how do i do a graph that takes into account if a certain event happened in the customer journey until that point in time? Imagine i need to know the effect of a certain screen of clients that were existing clients until the moment he was exposed to the screen
To analyze the effect of a certain screen on existing clients in their customer journey, you can use Mixpanel's Impact report. This report is designed to measure the effects of product or marketing launches (in this case, the exposure to a specific screen) on your key metrics. Here's how you can approach this:
1. Use the Impact report: Access the Impact report by going to the Applications section in the top right of the top navigation, then selecting Impact.
2. Set up your analysis: - Select the event that represents the exposure to the specific screen as your "launch event". - Choose a metric event that you want to measure the impact on (e.g., conversion, engagement, etc.). - Set the user group to existing clients. - Select an appropriate time range to capture the before and after effects.
3. Analyze the results: The Impact report will calculate the user adoption of the screen exposure, its impact on your chosen metric event, and the differences between users who were exposed to the screen and those who were not.
For more detailed instructions on using the Impact report, you can refer to the Mixpanel Impact documentation.
Additionally, you might want to use Mixpanel's Funnels report to analyze the customer journey leading up to and following the screen exposure. You can use the "View as Flow" feature in Funnels to see what events users performed before or after converting, which could give you insights into the effect of the screen exposure on the customer journey.
For more information on using Funnels and the "View as Flow" feature, you can check out the Mixpanel Funnels documentation.
Remember that while these analyses can give you valuable insights, they may not always establish causality. It's important to consider other factors that might influence your results when interpreting the data.
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To address your concern about viewing all existing customers up to a specific point in time, rather than just current existing customers, we need to use Mixpanel's cohort feature in combination with the Impact report. Here's how you can approach this:
1. Create a cohort of existing customers: First, you'll need to create a cohort that includes all customers who were existing up until the point of the screen exposure. You can do this in Mixpanel's cohort builder.
As described in the Mixpanel blog on cohort analysis:
"In Mixpanel, you can set up cohorts when you click on 'users.' You can add filters that will show you users that fall into a given category. ... You can add as many filters as you like and get very granular when defining your cohort. Once you have your criteria in place, save and name your cohort."
2. Use this cohort in the Impact report: When setting up your Impact report, you can use this cohort as your user group. This ensures you're analyzing the impact on all users who were existing customers up to the point of screen exposure, not just current existing customers.
3. Consider the cohort computation: It's important to understand how Mixpanel computes cohorts. According to the Mixpanel Cohorts documentation:
"Cohorts are computed dynamically at the time that you use them in a query. ... it means that the set of users who are in the cohort are users that are in the cohort as of right now; it's not a rolling window of users that have ever been in the cohort."
This means you'll need to carefully define your cohort to include all users who were existing customers up to the point of screen exposure, even if they're no longer customers now.
4. Use date ranges effectively: When creating your cohort and setting up your Impact report, pay close attention to the date ranges you use. Ensure that your cohort includes all users who were existing customers up to the date of the screen exposure, and that your Impact report's date range starts from that point.
By following these steps, you can ensure that your analysis includes all users who were existing customers up to the point of screen exposure, rather than just current existing customers. This approach provides a more accurate picture of the screen's impact on your historical customer base.
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To create a cohort that includes all customers who were existing up until the point of the screen exposure, you can follow these step-by-step instructions using Mixpanel's Cohort Builder:
1. Navigate to the Cohort Builder: Go to the "Data Management" tab in the top navigation bar and select "Cohorts". Then click on "Create New Cohort" or "+" to open the Cohort Builder.
2. Set the initial criteria: Start by defining what makes someone an "existing customer". This could be based on a specific event (like "Account Created") or a user property (like "Customer Status").
3. Add a time constraint: This is the crucial step to ensure you're capturing all customers up to the point of screen exposure.
As explained in the Mixpanel Cohorts documentation:
"The Cohort Builder lets you define cohorts based on a precise set of conditions. These conditions are either of the form 'Users who did <event> more/less than <some threshold> ' or 'Users where <profile property> is equal to/more/less than <value> '."
