Meeting Title: Mixpanel Integration and Data Tracking Sync Date: 2025-11-10 Meeting participants: Joseph McBride, Henry Zhao
WEBVTT
1 00:01:27.190 ⇒ 00:01:28.670 Henry Zhao: Hey, Joseph, how’s it going?
2 00:01:29.790 ⇒ 00:01:31.899 Joseph McBride: Going good. How’s it going, Henry?
3 00:01:31.900 ⇒ 00:01:33.000 Henry Zhao: Good, thanks.
4 00:01:34.000 ⇒ 00:01:34.790 Joseph McBride: Alright.
5 00:01:35.580 ⇒ 00:01:39.200 Joseph McBride: So… Don’t wanna take too much of your time, just…
6 00:01:39.540 ⇒ 00:01:42.609 Joseph McBride: Again, Cutter assigned me to work on, like.
7 00:01:42.880 ⇒ 00:01:50.580 Joseph McBride: So, to do that, I just want to make sure I know how it works and everything that’s going on with it. I also had a request we can talk about.
8 00:01:50.870 ⇒ 00:01:53.349 Henry Zhao: Yeah, first, do you have access to Mixpanel? Just wanna make sure.
9 00:01:53.700 ⇒ 00:02:01.870 Joseph McBride: Yes, I do. I don’t know if there’s, like, more access I can get, if that makes sense, but I can make charts in Mixed Panels, so I think I do.
10 00:02:01.870 ⇒ 00:02:02.500 Henry Zhao: Okay.
11 00:02:03.140 ⇒ 00:02:14.820 Henry Zhao: Perfect, yeah, so… I guess my plan this week is to just go through the events, make sure everything is firing, but I’m pretty sure they are, so… we should be good there.
12 00:02:15.330 ⇒ 00:02:31.510 Henry Zhao: obviously loaded up page is, like, pretty heavy, but that’s how we’re gonna be tracking, like, steps in the intakes, and see where people are dropping off. And we already have UTM data here, so you can already kind of build reports based on, where people are coming from, and what drugs that they’re looking at.
13 00:02:33.230 ⇒ 00:02:45.219 Joseph McBride: Got it. And then, can we… I was playing with, like, some of the metrics on there, like, like, scrolled page, and some of the numbers didn’t seem right. Maybe I had it wrong in there, and this was, like, a couple days ago.
14 00:02:45.220 ⇒ 00:02:47.909 Henry Zhao: So, I don’t know if scrolled page is trustworthy.
15 00:02:47.910 ⇒ 00:02:48.320 Joseph McBride: Okay.
16 00:02:48.320 ⇒ 00:02:52.919 Henry Zhao: Let’s check. So, I usually would check in segments, because this is where…
17 00:02:53.170 ⇒ 00:02:56.069 Henry Zhao: We send it… what we use to send data to Mixpanel.
18 00:02:59.300 ⇒ 00:03:04.350 Henry Zhao: So, there’s a source called… Webflow plus Basque Web.
19 00:03:04.870 ⇒ 00:03:10.330 Henry Zhao: Like, this is the… tool, basically, that sends stuff into Mixpanel here.
20 00:03:10.510 ⇒ 00:03:11.529 Joseph McBride: Okay, perfect.
21 00:03:11.530 ⇒ 00:03:15.579 Henry Zhao: So I would just come in here and see, like, what is the stuff that’s being sent.
22 00:03:16.030 ⇒ 00:03:18.100 Henry Zhao: Mappings, maybe?
23 00:03:19.400 ⇒ 00:03:30.529 Henry Zhao: Yeah, so there’s 3 types of calls. Identify calls, which just says, like, who are you, right? You are our Joseph, and then you get put into this user’s bucket, right, when you get identified, so that we say, like, this ID,
24 00:03:31.110 ⇒ 00:03:34.220 Henry Zhao: It has this location, this is what they did.
25 00:03:34.410 ⇒ 00:03:37.050 Henry Zhao: Etc. And then you have track calls.
26 00:03:37.230 ⇒ 00:03:40.249 Henry Zhao: Which is, like, just tracking the events, as well as page calls.
27 00:03:41.190 ⇒ 00:03:44.230 Henry Zhao: I don’t really know the difference between track and page.
28 00:03:45.510 ⇒ 00:03:47.380 Henry Zhao: Event mapping…
29 00:03:48.960 ⇒ 00:03:53.790 Henry Zhao: Like, this is the stuff that we send in the track calls, so, like, we’re sending UTM stuff…
30 00:03:54.690 ⇒ 00:03:58.009 Henry Zhao: We are not sending, like, wait or wait goal.
31 00:03:59.030 ⇒ 00:04:01.569 Henry Zhao: Just cause I don’t think that that’s gonna be useful.
32 00:04:03.770 ⇒ 00:04:05.589 Henry Zhao: And also, I don’t even know if we have that, so…
33 00:04:06.350 ⇒ 00:04:13.460 Joseph McBride: Okay, yeah, I think we did have the weight goal and current weight, but yeah, the packages for the stuff was empty.
34 00:04:13.920 ⇒ 00:04:14.650 Henry Zhao: Sorry, Hunter.
