Overview
Use custom events in Factors to track specific user interactions on your website that go beyond standard metrics. This lets you tailor your tracking to your business goals, like monitoring signups, form submissions, or lifecycle changes.
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 easy; follow along:
Log in to your Factors account, click on the Configuration icon in the navigation bar, and then click on 'Events.'
Once inside, click on the + New Event on the top right.
Name this custom event, and add a small description to explain what it does.
To understand this better: Let's create a Custom Event for a 'Scheduled Demo' being completed.
Set up the rules for this Custom Event by first selecting the CRM data source that you have integrated with Factors.
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 the 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.
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 support@factors.ai.