Recommended finance and banking app events

At a glance: Measure the quality of your users throughout their user journey by recording these suggested in-app events for your finance and banking app.

banking.png Finance and banking

Finance and banking apps provide users with the ability to perform a wide range of financial-related objectives, such as signing up for new credit cards or applying for loans. The typical events that we suggest recording include account openings, credit card applications, and loan applications.

Recording these events can help you determine:

  • What type of account users want the most, and provide you with ideas for retargeting 
  • What benefits users look for in a credit card
  • What users need financial assistance for, and how much assistance they want

 Important!

  • Make sure to read the instructions for marketers about implementing in-app events.
  • To streamline the implementation process, download a CSV file that includes all of the typical in-app events described in this article, and then modify the events according to your business needs. Once complete, share the file with your developer.
  • For each recommended event included in this article, there are code samples for iOS, Android, and Unity developers.
  • Detailed instructions for your developer can be found in the AppsFlyer developer hub.

For more information about recording in-app events, see the Rich in-app events guide.

Flowchart_for_recommended_events finance_banking_app_user_journey

Recommended structures for predefined events

The following section provides a list of event structures that are typical to the finance and banking vertical. Each structure includes a predefined event name and the suggested event parameters to use. Note that in-app events can include any event parameters that meet your business needs.

Login (af_login)

Purpose

Understand the retention of your registered users

Trigger 

When the user successfully logs in

Event parameters

Can be sent without any additional parameters

Code examples

Android iOS - Objective C iOS - Swift Unity

AppsFlyerLib.getInstance().logEvent(getApplicationContext(), AFInAppEventType.LOGIN, null);

Complete registration (af_complete_registration)

Purpose

Learn how many users installed the app and completed the signup process, and what signup methods your users prefer

Trigger 

When the user completes the signup process

Event parameters

 Name Description Example value
af_registration_method Type of signup method Email, Facebook

Code examples

Android iOS - Objective C iOS - Swift Unity

Map<String, Object> eventValue = new HashMap<String, Object>();
eventValue.put(AFInAppEventParameterName.registration_method, "Facebook");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), AFInAppEventType.complete_registration, eventValue);

Recommended structures for custom events

The following section provides a list of event structures that include custom event names and the suggested event parameters to use. Note that in-app events can include any event parameters that meet your business needs.

Registration verified (registration_verified)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users sign up but aren't accepted. 

Trigger

When the registration is verified

Event parameters

Name Description Example value
submit_registration Type of signup method verified. Do not enter personal identifiable information (PII).  Email, Facebook

Code examples

Android iOS - Objective C iOS - Swift Unity

Map<String, Object> eventValue = new HashMap<>();
eventValue.put("submit_registration", "facebook");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "registration_verified", eventValue);

Submit account application (submit_account_application)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users sign up but do not apply to open an account.

Trigger

When the user completes the account application process

Event parameters

Name Description Example value
account_type Type of account applied for savings
application_method Where the application was made app
PII_type Type of ID used during application passport

Code examples

Android iOS - Objective C iOS - Swift Unity

Map<String, Object> eventValue = new HashMap<>();
eventValue.put("account_type", "savings");
eventValue.put("application_method", "app"); eventValue.put("PII_type", "passport"); AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "submit_account_application", eventValue);

Open account success (open_account_success)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for accounts and are accepted; and then try to improve the funnel or retarget those users later. 

Trigger

When the user application is accepted and the account is opened

Event parameters

Name Description Example value
account_type Type of account opened savings
application_method Where the application was made app
PII_type Type of ID used during application identification card

Code examples

Android iOS - Objective C iOS - Swift Unity

Map<String, Object> eventValue = new HashMap<>();
eventValue.put("account_type", "savings");
eventValue.put("application_method", "app"); eventValue.put("PII_type", "identification card"); AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "open_account_suucess", eventValue);

Open account rejected (open_account_rejected)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for accounts but aren't accepted; and then try to improve the funnel or retarget those users later.

