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., 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 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 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.Default Properties documentation
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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 (or 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 (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 user_id, the value of the device_id without a 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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To determine if a property is recorded for all events in Mixpanel, you can use the Lexicon feature. Lexicon provides metadata about your events and properties, allowing you to check the consistency and coverage of properties across events. Here's how you can do this: 1. Access Lexicon:
Go to the Lexicon section in Mixpanel. As mentioned in the Quality Assurance documentation, "Mixpanel's Lexicon contains all the metadata about your events and properties."2. Check Property Coverage:
In Lexicon, you can view all your properties and see which events they are associated with. If a property is recorded for all events, it should be listed under every event in your project.3. Look for Super Properties:
Super properties are automatically included with all events sent. As explained in the Best Practices documentation, "Super properties are stored in a browser cookie, and will persist between visits to your site. Mixpanel already stores some information as super properties by default."4. Review Default Properties:
Mixpanel automatically includes certain default properties with all events. For example, as mentioned in the Default Properties documentation, properties like $current_url and $initial_referrer are automatically collected for web events.5. Check for Global Properties:
If you've set up global properties (also called super properties), these should be included with almost every event. As stated in the Tracking Strategy documentation, global properties are "event properties that you track with almost every (typically > 80%) distinct event that you send."If you find that a property you expected to be present on all events is missing from some, it might indicate an implementation issue or a change in your tracking setup. In such cases, you may need to review your event tracking code or consult with your development team.Quality Assurance documentation
Best Practices documentation
Tracking Strategy documentation
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Based on your question, you can indeed use your CSV file to add a new "organization" property to existing user profiles in Mixpanel. Here's how you can do this: 1. Prepare your CSV: Your CSV is already correctly formatted with user_ids in the first column and organization names in the second column. Remember not to include column headers in the CSV file Bulk Import from CSV.2. Upload the CSV: Go to the Users page in Mixpanel and select "Import from CSV" under the "Add/Edit Profile" option Importing Profiles via the UI.3. Map the columns: During the import process, you'll need to map your columns correctly: - Map the first column (user_ids) to the user_id as the identifier. - Map the second column to a new property called "organization" Bulk Import from CSV.4. Import the data: After mapping the columns, proceed with the import. Mixpanel will update the existing profiles that match the user_id already exists, it will be updated with the new "organization" property Bulk Import from CSV. - If a profile doesn't exist for a given $user_id, a new profile will be created with the "organization" property. - The maximum size for your CSV should be 1M rows Bulk Import from CSV.After the import is complete, your existing user profiles should have the new "organization" property added, allowing you to use this property for segmentation, cohort creation, and analysis in Mixpanel.Bulk Import from CSV Importing Profiles via the UI
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kapa.ai I noticed that $user_id is a mixpanel event property but not a profile property. I have profile property called user_id that seems to match 1 for 1 with $user_id from the event property. When bulk uploading the csv with the first column as user_id and the second as organization (a new property I want to assign to profiles), what will happen?
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Based on your observation and question, let me clarify the situation and explain what will happen when you bulk upload your CSV: 1. Property Distinction: You're correct that ) is a profile property. This distinction is important for the upload process.2. Matching Identifiers: The fact that your profile property user_id matches 1-to-1 with the event property user_id Bulk Import from CSV. b. New Property Addition: The second column (organization) will be added as a new property to the user profiles Bulk Import from CSV. c. Profile Updates: For each row in your CSV, Mixpanel will look for an existing profile with a matching user_id. If found, it will add or update the organization property for that profile. If not found, it will create a new profile with these properties Bulk Import from CSV.4. Important Considerations: - Make sure to map the first column to the existing user_id profile property during the import process, not to $user_id. - Any existing profiles with matching user_id values will be updated with the new organization property. - New profiles will be created for any user_id values in your CSV that don't match existing profiles.By following this process, you should successfully add the new organization property to your existing user profiles based on the user_id match, while maintaining the integrity of your existing data structure.Bulk Import from CSV
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Yes, you can delete user profiles in Mixpanel. There are several methods to do this: 1. Using the Engage API:
You can programmatically delete user profiles using Mixpanel's Engage API. As mentioned in the User Profiles documentation, "User Profiles can be deleted either via the Users page or programmatically via our Engage API."2. Using the mixpanel-utils library:
Mixpanel provides a people_delete method in their mixpanel-utils library. According to the User Profiles documentation, "We also provide a people_delete method in the mixpanel-utils library."3. Bulk deletion:
For deleting multiple profiles at once, it's recommended to use the programmatic approach. The User Profiles FAQ states: "We recommend deleting profiles programmatically via our Engage API. We also provide a people_delete method in the mixpanel-utils library."4. Via the Users page in the Mixpanel interface:
While not explicitly mentioned for bulk deletions, the User Profiles documentation does mention that profiles can be deleted "via the Users page."5. GDPR/CCPA Deletion Requests:
For compliance with privacy regulations, you can also submit deletion requests through Mixpanel's Data & Privacy tools. The End User Data Management documentation provides information on how to submit these requests.When deleting profiles, it's important to note that this action is permanent and cannot be undone. Always ensure you have the correct profiles selected before proceeding with deletion.User Profiles documentation
End User Data Management documentation
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The distinct_id (also called the canonical distinct_id) can change. According to 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."This means that the distinct_id is more predictable but can still change. As per the Identifying Users (Simplified) documentation: "If an event contains a user_id will be set as the distinct_id for that event." "If an event contains a user_id, the value of the distinct_id can change when a user transitions from an anonymous state (using user_id).Given this behavior, it's recommended to set your chosen user ID as a separate user profile property. As stated 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, you'll always have a consistent identifier for your users, regardless of changes in the $distinct_id.Identifying Users (Original) FAQ Identifying Users (Simplified)
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