Configure Totango user usage

Who can use this feature?

Totango usage analytics provide visibility into your team's usage of Totango. You can turn these analytics on or off at any time, and you can configure the integration properties.

Once enabled, team members who have access to Totango Users segments can query on data points within the Totango usage dimension.

Enable or disable Totango user usage

Totango user usage is enabled by default for Totango customers on paying plans.

  1. From Settings, expand User Management > Totango Users > General Settings.
  2. Select the option to enable / disable Totango users usage information.
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Settings are automatically saved. If enabled, you'll see a new "Totango Usage" connector appear within Customer Data Hub (see below). If you disable, you will remove that connector.

Configure properties for the Totango usage integration

Configure the integration if you want to modify the list of available data points that team members can query on within Totango Users segments (Totango usage dimension).

  1. From Settings, expand Data Management > Customer Data Hub.
  2. Click the Totango Usage connector to view the integration.
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    If you don't see this option, ensure that Totango user usage is enabled.

  3. From the Ellipses (...), click Edit to view integration to view properties.
  4. Make changes to the default metrics, such deleting rows that you don't want to make available.
  5. Click Validate Mapping, and then click Save.

The data point is no longer available to query on within the Totango Users segment.

Default metrics

The default metrics included in the Totango usage integration include:

Type Details
Attributes
  • First activity
  • Last activity 
Usage metrics
  • Number of active days (14d)
  • Number of Activities 
Modules
  • Used Notifications Module (14d)
  • Used Accounts Module(14d
  • Used My Portfolio Module (14d) 
  • Used Segments Module (14d)
  • Used Reports Module (14d)
  • Used Tasks Module (14d)
  • Used Mobile Apps (14d) 
Activities
  • Change My Portfolio Settings 
  • View Account Profile 
  • File Uploaded 
  • Create New Account Segment 
  • Create New User Segment 
  • View Account Segment 
  • View User Segment 
  • Export Segment 
  • Create Report 
  • View Report 
  • Edit Report 
  • SuccessPlay 
  • Create Task 
  • Update Task 
  • Complete Task 
  • Add Touchpoint 
  • Update Touchpoint 
  • Reply Touchpoint via Email 
  • Mobile app started 
  • Mobile Search Accounts 
  • Mobile View Account Profile 
  • Mobile added touch point 
  • Mobile Create A Task 
  • Mobile Completed A Task

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