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Strategies for Analyzing Client Activations in SaaS Products

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I work for a saas companies that basically has 7 embedded products within the 1 saas product. I have been asked if I can produce this:

  • % of client activations in at least 3 products in the first 30 days

  • Clients activating in at least 2 products weekly

Anyone got any ideas? Example: Let's say it is like Facebook as the Saas, and the products within that are:

  • Marketplace

  • Messenger

  • Friends

  • Memories

  • Stories

And we have activation events for each of those sub products. Thanks in advance

  • Avatar of Juan I.
    Juan I.
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    have you tried with the Demo dashboard coming with Mixpanel? They have a SaaS dashboard and it has the activation report.

  • Avatar of Fábio R.
    Fábio R.
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    I think the challenge is the mix of products. A manual way to do “Clients activating in at least 2 products weekly” would be to create custom events for all possible combinations and them use those on an insights report, using first time ever for each on a weekly view? You can add a formula to sum unique users per week? It’s not perfect but it might work. Let me know if it makes sense, I would like to try that myself. Regarding activation on first X days I’m having some trouble as well.

  • Avatar of Juan I.
    Juan I.
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    Have you thought using Retention report?

  • Avatar of Juan I.
    Juan I.
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    in that way you can take a look to the period of time you need. And yes, I would use first time event in that report so you make sure that is calculated within the timeframe you want

  • Avatar of Fábio R.
    Fábio R.
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    How would you setup the mix of products on a retention reports? I think custom events support only AND conditions and just one event for the activation step. For a single event it would be the way to go, but when thinking about mixing any of X events it gets challenging

  • Avatar of Dominic G.
    Dominic G.
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    yeah because i have a custom event for all my activations events. One custom event with 7 activation events in it. But I cannot filter by 'count of events =2+' or something on a retention report. Ideally I'd want 'All activation events 2+ of my custom events' somehow

  • Avatar of Juan I.
    Juan I.
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    and if you build a cohort?

  • Avatar of Fábio R.
    Fábio R.
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    Same problem

  • Avatar of Juan I.
    Juan I.
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    with the condition of having inside the cohort people doing your custom events more than XXX times

  • Avatar of Juan I.
    Juan I.
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    right but you can filter it in the retention report

  • Avatar of Juan I.
    Juan I.
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    using the cohort as a filter

  • Avatar of Fábio R.
    Fábio R.
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    It seems the same solution of building custom events for all variations, but on an insights report you get the weekly sum out of the box

  • Avatar of Juan I.
    Juan I.
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    right

  • Avatar of Juan I.
    Juan I.
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    you can change the period

  • Avatar of Juan I.
    Juan I.
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    daily weekly

  • Avatar of Juan I.
    Juan I.
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    I was referring to the filter at the cohort if you only want to consider those users who at least did 2 times the custom event. Perhaps I misinterpreted what Dominc was referring to

  • Avatar of Fábio R.
    Fábio R.
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    It’s because you have 10 activation events, and you need 2 on any of those. Maybe you are right but I’m not picturing it yet

  • Avatar of Juan I.
    Juan I.
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    "But I cannot filter by 'count of events =2+' or something on a retention report. Ideally I'd want 'All activation events 2+ of my custom events' somehow" That might be achieved again with a cohort, you go event by event specifying the amount of times you want so to be a member of the cohort.

  • Avatar of Dominic G.
    Dominic G.
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    yeah, i guess where i am struggling is the repeatability, if a user does all 10 events. It doesn't necessarily mean that they do it weekly. For the first metric, this should be sufficient, thanks

  • Avatar of Juan I.
    Juan I.
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    then in the retention report think if changing the "comes back and do it again" parameter helps. You can work daily instead of weekly for your analysis?

  • Avatar of Fábio R.
    Fábio R.
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  • Avatar of Fábio R.
    Fábio R.
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    Maybe?

  • Avatar of Juan I.
    Juan I.
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    oh .. right, thats to count the unique users. Looks good for me. You dont need any retention insight there and you can visualize each pair of events if thats useful.

  • Avatar of Fábio R.
    Fábio R.
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    Still unsure if that answer the question properly. And still the problem of mixing all the combinations

  • Avatar of Juan I.
    Juan I.
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    first the definition of what is a user activation. exactly whats that, and I would start from there

  • Avatar of Juan I.
    Juan I.
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    is it the first time you do an event? or is sequence? or someone coming back and doing it again? I believe thats key. and of course which events.

  • Avatar of Juan I.
    Juan I.
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    I would pick up the most frequent events, understand how often they are using that event, and choosing top 3

  • Avatar of Juan I.
    Juan I.
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    having too many events might not always be the best way to go

  • Avatar of Juan I.
    Juan I.
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    (as "activation" definition I mean

  • Avatar of Dominic G.
    Dominic G.
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    the activation is someone logs in for the first time -> performs at least 3 activation events within the first 30 days. I believe I have done this one successfully, so thank you for your help 🙂 . The one I am struggling with is the Clients activating in at least 2 products weekly

  • Avatar of Juan I.
    Juan I.
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    Oh. thats more clear 🙂 And how are you logging in which product the event was done? do you have same events cross products same naming? using properties? .

  • Avatar of Dominic G.
    Dominic G.
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    it doesn't currently matter to us which product(s) they are using, just that they use 3+. Can be any. So we built a custom event prop that seems to work 🙂

  • Avatar of Dominic G.
    Dominic G.
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    and then use distinct count of that prop

  • Avatar of Fábio R.
    Fábio R.
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    Can you share screen with sample data on how solved 1?

  • Avatar of Juan I.
    Juan I.
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    building a cohort with that condition of having at least 3 products being used?

  • Avatar of Fábio R.
    Fábio R.
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    How to set first 30 days filter?

  • Avatar of Dominic G.
    Dominic G.
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    Our activation events with 3 or more products included We have a 'day of journey' prop, which looks at when users were first seen and looks at the date

  • Avatar of Dominic G.
    Dominic G.
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    which is a custom event prop:

  • Avatar of Fábio R.
    Fábio R.
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    Awesome! Thanks guys 😄

  • Avatar of Juan I.
    Juan I.
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    The one I am struggling with is the Clients activating in at least 2 products weekly ->>> thats when I thought of the retain part, if you use as the first event "login for the first time" and then the come back is the activation. And then you can see the different cohorts you can breakdown by date. And see each week how much they are taking to login first time and do the activation event? sorry might be confusing. ahhah