What is DevLess?
Insight into how your customers do - or do not - use your product is a key component of predictive customer health and proactive customer engagement. But for many Customer Success teams, getting time on their Development team's schedule to implement usage tracking is a real challenge.
How Can I Instrument My App Using DevLess?
Once that's done, your Dev Team's effort is complete!
Step 2: Turn on DevLess Permissions for the ChurnZero user(s) who should have the right to create new Events via DevLess
To add DevLess Permission to one or more of your User Permission Groups:
- Go to Admin > User Permission Groups
- Edit the Permission Group you'd like to grant access to DevLess
- Find "DevLess" in the list of permissions and set it from "None" to "All"
- Save your changes
- Refresh your browser window so your new permissions are in place
Step 3: Make sure the instance of your app you intend to launch DevLess within has a Success Panel turned ON
To launch DevLess, you will be logging into an instance of your own application - and this instance/account must have a Success Panel turned ON.
- Select the account that you want to use for DevLess and go to that account's profile in ChurnZero. At the top, check to see if there is a Success Panel that is on (green) for this account.
- If there is, go to Step #4.
- If there isn't, you'll need to create and activate a Success Panel for the account you want to use.
Please note that the Success Panel your account is uses CANNOT be set to "Only show panel when there are messages available" (i.e. this box should be UNCHECKED):
Step 4: Start your Devless session and log into your application in another window
To start your DevLess session, go to your name in the upper right hand corner and select the "Start DevLess" option. You will receive a confirmation diagloue that your DevLess session has begun; click "OK".
Then, in a new browser tab, log into the instance of your application that has the Success Panel ON.
Step 5: Launch the DevLess Panel
Once you have logged into your application, open your Success Panel by clicking on the Success Panel launch avatar and then click the gear icon in the upper right. This will open up the ChurnZero Content Panel, which you will use to tag Events within your application.
Step 6: Tag Events you want to track!
IMPORTANT: If/when you add new Events via DevLess, those events are IMMEDIATELY live and will start to show up in ChurnZero as your customers perform those actions. So be thoughtful as you save new events!
To begin a new Event:
- Click on the blue "+" icon
- Start moving your mouse around your application. Elements that are clickable and therefore track-able will be highlighted in blue
- Hover over the element you want to track and click to select it
- Once you've made your selection, if you click the magic wand in the Content Panel, your selected element will be highlighted.
- If you decide your don't like your selection, click the trash can to clear it
Provide your Event's details:
- Event Name - This is the name that will be used all around ChurnZero. You can search through Events that are already in ChurnZero or create a new Event type on the fly by entering an unique name into this field.
- If you are selecting an existing Event from the drop-down list, you are adding this Event to a current Event that has already been defined in ChurnZero. This will log these Events in addition to any others that are sent to ChurnZero with this given Event Name (i.e. You have an event in ChurnZero named 'Login' that is populated by your application. You EventMap a target in your Devless session to a button and name it 'Login'. Both of these will fire the event 'Login').
- Customize - This slider opens up a text area with the code of the element you selected so you can verify it is the exact element you want. Additionally, if multiple elements on the page match the element you selected, you will see a soft warning in yellow ("Other Elements Matched: X")
- Description - Use this to provide a Description that will be sent to ChurnZero whenever a customer does this Event. You can only put a single piece of information into the Description. Use the Value Preview text to get an example of the description.
- Quantity - Use this to provide a Quantity that will be sent to ChurnZero whenever a customer does this Event; the FIRST numeric value in the target content will be parsed. Use the Value Preview text to get an example of quantity.
- Advanced Options - These advanced settings are provided for the rare instances where a target exists on multiple pages, the exact target path is the same (verify in the customize section), AND you only want to track it in ONE place. In this case, you can restrict this tracking to a specific URL.
Step 7: Save your Event (and add another!)
When you are satisfied with the settings of your Event, click "Create" in the lower right hand corner of the Content Panel. Your Event will be saved and will be listed along the left-hand side.
Keep adding Events until everything you want to track has been tagged!
Step 8: Set up Page Tagging
The Page Tagging feature in DevLess allows you to track usage in greater detail by tagging specific pages in your platform, using the URL. Here is an example of the type of usage data you can collect:
- On Jan 8, John Doe logged into the platform for 5 hours. John spent:
- 1 hour on page A
- 2 hours on page B
- 2 hours on page C
To set up these tags, launch the DevLess panel and click Page Tags, and then click the blue plus button.
From there, set each component of the Page Tag:
- Tag Name: Identifier for this tag
- Page: the URL for the page you want to track
- Tip: Track multiple related pages (such as Accounts) under one tag by using the entire URL minus unique identifier at the end
- Tip: If you have multiple URLs that you want to track as the same Module - simply create two Page Tags and name the Module the same thing. They'll combine when they hit the system.
- Event Name: used if you want page visit to also trigger an event. This is the identifier
- Module Name: name of the item visited, (ex: Dashboard)
Important Notes and FAQs
- You can create multiple actions for a single event.
- Ex: You could target a "Search" button as an Event and target an "Advanced Search" button as an Event, but both are tied to the single Event name of "Search".
- An Event will fire to ChurnZero when the user clicks on the tagged element - but if there is validation and/or confirmation dialogues, clicking the element doesn't necessarily mean the customer truly completed the Event (depending on what it's tracking).
- Ex: You created an Event called "In-App Purchase" that fires when users click a "Pay Now" button. But when one of your users clicks that button, they receive validation that their credit card is expired. Since they do not have a new credit card handy, they abandon their purchase. But when they clicked the "Pay Now" button, that event was immediately fired to ChurnZero, even though they didn't actually complete their purchase.