35 00:04:15.510 ⇒ 00:04:17.639 Henry Zhao: Yeah, so let’s see this mapping, see if it’s in here.
36 00:04:18.490 ⇒ 00:04:20.910 Henry Zhao: I don’t know what the difference between page and event is.
37 00:04:23.600 ⇒ 00:04:27.459 Henry Zhao: This should be the same. Like, when you visit a page, you should… that should be an event.
38 00:04:27.810 ⇒ 00:04:32.670 Joseph McBride: Okay, perfect. And then… One thing I wanted to get done, too, is…
39 00:04:32.670 ⇒ 00:04:33.270 Henry Zhao: Who knows?
40 00:04:33.270 ⇒ 00:04:44.260 Joseph McBride: So, in GoHighLevel, we… we’re sending out voice messages for people who abandoned their cart, and I wanted to send the customer data into a mixed panel for who we are.
41 00:04:44.730 ⇒ 00:04:54.530 Joseph McBride: Like, make an event for it, for who we’re sending the voice messages, so we can see maybe if there’s any higher success rate for those customers who receive the voice message.
42 00:04:54.870 ⇒ 00:04:56.960 Henry Zhao: I don’t know how we would do that,
43 00:04:59.230 ⇒ 00:05:03.539 Henry Zhao: It’d probably have to be something you put into users, like, if they got a phone call.
44 00:05:04.130 ⇒ 00:05:08.300 Henry Zhao: Because how are you logging that you gave them a phone call, a voice message?
45 00:05:08.550 ⇒ 00:05:13.549 Joseph McBride: So, it goes from segment to, GHL, and then.
46 00:05:13.550 ⇒ 00:05:15.520 Henry Zhao: Oh, that’s right, you asked about JHL, that’s right.
47 00:05:15.520 ⇒ 00:05:16.150 Joseph McBride: Yeah.
48 00:05:16.380 ⇒ 00:05:27.599 Henry Zhao: So, yeah, so you just have to ask, Waish about the GHL, webhook. So basically, here we can set up, like, a webhook. So any of these things that are, like, this box is a web… no, I think… no, that’s Bask.
49 00:05:28.840 ⇒ 00:05:34.079 Henry Zhao: Yeah, so basically we’d set up a webhook that basically goes into segment, and then the destination would be Mixpanel.
50 00:05:34.920 ⇒ 00:05:36.050 Joseph McBride: Okay, perfect, and…
51 00:05:36.050 ⇒ 00:05:37.619 Henry Zhao: I think you have to work with Awash on that.
52 00:05:38.340 ⇒ 00:05:47.220 Joseph McBride: Okay, and then, is there any way the information needs to be, massaged, I guess, from GoHighLevel before it goes into next panel?
53 00:05:47.490 ⇒ 00:05:54.990 Henry Zhao: I think that’s all… Awash deals with all of that. We need to make sure that the format fits the track format we just… I just showed you.
54 00:05:55.190 ⇒ 00:05:57.320 Joseph McBride: Alright, perfect. And then…
55 00:05:57.970 ⇒ 00:06:05.170 Joseph McBride: to get more familiar with, with Nixpanel, is… are there, like, any, like, working sessions I can join? I’m just trying to make sure.
56 00:06:05.170 ⇒ 00:06:17.730 Henry Zhao: Yeah, I’m about to… I’m about to hold a training next week to… and want to include you, Ryan, to help me out, and include a Judd, because we want him to be using Mixpanel also, so… I’m gonna hold a training session for you guys, and I’ll record it as well.
57 00:06:18.010 ⇒ 00:06:23.099 Joseph McBride: Alright, perfect, that sounds perfect. If there’s anything else I can do to remain proactive about it, just send me a Slack, I’m always willing to put some.
58 00:06:23.100 ⇒ 00:06:34.449 Henry Zhao: For now, yeah, just let me know, besides GHL, what else you want to, analyze in Mixpanel. Just think about, like, all the events that are being tracked in Mixpanel, which is basically all events except for if email sends and opens.
59 00:06:34.560 ⇒ 00:06:48.620 Henry Zhao: Anything else is going to be in Mixpanel, so, like, what could bring you value to have in Mixpanel? Just because Mixpanel’s a lot easier than requesting a Tableau dash. Tableau dashes need maintenance, and they break all the time, so anything that can be done in Mixpanel, we want to do in Mixpanel.
60 00:06:48.950 ⇒ 00:06:52.449 Joseph McBride: Perfect, sounds good to me. Alright, well, I appreciate meeting with me. Thank you for the clarification.
61 00:06:52.450 ⇒ 00:06:58.430 Henry Zhao: Totally, just send me a list when you can of all the things that you want, so that we can start even maybe covering those in the training, like how you would pull that.
62 00:06:58.620 ⇒ 00:07:01.210 Joseph McBride: Perfect, let’s do it. Alright, I appreciate it. Alright, sounds good.
63 00:07:01.210 ⇒ 00:07:02.320 Henry Zhao: Alright, thanks, Joseph.
64 00:07:02.320 ⇒ 00:07:02.740 Joseph McBride: Bye-bye.
65 00:07:02.740 ⇒ 00:07:03.380 Henry Zhao: Take care.