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The ultimate guide to account insights: How B2B orgs drive customer engagement and reduce churn

Use account insights to drive customer behavior and retention.
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Hey there, fellow data enthusiasts! Today, we're diving deep into the world of account insights—a way for B2B organizations to understand customer engagement and amp up usage at the company level. 🚀

So, grab your favorite beverage, settle in, and let's unpack this!

Let’s break it down: Users vs. accounts

First things first, let's get our lingo straight. In the realm of customers, we're dealing with two main players: Users and Accounts.

  • Users: These are the individual peeps interacting with your product.
  • Accounts: The companies or groups that users belong to. Accounts give you a bird's-eye view of how multiple users from the same organization engage with your product.
Understand the difference between Users and Accounts

Introducing Accounts: Your new source to track and engage customers

Individual Account Profiles in Appcues

Until now, Appcues has been focused on users to drive product adoption (and we still are!). But we also recognize that B2B organizations need to understand how accounts engage with their product to drive long-term success and retention. That’s exactly why we built Accounts! To serve as a one-stop shop for understanding and messaging companies. 

Curious to see what it looks like? Take our interactive tour for a look:

A look at important product adoption metrics

Before we dive into the nitty-gritty, let's take a moment to admire the beauty of product adoption metrics. These little nuggets of wisdom give us a sneak peek into how users are embracing (or shying away from) our product.

We'll break down some key metrics, why they matter, and how you can supercharge 'em.

DAU (Daily Active Users)

Let's start with the heartbeat of your product: Daily Active Users (DAU). DAU tells you how many unique users are using your app on a daily basis.

Here's how it's calculated: If you’ve selected “Last 30 days” as your date range, we calculate DAU as the count of unique users who have logged a pageview event (web) or session event (mobile) over the past 30 days, divided by 30 to get the average. We take the average in order to smooth out day-of-week swings.

Stickiness (DAU/MAU)

Stickiness is all about how often users keep coming back for more. The higher the stickiness, the stickier your product!

Here's how it's calculated: A given day’s DAU/MAU ratio is calculated by taking the average DAU value over the previous 7 days (including today’s date as one of the 7 days), divided by the MAU (unique users over the last 30 days). This ratio is illustrated as a percentage.

Events per user

Events per user give you a peek into user activity. It's like counting the high-fives at a party—more events mean more action!

Here's how it's calculated: Events Per User is calculated by taking the total event count (total number of events performed by users in this account over the given time frame) divided by the count of active users (unique users across web and mobile) over the given time period. This count is rounded to the nearest whole number.

Number of experiences seen

Experiences seen is your window into how users interact with your in-product messages. Are they loving it, or are your messages getting lost in the void?

Understanding the number of Appcues in-product messages seen by users in an account can help you measure the effectiveness of your messaging strategy, especially when comparing usage and engagement trends against your in-product messaging trends.

Number of sessions and pageviews

Sessions and pageviews are the bread and butter of user engagement. They tell you how much time users are spending in your app and how deeply they're exploring.

For example, if “Last 30 days” is selected as the date range, the session count will be the sum of any web session and mobile session counts across the previous 30 days.

Phew! That was a lot to take in, but you made it! 🎉 Armed with these insights, you're ready to take on the world (or at least the world of product engagement metrics). So, go forth, my friend, and may your DAU be high and your churn low!

Why These Digital Adoption Metrics Matter and How to Boost Them for More Engaged Users

Now that we know the what, let’s dig into the why. Why do these metrics matter, and how can you use them to level up your product's performance? 

Why These Metrics Matter

  1. Insightful Decision-Making: Digital adoption metrics provide invaluable insights into how users interact with your product. Armed with this data, find commonalities between customers to find out what's leading them to be successful (or unsuccessful) users of your product.
  1. Retention and Churn Reduction: By tracking metrics like DAU, Stickiness, and Events per user, you gain a deeper understanding of user behavior and engagement patterns. This knowledge enables you to identify churn risks early on and implement targeted strategies to retain users.
  1. Optimized User Onboarding: Metrics related to product adoption help you evaluate the effectiveness of your onboarding process. By analyzing user interactions and experiences seen, you can refine your onboarding flow to ensure seamless adoption and maximum user satisfaction.
  1. Effective Messaging Strategy: Monitoring the number of experiences seen allows you to assess the impact of your in-product messaging strategy. By aligning messaging with user engagement trends, you can deliver targeted messages that resonate with your audience and drive desired actions.

