With the Wootric-Mixpanel integration, you can gather customer feedback from the right users, at the right time, and in the right channel by leveraging customer properties in Mixpanel.
Use webhooks to trigger NPS, CSAT/PSAT, and Customer Effort Score surveys in your web or mobile product, or via email. Alternatively, use Mixpanel Messenger to send a survey link to a user.
Prerequisite: Wootric Essential Plan, Mixpanel Paid Plan
EMAIL SURVEY SETUP
Trigger native Wootric in-app surveys to certain segments of users or after certain events such as feature use, based on Mixpanel properties. The survey will appear the next time a user logs in.
1. Set up your Cohort to send surveys to.
Go to your Mixpanel Dashboard and go to the Cohorts page.
On Cohorts, create a new Cohort. Here is where you name your Cohort and set up your filter rules.
You can set this to any filter criteria you'd like for your one-time survey trigger. Only users who meet these criteria will be sent a survey.
In this setup guide, we will use the rule:
Email is equal to "firstname.lastname@example.org". This means, only the
email@example.com will receive an email when we're done setting up. If you'd like to test this yourself, you can add your own personal email in the Cohort filter to receive a survey when the setup is done.
2. Create your Integration
Navigate to the integrations page in Mixpanel
3. Find the Custom Webhook integration
Click the Custom Webhook integration (you may need to scroll down awhile), then click the drop-down show below, and click + Add Connection
4. Grab your Wootric Trigger URL for your desired channel and set up the custom webhook.
Navigate to your Settings >> Integrations >> Trigger Surveys >> Mixpanel. In this case, press copy link next to your email survey URL.
5. Return to Mixpanel and enter the webhook URL you just copied.
Note: Property export is not currently supported.
6. Press continue to create your new Cohort Webhook.
7. Export your Cohort to your new Webhook
Navigate back to your Mixpanel Cohorts Page in Step 1.
Find the row in the table with your Cohort. Within that row select the three dots menu and select Export to... and select the new webhook you created in Step 5.
8. Set up a One-time Export Sync ✅ (Not Recurring sync ❌)
In the next modal that appears, you see two options for export type; one-time and recurring. The Wootric integration ONLY SUPPORTS A ONE-TIME SYNC.
WARNING: If you choose recurring survey sync, it will result in unwanted survey sends.
You should see the number of users to be exported. This example shows 0 as it is for demo purposes only.
9. Check the status of your Webhook
Navigate to your Integrations page and scroll back to your Custom Webhook integration as shown in Step 3.
You should see your webhook listed. Click the name of the webhook to see the status of your webhook. Wait until you see a status of "Success".
10. Success! 🎉 Email Surveys have been sent.
If you're just testing and included yourself within the cohort, you should have received an email also. Check your email for a successful email trigger.
If you'd like to receive a test email, go to Step 1 and follow the example for creating a cohort that sends only to you.
IN-APP SURVEY SETUP (web or mobile)
Trigger native in-app surveys in your web and/or mobile application. The web surveys can be sent to those who have used a feature, and/or based on Mixpanel properties, for a couple of examples. For web surveys, the survey will appear the next time the user logs in.
Follow the guide above starting with Step 1.
However, in Step 4, copy the webhook trigger URL for your in-app channel.
All other setup steps are the same.