Welcome
Working with the System
The section provides comprehensive instructions for creating, configuring, and managing marketing events. It covers topics such as defining audience conditions, setting up triggers, deploying events, and tracking their performance. Additionally, this section includes explanations of key terminology and offers advanced options to optimize event management.
Event Workflow
Event Approval and Deployment
This page explains the approval process for events created by users (Makers) and reviewed by authorized approvers (Checkers), detailing each role’s permissions and steps for submitting, reviewing, approving, or declining events.

Getting Started
Welcome to the documentation for HCL Detect, where you can find information about how to install, maintain, and use this service.
Installation
Learn more about HCL Detect installation and deploying core components of the product.
Administration
Learn about how to configure, manage, and maintain HCL Detect environments. It includes details on system setup, user management, and permissions, ensuring seamless operation and efficient deployment of your continuous delivery processes.
Working with the System
The section provides comprehensive instructions for creating, configuring, and managing marketing events. It covers topics such as defining audience conditions, setting up triggers, deploying events, and tracking their performance. Additionally, this section includes explanations of key terminology and offers advanced options to optimize event management.
- About HCL Detect
- Terminology
- Dashboard Overview
  This page shows performance metrics and trends for live events, helping users monitor engagement outcomes in real time.
- All Events
- Create Project
  This page explains how to add a new project while creating or editing an event, using the project selection section within the event description page.
- Event Workflow
  - Creating an Event
    This page provides explanation on how to create an event from scratch, existing file or from a template.
  - Configuring an Event
    This page explains how to define audience conditions, configure triggers, set up event details, and deploy events to meet your marketing goals.
  - Event Approval and Deployment
    This page explains the approval process for events created by users (Makers) and reviewed by authorized approvers (Checkers), detailing each role’s permissions and steps for submitting, reviewing, approving, or declining events.
  - Editing an Event
    This page explains how users can edit a running event by creating a draft version. The original event continues to run until the updated draft is deployed.
  - Stopping an Event
    This page explains how users can manually stop an event that is currently running, before its scheduled end date. It also highlights how stopped events can be restarted later with changes.
  - Exporting an Event
    This section explains how to export deployed events either as reusable templates or server-stored files for easy replication or migration across environments.
  - Cloning an Event
    This page explains how users can duplicate an existing event of any status, modify it, and save it as a new draft for further editing and submission.
- Tracking an Event
- Additional Options for Events
  This section describes additional options for events that were not covered in the previous sections.
Customizing the System
This section guides developers on customizing and extending Detect solutions. It covers the solution's folder structure, configuration files, integration methods, and provides insights into the Detect Expression Language and its built-in functions.
System Data Model
This section provides detailed information about the internal tables used within the Detect module. It includes descriptions of each table's structure, purpose, and relationships, aiding administrators and developers in understanding and managing the underlying database schema effectively.

Event Approval and Deployment

This page explains the approval process for events created by users (Makers) and reviewed by authorized approvers (Checkers), detailing each role’s permissions and steps for submitting, reviewing, approving, or declining events.

Events created by users require approval before deployment. This process involves two roles:

Maker – Creates and submits the event.
Checker – Reviews, approves, or declines the event, and manages deployment.

Maker Role

A maker is a user with the permissions to:

Create and edit events.
Submit any event (their own or others’) for approval.
Edit declined events and resubmit.

Submit an Event

After reviewing the event setup, click Submit for Approval.
Event status changes to Pending Approval.
Navigate back to the All Events page.
Click Filter and select PENDING APPROVAL, and click Apply.
Select the event to view the status.
- If approved, it moves to Running status and you can review and deploy it.
- If declined, status updates to Declined, and event can be edited and resubmitted.
Example: A maker creates a campaign for "Inactive premium users" and submits it for approval. Upon decline, they revise the audience criteria and resubmit.

Checker Role

The checker has permissions to:

view events which are in the Pending Approval status.
approve, decline, or deploy submitted events.
create events, same as a maker.

Approve and Deploy

Select an event which is in the Pending Approval Status.
Click Review to inspect full configuration.
Click Approve, then choose Review and Deploy.
Select event starting date and ending date.
Click Confirm and Deploy to make it active.
Decline Event (if needed): Click Decline and provide reason.
Event status updates to Declined, allowing maker to revise and resubmit. Example: A checker reviews a draft for a "Referral bonus campaign," updates the start date, and deploys it. If declined, feedback is shared with the maker for correction.

Note:

Only approved events can be deployed.
Checkers can also act as makers and follow identical steps for event creation.
Makers can view all their events across statuses under the All Events page.