Key data types available in Calixa
Calixa's data structure should be familiar to teams with experience using the modern SaaS tools we integrate with.
Users and Accounts
The data model used to power the console starts with two primary entity types: Users and Accounts. Lists, Dashboard, Alerts, Automations and Actions can all be based on either of these entity types. You can add on more product-specific layers such as teams, workspaces, and groups through our Flexible Account Modeling feature.
The differentiation is simple:
- Users represent the individual that is interacting with your product, generally tied to an email address.
- Accounts are the organizations users roll up to.
User <> Account Relationship
Users can be associated with 0, 1 or many accounts depending on the nature of your product. For example if Slack were using Calixa, the user [email protected] would be associated with the accounts “Calixa”, “PLG”, and my friend’s account “FunChats”. However a new Calixa employee might only be associated with the “Calixa” account.
Properties are attributes that define the specifics of an Account or User. They are sent to Calixa via connected integrations or generated by us.
A user property describes the individual. It could be something related to their journey, like when they were first seen or firmographic info like their job title.
An account property describes the organization users belong to. Account properties commonly consist of CRM data like owner, segment, or whether the account is paying.
The below is a view of an Account list with properties like
Journey Milestone and
Industry as well as the user sidebar with some additional relevant properties.
Metrics are numerical attributes that are calculated from the data Calixa has received over a time range that you specify. We dynamically populate your console with metrics based on what integrations are enabled. Product usage in last 24 hours, conversations in last 30 day, failed charges in the last 90 days, users added all time and arbitrary event counts are just a few examples of metrics Calixa computes.
With Property and Metrics Manager, you have full control over what properties and metrics are shown - and what they're named.
Updated 4 months ago
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