This article will cover the following:
- The Definition of Events in CAKE
- How to setup Events in CAKE
What are Events?
Events are actions that occur before or after an initial conversion or application install. Events are created and live at the brand level and can be activated or deactivated at the offer level per each offer that utilizes them.
They can be paid or non paid actions and you can choose to show them in the affiliate portal or not.
Events do not need to occur in a linear order. Events are a great way to track multiple steps or actions within a funnel, free trials, tweets, likes, shares, in-app purchases and paid subscriptions, leads and multiple sales.
Setup > Enable Events
By default you should have access to the Events feature. You simply need to go to the main Setup tab > Tracking Settings and then click the checkbox to Enable Events and click Save.
Add Events > Brand Level
Events will be located on the Brand card. Events are stored at the brand level so that you can easily apply them to multiple offers without having to recreate each one. Events can be used for 3rd party, Hosted and Host-n-Post Offers.
- By default the "Conversion/Install" event will always show as the main conversion for the offer. This is what the general rules of the offer will use for the conversion.
- Add new events by clicking on the Add button
Event ID: Empty until saved
Name: max characters = 50 (to limit length in reporting)
Event Type: Macro or Micro - By default the "Conversion/Install" Macro Event will always show as the main conversion for a Site. This is what the general settings and rules of the Site will use for the conversion. You can change the "Default Conversion/Install" Macro by creating additional Macro Events and selecting "Default" on the newly created Macro. Only Macros can be selected as a default option. Micro Events are not an option for a "Default Conversion/Install" setting.
Price Format: Cost per Event (CPE) or Revshare
Active: This setting will be on by default and will make the advertiser (global) event available. If this is edited later or is turned off during creation it will not show up on the offer card event
Allow Duplicate: This will turn deduping off for the specified event and allow multiple conversions for this event.
Ignore Duplicate Transaction ID's: When enabled CAKE will only allow one unique Transaction ID per micro event id. This option is configurable by Site or by Advertiser.
Payout: Received %, Received: Default amount paid to the affiliate for the event. This the percentage or whole amount of revenue from the advertiser for this event, and the .
Portal: When enabled events will be shown within the Affiliate Portal
Suppress Affiliate Pixel: When enabled, occurrences of the event will not result in the affiliates pixel being piggybacked.
Active for All Sites: Setting to active will make this event available to all of this Brand's Sites & campaigns and setting to inactive will disable this event from showing "Active" on the Brand Site cards.
Fire Global Pixel: If enabled, the global Brand pixel will fire each time this event occurs.
The global pixel option on the event tab should only display when global pixel is enabled in Setup.
Add Events > Brand Level (continued)
Active for All Offers: Setting to active will make this event available to all of this brand's offers & campaigns and setting to inactive will disable this event from showing "Active" on the Brand Offer cards.
Fire Global Pixel: A global pixel for each event can be set here as well (postback URL, postback delay, Pixel)
Global pixel will not pay attention to global pixel settings that applies to conversion.
The global pixel option on the event tab should only display when global pixel is enabled.
Event Payout/Received Trumps Other Sources: For each event type we will add check box for "trump ecom payout rules" which will override the rules set for an eCommerce offer
Your new event will show in the event area. Events do not need to occur in a specific order, however you may want to see the events ordered for reporting purposes.
Click on the Order Events button to create how you would like the events to be reported on. You will be able to set the sort order of the events for reporting in the Order Events card. Simply drag and drop within grid to reorder and click Save.
Events on the Offer level
Once you have setup your Events on the brand level, you can apply those events to an offer.
From the Offer card> Modify, remove or add event and settings/permissions
- All events setup at the brand level will display on this tab (unless filtered)
- Active Events: Checked by default. Unchecking will show all offer level events that have been set to inactive. Keep in mind that if set to inactive at the advertiser level the event will never show on the Offer card.
Note: For brand level events you may only change active (for the offer), paid and received
Publishing Events: By default, when creating an Active Event on the Advertiser card, that Event is set to Published on the Offer and Campaign cards. Published status can be overridden at the Offer as well as on the Campaign card.
Publish can be set at the Offer, and Campaign levels. A Published Event will carry these certain characteristics:
- Affiliate Portal = TRUE - The event will show to the Affiliate in the Portal views
- Suppress Affiliate Pixel= FALSE - The Affiliate pixel associated to that Event will fire from CAKE
- Price = any numeric value - The price assigned to that Event will show in the Affiliate Portal
*Note: Since Event payouts are not assigned for Public and Apply to Run Offers in the Affiliate portal, any Event that is Published will be counted towards a "Price Range" shown with the Apply to Run or Public Offer line item in the Offer grid. This is the range between the lowest and highest payout of the published events associated to the Offer and shown to the Affiliate in order to see how much potential earnings they can make.
Unpublish Events (set the Publish box unchecked):
If you would like to track Events that you wish not to show to the Affiliate that you are tracking, you can leverage the Unpublish feature within CAKE. By Unpublishing an Event you are essentially giving the following characteristics to that Event:
- Affiliate Portal = FALSE - Will not show in the Affiliate Portal
- Suppress Affiliate Pixel= TRUE - CAKE will not fire the Affiliate pixel associated to that Event
- Price = will be hard coded and set to $0.00 - CAKE will associate a zero price which will not show in the Affiliate portal
Affiliate Portal "Range"
Where applicable, you can assign caps at the event level as well. Just as you would with click and conversion caps, you can specify these details:
Interval: None, Daily, Weekly, Monthly and Custom. None begins counting from creation, and custom has a specific designated start date.
Redirect When Cap is Reached: By default, CAKE will not redirect traffic when an individual event cap has been reached as there may be other events or conversions that still have allocation. However, if you choose, you can have CAKE redirect upon reaching an event cap by checking this checkbox.
Event Cap Behavior: This is just like conversion cap behavior this setting - defaulted to the global setting telling CAKE how to attribute event conversions that result from clicks that occurred prior to the event cap being reached. You can choose between 5 other options (Advertiser Payment, Affiliate Payment / Advertiser Payment, No Affiliate Payment / Ignore Conversion / No Advertiser Payment, Affiliate Payment / No Advertiser Payment, No Affiliate Payment) to override the global setting.
Event cap alerts
There are also corresponding event cap alerts as well, following the convention of existing cap alerts which can be found in Setup > Alerts.
- Approaching Offer Event cap
- Approaching Campaign Event cap
- Reached Offer Event cap
- Reached Campaign Event cap
From your Channels tab, click the Stats subtab you will be able to select from the various reports (channel, offer, campaign etc.) then expand the view by clicking on the blue arrow icon.
Once you've expanded the reporting view, click into the number of reported Events. When you click on the Events column number, the
Conversion Report Events card pertaining to the brand's events will load.
You can customize the view of this card to see the specific details of each event. You can also drill down into Events.
Events filter: You can add an Event filter called "Events" which will list each event by name.
You can now add a Third Party Name for your events to if your Advertiser is looking to track with a value that is not the Event ID. You can add this in the Advertiser card and on the Events tab. Once you have added this you can add an "en=" parameter on your pixel and your event pixel fire will and attribute according to the value specified here.