Plainflow Onboarding Checklist

In creating this checklist, we tried to rewind the tape to anticipate every question that you could have during the onboarding process.

Everything that lives in the table below is a task. For each of those tasks, you will have a reference link on this page and in other relevant sections of the documentation which will guide you through each step.

We are here to answer all your questions. Simply click that blue chat widget below 👇 to communicate with us. Whether it’s a migration issue, an unclear element in our documentation, or if you have a specific use case in mind, just reach out and we’ll reply as soon as possible.

Whether it’s a migrations issue, an unclear spot in our documentation or a question about a real case scenario that you are wondering if it could be easily implemented in Plainflow, just reach us out and we’ll reply you as soon as we can.

Let’s get started 👇

Task nameHelp DocUse cases
➡ Install the client JSLink 
➡ Install the SDK serversideLink 
➡ Configure your Email settings accountLinkSee the use case
➡ Configure your Clearbit integrationLinkSee the use case
➡ Configure your MadKudu integrationLinkSee the use case
➡ Get inspired with new ideas from our recipesLink 
➡ Configure your default segmentsLink 
➡ Activate your first workflowLink 
➡ Import your old customer dataLink 

Installing plainflow.js on your product

It only takes a few minutes to install Plainflow on your website. Once installed, you’ll be able to send clickstream data to Plainflow.

(Here’s a detailed technical guide on how Plainflow.js works)

Log in to your Plainflow account (if you don’t have access yet to Plainflow, click here for more information on how to request access to the beta), and click here to see your tracking code.

To install the library, just paste the following code into the <head> section of your website.

<!-- Plainflow Tracking Code -->
<script type="text/javascript">
(function(){var plainflow=window.plainflow=window.plainflow||[];if(plainflow.initialize)return;if(plainflow.invoked){if(window.console&&console.error){console.error("Plainflow snippet included twice.")}return}plainflow.invoked=true;plainflow.methods=["trackSubmit","trackClick","trackLink","trackForm","pageview","identify","reset","group","track","ready","alias","debug","page","once","off","on"];plainflow.factory=function(method){return function(){var;args.unshift(method);plainflow.push(args);return plainflow}};for(var i=0;i<plainflow.methods.length;i++){var key=plainflow.methods[i];plainflow[key]=plainflow.factory(key)}var pfFinalizeInit=function(e,key,plainflow,plainflow_stub){plainflow.initialize({Plainflow:{apiKey:key}});while(plainflow_stub.length>0){var item=plainflow_stub.shift();var method=item.shift();if(plainflow[method])plainflow[method].apply(plainflow,item)}};plainflow.load=function(key){if(key==="YOUR_PLAINFLOW_PUBLIC_KEY"){if(window.console&&console.error){console.error("Invalid Plainflow Public Key.")}return}if(document.getElementById("plainflow-js"))return;var cdn_domain="";var script=document.createElement("script");script.type="text/javascript";script.async=true;script.src=(document.location.protocol==="https:"?"https://":"http://")+cdn_domain+"plainflow.min.js?k="+key;if(script.addEventListener){script.addEventListener("load",function(e){pfFinalizeInit(e,key,window.plainflow,plainflow.slice(0))},false)}else{script.onreadystatechange=function(){if(this.readyState==="complete"||this.readyState==="loaded"){pfFinalizeInit(window.event,key,window.plainflow,plainflow.slice(0))}}}var first=document.getElementsByTagName("script")[0];first.parentNode.insertBefore(script,first)};plainflow.SNIPPET_VERSION="4.0.1";

Remember to replace YOUR_PLAINFLOW_PUBLIC_KEY with your Plainflow Public Key, which you can find under API Keys

Once you have sent us your event clickstream data, you will be able to track customer data from your website and use that data to segment your users based on events they have or have not performed.

Done? Not yet!

Installing the plainflow SDK

You also need to send us your server-side events. Our server-side libraries let you send analytics data directly from your servers.

Choose one of the languages that we support:

If you are a developer, click on the help link of the SDK to learn how to get started. If you’re not a developer, just send the link of this page to your dev team.

💡 We are not currently integrated with Segment. However, if you’re interested in Plainflow and you’re a Segment customer, please let us know.

Configure your Clearbit integration

If you are already using Clearbit in your stack, you’ll be able integrate in seconds. Just head to the Clearbit integration in the integrations area, and a new window will ask for your credentials. Click authorize access to complete the process.

alt shadow-clearbit-oauth

👉 Click here to learn more about the Clearbit integration

Configure your MadKudu integration

If you are already using MadKudu in your stack, you’ll be able integrate in seconds. Just head to the integration area, head to your MadKudu account, and click on API. Copy and paste your secret API key in the Plainflow text input and you’re done.

alt shadow-madkdu-api

👉 Click here to learn more about the MadKudu integration

Get inspired with new ideas from our recipes

If you’re wondering what exactly Plainflow does that others just can’t, this your go-to section.

Are you looking for new ways to surprise your users in the onboarding process? Would you like be more relevant to your users? How can your touchpoints be more smooth?

As product managers and marketers, these are questions we ask ourself often, and sometimes we only need ideas.

Check out our recipes or our workflow examples If you have already completed all of the steps listed above in this checklist, you’ll eventually be able to activate one of those workflows today.

If you have a use case in mind that is not currently listed in our recipes, just send us an email or write in the Drift livechat below to share your questions or ideas. 😍

Configure default segments

When you’re just getting started in a new Plainflow account, you will notice that some segments are already available.

Plainflow offers one default segment:

  • Active users should include all the users that you consider Active Users.

Fill out the conditions to detail your definition of active users.

If you have any questions while working with the segment editor, this is a relevant resource.

Activate your first workflow

Hooray! 🎉

Activating your first workflow is something special! Before performing any customer facing actions, we recommend that you first test it in house.

We recommend you to start creating a workflow that will not impact your users but could help you understand how the system works.

Import your old customer data

Importing your historical customer data is not mandatory to start using Plainflow. However, doing so will allow you to use Plainflow at its full potential.

Once you’ve had a chance to see Plainflow at work, you might want to back-fill your historical data. Here are a couple of options.

If you’re a developer, you may want to write a quick script to loop through all of the people in your database and add them to Plainflow. While this creates a lot of API requests, it won’t overload our system if you follow the API guidelines.

Choose a library for your language of choice.

Not using Plainflow yet? Get your free account here. 👈