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How to create an event type

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How do I create an event type?

This article explains how to create a new custom event type in your workspace. Follow these steps to define technical keys and parameters for tracking customer behaviors. This lets you log specific automated interactions.

In this article, you will learn how to

  • Create a new custom event type in your workspace.
  • Define technical keys and specific event details.
  • Resolve validation errors on the event creation form.

Before you start

Before creating an event type, make sure you have:

  • A unique technical key planned for the event.

How to create an event type

  1. Log in to your Flownally workspace.
  2. Go to the Settings tab.
  3. Go to the Event types section.
  4. Click on the Create event type button.
  5. Provide a technical key for the new event type.
  6. Optionally add a description to the event type.
  7. Add event details that will be stored every time the event occurs:
    1. Click on the Add event detail button.
    2. Provide a name for the field.
    3. Choose a type for the field.
    4. If necessary, click on the Delete icon to remove the field.
  8. Click on the Create event type button.

What happens after creating an event type?

After creating an event type, the new configuration appears in your active event list. Your workspace can now receive and record these specific activities whenever they occur for a user.

Troubleshooting

An event type with this name already exists

The system displays an error when saving the event. This happens because the chosen name already exists in your workspace. You must type a different unique name to complete the process.

Detail type locked

The field type dropdown refuses to select a value. This is caused by a temporary browser script loading freeze. You need to reload your browser tab to restore the functionality.

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