The Event Types area allows you to set some specific settings for your different Event Types. It can be found in Admin and then click on Event Types.
This section will take you to a list of your Events. By clicking into a specific Event Type, you can see the advanced settings.
When you click into a specific event name, you will be able to edit the following settings:
Is Default will determine if that Event, by default, will be listed on all of your Event Related Dashboards. Notice how the Event "Login" is the default. So when you navigate to the Usage section under "My Dashboard", Login is the Event that shows up first
Sometimes there are Event Types that you want to track within ChurnZero, but it doesn't necessarily count as usage on behalf of the customer. For example, you may want to have an Event that tracks when a customer receives an alert. The customer is not logging into the system and taking any actions, therefore you might not want that Event to indicate that they are active in the system. In order to achieve this, simply toggle the "Affects Usage" switch to off. This way when you are trying to track if Accounts or Contacts are actively using your system, these Event Types will not be factored into the Usage Metrics.
The interface will also allow you to change the names of Event Types that are listed in ChurnZero. Changing the Event Name's here will only affect what is already in ChurnZero, it will not change the event names that are coming in via the API, Segment.com, or any other data source.
We do not recommend changing event names, as the Name is the unique identifier of the Event Type in the ChurnZero database. However, if you must change the event names, then please reach out to your Customer Success Manager, as this requires coordination between ChurnZero and your development team in order to ensure data integrity.
Merging Event Types and Event Aliases
There may be situations where you want to rename event types or combine multiple event types into one. This can be handled with Event Aliases and Event Merges. A general rule is that if you want to rename an event, use Aliases. If you want to combine existing events into 1 event type, use Merge.
The Aliases option on the Event Types page allows you to forward other Events into that Event type. The most common scenario for you to use an Alias is if you want to "Rename" an event type.
For example, if you're development team is sending an event called "Created a Dashboard", but you want it to be named 'Dashboard Created". If you just changed the name of this event to "Dashboard Created", the next time we received an event called "Created a Dashboard", it would create a new Event Type, as the Event Name is the primary key.
So to properly change this, you would use an Alias! First, navigate to the Event Type whose name you want to change (Created a Dashboard). Copy the event name, and paste it into the "Aliases" box. Then, enter the ne name (Dashboard Created) into the Name field. All historical events categorized as Created a Dashboard will now be called Dashboard Created. Also, because we have an Alias for this event, any event we receive called "Dashboard Created" or "Created a Dashboard" will be labeled as Dashboard Created. In other words, when we receive an event with a name listed in the Alias field, they will be merged into that event type.
Note: When doing this, you will not be able to report on event aliases separately from their associated event type. Only do this if you truly want them all categorized as a single event type.
The other common scenario is merging two Event Types that already exist. For example, you have an event already called User Added. However, your development team is now sending an event called "Added User", so now you have two separate event types. You'll need to click on the one you no longer want and select the Merge button.
From there, choose the Event Type you would like it to merge with and be called from the drop-down menu. This will merge the two event types, and add the now defunct event name as an Alias to the selected Event Type. This action can not be undone.
Please Note: Merging Event Types now needs to be done through your ChurnZero Support Team. Please email Support@ChurnZero.Net