From 7c7d6d7bade06fba62c7f8d3e7fabf72ff5ff54c Mon Sep 17 00:00:00 2001 From: David Meiklejohn Date: Thu, 19 Sep 2024 15:53:44 +1000 Subject: [PATCH 1/4] First draft and [netlify-build] --- .../catalog/accoil-analytics/index.md | 119 ++++++++++++++++++ 1 file changed, 119 insertions(+) create mode 100644 src/connections/destinations/catalog/accoil-analytics/index.md diff --git a/src/connections/destinations/catalog/accoil-analytics/index.md b/src/connections/destinations/catalog/accoil-analytics/index.md new file mode 100644 index 0000000000..850a5a84c5 --- /dev/null +++ b/src/connections/destinations/catalog/accoil-analytics/index.md @@ -0,0 +1,119 @@ +--- +title: Accoil Destination +hide-boilerplate: true +hide-dossier: false +beta: true +private: true +--- + +{% include content/plan-grid.md name="actions" %} + + + +[Accoil](https://www.accoil.com) is a product analytics platform built specifically for B2B go-to-market (GTM) teams, including product, sales, marketing, customer success, and support. It enables you to track feature adoption, monitor user journeys, and enhance activation and conversion rates. By sending your product event data to Accoil via Segment, you unlock actionable insights that drive informed decisions across your organization. + +Any questions or for help, please [contact us](https://help.accoil.com). + + + +## Benefits of Integrating with Accoil + +- **Comprehensive Analytics**: Gain detailed insights into your product's performance across features, customer segments, and stages of the user journey. +- **Enhanced Collaboration**: Create account- and user-level audiences that trigger timely actions across tools like Slack, Intercom, HubSpot, and more. +- **Actionable Insights**: Teams from sales to customer success can leverage Accoil’s data to make informed decisions, improve engagement, and uncover growth opportunities. +- **Seamless Integration**: Accoil integrates effortlessly with popular tools such as HubSpot, Intercom, Slack, and Segment itself, making it easy to utilize your product data within your existing workflows. +- **User-Friendly Interface**: Designed to be intuitive, Accoil allows any team to build and use product engagement profiles without needing advanced analytical skills. + +## How It Works + +Accoil is most effective when used with Segment. Here’s how it functions: + +1. **Send Event Data**: Use Segment to funnel your product event data into Accoil. Focus on the events that are most significant to your product and users. +2. **Build Engagement Profiles**: Teams can easily create and manage product engagement profiles, helping monitor feature adoption, user engagement, and buyer journey stages. +3. **Connect to Your Tools**: Once your profiles are set up, Accoil connects to your GTM tools—like Slack, Intercom, HubSpot, and more. With detailed account and user insights, teams can take meaningful actions, such as alerting sales about accounts that have reached key milestones or notifying customer success about potential churn risks. + +## Getting Started + +To start using the Accoil destination: + +1. **Access the Destination Catalog**: In your Segment workspace, navigate to the Catalog page and search for "Accoil." +2. **Add the Destination**: Select Accoil from the results and click "Add Destination." +3. **Connect a Source**: Choose the Segment source you want to connect to Accoil. +4. **API Key Setup**: In your Accoil dashboard, find your API Key under **General Account Settings**. Copy this API Key. +5. **Configure in Segment**: Paste the API Key into the Accoil destination settings within Segment, then click "Connect" to complete the integration. + + + +{% include components/actions-fields.html %} + + + +## Supported Methods + +Accoil supports the following Segment methods, which map directly to Accoil’s API: + +**1. Identify** + +**Purpose**: Recognizes individual users and their attributes. + +**Example Call**: + ```javascript + analytics.identify('userId123', { + email: 'user@example.com', + name: 'John Doe', + createdAt: '2023-05-12T08:00:00Z' // ISO 8601 or Unix timestamp format + }); + ``` + +**2. Group** + +**Purpose**: Links users to accounts and records account-level attributes. + +**Example Call**: + ```javascript + analytics.group('accountId123', { + name: 'Example Company', + createdAt: '2021-03-15T09:00:00Z', // ISO 8601 or Unix timestamp format + mrr: 3000, + status: 