Before you start
What is Exponea?
Exponea is a cloud customer analytics platform for business designers. It is best used for getting insights on how to make various parts of your business better including business design, acquisition, monetisation or retention. Read more.
How does Exponea work?
Exponea works by collecting and analyzing actions that customers make in your business. After integrating the business you get access to all analytic features (reports, segmentations, funnels, …) and scenarios (emails, push notifications, web hooks, …). These features help you answer questions about customer behavior and solve your issues in the engagement and the monetisation of your business.
Workflow of a new business studio:
- integrate your business
- decide which customer actions to track
- track customer actions
- gain insights by using our analyses
- improve your business and compare the impact of changes
- connect with your customers by using our scenarios
Why track customer actions?
Customers in your business make various actions (called events). Tracking these events gives you the ability to analyze customer behavior and gain insights for improving your business.
For example by tracking steps customers take in order to purchase, you can understand which step is the most difficult and makes your customers leave. On the other hand tracking purchases lets you see if there is a correlation between the types of items you offer on your landing page and the number of times they are purchased.
First steps as a new user
1. After registration
After registering at https://cloud.exponea.com/registration you are shown Welcome page where you can either continue to create a new project or view our demo project.
2a. Explore demo project
To help you understand how Exponea can be useful for your team when developing a business we have prepared a Demo project. This project showcases almost every feature of Exponea on various analyses grouped into several dashboards. Every dashboard can be easily recreated and modified to suit your own business.
2b. Create new business project
A business project in Exponea is your workspace for collecting and analyzing customer events, creating scenarios and managing project settings. You can create as many projects as you would like.
We recommend you to create two separate projects for every business, one for testing purposes and one for production data. When you create a new project for testing purposes please contact us at firstname.lastname@example.org so we can disable billing for this project.
After creating a new business project you are shown the project. You can now browse through the platform, invite a colleague or start integrating your business.
3. Basic integration
After choosing your platform please follow all steps.
All of our SDKs automatically track some events as part of the initialization method and create anonymous customers in the Customers section of the platform.
This initialization creates (at the first run) a new anonymous customer and tracks an event session_start to this customer. You can find more information about how automatic events work inside the Technical documentation.
If you have successfully integrated your business, the indicator at the bottom of the page should change from
If you can’t connect your business to Exponea have a look at the FAQ or contact our customer support.
4. Track customer actions
As we already explained, tracking customer actions is essential for getting any value out of Exponea.
Deciding which events to track
The amount of different actions (events) customers make in your business can be overwhelming. However it is not important to track every single action.
We recommend that you start with few basic events and gradually add more and more events as you get more familiar with the platform.
Check out our cookbook Tracking customer actions for more information.
By default our SDKs track actions to automatically generated anonymous customers. To know your customers better, you can identify them with a unique identifier, such as e-mail or username.
You can use identify method of used SDK in the code where it is possible to identify the customer for the first time (for example right after login or registration) so that every event the customer does from this point on will be tracked correctly and directly to him.
Check out our cookbook Identifying customers for more information.
Updating customer attributes
Every customer (identified or anonymous) in Exponea has a set of attributes. Attributes can be used to contact the customer using a campaign, or to specify the customer in your business more accurately.
You can use update method of used SDK in the code where you want to update customer attributes, for example after the give you email adress you can set his attribute email to his email.
Check out our cookbook Updating customer attributes for more information.
5. Get insights from the data
When you have successfully integrated your business and you are tracking actions of your customers you are ready to dive into first analysis.
- funnels – to see conversion rate and fall-off during customer journey
- segmentations – to create segments of customers and compare them through attributes
- retention – to see how many customers and how fast they are returning to your business
- reports – to create advanced analyses on event attributes
- trends – to get an overview of number of events and customers by day
- business flows – to see how customers move through your business without defining steps
To get an idea of what analyses you should create for your business we recommend checking out our Demo project.