how to do the insight report to know ekyc process performance breakdown by traffic sources with metrics complete ekyc, conversion, convert to 1st transaction?
Hi Phuong P., Please stand by as I search the Mixpanel knowledge base for an AI-powered answer. I normally take about 15 seconds or so. In case AI cannot answer your question, feel free to reach out to Mixpanel support at mixpanel.com/get-support. If you have follow-up questions for this thread, please tag me again with your question: @kapa.ai <follow-up question> 👋
Feel free to ask a follow-up question once I've answered by mentioning me with @kapa.ai
To analyze the eKYC process performance breakdown by traffic sources with metrics like completed eKYC, conversion, and conversion to first transaction, you can use Mixpanel's Insights report. Here's how you can set this up:1. Start with an Insights report: Insights Overview2. Define your metrics: - Completed eKYC (choose the event that represents this) - Conversion (you may need to set up a funnel for this) - First transaction (choose the event that represents the first transaction)3. Apply a breakdown by traffic sources: You can use UTM parameters for this. Mixpanel tracks UTM tags by default on web platforms. Choose the appropriate UTM parameter, likely "utm_source" or "utm_medium". UTM Properties4. Set up your report: - Choose your metrics (Step 1 in Insights) - Apply filters if needed (Step 3 in Insights) - Add the breakdown by traffic source (Step 4 in Insights) Insights Quick Start5. If you need to analyze the conversion funnel in more detail, you might want to use the Funnels report instead of or in addition to Insights: Funnels OverviewRemember, the exact events and properties you'll use depend on how you've set up your Mixpanel implementation. Make sure you're tracking the necessary events for eKYC completion, conversion, and first transaction.For a more detailed analysis of user onboarding and KYC processes, you might find this article helpful: Fintech Using Data Product AnalyticsIf you need more specific guidance, you may need to consult with your team about how these events are tracked in your Mixpanel project.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.
Let me check the knowledge base for you again. One moment! 📚
I understand you'd like to generate a demo dataset for a banking app in Mixpanel. Mixpanel provides a way to access demo datasets that you can use to explore the platform's features. Here's how you can do that:1. First, you'll need to get a free Mixpanel demo account if you don't already have one.2. Once you have your account, you can access the demo datasets by clicking on this link: Demo Datasets3. In the demo project, you can set up a new Board using a template or build reports from scratch using the demo data.4. If you find an analysis or Board that you like in the demo project and want to use it in your own project, you can use the "Move" feature: - Go to the Board you wish to move - Hover over the "Move to" option - Select your project from the list - Click "Use this Board" to transfer it to your projectUsing MoveIt's important to note that if there are events and properties used in the demo project that don't exist in your project, the affected reports will remain empty or show "no data" until you select new events and properties.While Mixpanel doesn't specifically mention a banking app demo dataset, you can use the available demo data to practice and understand how to set up your own banking app analytics later.If you need a more specific banking app dataset, you might need to create your own events and properties based on typical banking app interactions (like account creation, transactions, balance checks, etc.) and import this custom data into Mixpanel.For more information on getting started with Mixpanel, you can refer to their Quickstart guide.
kapa.ai is still learning and improving, please let me know how I did by reacting below.
ℹ️ Tip: Mention @kapa.ai in the thread for follow-ups or DM the app for 1-to-1 help.