'active' + }); + ``` + +**3. Track** + +**Purpose**: Records specific user actions, such as "Login" or "Purchase." + +**Recommendation:** Use the Noun_Verb format to name your events, e.g., `Report Created`, `Purchase Completed`. + +**Example Call**: + ```javascript + analytics.track('Purchase Completed', { + item: 'Book', + price: 25.00 + }); + ``` + +**4. Page and Screen** + +**Purpose**: Converts navigation calls into Track events to monitor user interactions within your product. + +**Example Calls**: + ```javascript + analytics.page('Home Page'); + analytics.screen('Dashboard'); + ``` + +**In Accoil**: These calls are transformed into events such as `Page Viewed Home Page` and `Screen Viewed Dashboard`, with the page or screen name as the event name. + +## Key Notes + +- **Created At Date**: Ensure the `createdAt` field for users and accounts is in ISO 8601 or Unix timestamp format for accurate tenure tracking. +- **Trait Handling**: Accoil stores traits sent with Identify and Group calls, but traits passed with Track calls are not stored. Only event names and counts are recorded. +- **Event Aggregation**: Accoil simplifies event tracking by aggregating daily event counts. +- **Page and Screen Calls**: These calls are automatically converted into Track events for easier monitoring of user navigation. + +This integration empowers your team to make data-driven decisions, improving your product and customer experiences. For further assistance, please contact the Accoil Support team. From 03c4cc5cc38a499a69507e5056afc2937dddc317 Mon Sep 17 00:00:00 2001 From: accoilmj Date: Tue, 1 Oct 2024 09:51:28 +1000 Subject: [PATCH 2/4] Apply suggestions from code review [netlify-build] Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- .../catalog/accoil-analytics/index.md | 71 ++++++++----------- 1 file changed, 29 insertions(+), 42 deletions(-) diff --git a/src/connections/destinations/catalog/accoil-analytics/index.md b/src/connections/destinations/catalog/accoil-analytics/index.md index 850a5a84c5..52aae31223 100644 --- a/src/connections/destinations/catalog/accoil-analytics/index.md +++ b/src/connections/destinations/catalog/accoil-analytics/index.md @@ -8,59 +8,51 @@ private: true {% include content/plan-grid.md name="actions" %} - -[Accoil](https://www.accoil.com) is a product analytics platform built specifically for B2B go-to-market (GTM) teams, including product, sales, marketing, customer success, and support. It enables you to track feature adoption, monitor user journeys, and enhance activation and conversion rates. By sending your product event data to Accoil via Segment, you unlock actionable insights that drive informed decisions across your organization. +[Accoil](https://www.accoil.com){:target="_blank”} is a product analytics platform built specifically for B2B go-to-market (GTM) teams, like product, sales, marketing, customer success, and support. It enables you to track feature adoption, monitor user journeys, and enhance activation and conversion rates. By sending your product event data to Accoil using Segment, you unlock actionable insights that drive informed decisions across your organization. -Any questions or for help, please [contact us](https://help.accoil.com). +For any questions or help with Accoil, [contact the Accoil support team](https://help.accoil.com){:target="_blank”}. - -## Benefits of Integrating with Accoil +## Benefits of integrating with Accoil - **Comprehensive Analytics**: Gain detailed insights into your product's performance across features, customer segments, and stages of the user journey. - **Enhanced Collaboration**: Create account- and user-level audiences that trigger timely actions across tools like Slack, Intercom, HubSpot, and more. - **Actionable Insights**: Teams from sales to customer success can leverage Accoil’s data to make informed decisions, improve engagement, and uncover growth opportunities. -- **Seamless Integration**: Accoil integrates effortlessly with popular tools such as HubSpot, Intercom, Slack, and Segment itself, making it easy to utilize your product data within your existing workflows. +- **Seamless Integration**: Accoil integrates effortlessly with popular tools like HubSpot, Intercom, Slack, and Segment itself, making it easy to utilize your product data within your existing workflows. - **User-Friendly Interface**: Designed to be intuitive, Accoil allows any team to