From Invite to Insight

Welcome to Calixa! This guide will walk you through some usage basics, show you how to find interesting customer segments and help you setup your first automation. If you don't yet have an account, you can signup here, and if you are setting up an account for the first time or need to configure Integrations, please visit New Account Setup.

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.

Global SearchGlobal Search

Global Search

Clicking on an individual user will take you into a timeline of their engagement and display properties we receive from connected integrations.

Create a Segment

Now let's create a Segment to find other high-value users. Segments can be filtered by Properties or Metrics and sorted by what is important to you. See if you can create a segment of users that have signed up in the last 30 days and sort by a metric of your choosing. Here is an example:

You can easily save a Segment for future use and toggle sharing with the team.

View and customize a dashboard

Calixa gives you the ability to view company-wide and account-specific dashboards. You can access an account dashboard by clicking on an account name in a Segment, user details pane or from the search bar. Pull up a dashboard for one of your accounts.

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.

Setup an automation

Now that we have an understanding of what data is available in Calixa, let's put it to work. Within Automations, you can setup alerts using any event, property or metric that we have seen. 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.

You did it! You have taken the first steps towards better understanding your customers and optimizing your customer operations.

What’s Next

Take a deep dive into Segments