OneTrace.pro Help center

Events and the event catalog

An event is an action by a customer or the system: a page view, an add to cart, an order, an email open. Profiles, segments, journey triggers, and reports are all built from events. Data → Events shows what's coming into the project right now, and Data → Catalog shows which events and traits exist and how they're labeled.

Both sections are open to all project members. Owner, Administrator, and Manager can change labels, types, and PII flags in the catalog.

Where events come from

Source What it sends
Website tracker page views, product actions, sign-ins. See Connecting your website
API from your server or app orders, sign-ups, status changes. See Server integration
Imports and data sources profiles from CSV, files, S3, and Google Sheets. See File imports and data sources
Moving from another platform profile and event history. See Moving from other platforms
OneTrace.pro itself segment entries, journey steps, message sends and opens, subscribes and unsubscribes

Events are processed within a few seconds of being sent. A repeat event with the same messageId within 24 hours is discarded. An event time more than an hour in the future is replaced with the time it was received. The number of events per month is limited by the project's plan. See Project settings, plan, and audit.

Event stream

The Events page shows project events in real time. When you open it, the last 50 events from the past 7 days load, and new ones appear at the top automatically.

Event stream with an expanded event

What you can do:

  • Filter by name. Choose an event in the list on the left, for example order_completed, and the stream shows only that event. All events clears the filter.
  • Pause. The Pause button stops the stream so you can look at events calmly; Resume turns it back on.
  • Event properties. Click a row to expand its properties in JSON format.
  • Go to the profile. The #… number next to the name opens the profile card.

On the right is the connection status: Connected, Connecting…, or Disconnected. If the stream is very heavy, some events aren't shown on screen, and a Skipped due to high volume: N line appears. The events themselves are still saved; only the display skips them.

If you don't have permission to see personal data, emails, phone numbers, and PII properties in events are masked. For details, see Profiles.

The stream is handy for checking your setup: open your website in another tab, add a product to the cart, and make sure the event arrives with the right properties.

Data catalog

The catalog fills in automatically: as soon as a new event, property, or trait arrives in the project, it appears here with a detected type. You can open the catalog from the menu or with the Data catalog button on the events page.

Events tab

The events table: Event (name), Label, Volume (how many times it arrived), and Last seen (the date of the most recent one). The arrow on the left expands the event's properties with their types, for example amount: number.

Data catalog, Events tab

Profile traits tab

Traits are customer properties: email, name, city, plan, date of birth. Columns: Key, Label, Type, and PII.

Data catalog, Profile traits tab

Set up the catalog

  1. Enter a clear Label, for example "Placed an order" for order_completed or "City" for city. The change is saved immediately.
  2. For a trait, check the Type: string, number, boolean (yes/no), datetime (date and time), list, or object.
  3. Select PII if the trait contains personal data: passport, address, date of birth.

How this is used:

  • Labels appear in the segment builder next to the key: "City (city)". Marketers don't have to remember technical names.
  • Segment conditions depend on the type: numbers get greater than and less than, dates get before, after, and in the last. If a type was detected incorrectly, for example a date arrived as a string, fix it.
  • Traits marked PII are masked for anyone without permission to see personal data. Email, phone, names, and address are marked automatically.

Reserved events

Names that start with $ are reserved for OneTrace.pro. You can't send your own event with such a name; the request returns an error.

Event When it appears
$page, $identify, $alias calls to cdp.page() and cdp.identify(), and identifier merging
$segment_entered, $segment_exited a profile entered or left a segment
$journey_entered, $journey_completed, $journey_exited, $journey_failed journey participation steps
$message_sent, $message_delivered, $message_failed, $message_skipped, $message_bounced, $message_complained, $message_opened, $message_clicked what happened to sent messages
$subscribed, $unsubscribed changes to messaging consent

System events appear in the stream, in the catalog, and in profile history, and you can use them in segment conditions just like your own events.

Tips for naming events

  • Name events in Latin letters, in snake_case, and in the past tense: order_completed, product_viewed, trial_started.
  • Don't put changing data in the name: use order_completed with an order_id property rather than order_1001.
  • Send amounts as numbers, not as strings with a currency: amount: 9980.