build and use product engagement profiles without needing advanced analytical skills. -## How It Works +## How it works Accoil is most effective when used with Segment. Here’s how it functions: -1. **Send Event Data**: Use Segment to funnel your product event data into Accoil. Focus on the events that are most significant to your product and users. -2. **Build Engagement Profiles**: Teams can easily create and manage product engagement profiles, helping monitor feature adoption, user engagement, and buyer journey stages. -3. **Connect to Your Tools**: Once your profiles are set up, Accoil connects to your GTM tools—like Slack, Intercom, HubSpot, and more. With detailed account and user insights, teams can take meaningful actions, such as alerting sales about accounts that have reached key milestones or notifying customer success about potential churn risks. +1. **Send event data**: Use Segment to funnel your product event data into Accoil. Focus on the events that are most significant to your product and users. +2. **Build engagement profiles**: Teams can easily create and manage product engagement profiles, helping monitor feature adoption, user engagement, and buyer journey stages. +3. **Connect to your tools**: Once your profiles are set up, Accoil connects to your GTM tools—like Slack, Intercom, HubSpot, and more. With detailed account and user insights, teams can take meaningful actions, such as alerting sales about accounts that have reached key milestones or notifying customer success about potential churn risks. ## Getting Started To start using the Accoil destination: -1. **Access the Destination Catalog**: In your Segment workspace, navigate to the Catalog page and search for "Accoil." -2. **Add the Destination**: Select Accoil from the results and click "Add Destination." -3. **Connect a Source**: Choose the Segment source you want to connect to Accoil. -4. **API Key Setup**: In your Accoil dashboard, find your API Key under **General Account Settings**. Copy this API Key. -5. **Configure in Segment**: Paste the API Key into the Accoil destination settings within Segment, then click "Connect" to complete the integration. +1. In your Segment workspace, navigate to the Catalog page and search for "Accoil." +2. Select Accoil from the results and click **Add Destination** +3. Choose the Segment source you want to connect to Accoil. +4. Navigate to your Accoil dashboard and find your API Key under **General Account Settings**. Copy this API Key. +5. Paste the API Key into the Accoil destination settings within Segment, then click "Connect" to complete the integration. - {% include components/actions-fields.html %} - - -## Supported Methods +## Supported methods Accoil supports the following Segment methods, which map directly to Accoil’s API: -**1. Identify** +### Identify -**Purpose**: Recognizes individual users and their attributes. +Identify calls recognize individual users and their attributes. -**Example Call**: +Example Call: ```javascript analytics.identify('userId123', { email: 'user@example.com', @@ -69,45 +61,40 @@ Accoil supports the following Segment methods, which map directly to Accoil’s }); ``` -**2. Group** +### Group -**Purpose**: Links users to accounts and records account-level attributes. +Group calls link users to accounts and records account-level attributes. -**Example Call**: - ```javascript +Example Call: + ````javascript analytics.group('accountId123', { name: 'Example Company', createdAt: '2021-03-15T09:00:00Z', // ISO 8601 or Unix timestamp format mrr: 3000, status: 'active' }); - ``` -**3. Track** +### Track -**Purpose**: Records specific user actions, such as "Login" or "Purchase." +Track calls record specific user actions, like "Login" or "Purchase". -**Recommendation:** Use the Noun_Verb format to name your events, e.g., `Report Created`, `Purchase Completed`. +Use the "Noun_Verb" format to name your events, for example, `Report Created` or `Purchase Completed`. -**Example Call**: +Example Call: ```javascript analytics.track('Purchase Completed', { item: 'Book', price: 25.00 }); - ``` -**4. Page and Screen** +### Page and Screen -**Purpose**: Converts navigation calls into Track events to monitor user interactions within your product. +Page and Screen calls convert navigation calls into Track events to monitor user interactions within your product. -**Example Calls**: +Example Calls: ```javascript