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Your Comprehensive Tracking and Integration Guide

To fully leverage Hyperengage and understand user interactions within your product, it’s essential to capture:
  • Who your Users are (e.g. their email address, role, etc.)
  • What actions they undertake.
If you’re new to tracking, don’t worry. We’ll walk you through how to set it up. Before we dive deeper, here are some basic tips to optimize your Hyperengage experience:

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Begin with 5 Events

For those new to information tracking, it might seem daunting with all the potential events to track. We recommend starting simple:
  • Signed up
  • Performed an important action (e.g., Onboarding Completed, Enabled Integration)
  • Trial Started
  • Team Member Invited
Use the Object-Action convention for naming events, such as Project Created or Message Dispatched. The shorter and more descriptive the event name, the better

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Start with 5 Traits for User

Traits offer a refined way to filter and focus on particular user and company groups. Consider the following 5 traits we recommend:
  • job_role (e.g., Admin, Editor, Viewer)
  • title (e.g., CEO, Developer, Designer)
  • signup_source (e.g., Organic, Referral, Paid Ad)
  • first_name, last_name and email
  • is_active ( Set this to True or False based on if the user has been deactivated)
For B2B models, emphasize company-related traits. B2C models should focus on user-specific traits.

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Start with 5 Traits for companies/groups/accounts

We recommend for you to consider company/group as set of users that you sell to collective in some cases it can be workspaces or in some cases organisation. Traits offer a refined way to filter and focus on particular company groups. Consider the following 5 traits we recommend:
  • name (e.g., Hubspot, Intercom, Planetscale)
  • created_at (e.g., `ISO-8601 timestamp ( this is the date the company signed up to your product))
  • mrr and arr ( Set these as they can help you analyse impact on revenue of tragted alerts for churn and opprtunities)
  • is_trial ( True or False , set this to true if the the trial is started), this is used to categorize accounts into subscribed or trial bucket
  • (Optional) trial_start_date and trial_expiry_date can be set to ISO-8601 timestamp.
  • (Optional) is_churned ( Set this to true if the account has churned or cancelled )
For B2B models, emphasize company-related traits. B2C models should focus on user-specific traits.

Hyperengage Data Model

Take a look at our detailed guide to uderstand how our data model works

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Integrating Hyperengage with Segment ( Coming soon)

Hyperengage streamlines the process of syncing your user and account data. By linking your account, identify, track, and group calls with user or account data will be processed by Hyperengage, bypassing the need for manual API integrations. To integrate with Segment, head to the Integrations tab in Hyperengage, click on the Segment logo, and proceed with the guided steps. You’ll need to authenticate with your Segment account to grant Hyperengage access. Ready to dive into Hyperengage? Proceed to our quick start guide.