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IntroductionQuick Start

Metrix Quick Start Guide: First Steps for Implementation

This guide is designed to help you set up the Metrix platform quickly and easily. We’ll walk you through the initial steps from activating your account to viewing your first data in the Metrix panel.

Prerequisites and Setup Steps

Step 0: Familiarize Yourself with Key Concepts and Metrix Capabilities (Recommended)

If you don’t have prior experience implementing Metrix or similar analytics and Automation platforms, we highly recommend familiarizing yourself with the fundamental concepts and core capabilities of Metrix before starting the technical steps. This will help you develop a deeper understanding of how Metrix functions, structure your data more effectively, and fully leverage the platform’s potential.

Step 1: Request a Demo and Activate Your Organization

The first step to start working with Metrix is to request a demo through our website. After submitting your request, the Metrix team will contact you and activate a dedicated Organization for you in the Metrix panel.

Note: This step is typically handled by your product team, marketing team, or organization manager.

Step 2: Create a Project or Application in the Metrix Panel

After your organization is activated, log in to your Metrix panel. Here, you need to create a new “App” for your service (such as a mobile application, website, etc.).

Note: Continue the remaining steps in the “Quick Start Guide” or “Onboarding” section within the panel.

Step 3: Define Events (Optional)

To maintain a more organized data structure, you can define your events in the “Onboarding” section of the Metrix panel before sending them. However, don’t worry—if you don’t define events in advance, they will be automatically created in your panel with the corresponding name after the first time they are sent.

Step 4: Obtain App ID and API Key

For the Metrix SDK or API to send data to your project, you need two crucial identifiers: App ID and API Key. You can obtain these identifiers from the Metrix panel after creating your project/application.

Step 5: Initial Metrix Implementation via SDK/API

Now it’s time to integrate Metrix into your project. Depending on your service type (Android, Web, REST API, etc.), you should use the appropriate SDK or API.

  1. Select the Appropriate SDK/API: Refer to the “Technical Integrations” section in our documentation to choose the most suitable SDK or API for your platform.
  2. Installation and Initialization: Follow the documentation guide to install the relevant SDK and initialize it using the App ID and API Key you obtained in the previous step.

Step 6: Send Your First Event and Verify in the Panel

After the initial implementation, send a test event from your application or website. Then return to the Metrix panel to verify it was sent successfully.

  • Implementation: Refer to the “Event Tracking” section in your SDK/API documentation and send a simple event (such as app_opened for applications or page_viewed for websites).
  • Verification in the Panel:
    1. Go to the “Test” section under “Data Integration” in the “Quick Start Guide” page.
    2. Send your test event.
    3. Check for the incoming event. You should see your sent event here, indicating a successful connection!

Note: Make sure the test page is open in your browser before sending the event!

Step 7: Implement and Verify User Data Transmission (If Using Automation Services)

If you plan to use Metrix’s Automation features, in addition to events, you need to implement user identification and data transmission.

  • Implementation: Refer to the “User Management” section in your SDK/API documentation and implement methods related to user identification and profile attribute transmission (such as setCustomUserId, setUserAttributes).
  • Verification in the Panel:
    1. In the same “Test” section as the previous step, check the receipt of user information.
    2. Go to the “Users” (User Lookup) section in the Metrix panel. Users whose information you have sent, along with their attributes, should be visible here.

Step 8: Test Communication Channels (If Using Automation Services)

To ensure Metrix’s communication channels (such as push notifications or SMS) are functioning correctly, test them according to the documentation guides and through the panel.

  • Steps:
    1. Channel Setup: Refer to the “Channels” section in the documentation and set up your desired channel (e.g., push notifications) following the instructions (such as configuring FCM for Android).
    2. Send a Test: From the “Onboarding” section of the panel or the relevant message-sending areas, send a test message via the selected channel to your device.
  • Verification: Confirm that the message has been delivered to your device.

Your Next Steps

Congratulations! You have successfully completed the initial setup steps for Metrix. Now, to fully leverage the powerful capabilities of Metrix, you can refer to the more comprehensive sections of the documentation:

  • Advanced Event Tracking: Learn how to track custom events with detailed attributes.
  • Attribution Implementation: Understand and implement precise tracking of campaigns and the source of installs/visits.
  • Exploring Automation Features: Build complex customer journeys and interactive campaigns.
  • FAQ and Troubleshooting: Find answers to common questions and resolve potential issues along the way.
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