Record Custom Events in Workflows, Rules, and Bulk Operations using the Record a person's custom event action. When a person passed through the action, the event is recorded.
Record a Person's Custom Event
To record a custom event in a Rule:
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Go to Workflows > Rules
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Select the rule you'd like to record a custom event in
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Select the trigger for the rule
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Under What actions should we preform? select Drip > Record a person's custom event
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Enter the event name
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Click Save Rule
To record a custom event in a Workflow:
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Go to Workflows > Workflows
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Select the workflow you’d like to record a custom event in
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On the node you’d like to record the custom event, click +
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Select Action > Record a person's custom event
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Enter the event name
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Click Update Action
To record a custom event in a Bulk Operation:
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Go to People > Bulk Operation
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Click + New Bulk Operation > Choose a segment of existing people > Next step
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Select the people to record the custom event for with the filter
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Click Next
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Select Drip > Record a person's custom event
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Enter the event name
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Click Next
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Click Schedule Operation
After a custom event has been recorded, view it on a person’s activity timeline or under Analytics.
Add a Filter to a Custom Event
Click + Add a filter to define the event properties. The properties you add here will be included in the event data.
Define the Event Properties
Event properties consist of an Identifier and a Value.
Identifier
An Identifier is a variable name that stores a given value.
Value
A Value is a piece of information that is contained inside of the event property identifier.
To define the event Properties:
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Click + Add a filter
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Enter the Identifier
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Enter the Value
Event properties are optional in Custom Events.