THIS DOCUMENT:

A step-by-step guide for setting up mtribes (view infographic). To get started, you'll need to be the administrator of an mtribes account and with an organization set up.

| If you need help, please email us on support@mtribes.com or leave a message using the chat widget at the bottom of the page.

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Organizations

What: Set up or add organizations and manage teammate permissions

Why: An organization represents a unique tenant of mtribes. It's the administration 'office' for creating and managing Spaces, inviting teammates, viewing metrics and monitoring activity. You'll need to have at least one organization set up to get started with mtribes.

Who: Business administrators will typically be setting this part up. You'll need to have administrator rights in your mtribes account to add organizations, and invite teammates etc.

How: If you're an administrator, sign in to your mtribes account to set your organization up. When you sign in for the first time, you'll automatically be given the option to create an organization.

Enter your organization name, and we'll generate a personalized URL for you. Next, hit the Create an organization button, and that's it. You're ready to move on to setting up your Spaces and inviting teammates to collaborate with.

Create an organization screen

create-an-organization-screen

Spaces

What: Set up a Space

Why: A Space is a self-contained project or workspace with its own configuration, content, audiences and dashboard. Creating Spaces is the perfect way to organize your company on mtribes - into brands, products, departments, channels or platforms etc.  

Who: Business administrators will typically be setting up Spaces.

How: Sign in to your mtribes account. If your business has only one organization set up, you'll automatically be invited to create your first Space. If your business has multiple organizations set up, open the user menu (circle icon with letter) located on the navigation bar, and switch to the appropriate organization.

Give your Space a name, then hit the Create button. To add more Spaces, return to your organization dashboard, click on the Create Space button and repeat.

Create your first Space screen

create-your-first-space-screen

Space dashboard

Each Space has its own dashboard, which acts as a control panel for the Space.

At the top of the page, you’ll find a current user and visitor count accompanied by a growth indicator, showing a percentage of increase of decrease from the last 30 days. The dashboard also displays a range of key user insights, an activity log, and contains quick links to related pages.

You can access the user and help menus from your Space dashboard, which are located on the main navigation bar, on the right-hand side (circle icons).

  • The user menu - gives you access to your Account settings page, your organization dashboard, including the Settings, Metrics and Teammates pages. You can also add a new organization, switch organizations or sign out from your session through this menu.

  • The help menu - gives you access to this Help center, the Developer hub, the System status page and the Product roadmap.

The Space dashboard with data

space-dashboard-with-example-data-populated

Templates

What: Set up and manage Experience and Collection templates

Why: To control key user experience (UX) elements in your application, you'll first need to build a model of the components you want to control. This can be done using our Experience templates, which are then added to Collections.

Who: Developers will typically set up the templates. Once integrated, the scheduler or operator can configure them and use them in targeting.

How: Select a Space to work in, then open the main Templates page using the vertical navigation on the left-hand side of the screen. On opening, you'll find two tabs - Experience templates and Collection templates. Start with Experience templates.

The main Templates screen

main-templates-screen-with-no-experiences

Experience templates

Experience templates represent components in your app like your call-to-action buttons, user prompts, banners, videos or lead generation forms. Once set up, they can be added to Collections for easy organization. Follow the steps below to set up your Experience template.

1. Name and/or add a category - start typing in the text box that says Untitled to name your category. Add a new category by hovering your cursor underneath the first category to activate the + Category function.

2. Add and name an Experience - click on + Experience. This will open a new screen, where you can begin building your template. Start typing in the text box that says Untitled to name your Experience. There are various template naming rules to take into consideration.

3. Edit component thumbnail - to edit the type of component, click on the default image to open the Set image pop-up screen. You can choose from a variety of pre-set image types, or upload your own image in a PNG or JPEG format of maximum 8MB in size. Hit Confirm at the bottom of the screen to save your changes.

4. Add properties - drag-and-drop properties from the selection menu on the right-hand side of your screen. You can add a range of properties including a text field, calendar, on/off switch, tags and many more. If you've installed a plugin, plugin element will appear in your configuring menu. Learn what you can do with plugin elements.

5. Name and personalize properties - click on the property to expand and open the settings tabs:

  • Details - once you name your property, a property key gets generated. This key cannot be altered to prevent mismatched keys after the code is generated. If you need to change it - delete this property and create a new one.

  • Rules - apply settings to your property; this includes making it a required field or applying limitations.

  • Appearance - configure the appearance of the property, including the message.

6. Save your Experiences - hit Update at the top of the screen to save each Experience. All the Experience templates you create in this step will automatically appear on your Collection templates page for the next step.

An Experience template being set up

properties-being-dragged-and-dropped-into-experience-template

Collection templates

Collections are groups of Experience templates that represent a part of your app like a screen, webpage or feature. Follow the steps below to set up your Collection template.

