Adding events in customer cards

You can send events manually directly from a customer card. It's useful in situations when you want to change event parameters, but cannot do it in an automated way.

An example of use is correcting the loyalty points when a customer submits a complaint, products are returned, and there is a need to return to the amount of points before the purchase.

Requirements


A tracking code implemented into the website.

Procedure


Image presents a section of a card of an exemplary customer
A section of a card of a customer
  1. Go to CRM icon CRM.

  2. Find a target customer. To make it master, you can use the search box.

  3. Go to the customer's card by clicking the customer's name.

  4. At the bottom of the activity list, click the Add event button button.

  5. From the dropdown list, select an event to add to a customer by ticking the checkbox next to the name of the event. The list contains all tracked events.

    Tip: You can find the whole list of the events and their parameters in Assets icon Assets > Events.
  6. Confirm your choice by clicking the Save button.
    Result: A pop-up opens. The basic parameters of the event are added automatically.

  7. You can add other event parameters as well by clicking the + Add field.

  8. Enter the name and value for the added parameter. If you add a parameter that does not exist in the system, it is added to the event's configuration system-wide.

  9. To complete the process, click the OK button.
    Result: An event appears on the activity list of the customer.

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