User Manual

Add Custom Events

Add an event

Add Custom Events to a person from their profile. When a Custom Event is added directly to a person, the event records only for that individual person and no other people on your list are affected.

To add a Custom Event:

  1. Click People

  2. Search for the person’s email address using the Search by email search bar

  3. From the person’s profile, select the three dots in the upper right:

    Add Custom Event

  4. Click Add Custom Event

  5. Enter the event name (required) and properties (optional)

  6. Click Insert Event