Mixpanel integration

[matin]

Learn what is and isn't working, so the product can continue to improve.

[matin]

/cc @ttrefren

[nodesocket]

People analytics in combination with events are super nice.

[mjallday]

Integration would ideally follow our existing implementation which records events

• Current javascript

Our backend assigns a unique token to each login, which looks like this:

            mixpanel: {
                token: 'XXXX',
                distinctId: 'XXXX',
                name_tag: 'Marshall Jones',
                email_address: 'marshall@poundpay.com'
            },

Events that should be recorded:

• Page views
• Button clicks
• Form submissions (including failures?)

[dmdj03]

Summary view that enumerates the number of actions broken out by customer login, eg. how many credits were created in the last month by a customer

[dmdj03]

Record views for each of the sections: activity, logs, invoices, settings

[dmdj03]

Create another dimension to filter events/actions by test marketplaces and production marketplaces

[dmdj03]

Distinguish between clicking on a modal popup and going through with the action on the popup - by recording both events

[mahmoudimus]

ping @dmdj03 - let's list the events we want to track /cc @nodesocket can help with this and contribute to this, but @rloomba is in charge of the implementation at this point.

[mjallday]

@matthewfl is now on point for this.

requirements are:

• return unique id from injustice
• associate unique id with current user
• record page views via route name e.g. cards.index along with params e.g. marketplace_guid
• ensure we do not include sensitive data

[dmdj03]

[ ] # of credits created [ ] # of debits created [ ] # of refunds created [ ] # of customers created [ ] # of bank accounts created [ ] # of cards created [ ] # of production marketplaces created [ ] # of test marketplaces created [ ] # of pay a seller credits to bank accounts [ ] # of manage marketplace page views

Search: [ ] # of searches performed [ ] # of times date filter: past hour is clicked [ ] # of times date filter: past 24 hours is clicked [ ] # of times date filter: past week is clicked [ ] # of times date filter: past month is clicked [ ] # of times amount sorter is clicked [ ] # of times date sorter is clicked [ ] # of times transactions tab is clicked [ ] # of times customers tab is clicked [ ] # of times "cards and bank accounts" tab is clicked [ ] # of times holds filter is clicked [ ] # of times debits filter is clicked [ ] # of times credits filter is clicked [ ] # of times refunds filter is clicked [ ] # of times cards filter is clicked [ ] # of times bank accounts filter is clicked [ ] # of times "load more" is clicked [ ] # of times CSV export is created [ ] frequency of search queries matching each one: customer name/email, amount, card last 4, bank account number, card holder's name, bank account holder's name [ ] frequency of search queries resulting in 0 matches (this number is hard to get since we're doing typeahead)

Activity page: [ ] # of activity page views [ ] # of times date filter: past hour is clicked [ ] # of times date filter: past 24 hours is clicked [ ] # of times date filter: past week is clicked [ ] # of times date filter: past month is clicked [ ] # of times amount sorter is clicked [ ] # of times date sorter is clicked [ ] # of times transactions tab is clicked [ ] # of times customers tab is clicked [ ] # of times "cards and bank accounts" tab is clicked [ ] # of times holds filter is clicked [ ] # of times debits filter is clicked [ ] # of times credits filter is clicked [ ] # of times refunds filter is clicked [ ] # of times cards filter is clicked [ ] # of times bank accounts filter is clicked [ ] # of times "load more" is clicked [ ] # of times CSV export is created [ ] # of times add funds modal is clicked [ ] # of times add funds debit is created [ ] # of times withdraw funds modal is clicked [ ] # of times withdraw funds credit is created

Logs page: [ ] # of logs page views [ ] # of clicks per endpoint [ ] # of times request: succeeded filter only is checked [ ] # of times request: failed filter only is checked [ ] # of times both request filters are checked [ ] # of times date sorter is clicked [ ] # of times load more is clicked

Invoices page: [ ] # of invoices page views

Settings page: [ ] # of settings page views

Customer page: [ ] # of customer page views [ ] # of debits created from this page [ ] # of credits created from this page [ ] # of times customer info is updated

Card page: [ ] # of card page views [ ] # of debits created from this page

Bank account page: [ ] # of bank account page views [ ] # of debits created from this page [ ] # of credits created from this page [ ] # of verification attempts

Welcome page: [ ] # of times "Demo Dashboard" is clicked [ ] # of times "Integrate" is clicked [ ] # of times "Transact" is clicked

[dmdj03]

And if all this can be broken out by test marketplace, production marketplace, and customer

[tarunc]

[x] # of credits created [x] # of debits created [x] # of refunds created [x] # of customers created [x] # of bank accounts created [x] # of cards created [x] # of production marketplaces created [x] # of test marketplaces created [x] # of pay a seller credits to bank accounts [x] # of manage marketplace page views

Search: [x] # of searches performed [x] # of times date filter: past hour is clicked [x] # of times date filter: past 24 hours is clicked [x] # of times date filter: past week is clicked [x] # of times date filter: past month is clicked [x] # of times amount sorter is clicked [x] # of times date sorter is clicked [x] # of times transactions tab is clicked [x] # of times customers tab is clicked [x] # of times "cards and bank accounts" tab is clicked [x] # of times holds filter is clicked [x] # of times debits filter is clicked [x] # of times credits filter is clicked [x] # of times refunds filter is clicked [x] # of times cards filter is clicked [x] # of times bank accounts filter is clicked [x] # of times "load more" is clicked [x] # of times CSV export is created [ ] frequency of search queries matching each one: customer name/email, amount, card last 4, bank account number, card holder's name, bank account holder's name [ ] frequency of search queries resulting in 0 matches (this number is hard to get since we're doing typeahead)

Activity page: [x] # of activity page views [x] # of times date filter: past hour is clicked [x] # of times date filter: past 24 hours is clicked [x] # of times date filter: past week is clicked [x] # of times date filter: past month is clicked [x] # of times amount sorter is clicked [x] # of times date sorter is clicked [x] # of times transactions tab is clicked [x] # of times customers tab is clicked [x] # of times "cards and bank accounts" tab is clicked [x] # of times holds filter is clicked [x] # of times debits filter is clicked [x] # of times credits filter is clicked [x] # of times refunds filter is clicked [x] # of times cards filter is clicked [x] # of times bank accounts filter is clicked [x] # of times "load more" is clicked [x] # of times CSV export is created [x] # of times add funds modal is clicked [x] # of times add funds debit is created [x] # of times withdraw funds modal is clicked [x] # of times withdraw funds credit is created

Logs page: [x] # of logs page views [x] # of clicks per endpoint [x] # of times request: succeeded filter only is checked [x] # of times request: failed filter only is checked [x] # of times both request filters are checked [x] # of times date sorter is clicked [x] # of times load more is clicked

Invoices page: [x] # of invoices page views

Settings page: [x] # of settings page views

Customer page: [x] # of customer page views [x] # of debits created from this page [x] # of credits created from this page [x] # of times customer info is updated

Card page: [x] # of card page views [x] # of debits created from this page

Bank account page: [x] # of bank account page views [x] # of debits created from this page [x] # of credits created from this page [x] # of verification attempts

Welcome page: [x] # of times "Demo Dashboard" is clicked [x] # of times "Integrate" is clicked [x] # of times "Transact" is clicked