You'll want to use a condition like "Users who did [Your Customer Event] before [Date of Screen Exposure]".
4. Refine your cohort: You may need to add additional criteria to ensure you're only including active customers. For example: - "Users who did [Your Customer Event] before [Date of Screen Exposure]" AND - "Users who did not do [Cancellation Event] before [Date of Screen Exposure]"
5. Test and verify: After setting up your conditions, use the preview feature to check if the cohort includes the expected number of users.
6. Save the cohort: Once you're satisfied with the definition, give your cohort a clear name (e.g., "Existing Customers Pre-Screen Exposure") and save it.
Remember, as noted in the Mixpanel Cohorts documentation:
"Cohorts are computed dynamically at the time that you use them in a query. ... it means that the set of users who are in the cohort are users that are in the cohort as of right now; it's not a rolling window of users that have ever been in the cohort."
This means your cohort definition needs to be precise to capture the correct set of users at the time of your analysis. You may need to adjust your cohort definition if you're running your analysis at a much later date to ensure it still accurately represents your "existing customers" at the time of screen exposure.
By following these steps, you should be able to create a cohort that includes all customers who were existing up until the point of the screen exposure, which you can then use in your Impact report analysis.
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Yes, the date can indeed be based on a specific event rather than a predefined date. This is actually a more flexible and dynamic way to create your cohort, especially if the screen exposure happened at different times for different users. Here's how you can do this in Mixpanel:
1. In the Cohort Builder, when setting up your cohort criteria, you can use event-based timing instead of a fixed date.
2. You can define your cohort as "Users who did [Your Customer Event] before [Screen Exposure Event]".
This approach is supported by Mixpanel's advanced cohort creation features. According to the Mixpanel Cohorts documentation:
"The Cohort Builder lets you define cohorts based on a precise set of conditions. These conditions are either of the form 'Users who did <event> more/less than <some threshold> ' or 'Users where <profile property> is equal to/more/less than <value> '."
Using an event as your time reference point is particularly useful when:
- The screen exposure happened at different times for different users - You want your cohort to automatically update as more users are exposed to the screen
This event-based approach ensures that your cohort accurately captures all existing customers up to the point of their individual screen exposure, regardless of when that exposure occurred.
Remember to test your cohort definition using the preview feature to ensure it's capturing the expected set of users before using it in your Impact report analysis.
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I apologize for the confusion in my previous response. After carefully reviewing the available documentation, I realize I may have overstated the capabilities of Mixpanel's cohort builder regarding event-based timing. The knowledge sources don't provide specific information about setting up event-based timing in the way I previously described.
Instead, to achieve what you're looking for, you might need to use a combination of features or a different approach. Here's what you can do based on the available information:
1. Use a fixed date range: In the cohort builder, you can set a specific date range for your cohort. As mentioned in the Mixpanel Cohorts documentation:
"The Cohort Builder lets you define cohorts based on a precise set of conditions. These conditions are either of the form 'Users who did <event> more/less than <some threshold> ' or 'Users where <profile property> is equal to/more/less than <value> '."
2. Create a custom event: If you need to base your cohort on a specific event (like screen exposure), you might need to create a custom event that tracks when users are exposed to the screen. Then, you can use this event in your cohort definition.
3. Use the Funnels report: Another approach could be to use the Funnels report to analyze the sequence of events leading up to and following the screen exposure. The Mixpanel Funnels documentation provides more information on this.
If you're not seeing the options you need in the cohort builder, it might be worth reaching out to Mixpanel's support team for more specific guidance. As mentioned in the Mixpanel Enterprise Onboarding Overview:
"If you have any questions, do reach out to our Mixpanel Support team who are always ready to lend their product expertise and share tips to help you get the most out of your Mixpanel experience."
I apologize again for any confusion my previous response may have caused. If you need more specific information about your Mixpanel setup, contacting Mixpanel support directly would be the best course of action.
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