B2B SaaS Events

TrackStack uses a canonical event layer so product code stays stable while destination mappings evolve. Send one event name from your app; the edge maps it per platform.

Funnel stages

Events are grouped by funnel stage in the dashboard Configure → Events tab. Each event is individually toggleable per destination.

Stage	Count	Purpose
Awareness	6	Traffic, content, and company identification
Interest	8	Intent signals before signup
Acquisition	7	Account and trial creation
Activation	11	Product usage and sales pipeline
Revenue	12	Billing, expansion, and churn
Product	22	Product-specific extensions (API tools, integrations)

Total: 66 canonical events

Awareness

Event	Description
PageView	Page / SPA navigation
ContentView	Blog, guide, comparison viewed
HighIntentPageView	Pricing, demo, or security page
AdLandingPageView	Paid campaign landing page
CompanyIdentified	Anonymous visitor matched to company
ReturningVisitor	Repeat session from known cookie / externalId

Interest

Event	Description
FeatureUsed	Demo / free tool used
LeadCaptured	High-intent form fill or content lead
DemoIntent	User clicked book demo or opened scheduler
DemoBooked	Demo or sales consultation booked
ChatStarted	Live chat or support widget opened
PricingInteraction	Pricing calculator or plan toggle
DocsInteraction	Developer docs engagement
IntegrationViewed	Integration marketplace page viewed

Acquisition

Event	Description
SignUp	Account created
SSOLogin	First SSO authentication completed
EmailVerified	Email verification confirmed
WorkspaceCreated	Team workspace provisioned
InviteSent	Team invite sent
StartTrial	Free trial started
TrialActivated	Trial fully provisioned with product access

Activation

Event	Description
FirstAction	First meaningful product action
ApiKeyCreated	Production API key generated
ApiCallSucceeded	Successful API request
CsvUploaded	Bulk CSV upload initiated
EnrichmentStarted	Enrichment job started
EnrichmentCompleted	Enrichment job finished
CreditConsumed	Billable credit consumed
SalesQualifiedLead	Lead qualified by sales
OpportunityCreated	CRM opportunity created
PipelineQualified	Deal reached qualified stage
MeetingHeld	Sales or onboarding meeting completed

Revenue

Event	Description
AddPaymentInfo	Payment method added
CheckoutStarted	Checkout flow started
Purchase	Initial paid conversion
SubscriptionStarted	Paid subscription activated
PlanUpgrade	Higher plan selected
SubscriptionRenew	Renewal processed
ExpansionRevenue	Expansion MRR from seats or usage
TopUpPurchased	Credit top-up or one-time purchase
Refund	Refund issued — warehouse/CRM only by default
Chargeback	Payment chargeback — warehouse/CRM only by default
Churned	Subscription cancelled — warehouse/CRM only by default
Reactivated	Churned customer returned to paid plan

Product extensions

Product-specific events (LeadMagic-style) route to warehouse/CRM by default. Enable per destination only when you want ad-platform delivery.

Event	Description
ApiDocsViewed	API reference docs viewed
ApiPlaygroundUsed	Interactive API playground used
FirstSuccessfulApiCall	Customer first successful API response
EndpointTested	Specific API endpoint tested
EmailFinderUsed	Email finder tool used
EmailValidationUsed	Email validation tool used
MobileFinderUsed	Mobile finder tool used
CompanyEnriched	Company enrichment completed
ProfileEnriched	Person profile enrichment completed
BulkJobStarted	Bulk enrichment job started
BulkJobCompleted	Bulk enrichment job completed
CreditsPurchased	Credit pack purchased
CreditsLow	Credit balance crossed low threshold
CreditsExhausted	Credit balance reached zero
TeamMemberInvited	Team member invited from product
SalesforceConnected	Salesforce integration connected
HubSpotConnected	HubSpot integration connected
SmartleadConnected	Smartlead integration connected
ClayExportClicked	Export to Clay initiated
WebhookCreated	Outbound webhook endpoint created
WebhookDelivered	Webhook delivery succeeded
WebhookFailed	Webhook delivery failed

Capture pattern

trackstack.capture("SignUp", {
  eventId: "evt_signup_001",
  email: "jane@example.com",
  pageUrl: "https://app.example.com/sign-up",
});

When each core event should fire

Event	Trigger moment	Avoid
PageView	Route/page becomes visible	Multiple fires for same page load
LeadCaptured	Form successfully submitted	Firing on field focus
SignUp	Account creation succeeds	Firing before server confirms
StartTrial	Trial is provisioned	Sending when user only opens pricing
FirstAction	First in-product value action	Counting passive navigation
Purchase	Paid conversion confirmed	Client + server without dedup
Refund	Refund processed	Sending to ad platforms by default

Related docs

• Event payload contract — Universal TrackStackEvent shape
• Platform mapping — Canonical → destination event names
• Routing policy — Ads vs CRM vs warehouse
• Supported platforms — Destination setup