Record a Custom Event
Record Custom Events in Workflows, Rules, and Bulk Operations using the Record a custom event action. When a person passed through the action, the event is recorded.
Record a Custom Event
To record a custom event in a Rule:
Go to Automations > Rules
Select the rule you'd like to record a custom event in
Select the trigger for the rule
Under What actions should we preform? select Drip > Record a custom event
Enter the event name
Click Save Rule
To record a custom event in a Workflow:
Go to Automations > Workflows
Select the workflow you’d like to record a custom event in
On the node you’d like to record the custom event, click +
Select Action > Record a custom event
Enter the event name
Click Update Action
To record a custom event in a Bulk Operation:
Go to People > Imports/ Bulk Ops
Click + New Bulk Operation > Choose a segment of existing people > Next step
Select the people to record the custom event for with the filter
Click Next
Select Drip > Record a custom event
Enter the event name
Click Next
Click Schedule Operation
After a custom event has been recorded, view it on a person’s activity timeline or under Analytics.
Add a Filter to a Custom Event
Click + Add a filter to define the event properties. The properties you add here will be included in the event data.
Define the Event Properties
Event properties consist of an Identifier and a Value.
Identifier
An Identifier is a variable name that stores a given value.
Value
A Value is a piece of information that is contained inside of the event property identifier.
To define the event Properties:
Click + Add a filter
Enter the Identifier
Enter the Value
Event properties are optional in Custom Events.