How we identify incorrect events

We identify incorrect events usually through customer reports. Our staff and you can report incorrect events per the directions below. We treat these with the highest urgency.

Common causes for incorrect events

There are a few common reasons incorrect events:

Data is not mapped correctly. In this case, there is nothing we can do to fix the event engine to solve the scenario. Instead, we'll assist you in improving your data mapping to avoid this case in the future.

Data is something unusual that we've never seen before. Agency Management Systems are flexible and allow many possible ways to structure the data. We can't always handle every scenario but we will do our best to accommodate you.

If there's any other scenario we will do our best to improve the Event Engine to avoid this problem in the future.

How to report an incorrect event

If you suspect something is off:

  • You get replies to emails from customers and the situation doesn't make sense
  • You see events in Connect's account activity that shouldn't be there.

The next step is to properly report the event to us. To do this:

  • open your Connect account
  • Load the Accounts tab and find the account in question
  • Scroll through the events and find something like this.
  • Click on the bug icon and complete the form

We immediately get your request. Our development team gets to work on these types of issues almost always within 24 hours. When we correctly solve an issue we will remove anyone who was added to a sequence as a result of this.

How we fix incorrect events

If an event has already happened, such as a Lost Customer event, it may be used to possibly trigger some other activity. This could be a Lost Customer Campaign. If some marketing has already been triggered it is too late to "unsend" an email or postcard. However, once we fix the event issue we will automatically remove anyone who should have not been added to the sequence.

If an event is reported our engineers will investigate the cause based on your report. (By reporting an event issue like instructed above, all the details our developers need to correct the problem are immediately available so they can rapidly fix the problem.)

How we prevent an issue from coming up again

Fixing an issue follows the standard Software Development Process. First we capture the data from the report. Second, we write a test case against the data following basic logic such as "this data set, when passed at exactly this time should not trigger a Lost Customer event." 

Then we modify the event engine until this test case passes.

The beauty of this approach is we have hundreds of test cases so that anytime we make a modification we can be sure we don't break something else that has already been tested.

Over time the system becomes more durable.

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