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 User 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 thetag of your website pages you’d like to track.

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

Woopra's Customer Profile

Build and save your first customizable People report in the People Section using Woopra’s advance filters to see people that matter most to you!

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

Step Two: Track Your First Custom Action 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 action and watch as users are interacting with your product!

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.

Schema

Step Four: Unify Data Across the Organization with Integrations

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

Getting Questions Answered

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

Combine any set of actions, events or steps 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.

Types of Questions You Can Answer with Journeys:

  • 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?

Woopra's Journey

Step Six: Monitor and analyze how your key metrics move over time with your first Trends Report

Trends Reports help you understand how metrics that are most relevant to your business change over time and what are the underlying forces behind these changes. With Trends, you can easily understand which mobile platform brings in the most revenue to your business or which city or country has the most engaged users.

Types of Questions You Can Answer with Trends Reports:

  • How do I analyze the industry-wise seasonality of my business for the most active users over the past year?
  • Are mobile users more engaged as compared to those that use the web app? For mobile users, how active are the iOS customers as compared to the Android customers?
  • How are the active users performing over this quarter versus the previous quarter? What do these numbers look like year-over-year?

Woopra's Trends

Step Seven: 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 making purchases, using your product, or even opening 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 Eight: Create Your First Segment to Begin Filtering Users by their Behavior

Segments are a way of saving customer behavioral groups 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 the “Configure” section to create your first dynamic Woopra Segment! Filter by any action or any action/visit/visitor property. Once you’ve identified a group of users that you’d like to save, simply click “Create” to begin leveraging this segment throughout Woopra reporting, automations and analysis.

Getting Work Automated

Step Nine: 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

Schedule Reports

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

After installing a few Integrations 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 ‘Create” button and your triggers will begin firing when the trigger action is performed!

Learn more about triggering Integrations actions

Woopra's Triggers

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 users to Woopra and start harnessing the power of unified customer data.

A day of setup. A lifetime of insights.

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