How do I analyze accounts with groups?

Short answer

Call tapcub.group(type, id, traits) after the user signs in, for example tapcub.group('company', 'acme', { name: 'Acme' }). TapCub then gathers everyone on that id into one account under All-platform analytics › Users › Accounts, with members, 30-day activity and a health score from 0 to 100.

1. Identify the user first

Accounts only hold identified people. Call tapcub.login() before tapcub.group(); a call before sign-in does not create a member, and anonymous visitors never become members. See identify users.

2. Attach the account

tapcub.login(userId, { plan: 'pro' }, { type: 'login' });
tapcub.group('company', 'acme', { name: 'Acme' });

• The first argument is the type (company, team, store…), the second the id. Events carry type:id.
• Later events in that session stay on the account.
• One person can belong to several accounts.
• When only your backend knows the organization, send the same account field on server-side events.
• Web, App and mini program share one account when they send the same type and id.

3. Read the accounts list

The top cards show account count, accounts active in 30 days, members and account types. Sort by Last active, Members or Health; the type filter lists types that have already appeared. Open a row for 30-day activity, top events, hierarchy, members and traits.

Sample: an account where 6 of 10 members were active (24 points), with activity on 15 of 30 days (15 points), last seen yesterday (30 points), scores 69.

Health stays blank when the account has no last-seen time. More on the idea in customer health score.

4. Hierarchy and traits

In the drawer you can edit traits (stored as JSON) and set a parent account, such as a store under a region or a team under a company. Owners, admins and analysts can edit traits and the parent.

5. Funnels and retention by account

Switch the identity in a funnel or retention analysis from person to account when the question is about the organization: "did the company finish onboarding?" rather than "did this person?". See build a funnel.

Common problems