Knowledge Base/Campaign/Campaign Tools

Event Manager

Alison Groves
posted this on October 13, 2010 04:35 PM

 

Event Manager

Campaign > Event Manager

Screen_Shot_2013-08-13_at_11.19.46_AM.png

How It Works

Event Manager is a tool designed to give the rest of your data the perspective of when important things happen during the course of your campaign. Like many of the other tools in Raven's Site section, the events created in Event Manager can be seen across the entire platform. Events added here will also be visible across metrics in Raven (including in Google Analytics, Facebook and Twitter tools) and can be viewed on the graphs output in Report Wizard.

An event is a visual signifier of some kind of development that could play a role in how your data changes. All of these events are contained within Event Manager, where they can be tagged, edited and exported.

A Case Study

One common example of an event with a timespan associated with it is advertising. Let's say that you created a new Facebook advertisement that will run for 30 days and is targeting a specific group of people. In Event Manager, you can create an event that spans the 30 day period. Later, when you view Facebook metrics, you will notice that the new event appears on the graph at the top of the page.

An event can be literally anything that you would like to make a note of in Raven: a guest blog post, a conference appearance, a new product launch, a newsletter submission, a change in Google's search algorithm. Anything that you think would relevent to the management of your website can be added, whether they last a day or several weeks.

Adding New Events

  1. Go to Campaign > Event Manager.
  2. Click the Add Event button.

    Screen_Shot_2013-08-13_at_11.20.46_AM.png

  3. Give your Event a title (keep it short), choose the scope, add a description and tags, choose a color and choose a start date and end date. Keep in mind that the title and start date are mandatory fields.

    Screen_Shot_2013-08-13_at_11.21.23_AM.png

  4. Click the Add button.

Importing Events

Multiple events can be added to Event Manager by importing them in a CSV file. To accomplish this, first build your CSV file using the following fields: Event Name, Scope, Description, Start Date, End Date and Tags. Note that the Event Name and Start Date fields are required fields. Once you've created your CSV file, follow these steps to import it into Raven:

  1. Go to Campaign > Event Manager.
  2. Click the table options icon > Import CSV option.

    tool_options.png

  3. In the window that appears, choose the CSV file that you would like to import. Select the First Row Contains Headers checkbox to ignore the first row, if necessary.
  4. Click the Submit button.
  5. Once your CSV file has uploaded, map your CSV import fields. Choose the appropriate column name in each dropdown menu that represents the field that you're filling. For instance, if you named the Event Name field "Name" in your CSV, choose the Name option in the dropdown menu.
  6. Click Submit and your events will automatically be added to Event Manager.

Keep in mind that Event Manager doesn't check for duplicates when events are imported via CSV. All events will be created as new events. Additionally, each event's color will default to red unless otherwise edited after being added.

Editing Events

Any event in Raven can be edited by users with write access to Event Manager. To change an event's title, description, start date, end date, tags, color or scope, click the gear menu and choose Edit Event. This is also one way that users can delete individual events.

Event Settings

When adding a new event or editing an existing one, there are several settings that users are able to choose. While fields like title, description, start date and end date may be self-explanatory, other fields like scope and color may not be. Keep in mind that title and start date are required for creating or editing an event successfully.

  • Event Title: The Event Title field is a required field. This is what will be displayed when hovering over events on graphs in Raven and below graphs in PDF reports. For that reason, it is important to keep the title short so that it doesn't get cut off.
  • Description: To add more information about the event, include it in the Description field. This information is displayed both in Event Manager and in Report Wizard, giving users and clients more information about what the event is and why it might impact your campaigns.
  • Start Date: The point at which the event begins. Click the box to bring up a date picker and click the clear date link to start over. This is a required field.
  • End Date: If your event lasts more than one day, enter an End Date in the same fashion that you added a Start Date. If left blank, the Event will end on the same day that it starts.
  • Tags: Add tags to organize your events into groups. To add multiple tags to an event, separate each tag with a comma. You can also add tags after creating the event by clicking its gear menu and choosing the Add Tag option.
  • Choose Color: Events can be color coded to your liking. The default is red, but a total of ten colors can be used: red, orange, gold, green, turquoise, light blue, blue, indigo, violet and fucsia. The color is used everywhere that events are shown – including reports and in Metrics.
  • Scope: The scope setting determines the range of your event: Global, Profile or Website. Global events are those that affect all of the Websites in your account, while Profile events affect only the websites in the Profile that the event was created in and Website events only display for the individual Website.

Deleting Events

Individual

Screen_Shot_2013-08-13_at_11.22.59_AM.png

To delete an individual event, click the gear icon next to the event data. In this menu, choose the Remove from Manager option to completely remove the event from Event Manager.

Bulk

Screen_Shot_2013-08-13_at_11.23.58_AM.png

If you would like to delete several events at once – to remove a group of events marked with the same tag, for instance – select the checkbox next to each event that you would like to remove from Event Manager. Once you have selected all of the checkboxes, scroll to the top of the page and click the Bulk Actions dropdown menu. Choose the Remove from Event Manager option and click Apply to delete these events.

Display Options

Search Bar

When viewing events in Event Manager, you are able to filter events based on search criteria. Using the search bar, you can, for instance, only view events that have the word "newsletter" in the Event Name. The search field is not able to conduct boolean searches, but can be used to find keywords containing a particular word or exact phrase. Just enter your phrase and click Search to filter your results.

To return to the original listing, click the black X next to your search phrase.

Display Options Icon

Screen_Shot_2013-08-13_at_11.24.48_AM.png

Several of the columns in Event Manager can be toggled on or off. If you would prefer to not see certain data, click the Display Options icon and select or deselect the checkboxes next to Scope, Description, Start Date and/or End Date.

Filters

Similarly to the rest of the tools in Raven, users are able to filter their data in Event Manager based on Event Name, Scope and Tags. Click the Filters icon to add or edit filters.

filter.png

Reporting and Exporting

Exporting to CSV

All of your events in Event Manager can be exported to a CSV file using the Table Options icon.

table_options_icon.png

Reporting to PDF

table_options_icon.png

In addition to CSV exports, your Event Manager data can be output as PDF reports. There are two ways a user can accomplish this task: using the Table Options icon or by bulding a report in Report Wizard.

Report Wizard

The final option is to include Event Manager as a section in a report built in Report Wizard. To add Event Manager data to your report, navigate to Reports > Report Wizard and either create a new report or edit an existing one. You can find the Event Manager module in the listing on the left under Campaign. Choose the Event Manager report, then drag and drop it to the position you would like for it to appear in.

Once you've added the report module, you are able to modify several fields:

  1. Columns: Rearrange or disable table columns in the report. In this report, you can modify the appearance of Event Name, Description, Start Date and End Date.
  2. Title: The title of the report section.
  3. Max Results: The maximum amount of results that you'd like to see in your report.
  4. Summary: A block of text that can be displayed at the top of the report.
  5. Filters: To apply a saved Filter Set to your report, choose the Filter Set from the dropdown menu here.
 
Topic is closed for comments