Event Tracking Overview

#Overview

The Event Tracking addon sends events from supported plugins to CRMs that have an “events” or “activity” component.

The currently supported platforms are:

• ActiveCampaign
• Bento
• Brevo
• Customer.io
• Drip
• Encharge
• FluentCRM
• Gist
• Groundhogg
• HubSpot
• Intercom
• Klaviyo
• Mailchimp
• Omnisend

#What are events?

WP Fusion can track user activity by applying tags in your CRM or marketing automation platform, for example based on a product purchase or course progress.

Tags can then be used to unlock content on your site, trigger automated enrollments, or to trigger automations or email sequences in your CRM.

Tags are a great way to check the state of a customer or member, for example:

• • “Active Subscription – Product A”
  • “Gold Member”
  • “Opted In”
  • “License Expired”

These tags all give you an overview of the state of the contact in your CRM.

#Using tags to track events

Tags are not great at tracking things that happen over time, or in a particular sequence.

For example using tags to track a student’s progress through a course can result in something like this:

The student gets a new tag every time they view or complete a lesson, but this results in a bunch of tags with no context as to when each event happened. You also lose the “big picture” information underneath all the activity-tracking tags.

#Using events to track events

Using events simplifies this greatly. Look at this example from ActiveCampaign.

The course progress shows up on the right side of the contact record, alongside purchase and automation activity.

For each event we can see when it happened. In cases where the events have values, like quiz attempts, we can see those as well (i.e. quiz scores).

Just like tags, events can also trigger automations. In this case we have an automation that’s triggered when a quiz is passed with a grade of 75% or higher.

And events can be used as conditions in automations. This is especially powerful because you can perform logic on how many times the event has happened for that contact.

#How to configure events

Events can be managed in two places:

1. On the individual post settings (for example a product, form, or course)
2. In the global settings, at Settings » Event Tracking

The global settings interface looks like this:

For each detected plugin integration, you will see a list of triggers, and their configured events.

If events have been configured on individual posts, they will also be listed under their respective trigger.

You can click Add Trigger to add a new trigger to the integration, and then select the trigger type from the dropdown. By clicking the merge tags button in the input field, you can select dynamic properties that will be merged into the event when it is triggered.

A preview beneath the event inputs will show you what the event will look like, using sample data.

#Multi-key events

With Bento, Brevo, Customer.io, Engage, FluentCRM, Gist, Groundhogg, Intercom, Klaviyo, Mailchimp, and Omnisend, events can contain any number of key/value pairs.

This lets you sync more detailed information about each event, and allows you to use multiple data points simultaneously in your triggers and conditions.

If your CRM supports these types of events, the Event Tracking UI will update to allow multiple keys and values for each event.

#General settings

You can find the general settings for event tracking at Settings » WP Fusion » Addons.

There is currently one setting:

• Log Events: By default all events are recorded to the activity logs. If you don’t want to record events to the logs, you can un-check this setting.

#Performance

The Event Tracking addon was designed with performance in mind. Any events that are generated during a page view are saved up, and are sent to your CRM in the footer of the page, after everything else has loaded.

In addition, Event Tracking API calls are sent “non-blocking”, which means the API calls are sent to your CRM without waiting for a response. This means the API calls are sent basically instantly, and shouldn’t cause any noticeable impact on your site’s speed.