Event data is a core component of B2C marketing. It allows us to understand the customer, their preferences, and their behaviors. The import of event data is typically broken into two parts - uploading historical data and syncing real-time data.
- Events fields reference: This will direct you to the Objects & Fields section of your account, where you can review your existing default and custom event fields.
- Create custom fields: An article outlining the creation and review of custom events fields.
- Standard events: A listing of the standard event Type and Action pairs.
Understanding event data
There are two parts to an event, an Event Type and an Action. The Event Type is a categorical name associated with the event. An Action is an activity a customer did. For example, 'order' and 'product' are Event Types while 'purchase', 'return', and 'add_to_cart' would be actions. When you send event data to Zaius, you will provide both parts.
Zaius supports many standard Event Type and Action pairs as described in the Standard Events guide.
Upload historical event data
Your historical order information can be imported via CSV.
To upload a CSV file and add order data in bulk:
- In your Zaius account, click the Account Settings icon in the main navigation bar.
- In the sidebar, select Integrations under the Data Management section.
- At the top of the integrations page, click the Upload CSV button.
- Drag and drop a CSV file onto the Drag & Drop area or select the browse option to locate the file elsewhere. To ensure the information is imported correctly, please follow the file formatting guidelines outlined below.
Format your data correctly
The file's name should begin with zaius_events and use the CSV UTF-8 format, with a header row of field names. An identifier field, such as customer ID, is required to properly associate the event with a customer profile.
Importing custom information
You will need to create custom fields if your import contains information that does not align with existing Zaius fields. Once a suitable field has been created, you can import the associated information by including the field name as a header in your import.
Integrate real-time events data
Send event data using the Events API.
Send events data using the JS method shown here: