This article will cover:

  • What are Events?

  • How to Configure Events

  • How to Adjust Events per Site 

  • How to Adjust Events per Campaign

  • How to Generate Event Pixels

  • Events Reporting


What are Events?


Events – actions that occur during a customer's journey – are a great way to track consumers’ actions and performance of your marketing goals, such as funnel stages, free trials, in-app purchases, paid subscriptions, leads, multiple sales and much more. 


Journey supports two types of Event tracking:

  • Macro Events: a Macro Event is considered a user action that is highly meaningful for your business strategy and directly tied to your KPIs, e.g. a sales transaction.

  • Micro Events: a Micro Event is a smaller action that you may want to track throughout a customer journey, e.g. subscribing to your newsletter, adding items to a shopping cart, or visiting a particular page. 


How to Configure Events


To add a new Event, complete the following steps:

  1. Click Channels from the main navigation 

  2. Click Brands from the sub-navigation 

  3. Click on the Brand name in the grid to open the Brand card

  4. Click on the Events tab on the Brand card

  5. Click on the Add button


From the “New Event” wizard that appears on the right hand side, complete the following fields:

  1. Assign a Name to this Event for how you would like it to display in Reporting

  2. Select the Event Type of Macro or Micro

  3. Select a Price Format of CPE or RevShare for any possible Affiliate Payout calculations

  4. Tick Active if you would like to track this Event

  5. Tick Allow Duplicate if you would like to track recurring actions for this Event to be included within reporting (this is recommended)

  6. Transaction ID Deduplication: when enabled, Journey will only track one Event per unique Transaction ID per customer (this is fraud prevention setting is recommended)

  7. Set a static Received amount if your revenue will always be the same for this Event. If your revenue is dynamic, set “0.00” and use the p parameter in the Event Pixel to send Journey the amount per Event. (For more information visit the Event Pixel Parameters article.)

  8. Set a static default Affiliate Payout amount if it will always be the same for this Event.  You can override Affiliate Payout amounts for this Event on both the Site Objective and the Campaign. 

  9. Tick Active for All Sites if you want this Event to be activated on all Sites by default

  10. Tick Event Payout/Received Trumps Other Sources if you want the Events Received and Payout amounts to override other settings such as Ecommerce Payout Rules

  11. Tick Portal if you want to display this Event within the Affiliate Portal

  12. Tick Suppress Affiliate Pixel if you do not want to support your Affiliate’s Global Pixel on this Event

  13. Tick Fire Global Pixel if you wish to fire your System Global Pixel for this Event

  14. Click Create to finish adding the new Event


To edit an existing Event on the Brand level, simply click on the line item for the Event and the editable fields will appear under the Event name on the right hand side. When complete, click Save.


How to Adjust Events per Site 


On the Site card, you can activate, inactivate or adjust certain settings for each Macro and Micro Event. 


To make adjustments to your Event on the Site card, complete the following steps:

  1. Select the Objective you wish to update Events for

  2. Click on the Event Name line item to open the settings on the right

  3. Adjust the Active tick box if necessary

  4. Adjust the Received amount if your static revenue amount has changed for this Event

  5. Adjust the Payout amount 

  6. Click on the Caps tab next to the Event details to cap an Affiliate’s Event commissions in a given time period


How to Adjust Events per Campaign


On the Campaign card, you can activate, inactivate or adjust certain settings for each Macro and Micro Event. 


To make adjustments to your Event on the Campaign card, complete the following steps:

  1. Click on the Events tab on the Campaign card

  2. Click on the Event Name line item to open the settings on the right

  3. Adjust the Active tick box if necessary

  4. Adjust the Payout amount if necessary

  5. Click on the Caps tab next to the Event details to cap an Affiliate’s Event commissions in a given time period

  6. Click Save


How to Generate an Event Pixel


To generate an Event Pixel, complete these steps:  

  1. Open the Site Card

  2. Click on the Pixel button

OR

  1. Click on the Action Menu Icon 

  2. Select Generate Event Pixel 


From the “Generate Event Pixel” wizard, complete the following steps:


  1. Select the Site from the dropdown

  2. Select the Event(s) you wish to generate pixels for

  3. Tick Include Request Session ID if you wish to support cookieless tracking through your Event Pixel

  4. Tick Include User ID if you wish to pass your unique user or customer ID for cross-device and offline attribution support

  5. Tick Ecommerce Parameters if you wish to append Ecommerce parameters such as SKU, order total, etc. to the pixel(s) (This will only be available if you’ve licensed the Ecommerce module.)

  6. Click Next

  7. Verify the Tracking Type – while the default is set to Standard, other options include:

    1. Mobile: which provides both the Android and iOS SDK

    2. Fallback: which is used for Journey’s propriety Postback/Fallback method 

    3. JS SDK: which utilizes CAKE's JavaScript library to support first-party cookie tracking, this is the recommended option.
  8. Select the Pixel type you wish to implement

  9. Copy to your clipboard

  10. Click Finish to close the wizard

  11. Paste the Event Pixel on the appropriate thank-you page or configure the Postback URL within your Server


Events Reporting


You can report on Macro and Micro Events in each Journey Analytics report as well as the Insights dashboard. 


For more information, please see the Events Report article


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