Demo funnel events

An event is a user action that you consider important (for example, making an order, registering, paying a subscription, visiting a page with tariffs, visiting a product page, etc.)

Events are divided into 2 groups: custom (you create your own event names), sysytem reserved (have system keys for names, starting with a $ character)

Signed up

System key Attributes Purpose
$registered $name: User name
$phone: User phone
$email: User email
$user_id: Your unique id for this user		 Record user registration in the personal account. For funnels, segmentation, welcome/onboarding

Frontend (JS API)

dashly.track('$registered', {
  '$name': 'Chris',
  '$phone': '9876543210',
  '$email': 'chris@email.io',
  '$user_id': '123qwe'
});

Signed in

System key Attributes Purpose
$authorized $name: User name
$phone: User phone
$email: User email
$user_id: Your unique id for this user		 Record user authorization in the personal account. For retention analytics, "on return" triggers

Frontend (JS API)

dashly.track('$authorised', {
  '$name': 'Chris',
  '$phone': '9876543210',
  '$email': 'chris@email.io',
  '$user_id': '123qwe'
});

Demo: form read

System key Attributes Purpose
$demo_form_read no attributes Record user openning and reading the demo form

Frontend (JS API)

dashly.track('$demo_form_read');

Demo: form completed

System key Attributes Purpose
$demo_form_completed $name: User name
$phone: User phone
$email: User email
Demo request page: url of the page, where form was submitted		 Demo form successful submission

Frontend (JS API)

dashly.track('$demo_form_completed', {
  '$name': 'Chris',
  '$phone': '9876543210',
  '$email': 'chris@email.io',
  'Demo request page': 'https://some.page'
});

Quiz: visited

System key Attributes Purpose
$quiz_visited no attributes On visiting https://quiz.*./ URL

Frontend (JS API)

dashly.track('$quiz_visited');

User opened the page

System key Attributes Purpose
$page_visited H1: h1 tag contents
Description: page title or description		 On visiting any page

Frontend (JS API)

dashly.track('$page_visited', {
  'H1': 'Some text from h1',
  'Description': 'some text from title/description'
});

CRM: Contact established

System key Attributes Purpose
$crm_contact_established no attributes CRM: Contact established

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Contact established by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_contact_established" \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Contact established event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_contact_established" \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Qualified

System key Attributes Purpose
$crm_qualified no attributes CRM: Qualified

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Qualified by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_qualified" \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Qualified event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_qualified" \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Meeting Scheduled

System key Attributes Purpose
$crm_meeting_scheduled Host manager: Host manager
Date for call: Date for call
Meeting link: Meeting link		 CRM: Meeting Scheduled

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Meeting Scheduled by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_meeting_scheduled" \
  --data-urlencode 'params={"Host manager": "Host manager", "Date for call":"Date for call", "Meeting link":"Meeting link"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Meeting Scheduled event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_meeting_scheduled" \
  --data-urlencode 'params={"Host manager": "Host manager", "Date for call":"Date for call", "Meeting link":"Meeting link"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Meeting

System key Attributes Purpose
$crm_meeting Host manager: Host manager
Date for call: Date for call		 CRM: Meeting conducted

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Meeting by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_meeting" \
  --data-urlencode 'params={"Host manager": "Host manager", "Date for call":"Date for call"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Meeting event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_meeting" \
  --data-urlencode 'params={"Host manager": "Host manager", "Date for call":"Date for call"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Opportunity

System key Attributes Purpose
$crm_opportunity Description: Description
Budget: Budget		 CRM: Opportunity

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Opportunity by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_opportunity" \
  --data-urlencode 'params={"Description": "Description", "Budget":"Budget"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Opportunity event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_opportunity" \
  --data-urlencode 'params={"Description": "Description", "Budget":"Budget"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Invoice sent

System key Attributes Purpose
$crm_invoice_sent Budget: Budget CRM: Invoice sent

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Invoice sent by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_invoice_sent" \
  --data-urlencode 'params={"Budget":"Budget"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Invoice sent event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_invoice_sent" \
  --data-urlencode 'params={"Budget":"Budget"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Paid

System key Attributes Purpose
$crm_paid Budget: Budget CRM: Paid

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Paid by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_paid" \
  --data-urlencode 'params={"Budget":"Budget"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Paid event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_paid" \
  --data-urlencode 'params={"Budget":"Budget"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Lost

System key Attributes Purpose
$crm_lost Reason: Reason CRM: Deal lost

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Lost by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_lost" \
  --data-urlencode 'params={"Reason":"Reason"}' \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Lost event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_lost" \
  --data-urlencode 'params={"Reason":"Reason"}' \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events

CRM: Lead Delivered

System key Attributes Purpose
$crm_lead_delivered No attributes CRM: Lead Delivered

Authentification parameters.
id_as_string parameter.

Parameter Type Description
by_user_id Optional[boolean] Should be true in case you're using User ID instead of Dashly ID. Default: false
event string[1;255] Event name (up to 255 characters)
params Optional[Dict] Event properties. Default: {}
app Optional[ID] D of requesting application. Default: calculated based on access token

Track CRM: Lead Delivered by user with UserId=user-7216 (your ID):

curl -X POST \
  --data-urlencode "event=$crm_lead_delivered" \
  --data-urlencode "by_user_id=true" \
  -H "Authorization: Token XXX" \
  "https://api.dashly.app/users/user-7216/events"

Track CRM: Lead Delivered event by user with dashlyId=8173131 (our ID):

curl -X POST \
  --data-urlencode "event=$crm_lead_delivered" \
  -H "Authorization: Token XXX" \
  https://api.dashly.app/users/8173131/events