How to drive behavior at the account level

Now that we've got the lay of the land, let's talk strategy. How do we use in-app messaging to engage these customers at the company level?

  1. Enhanced Experience: Invest in optimizing your product's user interface and overall user experience. A user-friendly interface and intuitive navigation encourage users to explore more features and engage with your product regularly. For companies specifically, use in-app messaging to communicate what is available to them by targeting users on specific plans and tiers with different messaging.
  1. Personalized Onboarding: When you want to tailor onboarding to the user, you create experiences based on things like user role, persona, use case, etc. For some organizations, it makes more sense to tailor onboarding based on company attributes (things like industry, plan type, size). Use those attributes to create differentiated onboarding experiences that feel more relevant to the company's needs, goals and pain points.
  1. Continuous Education and Training: Provide ongoing education and training resources to empower users and enhance their product knowledge. Utilize in-app tutorials, help centers, and interactive guides to educate users about advanced features and best practices.
  1. Proactive Communication: Stay connected with companies through proactive alerts, like upcoming subscription renewals and potential changes to their plan so no one is surprised.
  1. Feedback and Iteration: Encourage user feedback and incorporate it into your product development process. Regularly solicit feedback through surveys, feedback forms, and user interviews to understand user pain points and preferences. Use this feedback to iterate and improve your product iteratively. For companies, it can make sense to capture feedback by company segment (to see if there are any differences between how organizations on lower vs. higher plan tiers feel about the product and their experience).

By prioritizing digital adoption metrics and implementing strategies to boost user engagement, you can create a vibrant and thriving user community while driving sustainable growth for your business.

And there you have it—your roadmap to leveraging digital adoption metrics for success. Armed with these insights and strategies, you're well-equipped to take your product to new heights of engagement and delight your users like never before. 

How to send data to Appcues (and why bother)

Now, let's talk logistics. To unleash the ability to target accounts and measure their activity, you have to send company data to Appcues by associating users with their group via a .group() call in the Appcues SDK. Read our documentation to get started right away or chat with our team.

Anna Casey
Product Marketing Manager, Appcues
Anna Casey is a Product Marketing Manager at Appcues. When she's here she spends her time wrangling people and ideas together to showcase the value of our products—skills she also uses at home to wrangle her sassy toddler and pack of dogs.
Skip to section:

Skip to section:

Hey there, fellow data enthusiasts! Today, we're diving deep into the world of account insights—a way for B2B organizations to understand customer engagement and amp up usage at the company level. 🚀

So, grab your favorite beverage, settle in, and let's unpack this!

Let’s break it down: Users vs. accounts

First things first, let's get our lingo straight. In the realm of customers, we're dealing with two main players: Users and Accounts.

  • Users: These are the individual peeps interacting with your product.
  • Accounts: The companies or groups that users belong to. Accounts give you a bird's-eye view of how multiple users from the same organization engage with your product.
Understand the difference between Users and Accounts

Introducing Accounts: Your new source to track and engage customers

Individual Account Profiles in Appcues

Until now, Appcues has been focused on users to drive product adoption (and we still are!). But we also recognize that B2B organizations need to understand how accounts engage with their product to drive long-term success and retention. That’s exactly why we built Accounts! To serve as a one-stop shop for understanding and messaging companies. 

Curious to see what it looks like? Take our interactive tour for a look:

A look at important product adoption metrics

Before we dive into the nitty-gritty, let's take a moment to admire the beauty of product adoption metrics. These little nuggets of wisdom give us a sneak peek into how users are embracing (or shying away from) our product.

We'll break down some key metrics, why they matter, and how you can supercharge 'em.

DAU (Daily Active Users)

Let's start with the heartbeat of your product: Daily Active Users (DAU). DAU tells you how many unique users are using your app on a daily basis.

Here's how it's calculated: If you’ve selected “Last 30 days” as your date range, we calculate DAU as the count of unique users who have logged a pageview event (web) or session event (mobile) over the past 30 days, divided by 30 to get the average. We take the average in order to smooth out day-of-week swings.

Stickiness (DAU/MAU)

Stickiness is all about how often users keep coming back for more. The higher the stickiness, the stickier your product!

Here's how it's calculated: A given day’s DAU/MAU ratio is calculated by taking the average DAU value over the previous 7 days (including today’s date as one of the 7 days), divided by the MAU (unique users over the last 30 days). This ratio is illustrated as a percentage.

Events per user

Events per user give you a peek into user activity. It's like counting the high-fives at a party—more events mean more action!

