Account Based Analytics

Updated on August 8, 2019 Download PDFDownload as PDF
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Brief Overview

For SaaS companies who sell into accounts, who require more specific data relevant to track user groups (I.e. accounts) in the aspects of engagement and adoption within Insights, the Accounts Based Analytics can be activated.

By activating this feature, Insights will add the account information ON TOP of the end-user level.

Prerequisites

The account information needs to be accessible (via Window object) from the client in the form of standard email address: ABC@mydomain.com

Supported Methods

  1. Email – Will work if User Identifier is set in the editor and the assigned value is a standard email

2. API property – Will work with any Javascript variable that’s accessible via the Window object and will group based on the assigned value (i.e. the assigned value should hold the account name and NOT the email).

Activating this Feature

  1. Navigate to: Production → System settingsAccount level analytics
  2. Toggle ON the “enable..” toggle
  3. Select Email/API and set the value
  4. Save
  5. Publish (blank publish)

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