Integrating with Mixpanel will enable you to better understand customer feedback and features to build next based on their importance to your cohorts, segments, and personas.
Note: Some of the UI shown in the following video is from an older version of Productboard, but the demonstrated behavior is still relevant.
In this article:
- Installing the Mixpanel integration
- Choosing which cohorts from Mixpanel to sync
- Syncing cohorts
- Using Mixpanel cohorts in Productboard
Installing the Mixpanel integration
To install the Mixpanel integration, follow the steps below:
- Get your Productboard access token. From the bottom of the Main menu, click Settings > Integrations.
-
Find and click Access token, and add a new access token by clicking the plus button (
).
- Click Add token. The generated token will only be displayed once, so copy it and store it in a secure location, as you will need it in the next steps.
- Copy the token and give it a descriptive name, like Amplitude Cohort Sync. The generated token will only be displayed once, so make sure to store it in a secure location, as you will need it in the next steps.
- Go to Mixpanel, and click on Integrations.
- To see the Productboard integration, scroll down to Integrations.
- Select Productboard and, in the dropdown, click Add Connection.
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Name your connector, select a User ID you want to match your users with between Productboard and Mixpanel, paste the access token that you copied in step one, and click Continue; you'll see the message: Productboard connected successfully.
The installation is now complete!
Note: Changes will only occur when you manually choose which cohorts you wish to sync with Productboard.
Choosing which cohorts from Mixpanel to sync
Productboard’s Mixpanel integration enables you to filter and assess features and feedback by Mixpanel’s cohorts.
In practice, you should be syncing company-based segments, user attribute cohorts, and user behavioral cohorts to Productboard. Before syncing cohorts to your Productboard workspace, you need to determine which cohorts you wish to sync. Below you can find examples of useful cohorts you could choose.
Tip: To supercharge your analyses, we recommend having a deep set of user properties in your product analytics tool.
For example, Productboard has properties such ascreated_at
,job_title
,role
,plan
,space_paid_users
.
We have also integrated Amplitude with Clearbit, which gives us additional user properties such asindustry_category
,estimated_revenue
,money_raised
, andemployee_range
.
Cohorts examples
Company-based segment examples
User attribute cohort examples
User behavioral cohorts
Syncing cohorts
Once you created cohorts, you can start to sync them.
- In Mixpanel, go to the Cohorts page.
- On the Cohorts page, click on the cohort you wish to export and press Export to.
- Choose the sync cadence. We recommend having your strategically essential cohorts as automated syncs, whereas one-time syncs are appropriate for project work.
Once you choose the cadence, click Begin Sync:
That's it! It will take some time for the sync to complete, but you should be able to use the cohort on Productboard within approximately 30~minutes.
Resyncing one-time syncs
As part of your Mixpanel subscription, you might have five automated syncs and an unlimited number of one-time syncs.
To resync a one-time sync:
- Click on a Cohort.
- Select Export to.
- Then, click on Start New Export:
Using Mixpanel cohorts in Productboard
Once you install the integration, you can use Mixpanel cohorts in Productboard. Below we will cover how you can use cohorts on the Features and Insights board.
- Checking feedback a cohort submitted
- Checking trends from a cohort
- Analyzing the user impact score broken down by cohort
Verifying feedback provided by a cohort
You can check feedback submitted by a specific cohort by clicking Filtered by > Segment and checking the segments with the Mixpanel logo you'd like to look at:
Viewing trends from a cohort
If you want to see trends for a specific cohort, add the segment as a filter on an insights board, then click Layout: Notes > Analytics. See Identify trends in collected feedback on the Analytics page for details.
Analyzing the Customer Importance Score and studying how it changes by cohort
If you want to see how important the features you're working on are for a specific cohort, you can add cohorts as columns to features boards and grids.
Click Add columns > Segments and select the cohorts you'd like to see on your board.