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CRM.COM Software allows you to create Customer Events which can either be financial and marketing events performed by customers and are registered within CRM.COM in order to be rewarded or additionally processed by other functions of CRM.COM. Customer events can be created manually through Web API or the User Interface or automatically by the system.

In this manual we will explain how you can manually create Customer Events via the User Interface.

All Customer events are created via the dedicated page of Customer Events. Each of the Event Types have a different set of attributed that need to be set. Below there is a list with different manuals explaining how you can create each of the Customer Events.

Visit Understanding Customer Events for business examples related to Creating Customer Events

Related Areas

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Financial Achievement Customer Event — View Financial Achievement Customer Event Attributes
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Financial Statement Customer Event — View Financial Statement Customer Event Attributes
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Configuring Customer Event Classification — Learn to configure Customer Event Classifications
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Managing Customer Events — Learn to work with Customer Events
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Understanding Customer Events — Understand the usage of Customer Events within CRM.COM
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Configuring Customer Events Definition — Learn to configure Customer Events Business Definitions that will dictate the overall behaviour of Customer Events
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Spend Request Customer Event — View Spend Request Customer Event Attributes
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Achievement Customer Event — View Achievement Customer Event Attributes
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Web Customer Event — View Web Customer Event Attributes
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Purchase Customer Event — View Purchase Customer Event Attributes
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Referral Customer Event — View Referral Customer Event Attributes
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Social Media Customer Event — View Social Media Customer Event Attribute

Creating Customer Events

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