Data Management

 

Introduction

This article talks about Data Management and how to effectively manage your events and user attributes in MoEngage.

Effective management of events and user attribute will go long way to ensure that your marketing efforts through MoEngage are optimized and less error prone for your marketers.

The Data Management feature in MoEngage will enable you to enable only those events and user attributes that you want to see in the event and user attribute drop downs across MoEngage dashboard like in Segmentation, Analytics, Conversion Goals etc.

Unnecessary events and user attributes seen in the dashboard drop-downs can lead to time consuming segment and campaign creation process - 

Screen_Shot_2021-09-23_at_11.54.03_AM.png

 

Clean events and user attribute drop-down to give a better understanding to the marketers while creating segments and campaigns - 

Screen_Shot_2021-09-23_at_11.56.38_AM.png

At times, you may end up in a situation where there are a lot of unknown events and user attributes in your MoEngage account which you do not need or which are not readable by your marketers. In such cases, it becomes really important to manage the events and user attributes and their corresponding display names.

Below is a snapshot of how the Data Management dashboard looks -

Screen_Shot_2021-09-23_at_12.04.16_PM.png

Actions supported with Data Management dashboard - 

  • Block unnecessary events, event attributes and user attributes so that they are no longer processed by MoEngage.
  • Hide unnecessary events, event attributes and user attributes from your drop-downs so that your marketers do not create segments / campaigns with incorrect data points.
  • Mark the allowed data types of your event attributes and user attributes so that the appropriate operators are available for them during segmentation and analytics. Once you have defined the allowed data type of your attributes, MoEngage will try to typecast the incoming data to the set data type.
  • Add display name for events and user attribute which will enable your marketers to have a better understanding of your events and attributes while creating campaigns
  • View all tracked events, event attributes and user attributes on the dashboard.

Enabling Data Management

To enable data management, please reach out to your MoEngage Account Manager or write to support@moengage.com Please note that this feature is currently in beta.

Once enabled, this is available under Settings -> App -> Data Management as shown below - 

Screen_Shot_2021-09-24_at_12.50.02_PM.png


Please note that only Admins of your accounts will be able to execute actions like changing status, visibility, allowed data types, readable names and descriptions.


Overview

The Overview tab of Data Management will give you a high level information about the number of unique events and user attributes which are currently tracked for your account - 

Screen_Shot_2021-09-24_at_12.46.55_PM.png

You can use this dashboard to get a high level understanding of the data you are tracking in MoEngage.

 

Usage Metrics :

Events: This denotes the number of unique events tracked for your MoEngage account out of the total available events that can be tracked.

User Attributes: This denotes the number of unique user attributes tracked for your MoEngage account out of the total available events that can be tracked.

 

Activity:

Unique events created new: This shows the number of unique events that were newly created in your MoEngage account

Unique user attributes created new: This shows the number of unique user attributes that were newly created in your MoEngage account

Unique events blocked: This shows the number of unique events that were blocked in your MoEngage account either automatically due to limits breach or manually by one of the users.

Unique user attributes blocked: This shows the number of unique user attrihbutes that were blocked in your MoEngage account either automatically due to limits breach or manually by one of the users.

Events

The events dashboard of data management as shown below, will list all the events tracked for your MoEngage account and will enable you to take actions on your events -

Screen_Shot_2021-09-24_at_12.55.09_PM.png

As shown in the screenshot above, we have categorized your events into two - MoEngage events and Custom Events.

Custom vs MoEngage Events

MoEngage Events:

These are the standard events tracked by MoEngage.

Custom Events:

These are the custom events which you are sending to MoEngage from different data sources like Mobile apps, website and other server side sources or partner integrations.

Event Attributes

On expanding an event, you would be able to see the event attributes of that specific event as shown below -

Screen_Shot_2021-09-27_at_12.58.40_PM.png

These event attributes are also visible on the event detail pop-up which can be opened by clicking on the three dots menu against any event and selecting the edit option. The event attributes will be visible as shown here -

Screen_Shot_2021-09-27_at_1.00.45_PM.png

User Attributes

The user attribute dashboard of data management as shown below, will list all the user attributes tracked for your MoEngage account and will enable you to take actions on them -

Screen_Shot_2021-09-27_at_12.22.48_PM.png


Custom vs Moengage User Attributes

There are certain user attributes which are tracked by MoEngage. Such attributes are marked in the dashboard with a MoEngage logo as shown below -
Screen_Shot_2021-09-27_at_12.23.18_PM.png

Categories

The events and user attributes listed on this dashboard are placed under their respective categories which are pre-created by MoEngage. You can expand any category to see the events or user attributes under that category as shown below -

Screen_Shot_2021-09-23_at_12.04.16_PM.png

Actions

The following actions are supported from the data management dashboard -

Action Result Supported for
Change Status: Allowed On changing the status of a blocked event to allowed, the event will start getting tracked for your MoEngage account. By default all unique events will be allowed unless you breach data tracking limits.
  • Events
  • Event Attributes
  • User Attributes
Change Status: Blocked On changing the status of an event to blocked, the event will no longer be tracked for your MoEngage account even if received. All your existing campaigns on this event will not work.
  • Events
  • Event Attributes
  • User Attributes
Change Visibility: On On changing the visibility of an event to on, the event will start being visible in your drop-downs. By default all unique events will be visible in drop-downs.
  • Events
  • Event Attributes
  • User Attributes
Change Visibility: Off On changing the visibility of an event to off, the event will stop being visible in your drop-downs. The campaigns / segments which are using events with visibility off will continue to work just fine as the events will still be tracked in your MoEngage account but only hidden from drop-downs.
  • Events
  • Event Attributes
  • User Attributes
Set / Edit Display Name On setting / editing the display name of an event or event attribute, the same will be visible in drop-downs to make it more easy for marketers while creating segment / campaigns.
  • Events
  • Event Attributes
  • User Attributes
Set / Edit Description On setting / editing description of an event / event attribute, you will be able to get additional context about tracking. This is already set by MoEngage for the MoEngage events as of now and those cannot be edited.
  • Events
  • Event Attributes
  • User Attributes
Set Allowed Datatype Set the a single allowed data type of attributes so that incorrect data type are not ingested into the data base.
  • Event Attributes
  • User Attributes

 

Status

The Status flag will help you allow or block events, event attributes and user attributes as per the requirement.

