Who can use this feature?
- All roles with access level "high"
- Available on all plans
Product usage fields allow you to stream product events to Catalyst from Mixpanel, Pendo, or Segment. By leveraging the COUNT and RANK functions within calculated fields, you can map these product events to your account and contact objects to further manipulate and query data against your Catalyst customer base.
Suggested uses
- Use calculated fields to create engagement benchmarks (e.g. MAU, WAU) to understand customer behavior
- Create expansion indicators based on customer product usage
- Get a richer picture of renewal risk by enriching health score with usage data
- Run usage playbooks and measure their impact
- Automatically move customers to the next stage in Journey Builder when product adoption stage goals are met
Create a product usage field
Once you create a new calculated field, you cannot edit the field configuration; this allows Catalyst to maintain field history.
You must have a product usage integration configured (Mixpanel, Pendo, or Segment) before you can create a product usage field in Catalyst.
- Navigate to Settings > Object Configuration.
- Open one of your objects (e.g., accounts or contacts).
Catalyst cannot capture total events at the contact-level if the Salesforce contact (and the associated email address) has not been synced over from your integration (Mixpanel or Segment) or if the visitor and contact objects have not been mapped (Pendo). Catalyst does not create new contact records that are detected from a product usage integration.
- Click the Calculated Fields tab.
- Click + Add Calculated Field.
- Choose Pre-built Functions.
- Enter a field name and description.
- Configure the formula you want to use for either the COUNT or RANK functions (see below).
Calculated fields are case-sensitive. If you use a text filter with a "contains" operator, be sure to use the proper case for your input.
- Click Save.
Calculated fields can take up to 24 hours to calculate, depending on the data source. See more cautions.
Count
Count the number of events or unique users performing the events.
Example: Total times a contact used a certain feature in your product
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Associated object: Choose the Product usage object.
If you do not see this object, ensure you have a product usage integration configured.
- Measurement: Available on the accounts object. Choose whether to measure by product events (count total times an event is performed) or users (count total number of unique users performing the event).
- Product Event: Click inside the box to load available events that the integration is streaming to Catalyst.
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Filter: Optionally add a filter to narrow down the record set.
If using Segment or Mixpanel, the
ORoperator is not available. To combine multiple conditions, only theANDoperator is supported. -
Timeframe: Choose the timeframe to measure (e.g., last
X[timeframe]). Supports up to 365 days of a look-back. Available timeframes include:-
Days: Looks at the last number of days from yesterday. Example: If today is April 15, "last 30 days" looks at March 15 - April 14.
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Weeks: Looks at the last completed Sunday through Sunday.
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Months: Looks at the last calendar month. Example: If today is April 15, "last 1 month" looks at March 1 - March 31.
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Quarters: Looks at the last fiscal quarter, as configured for your Catalyst instance.
-
Rank
Find out the max or min value of a product event for an account or contact.
Example: The last date a contact performed an action in your product
- Min/Max: Choose which option to use for the calculation.
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Associated object: Choose the Product usage object.
If you do not see this object, ensure you have a product usage integration configured.
- Product Event: Click inside the box to load available events that the integration is streaming to Catalyst.
-
Filter: Optionally add a filter to narrow down the record set.
If using Segment or Mixpanel, the
ORoperator is not available. To combine multiple conditions, only theANDoperator is supported. - Field: Choose the timestamp field type you want to use.
Looking for inspiration?
Here are some additional use cases for product event metrics
Example 1: Total events performed by each contact
On the contacts object, COUNT the number of times each contact "created a note" (example event) in the last calendar month.
Example 2: Total active users on each account
On the accounts object, COUNT (distinct) the number of users that have "created a note" (example event) at least once in the last calendar month.
Active users refers to users tracked in your product usage tool, not limited to contact records in Salesforce.
Example 3: Last date each contact performed an event
On the contacts object, RANK (max) the latest date each contact "created a note" (example event).
Example 4: Number of days since any on the account last performed an event
On the accounts object, find the DURATION since an event was last performed (RANK).
This technique requires you to create a new calculated field based on a product usage field (see Example 3).