Events and Attributes

Analytics is part of the Synerise system, which aims to study customer behavior and create consistent communication around the brand based on real-time data. The analytical module includes functionalities such as creating personalized KPIs for the company based on customer behavior, building sales funnels, creating dynamic segments or designing an individual dashboard with analytics. Thanks to these solutions, we are able to combine information and personalize numerical data in order to evaluate the effectiveness of our marketing and sales activities.

Business benefits

  • Synerise allows the creation of personalized analytics based on client data sent to the system. This maximizes the utility of the system in meeting the needs of Synerise customers.
  • The biggest business advantage of analytics is that it is based on data collected to Synerise from online stores and from stationary facilities.
  • The analytics also allows the creation of indicators for the assessment of the company’s operations through the use of a tool for building KPIs based on data in the application, and then their downloading in the form of advanced reports.

Before you start

You have to know that in Synerise we divide data about customers into two categories: customer attributes and events. Based on these we can build analytics - funnels, metrics, histograms, reports and segments in the analytics section. Working automations can also be built from attributes and events.

At Synerise, we divide data about customers into two categories: customer attributes and events. Based on these we can build funnels, metrics, histograms, reports and segments in the analytics section. Working automations can also be built from attributes and events.

Attributes - Generally speaking, these are pieces of demographic data about customer, like gender, location and contact data (email, phone number etc. and other data connected with them). These attributes can be added manually but are also generated through other data points like transactions or tracking of common attributes. In Synerise, these include:

  • club card number,
  • company,
  • consent to receive newsletters,
  • consent for processing customers’ data only for the order,
  • email address,
  • consent to receive SMS messages,
  • house/ apartment number,
  • login during purchase,
  • name,
  • newsletter,
  • password reminder,
  • phone,
  • product opinion,
  • product rating,
  • purchase without registration,
  • question (query text),
  • registration,
  • sex,
  • street,
  • surname,
  • tax identification number,
  • terms,
  • zip code,
  • country.

Events are connected with customer behavior and activities we can measure. All customer activities can be described as events. They can be, for example, a page visit, filling in a form, making a purchase or gaining scoring points. Some of the most common events in Synerise platform include:

  • adding tags,
  • updating client data,
  • adding clients,
  • refreshing a page,  
  • ignoring a web-push,
  • displaying dynamic content,
  • opening a newsletter,
  • connecting users,
  • sending a form,
  • blocking a web-push subscription,
  • clicking on a newsletter link,
  • identifying a client,
  • beginning a session,
  • ending a session,
  • sending an email,
  • giving marketing consent,
  • withdrawing marketing consent,
  • sending an sms,
  • deleting tags,
  • deleting clients,
  • adding automation,
  • completing automation,
  • beginning automation,
  • newsletter resignations,
  • deleting notes,
  • adding notes,
  • adding tasks,
  • signing up for a newsletter,
  • reaching a limit on sms campaign,
  • delaying an automation,
  • registering a client,
  • reaching a limit on email campaign,
  • not sending messages,
  • updating tags.

Events

You can only use and measure events based on collected data, so you must integrate Synerise with all tools or platforms from which you would like to collect data. For example, to be able to measure the transactions and visits in offline store you have integrate your POS with Synerise.

Remember that you must choose measurable events. To measure customer behavior on a website, you need to add tracking codes, but to measure purchased products you need to integrate our platform with your transactional system.

In order to view the collected event list, go to Data Management > Events.

Image presents the process of creating a segmentation
Preview of event list
  1. Click on the event you want to examine.
  2. Describe the event in Descriptions.
  3. Use the slider to determine whether the selected event will be visible on the list of events in analytics and automation.
  4. Use the menu to add event to Synerise.
  5. You can also add property to existing event.
  6. All parameters within the Create or Update event are on the screen. It is enough to expand the list.
WARNING: Descriptions will be visible from the moment the event is chosen in automation and when creating analytics.

As part of the events section in the Data Management module, you can:

  • Create and edit new events.
  • Create and edit new parameters.

Create a new event

After clicking Add event option you can create and describe new event in the system.

A blank form for adding events
A blank event form
  1. Define the source of the parameter.
  2. Define the name that will display in the system.
  3. Describe the event, the description will be accessible in automation analytics.
  4. You can also define the groups to which your events belong.
  5. Use the slider to determine whether the selected event will be visible on the list of events in analytics.
WARNING: Remember that your profile will display only those events which can be measured. So, for example, if you have not tracked your forms yet or you deselect an event in Data Management they cannot be used.

Creating a new parameter

To create a new parameter, click Add property button.

A blank event property form
A blank event property form
  1. First of all define the source of the parameter.

  2. Define the name that will appear in the system.

  3. Describe the event, the description will be available in automation analytics.

  4. Property type allows you to define the category of the values in the parameter. You can choose from:

    • String - text data.
    • Conventional data.
    • Numbers.
    • Boolean - data in the form of steps.
    • Array - data in the form of a list (ranked).
  5. You can define the groups to which your parameters belong.

  6. Link to option allows you to connect parameters with a specific access path.

Tip: You can edit all of the steps listed in this section at any time by clicking the right-hand menu.

Attributes

The list of attributes can be found in Data Management. Some of them have already been sent to Synerise, like information from a contact form, but you can also add the attributes manually. In order to view the collected attributes list, go to Data Management > Params manager.

A blank attribute form
A blank attribute form
  1. Click on the attribute you want to examine,
  2. Describe the attribute in descriptions section,
  3. Use the slider to determine whether the selected attribute will be visible in the list of attributes in analytics.
WARNING: Descriptions will be visible when the attribute is selected in the automation and during the creation of the analytics.
Note: You can use expressions, aggregates, segmentations and tags as attributes for your analysis.

As part of the events section in the Data Management module, you can create or edit parameters for Attributes.

Create or edit an attribute

To create a new attribute parameter, click Add property, and to edit a specific attribute, click its menu in the right corner. The editors look and work the same way.

A blank attribute form
Adding/modifying a property
  1. Define the source of the parameter.
  2. Define the name that will display in the system.
  3. Describe the event, the description will be accessible in automation analytics.
  4. You can also define the groups to which your parameters belong.
  5. Use the slider to determine whether the selected event will be visible on the list of events in analytics.
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