Here is all you need to know on Why, How and When to set up Group Identify calls.
What is a Group
Groups are frequently used to group users together.
Groups can be company, organizations, account, project, team or whatever other grouping is relevant for you.
In the majority of the cases groups are used to group users into companies.
Implement the group identify
The group call is identical to the identify call, except that it helps you identify companies (or workspaces) inside of your product instead of individual users.
Here's an example:
analytics.group(
groupId: "group_123",
userId: "user_123",
traits: {
name: "Initech",
industry: "Technology",
employees: 329,
plan: "enterprise",
total_billed: 830
}
)
If you have any questions about how groups work in June, check out this article
Not sure if groups are relevant to you? Here are the main reasons companies adopt them 👇
🎮 Multi-player products
Some products are multi-player. This is the case for most B2B SaaS where users can invite colleagues to collaborate.
If this is your case then implementing the group identify is critical for you.
While user level metrics helps you understand how users perform, company level metrics remove smoke screens and help you make sure you're building a healthy business:
company level retention: helps you make sure you're acquiring more sticky companies
active companies: helps you make sure you're growing your number of businesses
🎚 Multi-account products
In some products, users can belong to multiple accounts. This is for instance the case
for Slack and other products where users can belong to multiple organizations.
for Intercom and other products where users can have multiple workspaces (ex: a Test workspace)
Group context
If your product is multi-account then its critical to attach a user to the right group using groupId in the context of your track calls, like this:
{
"userId": "019mr8mf4r",
"type": "track",
"event": "Signed Up",
"properties": {
"type": "organic",
"first_name": "Peter",
"last_name": "Gibbons",
"email": "[email protected]",
"phone": "410-555-9412",
"username": "pgibbons",
"title": "Mr"
},
"context": {
"groupId": "acct_123"
}
}
Once you start sending group context, head to your object settings and enable the "Use Group Context" toggle.
If you have questions on tracking companies or custom objects properly in June, check out this article.
For B2Bs SaaS success teams
Traditionally success team at B2B SaaS want to understand the overall usage of their product by an organization.
Indeed, B2B SaaS sell to organization, not users. And what usually matters to them is that the overall organization remains engaged with their product.