1. Name and/or add a new category - start typing in the text box that says Untitled to name your category. To add a new category, hover your cursor under the category box until you see the + Category function.

2. Name and add a Collection - click on + Collection. This will open a new screen, where you can begin building your template. There are various template naming rules to take into consideration.

3. Add Experiences - all the Experience templates you created before will be displayed on the right-hand side of your page. Simply drag-and-drop these Experiences across to build out your Collection. If you don't see any Experiences on this page - go back to the Experience template tab and check that your templates have been updated.

  • Add a section - a section is a container that can hold up to 20 Experiences. Adding a section will give editors the flexibility to select and personalize these Experiences during the targeting stage.

4. Save your Collection - hit the Update button in the top right-hand corner to save your Collection template. Unsaved templates will appear greyed out until you update them.

A Collection template being set up

experiences-being-dragged-and-dropped-into-collection

Integration

What: Integrate and connect mtribes with your application

Why: Once mtribes is integrated with your app, all the magic starts to happen!

You’ll be able to control the presentation of key UX components, track Tribe activity and target your audience with highly personalized Experiences.

Who: Developers will typically integrate your Spaces (incl. templates) using our SDKs.

How: This is the technical part, so hand over to your developer to integrate mtribes with your application by software development kit (SDK). The mtribes SDKs are designed to drop into live apps and be productive in minutes. We currently have SDKs for browser, Android, iOS and Roku applications, with more underway.

Plugins

Once you've integrated, you can expand the functionality of mtribes by installing a plugin. We currently offer plugins for AXIS and FORGE.

Export event data

You will also be able to export event data to an Amazon S3 bucket for data processing or storage.

Tribes

What: Segment your audience into Tribes 

Why: Grouping users and visitors who share common attributes, behavior or interests into Tribes, will help you better understand your audience and identify opportunities.

Who: Schedulers/Operators usually set up Tribes. This is best done by someone who knows how to identify and segment your audiences.

How: Once signed in, select the Space you want to work in using the Space selector on the navigation bar. Next, open the main Tribes page using the vertical navigation on the left-hand side of the screen. On opening, you'll find a range of sample Tribes in popular categories already set up for you. You can either configure and customize these Tribes or create your own first Tribe.

Configure Tribe rules

Click on any Tribe card to open the details page. You'll find three primary selector menus that you can use to configure your Tribes with. (No data is shown until integration)

  • Audience selector menu - use the dropdown menu to select the type of audience you want to track. Users are your signed in audience (identified) and Visitors are your not signed in audience (unidentified).

  • Any/All selector menu - use the dropdown menu to select a filter for your parameters. Select Any and your selected audience (users and/or visitors) will be tracked against any parameters. Select All and your selected audience (users and/or visitors) will be tracked against all parameters.

  • Parameters selector menu - click the + sign to set parameters for tracking. Select from a broad range of existing Attributes or Behavior metrics, or from your own User tags or Contextual properties. Then set conditions for each one to further refine your segmentation. (Contextual properties are not visible during the setting up phase.)

Tribe rules being configured

tribe-rules-being-configured-on-tribe-details-page

Customize Tribe cards

Click on a card to open the Tribe details page, then hover your cursor over the card until the Customize button appears. Click to open the visual editor, where you'll find three tabs for customizing your Tribe card.

  • Color - use one of our preset backgrounds or enter a Hex code into the custom value field for a specific color.  Opacity is applied when a background image is present, and full color applied when there is no background image. You can also choose between black or white text color. 

  • Wallpaper - upload your own image as wallpaper for your card. The platform accepts PNG and JPEG formats, to a maximum size of 8MB.  If you don’t have your own suitable imagery, try using our free stock image library which is integrated with Unsplash

  • Logo - choose from two layouts for your card, then upload your logo in a PNG or JPEG file, to a maximum size of 8MB.

Tribe card customize modal

tribe-card-being-customized-with-new-background-color

Add, delete or reorder Tribe cards

  • Add Tribe to existing category - hover your cursor behind the last Tribe card in any category and click + Tribe to add a new one. You can add a maximum of 50 Tribes per category. 

  • Add new category - hover your cursor under the cards of any category until you see the + Category function. Click to add a new category.

  • Delete Tribe - click on the more options icon (3 dots) in the top right-hand corner of your Tribe card or on your Tribe details page to delete the Tribe. 

  • Reorder Tribe cards - hold then drag-and-drop to move your card into a different position or even into a different category

  • Reorder categories - hold down the drag handle next to the category name, then drag-and-drop the category into a different position.

Adding a category on the main Tribe page

new-category-being-setup-on-main-tribes-page

Targeting (Scenarios)

What: Schedule Scenarios to target specific audience Tribes, or test variants of your content with an experiment.

Why: By personalizing Experiences for specific Tribes, you can serve the right content to the right audience at the right time.

Who: Schedulers/Operators usually set up the targeting. This is best done by someone who is involved in digital marketing or a related role.

