Start Here 👋
Events allow you to track unique actions that matter most to your business. Whether it's tracking when someone visits a special page, adds a new deal to your pipeline, or when a lead gets that all-important qualified status, events will enable you to track the action.
We recommend creating all of the events that you would like to send to Cometly before you begin configuring.
Creating Events
Go to the Space Setup page.
Click Create Events
Events are created, configured, and managed in the Events Manager in Cometly.
Click Create Event
Choose the app or integration you'll use to send data for this event.
If your integration isn't listed, use Webhooks to easily send data from any application, configure mappings, and apply filters as needed.
You can search for your integration in our Help Center. At the top of the Integration article in the Start Here section, it will tell you the 'Method' to choose for the app/integration. You can select that method for the app/integration when creating your event.
Under Events, you will have an option to select the event name. You can either select a default event (events built-in already) or create a new custom event.
When an event is created in Cometly, the following metrics are automatically generated:
Custom Event: Indicates the number of occurrences of the custom event.
Custom Event Value: Reflects the total value associated with the custom event.
Cost per Custom Event: Shows the average cost to generate the custom event.
Custom Event ROAS: Displays the return on ad spend for the custom event.
Example: If you create a custom event called "Deal Created," the following metrics will appear in your Cometly reporting:
Deal Created
Cost per Deal Created
Deal Created Value
Deal Created ROAS
Enter an event description and click Create.
Repeat the process of creating all of your events so you can see all of the events that you want to track.
Once you've added all your events, you can begin configuring them. Configuring your events means setting them up to receive data whenever those events happen.
Configuring Events
If we do not have a direct integration for your application that you would like to send event data from, Webhooks are the easiest way to send data from that application.
Click Configure and start the process of configuring your event.
Configuring Webhooks
Cometly Webhooks let you send event data from any app to Cometly. You can map the data to Cometly fields and set up filters for events.
Example: Even without a direct integration with Stripe, you can send events like New Payment, New Trial, Converted Trial, or Canceled Subscription to Cometly using webhooks.
Configuring Zapier
Zapier makes it easy to send event data to Cometly from apps without direct integration.
Example: Even without a direct integration with HubSpot, you can send events like Moving a Deal Stage to Cometly using Zapier.
Sending Custom Event Data Into Cometly Using Webhooks, Zapier, or API
Send events server-side from a payment platform, CRM, or any other back-end system. The event_name for server event should be the name of the custom event.
For example, if you have configured Deal Created as your dynamic custom event name, you will send the server event using the Cometly API or Zapier as: custom_event_1
Here are your options for sending Event data to Cometly:
Send events using Cometly Webhooks (Recommended)
How to Test Events
After setting up your events, it's important to test them to ensure everything is working correctly in Cometly.
Testing Your Server Event Setup
Go to the Events Manager:
Navigate to the Events Manager in Cometly and click Events Log.Trigger a Test Event:
Process a test event using your Webhook or Zapier.Reload the Events Log Page:
Refresh the Events Log page in Cometly.Check for the Event:
Verify that the test event appears in the Events Log.
Review Event Details:
Confirm that all the event information you sent is displayed correctly.
By following these steps, you can verify your events are firing and being tracked properly.
Sending Events to the Ad Platforms
You can send events to the ad platforms as the custom event name or you can map custom events to standard events within Cometly, and send to the ad platforms as a 'Standard event'. Standard events in Meta (formerly Facebook) are predefined actions used for tracking and measuring user interactions on your website or app.
Set up the Conversion API to help Cometly send data to Facebook, Google, LinkedIn, and TikTok, improving ad performance.