Customer events

Learn more about custom events; what they are, what they can be used for and how to send them.

Customer Events in Xoal track actions performed by customers either on your platform or through third-party integrations. Events are essential for triggering workflows, analyzing customer behavior, and building dynamic, personalized experiences.

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What Are Customer Events?

Customer events, also known as actions, represent interactions a customer has with your product or external services. These can range from signups to purchases and everything in between.

Examples of Customer Events

• Signed Up: When a user creates an account.

• Logged In: When a user accesses their account.

• Upgraded: When a user changes their subscription plan.

• Payment Made: Processed through integrations like Stripe.

• Meeting Booked: Scheduled through services like Calendly.

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Sending Events to Xoal

To track customer events, you can send them to Xoal using the API.

How to Send Events

1. API Endpoint: Use the Xoal Events API.

2. Required Parameters:

   • Customer, Company, or Customer Object: Events must be associated with one of these entities.

   • Event Name: Define the action being tracked (e.g., signup, purchase).

   • Attributes: Include any relevant details about the event (e.g., product name, payment amount).

3. Sample API Request:

   {
     "event": "user upgraded",
     "properties": {
       "userId": "string",
       "userEmail": "string",
       "time": 0,
       "customData": {
          "key": "value",
          "key": "value"
       }
     }
   }

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Viewing Events in Xoal

• Navigate to the Events Tab in the dashboard to monitor customer events or event tab in customer profile page.

• The tab displays the last 1,000 received events, providing insights into recent activities and helping you debug workflows.

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Using Events in Automation

1. Triggering Workflows

   • Use events as triggers in customer journeys.

   • Example: Start a welcome email series when a signed_up event is received.

2. Segmenting Customers

   • Create dynamic segments based on event history.

   • Example: Segment users who performed a purchase event in the last 30 days.

3. Analyzing Customer Behavior

   • Events provide valuable insights into how customers interact with your product.

   • Example: Track engagement patterns by analyzing login and feature_used events.

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By tracking customer events, you can build more responsive and personalized experiences in Xoal. Events not only help trigger automations but also offer valuable insights into customer behavior, enabling data-driven decisions for your marketing and engagement strategies.