Introduction to events

Events are customer activities on the website (visits to a website, adding a product to a shopping cart) and also user’s activities towards customers (such as sending messages to them). They are the basic input used for analyses and further actions in Synerise.

Tip: For new Synerise users, we recommend the course about events.

Use of events


Events are used mainly in the Analytics module. Because events and their parameters are measurable, users can build various types of analyses. They can group customers into segments, create funnels, count the occurrence of events, their sum, average, minimum and maximum values, prepare reports, calculate conversion rates, build loyalty point structures and so on.

They are used in the Automation module as well. A workflow created in this module can by triggered by a particular behavior of a customer and their behavior can also determine progressing through the workflow as well.

The AI module analyzes events such as visits to the website and purchases to predict churn rate or predict the most successful conversion path. Whereas the statistics of the AI Search are prepared based on product purchase, product search and search click events.

Event types


There are two types of events:

  • default events - these events are collected as a result of implementing a tracking code into the website or SDK event tracking, examples: page.visit, message.send, transaction.charge. A full list is available here
  • custom events - these are all events defined by a user and added on the interface or sent to Synerise.

Collecting events


Events are collected as a result of:

To power the application with archival data, users can also import historical events to Synerise.

Event definitions


In Data Management > Events - You can check the event definitions with description (if added) and parameters assigned to the events. The definitions manage what kind of data is accepted by an event or added to that event when its enriched.

<figure>
<img src="/docs/assets/events/_gfx/event-details-event-list.png" alt="Event details available on the list of events" class="full" >
<figcaption> Event details available on the list of events </figcaption>
</figure>

Viewing events


In CRM > Customer’s profile > Activity list, The activity list contains actual events received from customers. Clicking an event results in displaying the details:

Event details available on the activity list on the customer's profile
Event details available on the activity list on the customer's profile

Event retention


Each event in Synerise has a defined time range when it is available in the random-access memory. It means that it’s available for Synerise users in the application for creating analyses or available on the activity list on the customer’s profile.

Custom events added by a user by default are available for 30 days.

Other events, generated by Synerise in response to the customer’s behavior on the website or by actions taken towards customers by Synerise users have various retention period. By default, the retention of events (if not stated differently under a contract):

  • visits - 90 days
  • message events - 30 days
  • transactions - lifetime
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