From 5ad58748a8629f019ff86a671e4a64f4b9f413d1 Mon Sep 17 00:00:00 2001 From: David Meiklejohn Date: Tue, 19 Nov 2024 10:39:20 +1000 Subject: [PATCH 1/2] feat: accoil analytics documentation --- .../accoil-analytics.mdx | 93 +++++++++++++++++++ 1 file changed, 93 insertions(+) create mode 100644 docs/destinations/streaming-destinations/accoil-analytics.mdx diff --git a/docs/destinations/streaming-destinations/accoil-analytics.mdx b/docs/destinations/streaming-destinations/accoil-analytics.mdx new file mode 100644 index 000000000..8807db750 --- /dev/null +++ b/docs/destinations/streaming-destinations/accoil-analytics.mdx @@ -0,0 +1,93 @@ +--- +title: "Accoil Analytics" +description: Send data from RudderStack to **Accoil Analytics**. +aliases: ["accoil","accoil analytics"] +--- + +[Accoil](https://www.accoil.com) is a product analytics platform built specifically for B2B go-to-market (GTM) teams, like product, sales, marketing, customer success, and support. It enables you to track feature adoption, monitor user journeys, and enhance activation and conversion rates. By sending your product event data to Accoil using Segment, you unlock actionable insights that drive informed decisions across your organization. + +For any questions or help with Accoil, contact the Accoil support team. + +
+Find the open source transformer code for this destination in the GitHub repository. +
+ +## Getting started + +RudderStack supports sending events to Accoil via the following connection modes: + +| **Connection Mode** | **Web** | **Mobile** | **Server** | +| :------------------ | :------------ | :------------ | :------------ | +| **Cloud mode** | **Supported** | **Supported** | **Supported** | + + +Once you have confirmed that the source platform supports sending events to Accoil, follow these steps: + +1. From your [RudderStack dashboard](https://app.rudderstack.com/), add the source. Then, from the list of destinations, select **Accoil Analytics**. +2. Assign a name to your destination and click **Continue**. + +### Connection settings + +To successfully set up Accoil as a destination, you need to configure the following settings: + +- **API Key**: Navigate to your Accoil dashboard and find your API Key under **General Account Settings**. Copy this API Key and paste it here. + +## Identify + +Identify calls recognize individual users and their attributes. + +Example Call: + ```javascript + analytics.identify('userId123', { + email: 'user@example.com', + name: 'John Doe', + createdAt: '2023-05-12T08:00:00Z' // ISO 8601 or Unix timestamp format + }); + ``` + +## Group + +Group calls link users to accounts and records account-level attributes. + +Example Call: + ```javascript + analytics.group('accountId123', { + name: 'Example Company', + createdAt: '2021-03-15T09:00:00Z', // ISO 8601 or Unix timestamp format + mrr: 3000, + status: 'active' + }); + ``` + +## Track + +Track calls record specific user actions, like "Login" or "Purchase". + +Use the "Noun_Verb" format to name your events, for example, `Report Created` or `Purchase Completed`. + +Example Call: + ```javascript + analytics.track('Purchase Completed', { + item: 'Book', + price: 25.00 + }); + ``` + +## Page and screen + +Page and Screen calls convert navigation calls into Track events to monitor user interactions within your product. + +Example Calls: + ```javascript + analytics.page('Home Page'); + analytics.screen('Dashboard'); + ``` + +## Key Notes + +- **Created At Date**: Ensure the `createdAt` field for users and accounts is in ISO 8601 or Unix timestamp format for accurate tenure tracking. +- **Trait Handling**: Accoil stores traits sent with Identify and Group calls, but traits passed with Track calls are not stored. Only event names and counts are recorded. +- **Event Aggregation**: Accoil simplifies event tracking by aggregating daily event counts. +- **Page and Screen Calls**: These calls are automatically converted into Track events for easier monitoring of user navigation. + +This integration empowers your team to make data-driven decisions, improving your product and customer experiences. For further assistance, please [contact the Accoil support team](https://help.accoil.com). From 00ab88e9ee017905cf22a64b8ef22fef1e60d333 Mon Sep 17 00:00:00 2001 From: David Meiklejohn Date: Mon, 9 Dec 2024 15:58:57 +1000 Subject: [PATCH 2/2] feat: added supported mappings to each call --- .../accoil-analytics.mdx | 53 +++++++++++++++++++ 1 file changed, 53 insertions(+) diff --git a/docs/destinations/streaming-destinations/accoil-analytics.mdx b/docs/destinations/streaming-destinations/accoil-analytics.mdx index 8807db750..82c1f1141 100644 --- a/docs/destinations/streaming-destinations/accoil-analytics.mdx +++ b/docs/destinations/streaming-destinations/accoil-analytics.mdx @@ -45,6 +45,24 @@ Example Call: }); ``` +### Supported mappings + +| **RudderStack property** | **Accoil property** | **Note** | +| :----------------------- | :------------------ | :------- | +| `userId`
