Mixpanel

Mixpanel is an event-centric analytics tool that tracks user events rather than automatically capturing data.

It enables tracking of:

• Conversion from the static/dynamic (feature page) page.

• The dropping rate in the sales funnel.

• Referral sites with good ROI.

Document360 supports Mixpanel as one of its many third-party integrations.

Prerequisites before integrating Mixpanel with Document360

When integrating Mixpanel with Document360, you can choose from two configuration options:

• Basic configuration: This option allows you to set up Mixpanel quickly by entering minimal information. However, to enable tracking, you must manually add JavaScript code in the Customize site section after completing the integration setup.

• Custom configuration: This option provides advanced tracking capabilities, letting you enter JavaScript code directly during the configuration process. For more complex use cases, additional customization can also be applied in the Customize site section.

Regardless of the configuration you choose, no data will be sent to Mixpanel until JavaScript code is implemented. Users must write or obtain custom code based on their specific tracking requirements.

NOTE

Document360 offers the flexibility to integrate Mixpanel in a way that best fits your unique tracking requirements. Since each use case is different, the JavaScript code needed for the integration must be prepared and tested by your team. This approach ensures the code is tailored specifically to your needs and maximizes the effectiveness of your Mixpanel integration.

Integrating Document360 and Mixpanel

1. Navigate to Settings () in the left navigation bar in the Knowledge base portal.

2. In the left navigation pane, navigate to Knowledge base site > Integrations.

3. Select Mixpanel from the list of integrations and click Add.

4. The Add new integration panel will appear.

Document360 offers two configuration options for integrating Mixpanel:

• Basic configuration

• Custom configuration

Basic configuration

Use Basic configuration to set up standard Mixpanel integration quickly. This option requires adding additional JavaScript code in the Customize site section of Document360 after setting up the integration.

1. Enter the description in the Add new integration panel.

2. Enter your Mixpanel ID.

3. Optionally, use the Code inclusion/exclusion conditions feature to apply the code based on IP address, Workspace, or Language.

4. Click Add to save your integration.

5. Navigate to Settings () in the left navigation bar in the Knowledge base portal.

6. In the left navigation pane, navigate to Knowledge base site > Customize site, and click Custom CSS & JavaScript to manually add the required JavaScript code to enable data tracking.

Custom configuration

Use Custom configuration to set up advanced Mixpanel integration. This option allows you to add JavaScript code directly in the configuration panel and further customize the integration based on your needs.

1. Enter the description in the Add new integration panel.

2. Add the desired JavaScript snippet in the configuration panel.

3. Optionally, use the Code inclusion/exclusion conditions feature to apply the code based on IP address, Workspace, or Language.

4. Click Add to save your integration.

For more advanced use cases, you can also add JavaScript code in the Customize site section.

Obtaining the Mixpanel ID

1. Sign in to your Mixpanel account.

2. Click Settings and then select Set up Mixpanel.

3. Copy the Mixpanel ID.

Sample JavaScript Codes for Mixpanel Integration

Below are sample codes for implementing Mixpanel tracking. These examples serve as a starting point and must be customized to fit your specific use case.

NOTE

The following code snippets are examples to illustrate how to configure Mixpanel tracking in Document360. These are not one-size-fits-all solutions and should be adapted by your development team to suit your requirements.

Basic page view tracking

Tracks when a user views a page, along with the page URL, title, and referrer.

javascriptCopy codewindow.mixpanel.track("Page View", { 
    "Page URL": panel.location.href, 
    "Page Title": document.title, 
    "Referrer": document.referrer 
});

Button click tracking

Tracks when a specific button on the page is clicked.

javascriptCopy codedocument.getElementById("subscribeButton").addEventListener("click", function() {
    panel.mixpanel.track("Button Click", { 
        "Button Name": "Subscribe", 
        "Page URL": panel.location.href 
    });
});