Contacts Hub in Usermaven

Contacts hub in Usermaven is a vital tool for gaining profound insights into the visitors, users, and companies that interact with your platform. With every visitor's interaction, Usermaven diligently records their journey. This information feeds into detailed user profiles, which encompass essential data like basic user information, engagement levels, first and last-seen pages, page views, session data, and much more.

Let's explore and harness the potential of this valuable tool.

Accessing contacts hub in Usermaven

Accessing the Contacts hub dashboard in Usermaven is a straightforward process. To get started, follow these simple steps:

1. Navigate to the left side of your screen.
2. Click on "Contacts hub".
3. You will then see a panel located on the left-hand side of the screen with various options.

The Contacts hub dashboard is divided into different sections, each catering to specific aspects of your data:

• All visitors: This section provides insights and data related to visitors on your platform.

• All users: Explore user-related data and metrics in this dashboard.

• All companies: This section offers information and analytics about the companies that interact with your platform.

• Segments: Access segmented data to understand and analyze specific user groups in detail.

Setting up the identify function for your ‘contacts hub’ section

Before delving into the Contacts hub section, there is a vital step you shouldn't overlook, especially if you seek detailed and user-role-specific data. This is where Usermaven's "Identify Function" comes into play.

To access the ‘Identify Function’ in Usermaven:

1. In your Usermaven app, visit "Workspace Settings".

2. Navigate to ‘Setup’ and click on the second step.

In order to distinguish the individuals who visit your platform as either users or companies, you need to use the Identify Function. This snippet should be added below the original Usermaven tracking script, and you can customize it with the attributes you wish to send.

If you need assistance with installing the basic Usermaven tracking pixel, please refer to the 'Installing Usermaven" (opens in a new tab) page.

Using Usermaven's Identify Function is entirely optional. Without it, all individuals visiting your platform will be labeled as 'Visitors’' in the Visitors section of Contacts hub. While the data and numbers remain accurate, you won't be able to identify users by first or last name and email address which are essential properties for product engagement insights.

In the Identify Function, you'll notice required and optional attributes too:

• Required attributes: Include user id, email address, and a date-time string representing when the user first signed up. If you only add the required attributes, only these will be shared with Usermaven.

• Recommended attributes: To identify users by their name, add the recommended attributes, which include first name and last name, displayed on user pages.

• Optional attributes: These are beneficial for segmenting data and gaining product insights. You can customize these attributes to suit your needs. For example, you can add attributes like the user's subscription plan, allowing you to segment users based on their plan type for various product engagement metrics. This can be useful for assessing the retention of users on premium plans, among other insights.

If your product is used by multiple users within a company, we recommend passing the Company attributes too, which include the name of the company, company ID, and a date-time string representing when the company first signed up. You can also include other optional attributes such as industry, website, and employee count.

Be sure to call the "Identify Function" in Usermaven after a new user signs up to your platform. Once you've added this function to your website's header, you'll have the capability to track user and company attributes for valuable product insights and more.

Visitors, users, and companies

The Contacts hub section in Usermaven offers three distinct dashboards, each providing comprehensive insights into the individuals who visit your platform and their respective activities.

• All visitors : In this dashboard, you can access data on all individuals visiting your platform. The left panel also gives you the total number of visitors to your platform. Please note that visitor identification is based on unique anonymous IDs rather than user names.

• All users: The users that you passed data for after they signed up to your platform will appear in the Users dashboard with their attributed details. Consequently, the left panel gives you the total number of users that visit your platform It displays visitor data alongside their names, providing a more personalized view.

• All companies: Similar to the Users dashboard, the Companies dashboard presents data with company names for a more organized overview. It also provides a comprehensive count of the total number of companies currently present on your platform, on the panel located at the left-hand side of the screen.

All three dashboards provide details about individuals using your platform, including:

• Engagement level: Categorized as at-risk, low, very low, moderately active, high, or very high, based on their activity in the last 30 days.

• First seen: The date of a user's first visit to your platform.

• Last seen: The most recent interaction with your platform.

• Location: Where the user is accessing your platform.

• First touch point: The initial source, medium and referrer through which the user discovered your platform.

• First viewed page: The first page a user accessed on your platform.

• Last viewed page: The most recent page viewed.

• Operating system: Indicates whether the user is on MAC, Windows, or iOS.

• User agent: Specifies the web browser used, such as Chrome, Microsoft Edge, or Safari.

• Page views: The total number of pages viewed.

• Sessions: Specifies the total number of sessions for the particular user or company.

• UTM mailingedium: Think of this as the broad channel through which users arrive. It represents core marketing channels like Social, Organic, Paid, Email, and Affiliates, each encompassing various traffic sources.

• UTM source: This parameter specifies the specific site or platform within a medium or channel that users came from. For instance, within the Social medium, Facebook might be one of the sources for organic links shared on the platform. If you are running a Facebook ad, categorize it as a source within the Paid medium. For email campaigns, define the mailing list or source you are sending emails from.

• UTM campaign: This parameter allows you to designate the specific campaign you are running. You have the flexibility to name campaigns in a way that makes sense to you and your marketing strategy.

• UTM content: While optional, this field comes in handy when you have multiple links within the same campaign. It helps you differentiate between different elements of your campaign.

• UTM term: This parameter tracks specific keywords within paid organic campaigns. However, it is less commonly used today because platforms like AdWords offer tracking methods and have deep integrations with Google Analytics. Therefore, you'll find the limited need for this field in your tracking efforts.

For Users and Companies dashboards, any Custom Properties that you pass will also be visible in addition to email addresses, names, and the date the account was created on your platform, etc.

You have the flexibility to view these details by sorting them. This can be done by clicking on the relevant metric. For example, selecting the "Engagement" tab will rearrange the order, with at-risk users at the top and highly active users at the bottom. This feature allows you to tailor your analysis to specific preferences and needs.

Show/hide columns

Here are the steps to customize the displayed columns on the dashboards:

1. Navigate to the dashboard for Visitors, Users, or Companies in the Contacts hub section.

2. Look for the "Show/Hide Columns" tab and click on it.

3. Review the list of column names that are available for display.

4. Check the boxes next to the columns you want to appear on your dashboard.

5. Uncheck the boxes next to the columns you prefer not to see at the moment.

Your selections will be applied immediately, customizing the view of data on your dashboard to match your preferences.

By following these steps, you can easily tailor the displayed columns to create a user-friendly and personalized data viewing experience.

Additionally, it's worth noting that any preferences a user selects in the show/hide columns feature are saved by Usermaven until the user decides to change these settings again. This functionality is designed to facilitate users, eliminating the need to specify their preferences repeatedly and ensuring a seamless and customized user experience.

Add a filter

Filtering your data on the dashboard is super easy. To do so:

1. On the dashboard for Visitors, Users, or Companies in the Contacts hub section, look for the "Add a Filter" tab.

2. Choose from various filter options such as attributes, custom events, pinned events, device, or location etc.

3. Apply additional filters as needed to refine your data.

4. To save this filter for future use, click on "Save as a Segment". This will make it accessible as a saved segment for later analysis.

5. If you only want to apply the filter for the current session without saving it as a new segment, simply click "Apply".

By following these steps, you have the flexibility to create, apply, and save filters, allowing you to analyze your data with precision and convenience.

For an insightful journey on Segments in the Contacts hub section in Usermaven, refer to our dedicated guide on Segments (opens in a new tab).