The Event Types area allows you to set some specific settings for your different Event Types. It can be found in Admin and then click on Event Types.
This section will take you to a list of your Events. By clicking into a specific Event Type, you can see the advanced settings.
When you click into a specific event name, you will be able to edit the following settings:
Is Default will determine if that Event, by default, will be listed on all of your Event Related Dashboards. Notice how the Event "Login" is the default. So when you navigate to the Usage section under "My Dashboard", Login is the Event that shows up first
Sometimes there are Event Types that you want to track within ChurnZero, but it doesn't necessarily count as usage on behalf of the customer. For example, you may want to have an Event that tracks when a customer receives an alert. The customer is not logging into the system and taking any actions, therefore you might not want that Event to indicate that they are active in the system. In order to achieve this, simply toggle the "Affects Usage" switch to off. This way when you are trying to track if Accounts or Contacts are actively using your system, these Event Types will not be factored into the Usage Metrics.
The interface will also allow you to change the names of Event Types that are listed in ChurnZero. Changing the Event Name's here will only affect what is already in ChurnZero, it will not change the event names that are coming in via the API, Segment.com, or any other data source.
We do not recommend changing event names, as the Name is the unique identifier of the Event Type in the ChurnZero database. However, if you must change the event names, then please reach out to your Customer Success Manager, as this requires coordination between ChurnZero and your development team in order to ensure data integrity.
The Aliases option on the Event Types page allows you to forward other Events into that Event type.
For example, if you have an Event called "SSO Logins", but you want it to count as a "Login" Event type, you can add "SSO Logins" to the Aliases option of the "Login" Event. Now every "SSO Logins" Event will count as a "Logins" Event
Merging Event Types
Let's say you want to merge two Event Types. You'll need to click on the one you no longer want and select the Merge button:
From there, choose the Event Type you would like it to merge with and be called from the drop-down menu. This action can not be undone. Click Merge and you're all set!
Please Note: Merging Event Types now needs to be done through your ChurnZero Support Team. Please email Support@ChurnZero.Net