Event Maps: Setup

The Setup section is used to configure the triggers and audience for your event map.

Triggers

The Triggers section is displayed only for Event-triggered event maps, and is used to configure the Trigger that will cause the event map to be deployed. The following event triggers are supported:

  • API Post

  • Entity Update

  • File Import

  • Form Submission and

  • Web Event

  • Web Event Smart attribution

For more information on the available trigger types in Cheetah Digital, please see Event Trigger Options.  

Set Event Trigger

To define a trigger in an Event-triggered Campaign:

  1. In the Triggers section, click Add Event Trigger.

  2. In the displayed Add Event Trigger window, select a trigger type. A Build Trigger Criteria pop-up window is displayed.

  3. Select the desired criteria for this trigger. For more details on the trigger types supported by Cheetah Digital, as well as the configuration options and criteria available for each type, please see Event Trigger Options.

  4. Click Save Criteria. The system adds the new trigger to the Triggers section, along with the details of the trigger criteria.

  5. Repeat the above steps as needed to add additional triggers. If you add multiple triggers, only one trigger needs to occur (not all of them) to cause the deployment. 

  6. To view or edit the trigger criteria, click on the trigger name. To remove a trigger, click X next to the trigger name.

Audience

The Audience section is used to define specific user groups when you want their data to be communicated to other applications.

Select the audience you'd like to use for this Event Map. Audiences can be defined using Filters and can also be restricted through the use of other items, such as De-duping Logic.

Select the Audience

In the Audience section within the Setup tab, select Advanced Options > Add Filter. You can either select an existing filter or add a new filter.

  1. Select a filter:

    • To select an existing filter, begin typing in the name of the desired filter and select the required filter from the displayed list. Or, click the browse button (magnifying glass icon). A Browse Filter dialog box is displayed, showing all the filters available . Click on the required filter.

      Note: If you search for and select a filter that has a different source table , the system will display an error message at the top of the screen.

    • To create a new filter, click the new button (plus-sign icon). A Create new Filter dialog box is displayed. Enter a name and select a data source for the filter. Click Create. To define the Filter logic, click the Go to filters details button (green up-arrow icon). The system displays the Filter detail screen where you can define the filter logic. When finished click Edit > Save.

  2. Optionally, to view the details of this filter, click the Go to filters details button (green up-arrow icon) to the left of the Filter field. The system opens the Filter details screen within a new tab.

For more information on setting up filters, see the Filters section.

De-duplicate Audience

De-duplication (or "dedupe") refers to the process of identifying and removing duplicate records from your Audience.

The De-duplication Logic feature allows you to define more complex logic, and you can dedupe on a field other than the Unique Identifier. In most cases, if your Unique Identifier consists of only one field, you should use the De-Duplication Logic feature, which offers a few more options.

To enable the De-duplication Logic feature:

  1. From the Advanced Options drop-down list, select Add Deduping Logic. Within the Audience section, the Dedupe Logic fields are added.

  2. From the Field drop-down list, select a field from the source table that you want to use when identifying duplicate records. The system will perform a byte-for-byte match on the values in this field to attempt to find duplicates.

  3. Optionally, the Criteria field can be used to select a filter that contains logic to pick the "winner" from among a set of duplicate records. To use an existing filter, either begin typing in the filter name, or click the search button (magnifying glass icon) to search for it. You can also create a new filter by clicking the new button (plus-sign icon).

  4. Optionally, the Sort by menu can be used with or without the filter (selected above) to pick the "winner" from among the set of duplicate records. The system will sort the records in the duplicate set by the field you select, in the sequence you select, then pick the "topmost" record. For example, you could decide to pick the record with the most recent click activity, or the biggest purchase. To use this feature, from the "Sort by" drop-down menu, select the field from the data source table on which you want to sort. Then select whether you want to sort in Ascending or Descending order.

Note: If you don't define a Filter and / or Sort option to select the "winner" from amongst a set of duplicate records, the system will sort the duplicate set by the Primary Key ID ("pk_id") field in descending order, then pick the top-most record. This default option will roughly approximate picking the "most recently added" record.

If you want to remove the de-duplication logic from the Campaign, click X next to the "Dedupe Logic" section.