Trigger 

When the user completes the signup process

Event parameters

Name Description Example value
account_type Type of account applied for savings

Code examples

Android iOS - Objective C iOS - Swift Unity

Map<String, Object> eventValue = new HashMap<>();
eventValue.put("account_type", "savings");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "open_account_rejected", eventValue);

Credit card application (submit_credit_card_app)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards but are not accepted; and then use this information to improve your funnel or retarget them later. 

Trigger 

When the user submits an application for a new credit card

Event parameters

Name Description Example value
credit_card_type Type of credit card applied for gold card
application_method Where the application was made app
PII_type Type of ID used during application passport

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("credit_card_type", "gold card");
eventValue.put("application_method", "app");
eventValue.put("PII_type", "passport");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "submit_credit_card_application", eventValue);

Credit card application success (credit_card_application_success)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards and are accepted; and then use this information to improve your funnel or retarget the accepted users for other credit cards. 

Trigger

When the user's credit card application is accepted

Event parameters

Name Description Example value
credit_card_type Type of credit card applied for gold card
application_method Where the application was made. app
PII_type Type of ID used during application identification card

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("credit_card_type", gold card);
eventValue.put("application_method", app);
eventValue.put("PII_type", identification card); AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "credit_card_application_success", eventValue);

Credit card application rejected (credit_card_application_rejected)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards but are not accepted; and then use this information to improve your funnel or retarget the users for other credit cards. 

Trigger 

When the user's credit card application is rejected

Event parameters

Name Description Example value
credit_card_type Type of credit card applied for gold card

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("credit_card_type", "gold card");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "credit_card_application_rejected", eventValue);

Credit card activation (credit_card_activation)

Purpose

Record this event and compare it with other data to learn more about your users. For example, you can learn how many users get a credit card but do not activate it; and then use this information to improve your funnel or retarget the users. 

Trigger

When a user activates their new credit card

Event parameters

Name Description Example value
credit_card_type Type of credit card applied for gold card
application_method Where the application was made app
PII_type Type of ID used during application identification card

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("credit_card_type", gold card);
eventValue.put("application_method", app);
eventValue.put("PII_type", identification card); AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "credit_card_activation", eventValue);

Submit loan application (submit_loan_application)

Purpose

This event can help you:

  • Determine the overall number of loan applications in your app
  • Learn about the maximum, minimum, and average amount in loan applications
  • Determine the type of loans people apply for

Trigger

When the user successfully submits a loan application

Event parameters

Name Description Example value
loan_id ID of the loan 1735102
loan_type Purpose of the loan housing
loan_amount Amount requested 1000
loan_period Loan period 3 months

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("loan_id", "1735102");
eventValue.put("loan_type", "housing"); eventValue.put("loam_amount", "1000"); eventValue.put("loan_period", "3 months"); AppsFlyerLib.getInstance().logEvent(getApplicationContext(),"submit_loan_application", eventValue);

Loan accepted (loan_accepted)

Purpose

Learn about trends in loans and other metrics. This event can help you determine:

  • What type of loans are accepted
  • The amount requested in loans that are approved
  • Which lenders accept the most loans

Trigger 

When a loan is accepted

Event parameters

Name Description Example value
loan_id ID of the loan 1735102
loan_type Purpose of the loan housing
loan_amount Amount requested 1000
loan_period Loan period 3 months

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<String, Object>();
eventValue.put("loan_id", "1735102");
eventValue.put("loam_amount", "1000");
eventValue.put("loan_type", "3 months");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(),"loan_accepted" , eventValue);

Loan rejected (loan_rejected)

Purpose

Understand the reasons why loans get rejected. You can see the correlation between the amount and loan period and rejection rates. You can also retarget users whose loan gets rejected and suggest they take a smaller loan.

Trigger

When a lender rejects a loan

Event parameters
Name Description Example value
loan_id ID of the loan 1735102

Code examples

Android iOS - Objective C iOS - Swift Unity
Map<String, Object> eventValue = new HashMap<>();
eventValue.put("loan_id", "1735102");
AppsFlyerLib.getInstance().logEvent(getApplicationContext(), "loan_rejected" , eventValue);
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