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Event Types

Customer Success Team

Last updated on Apr 18, 2024

Event types are groups of events sharing common features or attributes that distinguish them from other events. They enable you to offer a range of choices to customers. Each event of a certain type may have distinct attributes to cater to different customer preferences.

Here, you can:

  • create a new event type;
  • search for the corresponding event type;
  • sort the event types by alphabetical order, creation status, and types.

Creating an Event Type

To create an event type:

  1. Click + New Event Type.
  2. Indicate the event type name.
  3. Select the icon from the respective drop-down list.
  4. Click Save.

Assigning a New Field Group

You can create a new field group and assign it to the event type. The field group is a collection of related attributes that describe the event. Before creating a field group, make sure to create fields with options, if necessary (see Product Fields).

To create a new field group:

  1. Click New Field.
  2. Indicate the group name in the popup that opens.
  3. Select the corresponding fields.
  4. Click Save.

Once the field group is created, it is automatically generated in the new event form (see Event List).

Tip: To delete, edit or duplicate field groups, click the Dotted Menu, and opt for the appropriate option.

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