From Invite to Insight

Welcome to Calixa! This guide will walk you through some basics, show you how to uncover customer insights, prioritize your signups and help you setup your first alert. If you don't yet have an account, you can signup here.

Find your first user

A great way to get a feel for the data in your Calixa account is to view an individual user. Try searching for a user that's top of mind.

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Global Search

Clicking on a user will open a sidebar that highlights important product usage metrics and interesting properties.

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Save a View

Now let's save a view of our most active users. Views can be filtered by Properties or Metrics and sorted by what is important to you. See if you can create a view of users that have signed up in the last 30 days and sort by a metric of your choosing. Here is an example:

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You can easily save a view for future use and toggle sharing with the team. For more info on views, check out the feature deep dive.

Customize your quick views and dashboards

Calixa gives you the ability to view customer data in a few ways. Clicking on users or accounts from a view will bring up a configurable sidebar.

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You can access an account dashboard by clicking "View" in the top of the Account sidebar. We do our best to highlight some relevant data in the out of the box dashboard view, but the cards can be easily customized to your preference.

Click "+Add Card" or "Manage Cards" to make some changes.

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Setup an alert

Now that we have configured Calixa, let's start automating with this data. You can setup alerts using any event, property or metric that matters. Try to create a Slack alert that notifies a channel whenever there is a new signup.

That wasn't so bad, right? Now for extra credit, create a second, metric-based automation that triggers when a user or account metric exceeds an important threshold. To help with an example, we find our power users are updating Segments at least 5 times a week.

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You did it! You have taken the first steps towards on your Product-led Sales journey


What’s Next

Dive deeper into views