Getting the Most from Product & Usage Health in Startdeliver
Product & Usage Health in Startdeliver allows you to set targeted rules to gauge how well your customers are utilizing your products. By linking specific usage events to a product, you can define what “good,” “fair,” and “poor” usage looks like. Here’s a full guide to setting up, customizing, and optimizing your product health tracking.
Step 1: Creating a Product
To start, go to Settings > Products and click on Create New Product. Then:
Name your product for easy reference.
Set the Goal Type – how you want to define "healthy" usage.
Include or exclude the product from your average health calculation – helpful for tracking "nice-to-have" products that don't impact core health scores.
Select a goal target and usage types to ensure precise data.
With your product defined, let’s break down these settings to maximize the value of your product health insights.
Step 2: Defining Goal Types
Goal types allow you to tailor usage health based on specific product engagement patterns. Here’s a breakdown:
Unique Days – Ideal for products that should be used consistently. For example, if continuous engagement is key, you can track usage over several days each month.
Usage Count – Track cumulative usage events within a month, regardless of frequency. This is effective for products with flexible usage patterns.
Dependent Count – The product should achieve a certain amount of usage events during a rolling month. The goal is determined by the number of other usage events that has occurred.
Field Value – Choose this if usage health depends on a specific field value for a user or customer.
Choose a goal type that best reflects how your product should be used, whether it’s ongoing engagement or event-based interactions.
Step 3: Setting Goal Targets
Once your goal type is set, establish goal targets for “Good” and “Fair” usage. Anything below "Fair" is marked as "Poor." Goal targets can be either:
Per-User Usage – Set a percentage of users (e.g., 50%) meeting usage goals to qualify as "fair" or "good" usage for the whole customer.
Customer Total Usage – Consider overall usage across all users; ideal if cumulative usage is more important than individual usage.
Pro tip: Start with an idea of what "Poor" usage looks like and work upward. Adjust and test targets over time to fine-tune health tracking.
Step 4: Advanced Customization Options
Explore additional settings for more nuanced tracking:
Only count Users with this Product – Limit health tracking to specific user types, like admin-only features.
User goal from a field value – Base goals on custom field values, creating flexible targets.
No News is Good News – Set a goal count where lower numbers (e.g., downtime events) indicate good health.
No Fair – Use this when only "Good" or "Poor" ratings are relevant, skipping the "Fair" rating.
Adjust for Recent Activity – Account for new customers in onboarding, adjusting health targets based on recent activation.
These advanced settings give you full control over health metrics, enabling you to account for unique usage patterns and business needs.
Step 5: Attaching Usage Types
Usage types link your usage events to specific products. Go to Settings > Products > Usage Types to attach usage events. If you haven’t set up any usage events, refer to our developer documentation to get started.
Tip: One usage event can apply to multiple products, and you can see an overview of all usage events in Settings > Products.
Start Optimizing with Product & Usage Health
With Product & Usage Health, you’re equipped to monitor and understand product engagement deeply. Whether tracking critical product adoption or specific usage patterns, these tools provide the clarity you need to support customer success proactively.