How to set up 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?
• What is a Conversion Event?
• What types of Events are there?
• For Shopify Merchants: Which events does Shopify automatically send to Lucky Orange?
• How do I set up Events?
• How do I set up Key Events?
• How do I filter Session Recordings by Events?
• How can I track Events on the Dashboard?
• What other ways can I use Events in Lucky Orange?

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. 

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

• Quickly view and filter Dynamic Heatmaps, Form Analytics and Session Recordings
• Trigger Surveys, Chat Invites and Announcements 
• Monitor specific events from your Dashboard
• Create Funnels based on those events

What is a Conversion Event?

Conversion Events let you mark important visitor actions as Primary or Secondary Conversion Events and assign each a monetary value.

We recommend every site set a Primary Conversion Event. This allows Discovery to provide analysis on how your conversions are trending. It also populates the Visit Value column found in your list of Session Recordings.

Jump to How do I Set Up Events to learn how to create a Primary Conversion Event.

You can also set pre-existing events to be a Primary or Secondary Conversion Event by clicking the view details button next to any event. This will open a drawer that allows you to toggle Conversion Events on or off and assign a monetary value to the event.

You are only allowed to have one Primary Conversion Event but you can designate multiple events as Secondary Conversion Events.

What types of events are there?

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 a live chat or “rage-click” to represent visitors who repeatedly clicked on a specific area of your website within a short amount of time. 

See the table below for a directory of the system events we've automatically added to track visitor behaviors on your site.

Integration-specific Events

These are pre-loaded for users who use 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. Jump to How do I set up Events? to learn more about creating events.

For Shopify Merchants: Which events does Shopify automatically send to Lucky Orange?

How do I 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 them using our Event Manager.

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. Next you'll be asked to assign a monetary value to the event and decide if you want it to be a Primary Conversion, Secondary Conversion or Key Event
   1. If you set an event as a Primary or Secondary Conversion, you can also add a monetary value to the event. Doing this will populate the Visit Value column in Session Recordings with the monetary value you set each time the Conversion Event happens in a visitor's session.
5. Click the purple Next button 
6. Review your event settings and hit save

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. You can also choose to set the event as a Primary Conversion, Secondary Conversion or Key Event.
   1. If you set an event as a Primary or Secondary Conversion, you can also add a monetary value to the event. Doing this will populate the Visit Value column in Session Recordings with the monetary value you set each time the Conversion Event happens in a visitor's session.
6. 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 do I 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. 

How do I filter Session Recordings by Events?

You can filter Session Recordings in the Visitors section of Lucky Orange to show only sessions were certain events occured.

1. Go to Visitors from the left navigation
2. Click on Filters, shown to the right above the list of Session Recordings

3. In the filter drawer that shows on the right, scroll to the bottom to click on Events
   1. Click on Event Name to select from system Events
   2. Click on Custom Event Data to select from your custom events
4. When finished, click the purple Done button to close the filter drawer or click the gray Save Segment button to save the segment for later
   1. Enter an internal name for the segment. We recommended a specific name for easier use and search. 
   2. Decide the visibility
      1. Everyone: The segment will show to everyone on your team
      2. Personal: The segment will be visible only to you
   3. Click the purple Save button

How can I track events on the Dashboard?

You can add a card to the Dashboard section of Lucky Orange to keep track of important events.

1. Go to Dashboard from the left navigation
2. In the upper right corner, click on the three dots
3. Select Add a Card
4. Click on Events
5. Customize your card by choosing the size/layout
6. Click the purple Save button. This will return you to the Dashboard and the card will be added to the bottom of your existing Dashboard cards.
7. On the Events card, select the event you want from the drop down list
8. You can reorder the cards on the Dashboard by dragging and dropping the cards to your preferred order

What other ways can I use Events in Lucky Orange?

You can use Events in many of the features across Lucky Orange.

1. Events can be used to trigger Surveys, Announcements and Chat Invites. You might want to use the Rage Click Event to trigger a Chat Invite to offer assistance to visitors.
   1. Read this help document to learn about using Events to trigger Surveys.
   2. Read this help document to learn about using Events to trigger Announcements.
   3. Read this help document to learn about using Events to trigger Chat Invites.
2. Events can be used as a step in a Conversion Funnel. Read this help document to learn more about using Events in Conversion Funnels.
3. Events can also been seen on each session noted in a Visitor/s full profile (see below).