How to create Custom Events to display in Portal's Social Proof
How to create custom events to display in Portal's social proof component
🏗️ Create the Custom Event
To create a Custom Event to use in the Social Proof component of Portal, select Custom Events in the top blue bar:
Now click the New Event button:
The email platform that you integrated during your onboarding process will automatically be selected but you can select a different email platform for these custom events by clicking the change ESP link:
In the Event Details section, add a name that will only be visible to you to help you organize your custom events.
Now add the Social Proof Text that will be used as the description for your social proof events on your website. An example of this could be "Just signed up for this offer"
Now click Save
📧 Integrate the custom event with your email platform
Once you have saved your Custom Event, the Event Instructions will show below the event details:
Follow these instructions to complete the integration with your email platform and ensure events will be sent to your Custom Event. You can get more context on an individual step by clicking the 'see example' buttons.
Please test that your Custom Event is working properly by creating a test user. You can see instructions on how to do that here. Since the Custom Event integration is happening inside of your Email Platform, Deadline Funnel is unable to diagnose specifically what may have gone wrong.
🌐 Add this Custom Event to a Portal
Now that the Custom Event has been created, you need to add it to one or more of your Portals.
Open the Portal you want to edit and select Social Proof >> Manage Events. Select the Custom Event you just created and then click Add:
Now click Save & Close and then Save Changes to Portal Theme.
Since the Custom Event integration is happening inside of your Email Platform, Deadline Funnel is unable to diagnose any specific setup errors. Please always test the event following its creation.
You can follow our guide on how to test your Custom Event here:
View Custom Event Testing Guide
If you have any questions, please let us know at email@example.com or in our live chat at the bottom right of your screen
Updated on: 25/03/2022