Events

Events track user actions in your product. Use them to trigger messages, measure engagement, and build behavior-based targeting rules.

What are Events?

Events are actions users take in your app:

  • Signed up

  • Created a project

  • Invited a team member

  • Exported data

  • Completed onboarding

  • Used a specific feature

Each event is recorded with a timestamp and optional properties.

Why Use Events?

Behavior-Based Targeting

Show messages based on what users have (or haven't) done:

  • "Show onboarding checklist to users who haven't created a project"

  • "Show upgrade prompt after user exports 5+ times"

  • "Celebrate users who invite their first team member"

Automatic Checklist Completion

Complete checklist items when users take actions:

  • Item "Create your first project" completes when project_created event fires

  • Item "Invite a team member" completes on team_member_invited event

User Insights

Understand user behavior:

  • See which events each contact has triggered

  • Track feature adoption

  • Identify power users

Event Structure

Each event has:

Field
Description

Key

Unique identifier (e.g., project_created)

Name

Display name (e.g., "Project Created")

Contact

The user who triggered it

Timestamp

When it occurred

Properties

Optional metadata (JSON)

Event Keys

Event keys are unique identifiers. Use consistent naming:

Good examples:

  • project_created

  • team_member_invited

  • file_exported

  • feature_x_used

  • onboarding_completed

Naming conventions:

  • Use snake_case

  • Start with a noun or verb

  • Be specific but concise

  • Keep consistent across your app

Event Properties

Add context to events with properties:

Properties are stored as JSON and can be viewed in the dashboard.

How Events are Used

In Targeting Rules

Target users based on event history:

Has done an event:

Hasn't done an event:

Event count:

Recency:

In Checklist Completion

Auto-complete checklist items:

  1. Create a checklist item

  2. Set completion type to "Automatic"

  3. Add rule: Event → event_key → Has Done

When the user triggers that event, the item auto-completes.

Event vs. Contact Property

Use events for actions, properties for states:

Use Events For
Use Properties For

Created a project

Number of projects

Upgraded plan

Current plan

Logged in

Last login date

Completed onboarding

Has completed onboarding

Tip: You can update properties when events occur to track both.

Best Practices

Naming

  • Use consistent naming conventions

  • Document your event schema

  • Avoid generic names like "click" or "action"

Granularity

  • Track meaningful actions, not every click

  • Balance detail with noise

  • Focus on events useful for targeting

Properties

  • Include relevant context

  • Don't include sensitive data

  • Keep property names consistent

Planning

  • Define events before implementing

  • Create events in the dashboard for visibility

  • Review and clean up unused events

Example Event Schema

SaaS Product

Event Key
Name
When to Track

signup_completed

Signup Completed

User completes registration

project_created

Project Created

User creates a new project

team_member_invited

Team Member Invited

User invites someone

file_uploaded

File Uploaded

User uploads a file

export_completed

Export Completed

User exports data

integration_connected

Integration Connected

User connects integration

feature_x_used

Feature X Used

User uses feature X

E-commerce

Event Key
Name
When to Track

product_viewed

Product Viewed

User views a product

added_to_cart

Added to Cart

User adds item to cart

checkout_started

Checkout Started

User begins checkout

purchase_completed

Purchase Completed

User completes order

review_submitted

Review Submitted

User submits a review

Next Steps

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