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Onboarding Program

Setting up Mixpanel in the correct manner for your digital product

Setup Mixpanel in 5 weeks with Dashboards for all
5 weeks plan to supercharge product development
which helps you increase active usage of product
renewals and upgrades, account level analysis to identify healthy and unhealthy accounts
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Service Provider: Optiblack
Optiblack is Product Growth firm and leading Mixpanel Implementation Partner, who have done Mixpanel implementations for SaaS, eCom, Mobile Apps, Web Apps in short time and helped firms realise the ROI of their investments in products, tech and marketing.
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Mixpanel for your Digital Product



5 Step Program Details

1. Setup
Workshop to understand the objectives and product strategy
Internal team kickoff and stakeholders identifications
2. Planning
Develop the event tracking plan based on the vertical (SaaS, eCom, Media etc)
Kickoff Development post stakeholder approval on tracking plan
Identify focus metrics and product metrics as per product strategy


3. Development
Provision of codes for Mixpanel
identification of triggering of tracking codes inside the app
Working with development team for correct implementation
Quality check in Staging
4. Cutover
Deploying to production
Quality check in production
5. Hypercare
Dashboard setup
Email digests setup
Documentation on events


Overall Program Steps
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Search
Setup
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Signing off to begin
Agreement on implementation is signed
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Understanding the why behind product
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People behind the product
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Understanding the objectives from the analytics
Planning
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Analytics Strategy Session
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Detailed implementation steps
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Focus Metrics framework
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Vertical specific Tracking plan for SaaS, eCom, Financial, Consumer etc.
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Specification on mixpanel implementation
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Approval
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Signing off on Development
Development
7
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Review by tech to identify the required data
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Setting up analytics on staging
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Providing Mixpanel Codes for implementation for Plug & Play approach
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Set up of identity layer
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Setting up events and tracking plan
Implementation includes setting up Mixpanel in app and enabling the tracking code
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Phase wise planning
Implementation consists of 2 phases 1. Planning 2. Development
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Check for assurance before deployment
Cheat Sheet **Client-Side** Call the identify method once you know who the user is. Use the reset method on logout if you want to track multiple users on a single device. **Server-Side** Use the $merge event when you know two distinct_ids should be merged. **Hybrid Implementation** Pass distinct_id either from server to client or client to server. Server to client - Use the identify method with the id from your server on the client side. Client to server - Use the $merge event to merge the server and client ids.
Cutover
2
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Deployment
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Review on production
Hypercare
4
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Dashboard for Product, Marketing, CxO, CS, Tech and Operations
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Daily email at 10:00 am your time with your relevant dashboards
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Workshop on how to use Mixpanel
Workshop
Step 1: Select a data governance owner or team If you belong to a smaller, more nimble organization, select a primary data governance owner, who may be the owner of the initial analytics implementation. You should also choose a backup data governance owner who can quickly and easily step into the lead role if the primary owner cannot take responsibility. If you belong to a larger organization, create a data governance team or governing council with a lead from each functional business unit leveraging this data (e.g., Product, Marketing, Analytics, Data Science) so that each team is well represented. This will also help to break down silos that may exist across teams. Step 2: Create a centralized tracking plan for your product Once your data governance owner or team is in place, make sure that you have a shared tracking plan to document new events and properties. You should already have one if you worked through your initial analytics implementation, but if you don’t, feel free to copy our tracking plan template. Step 3: Document new events and properties Before launching a new product feature (whether in alpha, beta, or to all users), the product manager responsible for the launch should establish the right metrics (to hold him/herself accountable) and submit a request to the data governance owner or team. The data governance owner or team can then build out the events and properties required to measure progress against these metrics. Step 4: Review these new events and properties When documentation is complete, the data governance owner or team can review these new events and properties with the product manager. If you have a designated Mixpanel Professional Services account team, you can also have them review and provide feedback on the new events and properties. Either way, get sign-off that the events and properties actually map back to quantifiable business metrics and are ready to implement! Step 5: Implement the new phase The data governance owner or team can now relay to the technical lead(s) that they can proceed with development, translating the events and properties in the tracking plan into triggers within the product’s source code. The process here may vary drastically depending on internal processes, but typically starts with the creation of an engineering ticket by the data governance owner or team. Step 6: Conduct proper QA (in your development environment) before deploying to production The data governance process doesn’t end once the track calls have been added to your product’s source code. Now’s the time to engage in quality assurance processes to ensure that the data being collected is accurate and aligns perfectly with the new events and properties documented in your tracking plan. Once you’ve confirmed that the data is accurate, you can deploy to production! Step 7: Document your event and property definitions If you use Mixpanel, the data governance owner or team should add descriptions of all new events and properties in Lexicon and organize data for clarity and discoverability. This will help everyone across your organization (who may or may not have been part of the implementation process) understand what data is being collected, which will in turn empower them to run analyses within Mixpanel and make data-informed business decisions. And last but not least, Step 8: Repeat Steps 1 through 7!
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Lexicon documentation



Connect Mixpanel with other platforms
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Clients for Mixpanel

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