Overview

An event is any interaction of an account with your company, such as clicking a button, submitting a form, or viewing a page. By tracking events, you can identify areas where you need to improve your website or marketing strategy to increase conversions and revenue.

Along with the many behavioural events Factors tracks across your marketing channels, you can also set up specific behavioural events that are important to your individual marketing and sales process as Custom Events. An example of a Custom Event for your organisation could be a conversion of a lead from MQL to SQL which you can set up according to your internal definitions.

You can learn more about how to set up Custom Events inside configurations↗️

Building your event report

Building an event report inside Factors is easy, just follow along:

Log in to your Factors account and click on Reports in the top Navigation Bar.
You will now see your dashboard. From there simply click on + New Report and choose Event Report.
This will open the Query Builder where you can start building your Event report.
To start, select a Segment you wish to Analyse.
1. All Users: List of all users with data aggregated across Website, CRM and other touch points.
2. All Accounts: List of all accounts with data aggregated across Website, CRM records, LinkedIn engagement, G2 intent etc.
3. Identified Companies: List of companies identified on your website.
4. LinkedIn Company Engagements: List of companies that engaged with your ads on LinkedIn.
5. G2 Engagements: List of companies that engaged with your G2 page.
6. HubSpot Companies: List of companies from your HubSpot Company object.
7. HubSpot Deal: List of deals from your HubSpot Deal object.
8. Salesforce Account: List of companies from your Salesforce Account object.
9. Salesforce Opportunity: List of opportunities from your Salesforce Opportunity object.

Adding events

To begin, add an Event you wish to use for this report with the + Add First Event button.
You can choose from all the events Factors tracks automatically along with any Custom Events you have set up for your organisation. Let's look at a simple event like Pricing Page Visit.
Click Run Analysis and you can generate a report that looks like this.
You can select the date range, and the trend parameter from the top left to display the data as you need. You can also change the Visualisation from the top right.
You can also add a comparison to visualise change in your KPI using the Compare button.

Adding filters

You can apply filters to individual events and the entire report to get the precise data you are looking for. Let's try to look at the Companies from India who visited the pricing page and have annual revenue in the range of $10M-$25M.

Click on + Add New below Filter By. Let's add filters for Country = India and Revenue Range = $10M-$25M.
Click Run Analysis and you can generate a report that looks like this:

Adding breakdown

Breakdown is a powerful way of segmenting your data based on a desired criteria. You can group your data and visualise it exactly the way you want. Let's break down the report we generated earlier and find out the size of the companies that visited our pricing page.

Click + Add New below BREAKDOWN and add Employee Range
Click Run Analysis and you can generate a report that looks like this:

Saving a report

You have just built a report you wish to save. Here’s how you can do that:

Click on the Save button on the top right
Give your report a name and a description for your team to quickly understand the context. Then select the Dashboard(s) you want to add this report to from the dropdown and hit Save.

And that’s it! That is how you can create an event report inside Factors, add Filters, Breakdown and Save the report to your Dashboard.

Need help setting up more complex Event Reports?
You can reach out to us via Intercom Chat or write to us at praveen@factors.ai.