OCP now allows its users to track various events that happen within the bot automations and let users visualize these event via analytics in form of custom events and custom reports.

You will now be able to track custom events of your choosing and then make collaborative analytical reports out of them, giving you more insight of data and provide you with metric on which to track the performance of your bot and automations.

Creating and Using Custom Events In OCP

When creating a new event, following parameters you have to provide.

      Event Name : This is used to naming that custom event

      Event Description : This is used for describing what the custom event do and track.

You don't have to fill each of the parameter in order for the event to work but you need to be able to provide at least one parameter for tracking

After creating an event, Go inside your flow builder and add the “Custom Event” action from Action block to start integrating the event and tracking it.

Click on Edit action and start setting up the event.

Here the event will track the Channel from which the users are coming and then the count will add one count to the total number of event happening.

The event is now ready to be tracked.

Visualizing Analytics For Custom Events

Click on the analytics tab, select custom events to view the analytics for that particular event.

Click on the event to further view the analytics of that particular event.

Creating and Using Custom Reports In OCP

In order to create a custom report, click on the tools tab and select custom reporting.

Enter the name of the report and the type of the report.

Click on the gear icon to start modelling your reports.

Modelling Funnel Report

Click on the “Funnel Steps” to start adding custom events to your report

Click on “Add step”

Select which type of event do you want to track

After adding the event, click on the three dots icon to start customizing it.

Set up the proper events you want to track in this event. Click on the Done button

You can add more steps to your funnel report, if you want to build a collaborative report or comparison report on multiple events and track the performance on multiple fronts.

If you want to change the colors of the trend line graphs and bar charts, click on the palette icon on the top left corner and then choose the chart you want to change the color of.

You can also edit the graphs and charts themselves, changing their labels, axes, enabling or disabling them to show on the report itself or not

Modelling Percentage Report

In percentage reports, you can compare two events and find out how they perform w.r.t to each other.

In order to add the events, click on Field A and Field B.

In order to edit the charts and graphs, click here to modify them as per your needs.

Formula

Percentage reports allow you to add formulae to calculate the percentage and proper event.

Formula #1

This formula compares the two fields and calculate the relative percentage between them. For example

• Field A can be No of students in Class A and Field B can be the total number of students in a school, this formula will help you calculate the percentage of students of Class A compared with total student population of the school

• Field A can be can be the no of sales of product A and field B can be the total number of sales, this formula will help you calculate the percentage of sales of product A.

Formula #2

This formula compares the two fields and just like the formula 1 give the relative percentage. Here Field A and Field B can be the two parts. The denominator here gives the sum of the constituents.

Field A can be the no of users passing through Flow A. Field B can be the no of users passing through Flow B. This formula will gives us how many people passed through which flow, This is import for A/B testing

Formula #3 & 4

This formulae compares the two fields and give a value which is not directly derived. For example consider a marketing SMS campaign. We can track the total number of the people targetted and the people replied to be put in DNC or Do not Contact list. Using this formula we can derive the actual number of people that responded back to the campaign or the actual response rate.

Visualizing Analytics For Custom Reports

In order to visualize the custom reports, you can click on the analytics tab and select custom reports