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4 step Accoil Analytics Account set up guide
4 step Accoil Analytics Account set up guide

Initial steps for setting up an Accoil account

Kate Caldecott avatar
Written by Kate Caldecott
Updated over 2 months ago

Summary

Outlines the initial steps for setting up an Accoil account, including data integration and score configuration.

How this helps

Simplifies the setup process for new users, providing a clear path to leveraging Accoil for engagement insights.

Step 1: Connect to Segment πŸ”Œ

Accoil Analytics is built to work exclusively off of data push through Segment.com

(Guide for Implementing Segment) The first step is to connect Accoil Analytics to your Segment account. You should see a large prompt for this when you create your account.
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Connect to Segment


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Step 2: Wait for your data to flow into Accoil Analytics πŸ“Š

As with any solution based on your product's data, you won't be able to use Accoil Analytics until your data starts flowing in. This usually takes 8 - 24 hours, so we recommend setting up Segment and coming back to Accoil the following day for the next step.
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Step 3: Create your engagement score profile πŸ”’

Once your data starts flowing into Accoil, you can start configuring your product's engagement score. This provides a foundation for accurately measuring your account/ user engagement, allowing for tailored engagement strategies.
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Simply give your important product events a weight based on their importance and click, "Save Profile" on your dashboard.
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You can read more detail on configuring your score here.
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Step 4: Good to Go - start gathering insights now. πŸ‘Œ

Setting up Accoil Analytics is that simple. Keep in mind that the scoring profile is not set in stone and we definitely recommend playing with your scoring model to make sure it makes sense for you.
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Each team has unique responsibilities, so for tailored guidance on the next steps, be sure to check out our Best Practices for Teams.
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