analytics.page('Home Page'); analytics.screen('Dashboard'); - ``` - -**In Accoil**: These calls are transformed into events such as `Page Viewed Home Page` and `Screen Viewed Dashboard`, with the page or screen name as the event name. ## Key Notes @@ -116,4 +103,4 @@ Accoil supports the following Segment methods, which map directly to Accoil’s - **Event Aggregation**: Accoil simplifies event tracking by aggregating daily event counts. - **Page and Screen Calls**: These calls are automatically converted into Track events for easier monitoring of user navigation. -This integration empowers your team to make data-driven decisions, improving your product and customer experiences. For further assistance, please contact the Accoil Support team. +This integration empowers your team to make data-driven decisions, improving your product and customer experiences. For further assistance, please [contact the Accoil support team](https://help.accoil.com){:target="_blank”}. From cab18cc6b990e3e73f1eb4ac53e273a42f90fe87 Mon Sep 17 00:00:00 2001 From: accoilmj Date: Wed, 2 Oct 2024 07:43:58 +1000 Subject: [PATCH 3/4] Apply suggested content changes Co-authored-by: forstisabella <92472883+forstisabella@users.noreply.github.com> --- src/connections/destinations/catalog/accoil-analytics/index.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/src/connections/destinations/catalog/accoil-analytics/index.md b/src/connections/destinations/catalog/accoil-analytics/index.md index 52aae31223..797682b076 100644 --- a/src/connections/destinations/catalog/accoil-analytics/index.md +++ b/src/connections/destinations/catalog/accoil-analytics/index.md @@ -28,7 +28,7 @@ Accoil is most effective when used with Segment. Here’s how it functions: 1. **Send event data**: Use Segment to funnel your product event data into Accoil. Focus on the events that are most significant to your product and users. 2. **Build engagement profiles**: Teams can easily create and manage product engagement profiles, helping monitor feature adoption, user engagement, and buyer journey stages. -3. **Connect to your tools**: Once your profiles are set up, Accoil connects to your GTM tools—like Slack, Intercom, HubSpot, and more. With detailed account and user insights, teams can take meaningful actions, such as alerting sales about accounts that have reached key milestones or notifying customer success about potential churn risks. +3. **Connect to your tools**: Once your profiles are set up, Accoil connects to your GTM tools—like Slack, Intercom, HubSpot, and more. With detailed account and user insights, teams can take meaningful actions, like alerting sales about accounts that have reached key milestones or notifying customer success about potential churn risks. ## Getting Started From a2edd136f2a34105399ab13526f5c9decc37062b Mon Sep 17 00:00:00 2001 From: accoilmj Date: Thu, 3 Oct 2024 08:56:09 +1000 Subject: [PATCH 4/4] Apply suggestions from code review [netlify-build] Co-authored-by: Thomas Gilbert <64277654+tcgilbert@users.noreply.github.com> --- .../destinations/catalog/accoil-analytics/index.md | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/src/connections/destinations/catalog/accoil-analytics/index.md b/src/connections/destinations/catalog/accoil-analytics/index.md index 797682b076..21a280d82d 100644 --- a/src/connections/destinations/catalog/accoil-analytics/index.md +++ b/src/connections/destinations/catalog/accoil-analytics/index.md @@ -2,8 +2,9 @@ title: Accoil Destination hide-boilerplate: true hide-dossier: false -beta: true private: true +hidden: true +id: 65cb48feaca9d46bf269ac4a --- {% include content/plan-grid.md name="actions" %} @@ -34,8 +35,8 @@ Accoil is most effective when used with Segment. Here’s how it functions: To start using the Accoil destination: -1. In your Segment workspace, navigate to the Catalog page and search for "Accoil." -2. Select Accoil from the results and click **Add Destination** +1. In your Segment workspace, navigate to the Catalog page and search for "Accoil Analytics." +2. Select Accoil Analytics from the results and click **Add Destination** 3. Choose the Segment source you want to connect to Accoil. 4. Navigate to your Accoil dashboard and find your API Key under **General Account Settings**. Copy this API Key. 5. Paste the API Key into the Accoil destination settings within Segment, then click "Connect" to complete the integration.