How: Open the Space you want to work in, then open the Experiences page using the vertical navigation on the left-hand side of the screen. You’ll find all the Collections that you created earlier displayed on this page.  

Open a Collection and select the Experience you want to personalize. On opening the Experience, you'll find a default Scenario already set up. This is the default state of the Experience that will be served to your entire audience unless you a) turn it off using the on/off toggle or b) add more Scenarios.  

The default Scenario page with data

scenario-default-page-populated-with-example-data

To create a variation to the default Scenario, click + Scenario and give it a unique name. On opening, you'll find three tabs: 

  • Activity - view and track activity metrics and insights once your Scenario is active.

  • Targeting - add Tribes, determine traffic allocation and configure a start and end date/time for each Scenario. For a single occurrence specify a schedule start and end. For a repeating cadence, set up a recurring schedule (5 recurrences per Scenario).

  • Properties - view and customize the properties of the Experience to personalize each Scenario. 

You can also turn Scenarios on or off using the toggle on the right-hand side of the page. It’s important to note that Scenarios are always served in a top to bottom sequence - with default always served last. 

Adding a Scenario variant

scenario-variant-being-added-to-experience

Metrics and data

What: View, track and measure activity and performance

Why: Once mtribes is integrated with your app, you'll be able to view, track and measure in real-time across several key areas. This will allow you to learn from audience behavior, identify opportunities, and validate important UX changes.  

Organization metrics and insights 

The dashboard displays user metrics and insights for all the Spaces within a specific organization. To switch between Spaces, use the Space selector in the left-hand corner of the top navigation bar. To switch between organizations, click open the user menu on the right-hand side of the navigation bar.

Metrics include:

  • Active users – the number of signed in audience who have actively interacted (clicks, views etc.) during the last 30 days. 

  • Served Experiences – the number of Experiences served to audiences in the last 30 days.  

  • Tracked events – the total number of captured interactions (clicks, views etc.) in the last 30 days. 

  • Users - the percentage of signed in audience who signed in. The up/down indicator shows percentage of change over 30 days.

  • Visitors - the percentage of not signed in audience. The up/down indicator shows percentage of change over 30 days.

  • New users – the percentage of audience who signed in for the first time. The up/down indicator shows percentage of change over 30 days.

Read our article on organization metrics and insights to find out more about the data available on this dashboard, or take a look at the glossary for specific definitions.

The organization dashboard with data

organization-dashboard-populated-with-data

Space metrics and insights

The Space dashboard is the control panel for the Space, where you can track user activity and view key insights. To switch between Spaces, use the Space selector in the top left-hand corner located just above your Users / Visitors count.

Metrics include key user insights:

  • Active – the number of signed in audience who interacted (clicks, views etc.). The up/down indicator shows percentage of change over 30 days.

  • New – the number of first-time signed in audience. The up/down indicator shows percentage of change over 30 days.

  • At risk – the number of signed in audience who have been inactive for over 30 days. The up/down indicator shows percentage of change over 30 days.

  • Lost - the number of signed in audience who have been inactive for over 60 days. The up/down indicator shows percentage of change over 30 days.

The Space dashboard with data

space-dashboard-populated-with-data

Tribe metrics and insights 

Every Tribe has its own unique data and insights, which can be viewed on the Tribe card and on the Tribe details page.

Tribe card metrics include:

  • Active - all audiences in this Tribe who actively interacted (views, clicks etc.). The up/down indicator shows percentage of change over 30 days.

  • Reach - the estimated percentage of audience who may receive your content or campaign, based on the Tribe rules you selected.

The card also includes a handy summary of the segmentation rules you've applied to the specific Tribe.

The Tribe card displaying different views

tribe-card-displaying-data-views

Tribe details page metrics include:

  • Activity - a line graph showing the active audience within the Tribe per day for the last 30 days.

  • User breakdown - the breakdown of the Tribe rules applied as a percentage of the estimated audience size. The graph changes dynamically as you edit your rules.

The Tribe details page with data

tribed-details-page-populated-with-data

Scenario metrics and insights

During targeting, you’ll schedule Scenarios to serve personalized Experiences to specific Tribes. This activity is displayed on the Scenario dropdown screen, located under the Activity tab. 

Metrics include:

  • Served rate - the percentage of all Experience traffic going to a specific Scenario.

  • Success rate - calculated by dividing the primary metric by the secondary metric.

    E.g., promotion/completed out of promotion/viewed = success %

  • Weekly activity - shows the number of times this Scenario was served in the last 7 days, with the busiest days and hours highlighted.

  • Tribe of the week - displays the most active Tribes from the past 7 days (incl. non-targeted Tribes with the same audiences).

The Scenario dropdown screen

scenario-dropdown-screen-showing-three-tabs

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| If you need help, please email us on support@mtribes.com or leave a message using the chat widget.

 

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