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Automating Customer-Specific Boards in Mixpanel for Trials

·Oct 22, 2024 10:00 PM·

Hi everyone, I’m looking to set up an automated way to generate customer-specific boards with insights for my product. Currently, I have a board that provides insights for one trial customer, and I would like to replicate this type of board for all future trial customers. Ideally, when a new trial customer is created, an API would be called to create a board that calculates insights for that specific customer. Specifically, I’d like to know if Mixpanel supports the following workflow:

Clone the existing board or generate a similar board with the insights whenever a new customer is added to our database.
Update the Board/Insights with customer-specific values for the filters and events I am using to calculate these insights—essentially replacing the customer ID for all filters.

Alternatively, is there a recommended approach for dynamically filtering a single dashboard to show insights for individual customers? I’d love to hear your guidance on how to implement this most efficiently with Mixpanel. Thanks for your help!

2 comments

· Sorted by Oldest

Automating Customer-Specific Boards in Mixpanel for Trials | Mixpanel Community

Gurusewak K.
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Eric N. Please let me know if anything else is needed from my end.
Christopher C.
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Ideally you'd have a property on every one of your events that includes the customer ID, and then you can filter on it as the dashboard level - eg attached picture on sample dataset. Then, you can very easily save that filter to your board, and share it with the relevant customer as a public board etc. Then, for a new customer, you can simply duplicate the entire board (three dots top-right), update the filter to match the new customer's ID, rename the dashboard (for ease of organisation of your multitude of boards), and it should be good to share straight away. I recommend keeping all of these 'duplicated' dashboards in a single folder too for ease of organisation. Unfortunately it is a bit of work to ensure that your dashboard works well with just a single property changed (don't need to update text descriptions or report names etc), but if you have a single property for tracking Customer ID this should work well across all of your reports. if you have a report based on an event that doesn't have that property, I think you usually don't get any data from that report when you apply the filter at the dashboard level like this, so it is crucial that you have that property on all events - potentially, you can add a custom property to derive a customer ID based on the URL etc if you don't already have a Customer ID property on events for this. Alternatively, if you have a User -> Customer ID property you can filter on that instead! Hope that helps =]