CSV Schema for Defining Cohorts and Their Properties
I want to upload a csv containing some data that will define cohorts by certain properties in the cohorts page. What schema do I need to follow and how can I define the properties kapa.ai
I want to upload a csv containing some data that will define cohorts by certain properties in the cohorts page. What schema do I need to follow and how can I define the properties kapa.ai
To upload a CSV file to define cohorts in Mixpanel, you need to follow a specific schema and process. Here's how you can do it:
1. CSV Schema: When preparing your CSV file, you should not include column headers. The first column should contain the identifier for each user or group profile (e.g., $distinct_id or $group_id). Subsequent columns will represent the properties you want to use to define your cohorts.
2. Uploading the CSV: Go to the Users page in Mixpanel and select "Import from CSV" Bulk Import from CSV.
3. Choosing an Identifier Column: The most important column is the $distinct_id for user profiles (or $group_id for Group Profiles). This value needs to match the distinct_id property's value you're sending on your events Importing Profiles via the UI.
4. Defining Properties: After uploading the CSV, you'll have the opportunity to map each column to a Mixpanel profile property. You can choose existing properties or create new ones. Uncheck any columns you don't want to import Bulk Import from CSV.
5. Creating Cohorts: Once the profiles are imported, you can create cohorts based on these properties using the Cohort Builder. You can define cohorts based on user profile properties or event behaviors Creating Cohorts.
Remember, when you import profiles with the same $distinct_id (or $group_id) as existing profiles, those profiles will be updated with the additional properties. If you upload profiles with new information for existing properties, the existing values will be overwritten Bulk Import from CSV.
Note that there's a limit of 1M rows for your CSV file, and certain properties like email and phone number are automatically included for user identification Cohort Syncs Overview.
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Yes, it is possible for a user to record Mixpanel events without having a profile under the Users tab. This is actually a common scenario in Mixpanel's data model. Here's why:
1. Events and User Profiles are separate: According to the User Profile documentation, "User Profiles are optional. We recommend starting with events and adding user profiles only if needed."
2. Anonymous users: Users can perform events before they are identified or have a profile created. The Users documentation states that when you select "All Users" in the Users page, it "will show all users who have completed any event."
3. Distinct ID: Events are associated with users via a Distinct ID, which doesn't necessarily require a full user profile. The Managing User Identity documentation explains that Mixpanel groups events sent with different distinct_ids, presenting them as different user event streams.
4. Profile creation is separate: Creating a user profile is a separate action from tracking events. You would need to explicitly set user properties or create a profile for a user to appear in the User Profiles section.
So, in summary, users can indeed record events without having a corresponding profile in the Users tab. This allows for tracking of anonymous users or events that occur before a user is fully identified or profiled in your system.
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Yes, the URL is indeed a property that Mixpanel automatically adds to certain events, but it's important to note that this is specific to web-based tracking using Mixpanel's JavaScript SDK.
According to the Default Properties documentation, there are two URL-related properties that Mixpanel automatically collects for web events:
1. $current_url: This property represents "The URL of the page on which the event was tracked."
2. $initial_referrer: This property captures the "Referring URL when the user first arrived on your site. Defaults to "$direct" if the user is not referred."
These properties are part of the default event properties that Mixpanel's JavaScript SDK automatically collects and adds to each event tracked on a website. However, it's important to note that these properties are specific to web tracking and won't be present in events tracked through mobile SDKs or server-side implementations.
If you're using a different platform or SDK, the URL may not be automatically included. In those cases, you might need to manually add the URL as a custom property if you want to track it with your events.
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Yes, it is possible to create cohorts in Mixpanel based on user_id mapping to an organization using the CSV data you have. Here's how you can achieve this:
1. CSV Upload: First, you'll need to upload your CSV file containing the user_id and organization mapping to Mixpanel. You can do this through the "Import from CSV" feature in the Users page Bulk Import from CSV.
2. CSV Format: When preparing your CSV, make sure the first column contains the user_id (which will be used as the $distinct_id in Mixpanel), and another column for the organization. Don't include column headers in the CSV Bulk Import from CSV.
3. Mapping Columns: During the import process, you'll map the user_id column to the $distinct_id (or $user_id if you're using the simplified ID management system). Map the organization column to a new or existing user profile property, for example, "Organization" Bulk Import from CSV.
4. Creating Cohorts: Once the data is imported, you can create cohorts based on the organization property. Go to the Cohorts section and use the Cohort Builder to define cohorts based on the "Organization" property you just imported Creating Cohorts.
5. Using Cohorts: These cohorts can then be used in your analysis across different Mixpanel reports. You can select the cohort you created and compare it to other cohorts or use it to filter your data Setting up cohort analysis in Mixpanel.
Remember, if you're uploading data for existing user profiles, the new information will update or add to those profiles. If the user_id in your CSV matches an existing $distinct_id or $user_id in Mixpanel, it will update that user's profile with the new organization information Bulk Import from CSV.
This approach allows you to create organization-based cohorts using your existing user_id to organization mapping, enabling powerful segmentation and analysis in Mixpanel.
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The behavior you're observing with the $distinct_id switching between device id and user id is related to Mixpanel's identity management system. This can happen depending on which ID Merge API your project is using. Let me explain:
1. For projects using the Original ID Merge API:
The $distinct_id (also called the canonical distinct_id) is selected by Mixpanel from any of the IDs inside a cluster. As stated in the Identifying Users (Original) FAQ:
"The canonical distinct_id is selected by Mixpanel using any of the IDs inside of a cluster. This means that even after identifying your user, Mixpanel may choose your user ID or one of the other IDs inside of the cluster (such as the device ID) to serve as the displayed ID for the user. This is random and not user-configurable."
2. For projects using the Simplified ID Merge API:
The $distinct_id is more predictable. According to the Identifying Users (Simplified) documentation:
"If an event contains a $user_id, the value of the $user_id will be set as the distinct_id for that event."
"If an event contains a $device_id without a $user_id, the value of the $device_id will be set as the distinct_id for that event."
To ensure you always have access to your chosen user ID, it's recommended to set it as a separate user profile property. As mentioned in the FAQ:
"As a best practice, please set your chosen user ID as a separate user profile property and event property so that you can always query and see your own chosen user ID."
This way, regardless of which ID is displayed as the $distinct_id, you'll always have access to your preferred identifier for querying and analysis purposes.
Identifying Users (Original) FAQ Identifying Users (Simplified)
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