Here's how it's calculated: Events Per User is calculated by taking the total event count (total number of events performed by users in this account over the given time frame) divided by the count of active users (unique users across web and mobile) over the given time period. This count is rounded to the nearest whole number.

Number of experiences seen

Experiences seen is your window into how users interact with your in-product messages. Are they loving it, or are your messages getting lost in the void?

Understanding the number of Appcues in-product messages seen by users in an account can help you measure the effectiveness of your messaging strategy, especially when comparing usage and engagement trends against your in-product messaging trends.

Number of sessions and pageviews

Sessions and pageviews are the bread and butter of user engagement. They tell you how much time users are spending in your app and how deeply they're exploring.

For example, if “Last 30 days” is selected as the date range, the session count will be the sum of any web session and mobile session counts across the previous 30 days.

Phew! That was a lot to take in, but you made it! 🎉 Armed with these insights, you're ready to take on the world (or at least the world of product engagement metrics). So, go forth, my friend, and may your DAU be high and your churn low!

Why These Digital Adoption Metrics Matter and How to Boost Them for More Engaged Users

Now that we know the what, let’s dig into the why. Why do these metrics matter, and how can you use them to level up your product's performance? 

Why These Metrics Matter

  1. Insightful Decision-Making: Digital adoption metrics provide invaluable insights into how users interact with your product. Armed with this data, find commonalities between customers to find out what's leading them to be successful (or unsuccessful) users of your product.
  1. Retention and Churn Reduction: By tracking metrics like DAU, Stickiness, and Events per user, you gain a deeper understanding of user behavior and engagement patterns. This knowledge enables you to identify churn risks early on and implement targeted strategies to retain users.
  1. Optimized User Onboarding: Metrics related to product adoption help you evaluate the effectiveness of your onboarding process. By analyzing user interactions and experiences seen, you can refine your onboarding flow to ensure seamless adoption and maximum user satisfaction.
  1. Effective Messaging Strategy: Monitoring the number of experiences seen allows you to assess the impact of your in-product messaging strategy. By aligning messaging with user engagement trends, you can deliver targeted messages that resonate with your audience and drive desired actions.

How to drive behavior at the account level

Now that we've got the lay of the land, let's talk strategy. How do we use in-app messaging to engage these customers at the company level?

  1. Enhanced Experience: Invest in optimizing your product's user interface and overall user experience. A user-friendly interface and intuitive navigation encourage users to explore more features and engage with your product regularly. For companies specifically, use in-app messaging to communicate what is available to them by targeting users on specific plans and tiers with different messaging.
  1. Personalized Onboarding: When you want to tailor onboarding to the user, you create experiences based on things like user role, persona, use case, etc. For some organizations, it makes more sense to tailor onboarding based on company attributes (things like industry, plan type, size). Use those attributes to create differentiated onboarding experiences that feel more relevant to the company's needs, goals and pain points.
  1. Continuous Education and Training: Provide ongoing education and training resources to empower users and enhance their product knowledge. Utilize in-app tutorials, help centers, and interactive guides to educate users about advanced features and best practices.
  1. Proactive Communication: Stay connected with companies through proactive alerts, like upcoming subscription renewals and potential changes to their plan so no one is surprised.
  1. Feedback and Iteration: Encourage user feedback and incorporate it into your product development process. Regularly solicit feedback through surveys, feedback forms, and user interviews to understand user pain points and preferences. Use this feedback to iterate and improve your product iteratively. For companies, it can make sense to capture feedback by company segment (to see if there are any differences between how organizations on lower vs. higher plan tiers feel about the product and their experience).

By prioritizing digital adoption metrics and implementing strategies to boost user engagement, you can create a vibrant and thriving user community while driving sustainable growth for your business.

And there you have it—your roadmap to leveraging digital adoption metrics for success. Armed with these insights and strategies, you're well-equipped to take your product to new heights of engagement and delight your users like never before. 

How to send data to Appcues (and why bother)

Now, let's talk logistics. To unleash the ability to target accounts and measure their activity, you have to send company data to Appcues by associating users with their group via a .group() call in the Appcues SDK. Read our documentation to get started right away or chat with our team.

Anna Casey
Product Marketing Manager, Appcues
Anna Casey is a Product Marketing Manager at Appcues. When she's here she spends her time wrangling people and ideas together to showcase the value of our products—skills she also uses at home to wrangle her sassy toddler and pack of dogs.
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