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Tracked Custom Events

Updated

Custom events let you track Prospect actions specific to your site, beyond the events Marketing tracks by default.

On this page:

How they work

An admin defines a custom event, and when a Prospect triggers it, Marketing records it. The event then appears on the Prospect’s timeline, where it can be expanded for detail, and in reporting through the Tracked Custom Event Report.

Triggering a custom event requires adding JavaScript to your site, so this depends on the same web tracking setup as everything else in that layer.

Using custom events

Once recorded, a custom event feeds several other features:

  • Prospect timeline: appears in the Prospect’s activity timeline, expandable for detail.
  • Prospect Scoring Models: select Prospect Custom Event as the rule type, then choose the specific event, to score Prospects based on whether they’ve triggered it.
Adding a Prospect Model Rule Definition — The image shows the Rule Definition section of the Add Prospect Model Rule interface, with “Prospect Custom Event” selected as the rule type and “111101 Custom Event Name” chosen as the specific event. This configuration allows users to trigger prospect scoring or workflow rules based on custom events tracked in Insightly CRM.
  • Journeys: a Check step can test whether a Prospect has completed a custom event, branching the Journey based on the result.
Selecting Check Prospect Custom Event Step — A dropdown menu displays several automation check options, with “Check Prospect Custom Event” highlighted in a red box to indicate it should be selected. This helps users identify the correct step to choose when building a prospect automation rule based on custom events.
  • Dynamic List rules: a rule can filter on whether (and within what time window) a Prospect has completed the event.
Dynamic List Rules With Time Period Dropdown — This shows a Dynamic List Rules configuration in Insightly CRM, where a Prospect Custom Event filter is set to trigger “in the past” a specified number of days or weeks. The time unit dropdown is open, revealing options for “days” or “weeks,” which is relevant for users setting up time-based filtering criteria for prospect lists.
  • Reporting: the Tracked Custom Event Report, under Visitor Reports, brings all custom event activity into one place.

Managing custom events

To edit one: go to System Settings > Feature Settings > Tracked Custom Events, find it in the list, and open it by clicking its name or its three-dot menu and selecting Edit This Tracked Custom Event. Click Add Event to save your changes.

⚠️ Changing the category or action code breaks the link to existing timeline entries. Past events already recorded under the old codes stop displaying on Prospect timelines entirely; only new events logged under the edited codes show going forward.

To delete one: find it the same way, open its three-dot menu, and select Delete This Tracked Custom Event. Confirm on the popup that follows. A deleted event disappears from Marketing entirely, including as a past event on any Prospect’s timeline.

Example JavaScript for triggering these events is available for developers who need to fire them programmatically.

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