Selecting Events to Analyze

After specifying the Look Back Time, proceed to select Events you'd like to analyze. The Events correspond to each marketing and/or sales touch-point that would like to track in the Journey report.

  1. Click on Select an event... (1) and select an option from the drop-down list. In this example, we select Website Sessions (2).

    Upon selecting an event, the Name field and the Select Time Dimension field (which is populated by a default selection depending on the Event selected) appear. Modifying the pre-selected Time Dimension is detailed in the next few sections in this page.

Naming Your Event

  1. In the Name field, choose a name for your event. In this example, we named the event "Website Visits".

Selecting a Value Dimension

  1. Click + value found on the upper right corner of the Select Events box.
    Note: You can use the Value feature only once.
  1. Under Value, click on Select dimension... (1). Select an option from the drop-down list. Options displayed depend on the data sources you are connected to and the event you selected.
  2. In this example, we selected utm_source(2).
    The value selected will appear as the underlying data upon hovering over the event in the final report.
    In this example, when hovering over any "Website Visits" path, a list of UTM sources from which the users came to the website will be displayed.

Note: To search for a value in a long list, type in a few characters of the desired value name and it will populate so that you can easily select it.

Filtering Your Event or Value

In this example, we add an Event based on Hubspot Engagements and name it "Sales Engagement" in order to illustrate the Filter feature.

  1. Click + filter (1) found on the top right corner of each Event box.
    Note: You can use the Filter feature as many times as you want to refine your data.
  2. Click on the filter by field (2) to select a property.
  3. Select an option from the drop-down list. Options displayed depend on the the event that you selected. In this example, we select type (3).
  1. Upon selecting a property, two more fields appear on the right.
    Note: Drop-down options displayed in the middle and right fields depend on the property selected in the left field.
  1. In this example, we select {=} (is any) from the drop-down list in the middle field.

    This chosen operator does not require any other options to be selected in the right box, since it will return all the fields that are not blank.


Selecting the Time Dimension

When you select an Event (refer to step 1 under Selecting Events to Analyze), the Select Time Dimension field is automatically populated. You can, however, modify the selection by clicking on it and selecting from the drop-down options.

In this example, we will retain the the Time Dimension selections of the two events: start_at and created at.


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