Basic terms

Meet Dashly basic terms: Events, Triggers, Timeout, Properties and Segments

Events

Event is an action of a visitor on your website, in an application, or on a server. You can define any event of a visitor or a lead that you want to capture (visited a page, clicked on a button, made an order, etc.).

Tracking events will help you in lead segmentation, building analytics and marketing automation.

This is how events in the lead card look like:

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Some visitors’ events are automatically tracked right after the installation of the script to your website. These include:

  • Session started
  • UTM parameters detected
  • Conversations: User started a chat conversation
  • Communication: Message sent
  • Communications: Message read
  • Communication: Message replied
  • Communications: Clicked on a link in the message
  • Communications: Unsubscribed from emails

All standard events can be found in the developers section.

You can also create and track custom events.

 

What events can be tracked?

By default, Dashly has 4 basic events:

  • Page visit
  • Scroll to the bottom of a page
  • Click on an element
  • Input field filling

You can also create and track custom events: viewing goods, starting an order, trying to leave the page, etc. - all of them can be created in Dashly.

 

How to create these events?

There are several ways an event can be created:

  1.  You can create basic events (page visit, page scrolled to the bottom, click on an element and filling in an input field) using tracking master without the help of the developer.
  2. Through the API. The most flexible way, but requires the participation of a programmer. You can read more about this method in the developer section.
  3.  JavaScript. Its advantage is in flexibility, and the disadvantage is the need to write a code. This method of data collection is described here.

 

Event Parameters

Dashly automatically records the date of the first and last instance of the event, and also counts the number of instances. These parameters can be used to filter leads by events.

 

Event properties

Each event can have properties. They complement the event in order to understand the context of the action done.

Here is an example of the properties of the "Session Started" event:

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Important! Do not confuse with the lead property! Read about them below.

 

Lead properties

Lead properties are such parameters as name, email, phone, city, UTM tags, a list of viewed items, cost of the items in the cart, etc.

In our system, two types of properties are distinguished: system and custom properties. System properties are collected automatically. The entire list of system properties can be found here.

Custom properties are collected after the appropriate configuration. You can collect any user properties via API with the help of advanced tracking master, or create them manually in the lead card - just choose “add a property” in the card.

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Some user properties are collected automatically:

  • Country
  • City
  • First source (referrer)
  • First source (domain)
  • First UTM Campaign Parameter
  • First UTM Source Parameter
  • First UTM Medium Parameter
  • First UTM Content Parameter
  • First UTM Term Parameter

1.pngThese are basic general user properties for any kind of site:

  • Name
  • Email
  • Phone

The email can be collected automatically from all fields on the website if the "Auto Tracking" setting is turned on.

 

A complete list of properties and events can be found in the documentation.

 

Trigger 

A trigger is a lead's action on your site which initiates auto message sending.

Any lead event can be a trigger. For example: session started, entered sign up page or clicked "Checkout" button.

 

Segment

Divide your leads into segments in order to send different messages and pop-ups. A segment is a group of leads allocated by the same properties or events.

Since lead properties can have different values (number, line, date, boolean variables or list), you can segment by their content.

Example:

we need leads whose name we know in order to send them personalized email - we choose name - is defined.

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Events can be filtered by its number, date of first and last event.

You can select all leads who have visited your site for more than 5 times or find everyone who haven't used a discount on your site (number of events, date of first and last event will have the same meaning since all of them are defined) or those who changed or added an email within last 5 days (last event date is less than 5 days ago). It all depends on your purposes. 

Read more about segmentation here.

 

Timeout

Timeout is a time delay for the message. 

Example: you want to send a promo code to a lead who has been visiting your website for more than 30 minutes. In this case you may indicate "session started" as a trigger and set 30 minutes timeout.

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It is important to note that if an auto message has a timeout, then lead properties and events will be checked when this time passes: triggered action happened - N-time period passed - lead segment that matches all filters is allocated - message sent.

Now you are able to send auto messages to the desired leads (segment) in a right time (trigger and timeout).

 

Lead tags

Tag is a special mark which you can add to a lead or a group of leads, so you can easily find them and segment in future. You may already know conversation tags in our service. Now you can add lead tags.

 

How tags are different from properties?

16.pngLead's properties are dynamic. For example, you have "Inactive for more than 30 days" segment.

It is obvious that as soon as a lead (who gets into this segment) enters the site, it will stop matching all filters of this segment.

Tags can be set and removed manually, so you will always be able to find particular leads. Example: you can add "loyal" or "waiting for an update" tags to quickly find these leads.

 

Segmentation and tags

You can easily find tagged leads and highlight them as a segment. Tags are participants of segmentation. Click on this tag to select all leads with this tag. Note that "+" sign appears on the left from tag's name. It means that you select all leads with this tag.

Example 1: Select all leads with "loyal client" tag:

Click on plus sign to exclude tag. Plus sign will be replaced with minus sign and you will see all leads without this tag.

Example 2: Select all leads without "Newsletter 123" tag:

Combine enabled and disabled tags for the most flexible segmentation.

Example 3: Select all leads without "Loyal client" and with "Promo" tag.

You can also use tags with events and properties.

Example 4: Select all leads with "Offer 123" tag and who started session more than 14 days ago.

You can also use logical operator OR. If you want to use it, just switch to "satisfies any filter".

Example 5: Select all leads without "Loyal client" tag OR "Offer 123" tag. In this case we will see all clients who participated in 123 offer.

 

How to add tags?

Option 1. In lead card.

You can add tags in lead card. You can also remove a tag from this lead. The tag will not be deleted from other leads.

Option 2. Select a group of leads in Leads tab.

Go to the Leads tab and tick everyone you want to add a tag, and click "add tag". Select a tag from the list or add your own and click "save".

Option 3. In email statistics.

Go to the email statistics, select any preferable leads and click on "add tag" button. You can add tag to all leads from the list as well.

Important! We would recommend you to wait for 40 seconds after adding a tag in order to update your base.

 

How this can help me?

Example: you make a manual newsletter with a New Year campaign. Some of leads read it, and some don't. Go to email statistics in order to find leads who read it and add a tag to them.

Let's add "Read newsletter - test" tag in order to send these leads this letter:

Now you can select all leads without this tag and send them another letter.

 

Another example

You have a new function, and you want to test it. Before making an official announcement of it, you can ask your most loyal clients to test it and leave some feedbacks. These leads will help you to understand whether there are any mistakes or bugs and if there is anything to add.

You can learn more information and feedbacks from a private conversation. Add "loyal" tag to this lead card (remember that lead tags are different from conversation tags).

All you need to do is to select a lead via tag and send a manual message.

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