How to set up Events and Key Events

When you want to understand what someone did on your website, you want to look more than what pages they visited. Did they rage click on a broken link? Are they navigating through the top or bottom call-to-action button? Whether you want to identify these behaviors or use them to trigger a Survey, you can do it all with Events. 

In this article:

• What are Events?
• Types of Events
• How to set up Events
• How to set up Key Events

What are Events?

The basic premise behind Events is simple: Create an Event for things you want to keep an eye on, whether it’s a specific page, link, element or behavior-related data such a purchase or cart total. 

When you want to evaluate your website based on visitor behavior, you want to see what they did while on your website. Events open new opportunities to analyze the data Lucky Orange collects and gain deeper insights into where your website is succeeding or needing to be improved. 

Using Lucky Orange events, you can see those actions and use them them to:

• Quickly view and filter Dynamic Heatmaps, Form Analytics and the Visitors’ Table 
• Analyze individual Visitor Profiles
• Trigger Surveys, Chat Invites and Announcements 
• Monitor specific events from your Dashboard
• Create Funnels based on those events

Types of Events

There are three basic Event types:

• System Events: These are Events that have been preloaded in your Lucky Orange for you. These include events such as “Conversation Created” to represent who chatted with a team member or “rage-click” to represent visitors who repeatedly clicked on a specific area of your website within a short amount of time. 
• Integration-specific Events: These are pre-loaded for users who utilize platforms like Shopify. These include events such as “Product Viewed” and “Cart Item Added.” Like system events, integration-specific events can’t be changed. 
• User-created Events: These are your Events that you’ve added to look at element interaction or URL-specific engagement. Read on to learn how to create new Events. 

How to set up Events

Lucky Orange Events don’t require a developer or deep knowledge of coding to set up. Anyone who is an Account Owner or has Admin or Creator permissions can create it using our handy Event Manager. Ready to add a new Event? Here’s how you do it: 

1. Navigate to Analytics from the left navigation
2. Click on Events and select Manager
3. Click on the purple Add New Event button

From here, you’ll be prompted to select from one of three types of action for your new event:

Note: The API trigger is an advanced setup that requires access to your website’s code. 

Setting up events by Page Visit 

1. Give the new event a specific name. We recommend using a unique name that can be easily searched in the future. 
2. Click the purple Next button
3. Add the page URL:
   1. Contains: Paste part of a link into the field; This would be ideal for UTM parameters. 
   2. Exact: Select the desired URL from the “Select a URL” drop-down. This will automatically populate URLs for your webpages. 
4. Click the purple Next button 
5. Review your event settings

Setting up events by Element Interaction

1. Give the new event a specific name. We recommend using a unique name that can be easily searched in the future. Click the purple Next button
2. Your site should display. If not, click the gray Open in New Tab button at the top of the page
3. Move your mouse around the page to see yellow boxes show around elements as you hover over them. Click on the element or group of elements of your choice.
4. Navigate back to the events settings page. On the right side, you’ll be able to confirm the element type and event name. 
5. Click the purple Save button when finished

Setting up Events by API 

1. Give the new Event a specific name. We recommend using a unique name that can be easily searched in the future.
2. Click the purple Next button 
3. A code will display to allow you to edit and pass in custom user Events.
4. Follow steps to add this code found in our dev-doc here 

How to set up key Events

Key Events let you identify your most important Events.  Any event can be marked a Key Events, whether it’s system Events, integration-specific Events if applicable and custom Events. 

To select which events will show within your Visitors’ Table, set your top events as key events:

1. Navigate to Event Manager if you haven’t done so already.
2. To the right of an event you would like to be set as a key event, click the View Details button
3. Toggle the button for Key Event. When activated, it will display in blue.

To confirm, your Event Manager will display a lightning bolt to the right of events set as Key Events.