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Event Types

Event types categorize every interaction a lead has with your business (e.g., page_view, signup, email_open). They power analytics, rules, triggers, and scoring.

OU‑scoped visibility (enable/disable)​

Event types are governed per Organizational Unit (OU). You can hide an event type in one OU while leaving it visible in another.

  • Visible: appears in picklists (Rules, Triggers, Segments), counts in analytics, and shows in streams/tables for the active OU.
  • Hidden: excluded from picklists and analytics in the active OU and treated as not selectable. Existing rules referencing a now‑hidden type won’t fire for new activity in that OU.
  • Data is not deleted by hiding. You can re‑enable (show) at any time.

Manage visibility in Settings → Events:

  • Toggle Visible using the switch per event type (OU‑scoped)
  • See how many events of that type exist in the current OU
  • Delete events for a type (see below) after a dry‑run

Govern Events page showing the event type list with visibility toggles, event counts, and delete actions

Delete events by type (OU)​

When you need to remove all events of a type in the active OU:

  1. Open Settings → Events
  2. Click "Delete Events" for the event type
  3. Review the dry‑run counts (events and event scores)
  4. Confirm to permanently delete

Event types management page

Notes:

  • Only events in the active OU are deleted; Leads and Accounts remain
  • Some protected types cannot be deleted

How this affects the UI​

  • Pickers: Event Type dropdowns only show visible types for the active OU
  • Properties: Event property pickers are scoped to the selected Event Type and active OU
  • Existing rules/triggers that reference a hidden type show a warning and will not fire until you switch to a visible type

Creating event types​

Event types are created automatically when you ingest an event with a new event_type via the API, or when you reference a new type in certain UI workflows.

API quick reference​

  • List visible event types (OU): GET /event-types → ["page_view", "signup", ...]
  • List properties for an event type (OU): GET /event-types/{eventType}/properties → { event_type, properties: [...] }
  • Settings (OU governance):
    • GET /settings/ou/event-types → [{ name, hidden, ou_event_count, protected, deletable }]
    • PUT /settings/ou/event-types/{eventType} body { hidden: true|false } → 204
    • GET /settings/ou/event-types/{eventType}/dry-run-delete → { events_count, event_scores_count }
    • DELETE /settings/ou/event-types/{eventType}/events → delete all events of the type in the active OU

All endpoints are OU‑scoped via the server‑managed activeOu cookie.

Best practices​

  • Use consistent, descriptive names (lowercase with underscores): email_open, form_submit
  • Periodically hide or delete types you no longer use to keep picklists focused
  • Before deletion, dry‑run to understand impact

Troubleshooting​

  • An event type is missing in pickers: it may be hidden for the current OU
  • Property picker is empty: ensure an Event Type is selected and that events for that type exist in the active OU
  • A rule stopped firing: check if the referenced Event Type was hidden in this OU