Event Settings

Configure tracking events for SkyBeam and ClickBeam systems. Event Settings control which events are tracked, how they're captured, and where they're forwarded to advertising platforms.

User Guide
Event Configuration

Before You Begin

  • SkyBeam or ClickBeam must be deployed for your advertiser
  • At least one platform must be connected for event forwarding
  • Understanding of your website's events (purchases, leads, etc.)

Understanding Event Settings

Event Settings define which events to track and how to forward them to advertising platforms. Without Event Settings, events are captured in Tandem Beam but not forwarded to platforms like Meta, Google Ads, or LinkedIn.

SkyBeam Event Settings

For server-side tracking, configure:

  • URL paths to monitor (e.g., /checkout, /thank-you)
  • HTTP methods (GET, POST)
  • Data extractors for form fields

ClickBeam Event Settings

For client-side tracking, configure:

  • Event type mappings (purchase, lead, etc.)
  • Platform forwarding rules
  • Priority for event processing

Supported Event Types

Tandem Beam supports the following standardized event types across all platforms:

purchase

Completed purchase or transaction with value and currency

lead

Form submission or lead generation event

contact

Contact form submission or inquiry

sign_up

User registration or account creation

add_to_cart

Product added to shopping cart

initiate_checkout

Checkout process started

page_view

Page view tracking (automatically tracked by ClickBeam)

view_content

Product or content page viewed

Note: Each event type is automatically mapped to platform-specific equivalents (e.g., "purchase" becomes "Purchase" for Meta, "conversion" for Google Ads, etc.)

Creating Event Settings

There are two ways to create Event Settings: manually or using the Form Parser tool.

Option 1

Manual Event Creation

Create Event Settings manually for full control over configuration:

  1. Navigate to your advertiser dashboard
  2. Scroll to the "Event Settings" section
  3. Click the NEW EVENT button
  4. Select event type from the dropdown (purchase, lead, etc.)
  5. Configure system-specific settings:
    • SkyBeam: Set path, method, and data extractors
    • ClickBeam: Configure forwarding rules and priority
  6. Save the Event Setting
Option 2

Form Parser (Recommended)

The Form Parser automatically detects forms on your website and creates Event Settings:

  1. Navigate to your advertiser dashboard
  2. Scroll to the "Event Settings" section
  3. Click the FORM PARSER button
  4. Enter your website URL (e.g., https://example.com/contact)
  5. Click "Analyze Forms" to detect forms on the page
  6. Select the form you want to track
  7. Choose which fields to capture (email, name, phone, etc.)
  8. The parser will:
    • Auto-detect PII fields (email, phone) for hashing
    • Generate Event Setting configuration automatically
    • Create field extractors for data capture
  9. Save the generated Event Setting
Recommended: Use Form Parser for lead generation forms, contact forms, and checkout flows. It automatically handles field detection and PII hashing configuration.

Event Setting Configuration

Priority

Controls the order in which Event Settings are evaluated. Lower numbers = higher priority.

  • • Default priority: 50
  • • Lower values (e.g., 10) = processed first
  • • Higher values (e.g., 90) = processed last
  • • Use to ensure specific events match before generic catch-all rules

Status (Active/Inactive)

Toggle Event Settings on/off without deleting them.

  • • Active: Event is tracked and forwarded to platforms
  • • Inactive: Event is ignored (useful for testing)

Systems (SkyBeam/ClickBeam/Both)

Indicates which tracking systems can handle this event:

Both Systems Configured for both SkyBeam and ClickBeam
SkyBeam Server-side tracking only
ClickBeam Client-side tracking only

Managing Event Settings

Viewing Event Settings

All Event Settings are displayed in a table showing event name, tracking systems, priority, and status. Click on any Event Setting to view details or make edits.

Editing Event Settings

  1. Click the "Edit" button next to any Event Setting
  2. Modify configuration as needed
  3. Click "Save Changes"
  4. Changes take effect immediately for new events

Deleting Event Settings

Event Settings can be deleted from the edit view. This stops event tracking and platform forwarding for that event type.

Warning: Deleting Event Settings does not delete historical event data. Past events remain in Intelligence Reports for analysis.

Platform Forwarding

Event Settings control which events are forwarded to connected advertising platforms. For an event to be forwarded:

Event Setting must exist for the event type
Event Setting must be active (not disabled)
Platform must be connected with valid credentials
Platform must support the event type (automatically handled)

Events without Event Settings remain in Tandem Beam (Intelligence Reports) but are not forwarded to advertising platforms.

Best Practices

Start with High-Value Events: Create Event Settings for conversion events first (purchase, lead, sign_up) before adding lower-priority events.
Use Form Parser for Forms: The Form Parser automatically handles field detection, PII hashing, and data extraction - much faster than manual configuration.
Test Before Production: Create Event Settings in development/staging first, verify events are captured correctly, then enable in production.
Use Descriptive Names: Even though event types are standardized, you can add notes or use priority to distinguish between similar events (e.g., "Contact Form - Header" vs "Contact Form - Footer").
Monitor Intelligence Reports: After creating Event Settings, check Intelligence Reports to verify events are being captured with correct data.

Next Steps

Once Event Settings are configured, verify tracking is working correctly and monitor event delivery to platforms.

Testing Guide → Platform Integrations