Overtime, you may start seeing incorrect events, event attributes or user attributes in your account probably due to an incorrect integration / testing and as such you may want to block such incorrectly tracked data points.

You can change the status of events from the events tab of data management as shown below -

Screen_Shot_2021-09-27_at_1.44.18_PM.png

You can change the status of event attributes, from the event details pop-up or from three dots menu as shown below -

Screen_Shot_2021-09-27_at_1.48.41_PM.png

You can change the status of user attributes as shown below - 
Screen_Shot_2021-09-27_at_1.12.30_PM_2.png

 

 

Blocking due to Limits of data tracking

At times, if your events, event attributes or user attributes are breaching limits mentioned here or as shown in your overview tab, then your new events, event attributes or user attributes may get automatically blocked.

 

Visibility

The Visibility flag will help you to hide or un-hide events, event attributes and user attributes from your drop-downs.

Your drop-downs may get cluttered over time due to too many events and event attributes being present in them, even the once which your marketers don't need. In such cases, hiding will ensure that such events and event attributes no longer appear in the drop-down.

To set the visibility of events, refer the below image -

Screen_Shot_2021-09-27_at_1.45.09_PM.png

To set the visibility of event attributes, refer the below image -

Screen_Shot_2021-09-27_at_1.49.24_PM.png

To set the visibility of user attributes, refer the below image -

Screen_Shot_2021-09-27_at_1.12.30_PM.png

 

Edit display name

Display name will enable your marketers to read your event, event attribute and user attribute names clearly while creating segments.

At times, when your analytics systems are generating events, it is possible that they are encoded and are not easily readable by marketers. In such cases, you can always define a display name for your events and make it easy for your marketers.

To set the display name of events, click on the three dots menu and select edit option to add / edit the display name of your event or event attributes -

Screen_Shot_2021-09-24_at_5.40.29_PM.png


To set the display name of event attributes, click on the three dots menu against any event attribute and select edit option to add / edit the display name of your event or event attributes -
Screen_Shot_2021-09-24_at_5.42.23_PM.png


To set the display name of user attributes, click on the three dots menu against any event attribute and select edit option to add / edit the display name of your event or event attributes -
Screen_Shot_2021-09-27_at_12.22.25_PM.png

Edit description

Description will give additional context to your marketers on what an event does. You can set this from the edit event / edit event attribute / edit user attribute pop-up, similar to what is shown in edit display name action.

 

Set Allowed Datatypes

Setting allowed data type action is supported for user attributes and event attributes and will ensure that any other data type is not recorded for the same attribute.

To set allowed data types for event attributes, click on three dots menu -> select edit option -> navigate to event attributes tab and select the event attributes. Once selected, choose the set allowed data types option as shown below -

Screen_Shot_2021-09-24_at_5.42.23_PM.png

To set allowed data types for user attributes, select the user attributes -> and set allowed attributes. Once selected, choose the set allowed data types option as shown below -

Screen_Shot_2021-09-27_at_1.39.55_PM.png

How this works?

For example, if you set the allowed data types of an attribute called "amount" as Numeric, then after this point, whenever the "amount" attribute is tracked, MoEngage will try to typecast the value to Numeric. For example, after setting allowed data types of amount as Numeric, if you send {"amount" : "145"} which is a string value, we will save it as 145 numeric and enable you to run numeric operators on this value in Segmentation and Analytics. However, if you send {"amount" : "sample value"}, we will not be able to typecast this value and hence it will be dropped. We will not save amount : sample_value in your database to ensure accurate data is only saved.

 

The below table lists the data type of incoming attribute on columns and the allowed data type on rows and the value of each cell represents the data ingestion logic -

  String Numeric Boolean Date Location
Any Accepted as String Accepted as Numeric Accepted as Boolean Accepted as Date Accepted as Location
String Accepted as String Typecast to String Typecast to String Typecast to String Typecast to String
Numeric Typecast to Numeric if possible else drop Accepted as Numeric Dropped Dropped Dropped
Boolean Typecast to boolean if possible else drop Dropped Dropped Dropped Dropped
Date Typecast to Date for accepted formats else drop Dropped Dropped Dropped Dropped
Location Typecast to Location for accepted format else drop Dropped Dropped Dropped Dropped

 

By default, attributes will be set to Any which means that any data type will be accepted for this attribute. If more than one data type is set for an attribute then your segmentation drop-down will show multiple data types during query creation as shown below -

Screen_Shot_2021-09-27_at_11.31.45_AM.png

Once you set the allowed data type, only the allowed data type will be ingested going forward. However, we may still see older data types in your database due to past data present in the system. By default the allowed data type will be pre-selected for your segmentation.

 

Event Details

Event details tab will list the different data points about an event, all the event attributes of the event and a few sample recent events recorded to give you more context -

Screen_Shot_2021-09-24_at_5.40.49_PM.png

 

User Attribute Details

You can navigate to the user attributes tab for executing actions by clicking on the three dots menu against a user attribute and selecting the edit option. This will open up a pop-up as shown below -

Screen_Shot_2021-09-27_at_12.22.25_PM.png

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