In this article, you will learn how to connect Mixpanel to Forwrd and how to use it as a source when creating a scoring model.
Introduction to this integration
Adding Mixpanel to Forwrd makes it easy to analyze and score your leads and customers by matching historical data (i.e., engagement, firmographics, demographics) against a business objective, to ultimately predict who will convert and why.
Here are some examples of use cases:
Predict which leads will become MQLs
Predict which MQLs will become Opportunities
Predict which Opportunities will become Paying customer
Predict which Customers will Expand
Predict which Customers will Churn
In addition to Mixpanel, you are encouraged to add more data sources to develop a holistic, unbiased scoring model that considers ALL relevant user touchpoints.
What you need to get started:
A Forwrd.ai account
A Mixpanel account
Setting up the integration
First you need to create a Mixpanel service-account. Open Mixpanel and press the 'Settings' button.
Choose 'Project Settings'.
The 'Overview' screen will pop up- take note of the 'Project ID' number.
Go to 'service Accounts'.
Click 'Add Service Account'.
Choose a name, for instance- 'Forwrd Integration' and press the PLUS button (create new service account). Make sure you choose 'Consumer' under the project role.
Copy the credentials for the 'Service Account Username' and 'Service Account Secret'.
VERY IMPORTANT: Make sure you save the service account secret. You will never be able to access it again.
Add Mixpanel as a source in Forwrd - Open the Forwrd app, and navigate to the 'sources' layer.
Click new and then choose 'Mixpanel'.
The default name 'Mixpanel integration' is created. You can keep it or change it, and then press 'Next'.
Enter the credentials collected for the 'Service Account Username', 'Service Account Secret, and 'Project ID'. Press the 'Authorize' button.
