Overview
This phase gets your teammates using Mixpanel. You’ll help them learn the basics, find answers on their own, and build a first report. Teammates need access first. Choose how people get accessMost people won’t read a long guide before they try something. Let teammates build a report that answers a question they care about early, then point them to learning resources.
- Teammates know the basics
- They can find answers on their own
- They create their first report
Get teammates up to speed
Help teammates go from having access to using Mixpanel on their own.Put reports on a board
A board gives teammates a place to start, so no one has to open Mixpanel to a blank page. Save a few reports that answer the questions you wrote down in Phase 1 to a board, and then share it with your teammates. Boards · SharingHelp teammates build a report
Once teammates have seen a board, have each one build a report from a question they care about. Starting with their own question shows them what Mixpanel can do for their work. Reports OverviewHelp teammates find answers
Once teammates are comfortable with the interface and can build a basic report, show them how to ask the Mixpanel Agent questions about your data. Teammates who’ve built reports can tell when an answer looks off. Have them open the report behind any answer and check it against the data before anyone acts on it. Mixpanel AgentHelp teammates learn the basics
Mixpanel Fundamentals is a beginner course that covers the core functionality of Mixpanel, so teammates can use Mixpanel with confidence. Some people like to start with the course, and others like to get hands-on with a new tool first. Either works, so share it with each teammate and let them decide when to use it. Mixpanel FundamentalsLearn more
Mixpanel Onboarding path
A course in Mixpanel University that covers the full setup, one module at a time.
Repeat for the next team or use case
Phase 1You’re set up. When you have a new use case or another team joins, start again at Plan, then repeat Test and Launch with a handful of new events.