is displayed.

Event types created for regular workflows and workflows based on contact field changes contain:

• Segment name, segment ID.
• Contact field name, contact field ID.

Click on the dependency to open the Dependencies of event type window, which provides detailed information about the associated workflows and dynamic segments.

The green marker next to the workflow indicates that this workflow is active.

Click on the preview icon to view and edit related objects.

Daily Statistics

Activate the checkbox on the tab in the left menu to filter event types and workflows with declining metrics, as well as events with errors

• Volume decline
• Launched workflows decline
• With errors

Declining metrics are displayed in orange so that you can promptly notice events that require attention.

Additional Actions with Event Types

Clicking on the three dots in the event type field reveals a menu with the following options.

Analytics

Charts display metrics of event and workflow activity, and error metrics, and include the following categories

• Total events count
• Launch workflow
• Stop workflow
• Contact not found
• Parameters errors

More about event analytics  >

Event history

This option shows the launch history of the selected event.

Parameters validation / Structure preview

Add validation parameters so that the system accepts only events that correspond to them.

If an event is used for contact segmentation and has already been transmitted to the system, you can view its structure on the Structure preview tab and compare event parameters with the validation rules you've set. You can also copy the structure parameters.

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Note

When transmitting new parameters, they will add to the event parameter structure, while the existing ones will remain unchanged.

Delete

The event is deleted along with its history, and recovery is not possible

Event Search

To find a specific event, enter its name in the search bar.

Event History

You can view the events sent to the system in Automation → Event history.

If no events have been sent, the tab will be empty.

You can track events sent to Yespo, filter them by name and time, and search by key.

Event type, its key, linked workflow, the contact found (if event segmentation is used), and time when the event is registered, are displayed in the general list of events.

Click the event to see its parameters.

This information will allow you to monitor the workflow in progress.

If you have any questions, please contact to support@yespo.io