Setting up automated tracking

Automated tracking is the technical foundation that collects and processes customer behavior data. It's like setting up sensors throughout your product that continuously watch how customers interact with different features and functionalities. Setting up effective tracking requires 3 key technical components:

• Data collection points - specific places in your product where you'll gather information. For example, tracking when users click the 'Export Report' button, how long they spend on the dashboard, or when they complete their first project.
• Processing rules that transform raw data into meaningful insights, like converting individual login events into a weekly usage pattern, or combining feature usage data to calculate an engagement score.
• Integration points that connect your tracking system with tools like Slack for instant alerts, email for automated reports, or CRM systems to update customer health scores.

Your tracking setup should focus on actions that matter most. Rather than tracking everything possible, identify the key features and workflows that successful customers use regularly. This targeted approach helps maintain clean data and makes it easier to spot meaningful patterns in customer behavior.