Overview
Custom events in Factors are a way to track specific behaviors that are important to your unique marketing and sales process. While Factors already tracks a variety of standard events across marketing channels, custom events give you the flexibility to add and track other events that are specific to your business needs. Specifically, you can easily monitor and measure changes in your CRM properties, for example top conversions and events you want to keep an eye on, such as signups or purchases.
In case you haven't already, you can integrate your CRM with Factors using this doc↗️
Setting up a Custom event
Setting up Custom events inside Factors is simple, just follow along:
Log in to your Factors account and click on the Configuration icon and inside click on Events.
Once inside, click on the + New Event on the top right.
Add the name you want to call this Custom Event and a small description for your team. Lets create a Custom Event for a Scheduled Demo being completed.
You can now set up the rules for this Custom Event by first selecting the CRM data source that you have integrated with Factors. Here’s a guide↗️ to integrate your CRM with Factors if you haven’t already.
After selecting the data source, select the CRM object. For this Custom Event, we are using Hubspot Contacts as the object.
Now select the Rule for evaluation. This sets up the parameter for what will count as an Event. For our Custom Event, we need to look at a Specific Change in the lead stage.
Now, add the New value and Previous value to specify the change in value that should be counted as an event in the selected object property.
Finally, select the time of event as either the date when the property was modified or any of the other date properties inside your CRM from the dropdown.
Hit Save and that’s it! Your Custom Event has now been set up inside Factors.
This is how you can set up Custom Events inside Factors.
Please Note- It can take a couple of hours before the Custom Event can be used inside reports.
Need help setting up more complex Custom KPIs for your organisation?
You can reach out to us via Intercom Chat or write to us at praveen@factors.ai.