Event taxonomy

Event taxonomy helps you organize the events in an event stream, creating a more efficient and streamlined experience. With event taxonomy, you can control which events are visible in the event selector inside templates. You can also make changes to the configuration of individual events, such as modifying their names, descriptions, and definitions.

Access events

To organize and modify events in an event stream, complete the following:

• Go to Data > Events. 
• Choose the stream where you want to view the events using the drop-down list. When the stream is chosen, the events are displayed in the following columns:
  • Display Name
  • Descriptions
  • Definition
  • Visible
• To modify individual events, click the event, make changes to its configuration, and click OK. Another way to edit an event is to click the three dots corresponding to each event and click Edit.
• Use the Visible toggle corresponding to each event to control whether you want to show or hide an event.
• To modify two or more events, you can select the events using the checkboxes and choose the action you want to perform. The following options are available:
  • Merge
  • Show
  • Hide
• To search for a specific event in the events stream, type its name in the search bar.
• Use the Visibility drop-down list to choose the category of events that you want to view. The following options are available:
  • All Visibility
  • Visible
  • Hidden
• To refresh the page, click Refresh.

Custom events

You can create custom events directly from the Events section or the app Menu bar. Custom events are cohorts of events that come under one event stream. When you create the custom event, you can select events by name using the Filtered Event block.

Create a custom event

To create a custom event, complete the following:

1. Go to Data > + New > Custom Event.
2. Give your event a name and add a desired description.
3. Use the Cohort of drop-down list to select the event stream for which you want to create a custom event. This opens the cohort editor.
4. In the Filtered Event block, select the events you want to include in the cohort and click Apply.
5. Run the cohort and click Save. Your custom event is created and visible under the Custom Events tab in the Events section.

Edit, duplicate, or delete a custom event

To edit, duplicate, or delete an existing custom event, complete the following:

1. Go to Data > Events.
2. In the Custom Events tab, click the three dots corresponding to the event you want to edit, duplicate, or delete, and click on the associated option. 
3. Make the necessary edits and click Save.