Event Sources

Manage the data relating to events pushed from first parties such as websites, apps, etc.

Overview

The demand is to track how many successful orders have been made in a month.

Analysis	Action in CDP 365
To have a successful order, an audience needs to take the action of purchasing. That action is an event in CDP 365.	Create an event representing the purchasing action
The number of successful orders isn't insightful enough if it is used in a Marketing campaign. Therefore, the data related to audiences, products, etc. are also demanded to make a complete analysis.	Create event attributes indicating audiences, products, etc.
Besides, these orders occurred from which sources if there are multiple sources generating revenues.	Create a source defining where these orders made

Analysis

Action in CDP 365

To have a successful order, an audience needs to take the action of purchasing.

That action is an event in CDP 365.

Create an event representing the purchasing action

The number of successful orders isn't insightful enough if it is used in a Marketing campaign.

Therefore, the data related to audiences, products, etc. are also demanded to make a complete analysis.

Create event attributes indicating audiences, products, etc.

Besides, these orders occurred from which sources if there are multiple sources generating revenues.

Create a source defining where these orders made

Steps of creating a Source

When creating a Source, it is required to assign events to track the interactions of audiences in that domain.
After having events, it is required to assign event attributes for the event to make the event insightful.
Therefore, when creating a Source should have event attributes and events beforehand.

Type of creating a new one

There are two options for creating an event attribute, an event, or a source

'Create new attribute' is to create a new one
'Create from existing attribute' is to create a new one based on the settings of an existing attribute, event, or source in CDP 365. The name and the description are required to change.

Event attributes

Create an event attribute

Click create button
Select the type of creating
Set the configuration of event attribute

The configuration

The settings of an event attribute include

Attribute type includes
- Attribute is an event attribute
- Line-item attribute is an event attribute that allows calculating complex formulas
- For example, quantity and price are event attributes, but the total price of an order is a line-item attribute due to the complexity to calculate the total price. It requires the total quantity multiply the price.
Attribute name
Attribute internal code is the code generated from the attribute name
Description
Data type is the data format of values, for example, number, string, text
- Display as is the specific format of event attributes, for example, if 'data type' is number then 'display as' is percentage, number, or currency
- Is required is to make the event attribute required field
- Auto suggestion is to make values of the event attribute automatically suggested when applying it.

Events

Create a new event

Click create button
Select the type of creating
The settings of a new event include 2 steps
- Fill event info
- Assign event attributes

The configuration

Step 1: Fill event info

Event name
Description
Event internal name is the code generated by event name
'Event action' and 'Event category' define an event. The combination must be unique for each event.
Icon is the image making management of the event easier

Step 2: Assign event attributes

Left-hand side propose event attributes and Business Objects having in CDP 365
Right-hand side contains event attributes and objects are assigned for the event
Event attributes
Object reference is Business Objects
Main object is the main Business Object into which the event aims to push data. Each event has one main object. Main object also contains line-item attribute.
Foreign object is a Business Object to which the data of the event relates. An event could have multiple foreign objects.
For example, the purchase event could have
- Event attributes: quantity, price, etc.
- Main object: Product, the total revenue.
- Foreign objects: Customers, Promotion, etc.

Sources

Create a new source

Click create button
Select the type of creating
The settings of a new source include
- Choose source type
- Fill source info
- Assign events

The configuration

Step 1: Choose source type

Choose the type of source aimed to create
There are 4 types and the settings of each type are different
- Websites
- Mobile App
- Server
- Cloud Service

Step 2: Fill source info

Source name
Description
Domain: starts with http:// or https:// if the source type is a website
Icon: an image represents the source
Associate with UTM: If selected, it will automatically sync data from UTM to ATM

Step 3: Assign event

Choose event template. The event templates proposed by CDP 365 are already assigned event attributes and objects.
Assign events for source
- Clickto add new a event to the source
- Click to remove an event/event attribute/object reference
Choose event attributes and objects

Check the new created ones

Basic functions

Remove

Select an event attribute or an event
Go to EDIT
Could take action of Remove or Make a copy

Note: Source can't be removed

Duplicate

If demanding to create a new event attribute, event, or source from an existing one

Hover over the selected existing one
Click Duplicate icon
Go to the settings
Fill the name and the description.

Go to the assign setting

Click to view the final settings (detailed settings of assign) of an event attribute, an event, or a source.

Event attributes

Click the name of the event to view the settings of the event attribute, and could edit the name and the description.

Events

After choosing a specific event to view, you could see 2 tabs:

Attribute: Showing the list of Event Attributes assigned to it. You are able to adjust this list by clicking the Assign button

Setting: Showing the configuration of the event

Sources

The details of a source include two tabs

Events tab shows the traffic and the list of events the source has
Setting tab shows the configuration of the source

Events tab

The tab includes 2 parts

The chart shows traffic of the source in a set Time range
- Number Of Rejected: number of events rejected
- Number Of Received: number of events received
The list of events assigned in the source

List of events

Status

The status shows the ability of tracking data of an event

means the event doesn't track data

means the event is tracking data

Name

Hover over the name of an event

Click the name to view detailed traffic and event attributes of an event
Click to get the tracking script of event. Tracking script is a technical term that must be added to the source code for an event to start tracking data from the source.

Details of an event in a source

The details include 3 tabs

Event log: Shows the traffic the event received or rejected

Event Attributes: To point out the list of event attributes assigned to it and make any adjustment you want. By using the status toggle, these attributes could be enabled or disabled to track data.

Event Settings: To optimize the performance of CDP 365 and better manage the data from events in a specific Event Source

Priority Streaming: To choose which event is prior to be recorded the data. If it's on, the event will be recorded realtime. And if not, there will be a certain delay (not too long) to record the event.
Used for product recommendation: It allow users to determine whether the event data is used in recommending product
Streaming to Customer Journeys: Users are able to choose which events will be used in Customer Journeys. This option is only displayed in events assigned in the Event Sources of Server type. For the Website & Application type, the events are automatically added in the Customer Journeys.
Record event data in Visitors/ Customers profiles: Only the events having this option turned on could be display in Visitors/ Customers profiles