`traits.userId`
`traits.id`
`context.traits.userId`
`context.traits.id`
`anonymousId`
Required | tracking_id | | +| `traits`
`context.traits` | Passed through as is to Accoil | See traits mapping for details | +| `timestamp`
`originalTimestamp`
Required | timestamp | ISO 8601 format datetime or unix timestamp | + +#### Traits mapping + +| **RudderStack trait** | **Note** | +| :-------------------- | :------- | +| `email` | Email addresses are highly recommended as they are often used to identify users across multiple platforms. (Highly Recommended) | +| `name` | Providing a name helps display users in Accoil. If no name is provided, the email address is displayed instead. (Highly Recommended) | +| `role` | Describes the user’s role in your product such as Admin, Owner, Team Member. (Suggested) | +| `accountStatus` | Capturing the account status on the user can be helpful to segment users. Possible options include: Free, Trial, Paid, Cancelled. (Suggested) | +| `createdAt` | When was the user created, including this ensures that tenure tracking is accurate. (Highly Recommended) | + ## Group Group calls link users to accounts and records account-level attributes. @@ -59,6 +77,25 @@ Example Call: }); ``` +### Supported mappings + +| **RudderStack property** | **Accoil property** | **Note** | +| :----------------------- | :------------------ | :------- | +| `userId`
`traits.userId`
`traits.id`
`context.traits.userId`
`context.traits.id`
`anonymousId`
| tracking_id | | +| `groupId` Required | tracking_id | | +| `traits`
`context.traits` | Passed through as is to Accoil | See traits mapping for details | +| `timestamp`
`originalTimestamp`
Required | timestamp | ISO 8601 format datetime or unix timestamp | + +#### Traits mapping + +| **RudderStack trait** | **Note** | +| :-------------------- | :------- | +| `name` | The name of the account. Without providing a name, accounts are displayed using a numeric ID, making them harder to identify. (Highly Recommended) | +| `createdAt` | Helps calculate account tenure. If no createdAt is provided, the earliest createdAt from the associated users will be used. (Highly Recommended) | +| `status` | The overall status of your the account subscription. Possible options include: Free, Trial, Paid, Cancelled (Highly Recommended) | +| `plan` | The plan type helps in segmenting accounts by their subscription tier (e.g., starter, pro, enterprise). (Recommended) | +| `mrr` | Monthly recurring revenue (MRR) is important for segmenting accounts by value. It also allows Accoil to show the dollar value of different segments. Ideally this is passed in cents eg $99 becomes 9900. (Highly Recommended) | + ## Track Track calls record specific user actions, like "Login" or "Purchase". @@ -72,6 +109,14 @@ Example Call: price: 25.00 }); ``` + +### Supported mappings + +| **RudderStack property** | **Accoil property** | **Note** | +| :----------------------- | :------------------ | :------- | +| `userId`
`traits.userId`
`traits.id`
`context.traits.userId`
`context.traits.id`
`anonymousId`
Required | tracking_id | | +| `event`
Required | Event name | | +| `timestamp`
`originalTimestamp`
Required | timestamp | ISO 8601 format datetime or unix timestamp | ## Page and screen @@ -83,6 +128,14 @@ Example Calls: analytics.screen('Dashboard'); ``` +### Supported mappings + +| **RudderStack property** | **Accoil property** | **Note** | +| :----------------------- | :------------------ | :------- | +| `userId`
`traits.userId`
`traits.id`
`context.traits.userId`
`context.traits.id`
`anonymousId`
Required | tracking_id | | +| `name`
Required | Page or screen name | | +| `timestamp`
`originalTimestamp`
Required | timestamp | ISO 8601 format datetime or unix timestamp | + ## Key Notes - **Created At Date**: Ensure the `createdAt` field for users and accounts is in ISO 8601 or Unix timestamp format for accurate tenure tracking.