Our product usage tracking feature allows you to observe key actions that your users do within your app. These events can be nearly anything, including: buttons clicked, pages viewed, time spent completing actions, projects completed, or dollars processed. The right metric is whatever best indicates that your user is engaged and getting value out of your app.
You can track up to 20 events.
There are three options for sending usage data into ClientSuccess:
- Server: Submitting events to the ClientSuccess usage API. This is best for lower-level, complex events, calculated, or batched data.
- Segment.io: Sending data in via our Segment integration.
What information does ClientSuccess usage tracking provide?
- Average events within selected time period
- Total events within selected time period
- Trending visualization of events within selected time period
- Trending visualization of events within previous time period
- Available time periods:
- Last week
- Last month
- Last 7 days
- Last 30 days
- Last 60 days
- Last 90 days
- Last 180 days
How to install
To install product usage tracking, you must:
- Be a user with full access to ClientSuccess.
- Submit a request to our support team via the in-app chat messenger to "enable usage for your instance". This will generate your API Key and Project ID that you will use in the next step.
2. Locate your Usage API Key and Project ID on the Usage Settings screen.
3. Begin sending usage events to ClientSuccess by means of one of the available options:
4. If the organization name passed in matches a Client name in ClientSuccess, then the ID will be associated with that client automatically when the first event is passed in. If the organization name doesn't match a Client name exactly, then you will need to perform a one-time, manual pairing after the first event is passed in as shown in the image below. You will need to click on the drop-down arrow and select the correct client that usage data should be paired with and hit "save". Once the organization ID is associated with a Client, all future events will be automatically associated with that Client by the organization ID.
Note: Data must be actively sent into ClientSuccess before the Usage App window will show up in the interface.