Workflow allows you to quickly create many different types of cross-channel automated campaigns based on a defined series of events, but you may have additional events that you want to trigger a workflow. A custom event in workflow allows you to define this action that would trigger a workflow. The workflow can then be customized using additional elements to send messages in a flow to meet your specific goals.

Custom Events utilize Listrak's Cross Channel API to send information to Listrak when the event occurs. You must have a Cross Channel API Integration configured prior to creating any custom events in the Listrak platform. An integration can be configured under Manage > Integrations > New Integration > Cross Channel API.

Learn more about Listrak's REST API.

Creating a Custom Event

After your API is configured, the first step is to configure the custom event in Listrak's Custom Event Manager. The Custom Event Manager allows you to define the event by name and create additional proprieties, or data points, that support the specific event that can be passed in the API call. For example, you can use the custom event to pass information about browsed products and use the event properties to send information about multiple products, such as image, product tile, or price.

The Custom Event Manager can be fond in the menu under Manage > Custom Events.

  1. Click Create New Custom Event

  2. Give your custom event a name

  3. Configure your event properties by giving each of these a name and specifying the type of data

    💡 These event properties allow you to send additional data in your API calls that can be used in your messages or a contact's profile.

  4. Ensure the 'Make this event accessible by Workflow' checkbox is checked

  5. Click Save

Configuring a Custom Entry Event Workflow

Once you have created the custom event and established your API you are ready to begin creating your workflow.

  1. Navigate to Workflow and click New Workflow.

  2. Select Custom Event from the entry event picker

  3. Open the properties for the entry event.

  4. Select the Custom Event you configured from the dropdown

    💡 If an event does not appear, confirm the 'Make event accessible' checkbox is checked in your custom event

  5. Configure any Re-entry Rules or Entry Prevention Rules based on your specific use cases

    Once your entry event properties are in place you can continue to build your workflow using the available workflow elements, add messages, and customize messages with information from profile fields, dynamic content, or product recommendations based on the goals of your campaign.

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