Getting Started Guide- The Woopra Essentials Mix

10-Steps to Get Familiar with the Woopra Platform and Unleash Your Inner Data Scientist!

Getting Data Tracked

Step One: Install the Javascript Tracking Code to See Your First Customer Profile

Using WordPress? Even better. Install the Woopra WordPress plug-in to instantly start tracking your website data. Using a different CMS? Not a problem! Insert Woopra Javascript Tracking Code to the tag of your website pages you’d like to track.

Once installed, navigate to “People” in Woopra and see your first Customer Profile!

Not a Developer? Email this guide to a teammate for help!

Step Two: Track Your First Custom Event to See Automated Reports

Interested in tracking when users signup? When customers make a payment? When visitors watch a video on your website? Track your first custom event and watch as Woopra automatically generates your first report!

Once your first custom event is sent to Woopra, navigate to “Reports” to see your first automatically generated Woopra report!



Not a Developer? Email this guide to a teammate for help!

Step Three: Edit Your Schema to Help Every Employee Understand Your Data

Consider the Woopra Schema your personal data dictionary, outlining the different data sources and types with descriptions that everyone on your team can understand. Once you track your first custom event, navigate to your schema to update how the data is displayed through Woopra.

Step Four: Unify Data Across the Organization with AppConnect

From Salesforce and Marketo to LiveChat and Zendesk, essential user data is siloed across tools and teams. Use AppConnect and integrate the apps your team is already using into Woopra with a few clicks.

Getting Questions Answered

Step Five: Build Your First Customer Journey Funnel to See the World as Your Customers Do

Combine any set of actions, events or goals to understand how users move across campaigns, through your website, within your application and beyond! Check out this post to learn more about creating your first Woopra Customer Journey Funnel.

Types of Questions You Can Answer with Funnels:

  • Which of my marketing campaigns drove the most conversions last year?
  • Where am I losing potential users during onboarding?
  • What are my highest performing customer segments?
  • How many users read documentation or submit a support ticket before becoming a customer?

Step Six: Measure User Retention to Increase Customer Lifetime Value with Your First Retention Report

Retention reports tell you if users continue to do important actions, such as make purchases, use your product, or even open your emails. Finally, understand if users are engaged enough with your offerings to keep coming back. Build your first Retention Report to learn where you’re losing customers and how to get them coming back!

Types of Questions You Can Answer with Retention Reports:

  • Do users continue to take important actions, such as make purchases, use your product, or even open your emails?
  • How long customers continue to take a specific action after signing up?
  • Are users more likely to convert after downloading my mobile application?

Step Seven: Create Your First Label to Begin Segmenting Users by Any Criteria

Labels are a way of saving customer segments that are important to you. For example, you may want to save a “Submitted Ticket” customer segment, to monitor users who’ve sought out help or an “at-risk of leaving” customer segment in order to monitor, analyze, and compare these customers.

Navigate to “People” to create your first dynamic Woopra segment! Filter by “People Who Are” and “People Who Did.” Once you’ve identified a group of users that you’d like to save, simply click “Save as Label” to begin leveraging this segment throughout Woopra reporting, automations and analysis.

Getting Work Automated

Step Eight: Create Your First Scheduled Report to Keep a Pulse on Your Most Important Metrics

Are new signups essential to your business? What about website traffic or purchases? Stay on top of your most essential business metrics by scheduling a report to send daily, weekly or monthly. Navigate to “Scheduled Tasks,” select a report of interest, give it a name, pick a date and go!

<Learn more about creating a scheduled report task

Step Nine: Create Your First AppConnect Trigger to Engage Customers with the Right Message, at the Right Time

After installing a few AppConnect apps, you’ll instantly see associated “Trigger Actions” that you can use to take immediate actions based on user behavior. For example, the Zendesk App allows you to change ticket priority. The HipChat app allows you to post messages to specific rooms when a given action occurs. Customer.io allows you to add visitors to relevant mailing lists based directly on their behavior, and so on.

Click the ‘Save” button and your triggers will begin firing when the trigger action is performed!

Learn more about triggering AppConnect actions

Step Ten: Personalize Your Custom Woopra Dashboard for a Bespoke Snapshot of Your Key Metrics

With a single click, pin any of your reports to the Live Dashboard for a customized overview of your most important data, right at your fingertips. Simply navigate to the report you’d like to add to your dashboard and click the “Pin to Dashboard” button.

Congratulations! You’ve covered the fundamentals of the Woopra platform. Now that you’re a Woopra champ – it’s time to invite your colleagues to join. Invite other “Agents” to Woopra and start harnessing the power of unified customer data.

A day of setup. A lifetime of insights.

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