Mixpanel

The Mixpanel Integration allows you to leverage your existing user segments (Cohorts) defined in the Mixpanel product analytics platform directly within Netmera's marketing automation tools. By synchronizing these cohorts, you can execute highly targeted campaigns and personalize cross-channel messages based on deep behavioral insights analyzed by Mixpanel.

Overview

Attribute	Details
Connector Name	Mixpanel
Category	Analytical and Data Platform / Marketing Platforms
Primary Function	User behavior analysis, Cohort synchronization, and Segmentation
Data Flow	Bidirectional (Cohorts pulled to Netmera; user data synchronization)
Netmera Modules	Targeting, Segments, Automation Engine
Sync Mechanism	Scheduled Task (ConnectorTask.java) and Manual Refresh

This integration ensures that audience definition—a complex process relying on custom events and funnels—is handled entirely by Mixpanel, while execution and delivery are handled by Netmera.

Use Cases and Benefits

• Advanced Behavioral Targeting: Instantly create and target segments in Netmera based on sophisticated Mixpanel cohorts (e.g., users who completed a trial but haven't purchased, or users with high lifetime value).

• Cross-Channel Consistency: Ensure consistency across your product analytics and marketing platforms by using the same user definitions for reporting and outreach.

• Campaign Optimization: Use synchronized segments for targeted Push, Email, and SMS campaigns, maximizing conversion rates and reducing churn.

• Unified Customer View: Pull user data, including push tokens, from Mixpanel to enrich the corresponding Netmera user profiles.

Data Flow

The Mixpanel integration is primarily designed for Inbound data flow, pulling user groupings from the external platform into Netmera.

Flow Direction	Data Transferred	Purpose	Netmera Component
Inbound (Mixpanel > Netmera)	Cohort Membership Data (User IDs, Push Tokens)	Cohort membership data is pulled and used to automatically create and update Segments in the Netmera Targeting module.	Segments, Targeting Service
Bidirectional (Sync)	User Profile Attributes (iOS/Android Push Tokens)	Ensures the Netmera user profile contains the necessary push tokens and identity attributes to match users across both platforms.	User Profile Management

Configuration Reference

Required Credentials

Parameter	Type	Description
username	String	Your Mixpanel account username (for API access).
password	String	Your Mixpanel account password (for API access).
projectId	String	The unique identifier for your Mixpanel project.
androidPushToken	String	The Mixpanel attribute name used to store the Android Push Token (e.g., $android_devices).
iosPushToken	String	The Mixpanel attribute name used to store the iOS Push Token (e.g., $ios_devices).

Optional & Synchronization Parameters

Parameter	Type	Description
cohortFirstCharacters	String	Used to filter which Mixpanel cohorts are synchronized. Only cohorts starting with these characters will be pulled (e.g., NM_).
syncFrequency	Long	The numerical value for the synchronization interval.
syncFrequencyType	Enum	The unit of the synchronization interval (e.g., HOURLY, DAILY).
isTimePeriodActive	Boolean	If true, synchronization only occurs during the defined time window.
timePeriodStart / timePeriodEnd	String	Define the start and end times for synchronization if isTimePeriodActive is enabled.
pageSize	Integer	Defines the number of records pulled per API call during synchronization.

Setup Instructions

Follow these steps to successfully configure the Mixpanel integration in your Netmera environment.

Step 1: Prerequisites

Before starting the setup, ensure you have:

1. An active Mixpanel account with API access permissions.

2. The Project ID for the project containing the cohorts you wish to synchronize.

3. Defined Cohorts within Mixpanel that are ready for export.

4. Identified the Mixpanel attribute names used to store iOS and Android push tokens, which are crucial for mapping to Netmera Installations.

Step 2: Obtain Credentials

Log into your Mixpanel dashboard and navigate to your Project Settings. You will need to locate the Project ID, and ensure you have the correct username and password associated with the account that has API read access to your cohorts.

Step 3: Configure in Netmera

1. Navigate to the Netmera Control Panel and go to Connectors (or Integrations).

2. Locate and click on the Mixpanel Connector.

3. Fill out the configuration form:

   • Enter your Username and Password.

   • Enter the Project ID from Mixpanel.

   • Carefully map the Push Token attributes (iosPushToken and androidPushToken) to the corresponding Mixpanel attribute names.

   • Synchronization Settings: Define the desired frequency (e.g., set syncFrequency to 1 and syncFrequencyType to DAILY for a daily sync).

   • (Optional) If you only want to sync specific cohorts, enter the starting characters in the Cohort First Characters field.

4. Click Save Configuration.

Step 4: Verification

Upon saving the configuration, the synchronization process is triggered:

1. Automatic Initial Sync: Netmera attempts to connect to Mixpanel and pull all matching cohorts.

2. Segment Creation: Once synchronization is complete, navigate to the Segments section in the Netmera panel. You should see new segments automatically created with names corresponding to your Mixpanel Cohorts (if filtered by cohortFirstCharacters).

3. Validation: Use one of these newly created segments in a test campaign. The members of the Netmera segment should accurately reflect the active users currently belonging to that cohort in Mixpanel.

Usage Notes & Considerations

Consideration Point	Description	Note
Large Cohort Sync Time	Synchronization, particularly of very large cohorts, may take a significant amount of time, potentially leading to slow UI responsiveness or timeouts.	Adjust the pageSize to optimize batch processing. Ensure the syncFrequency is set appropriately for the cohort size (e.g., weekly instead of hourly).
Credential Rotation	If your Mixpanel username or password changes, the connector will fail silently.	Credentials must be updated manually in the Netmera connector panel immediately after the change in Mixpanel.
Token Mapping	If the push token attributes (iosPushToken, androidPushToken) are mapped incorrectly, Netmera will sync the users but will be unable to send push notifications to them.	Verify the exact attribute names used by your SDK implementation in Mixpanel.