Plan your Appcues installation before writing any code. An installation plan maps out the user properties, events, and identifiers your team needs to send — so you install once and avoid repeat developer work.

Prerequisites

• Access to a Google account (the templates are Google Sheets)
• A list of the user properties and events your product tracks (or access to someone who knows)

Pick the right template

Choose the template that matches your Appcues plan:

• Web only
• Mobile only
• Web and mobile

Open the template, then click File > Make a copy to save it to your own Google Drive. You can also download it in your preferred format from the same menu.

Fill out the plan

Work through the template collaboratively with your development team. The plan covers three areas:

1. User identification. Define how you'll identify users — typically a unique user ID and optional group ID for account-level data.
2. User properties. List the properties you want to send with each user, such as created_at, role, plan_type, and first_name. These power audience targeting in Appcues.
3. Events. List the product events you want to track, such as feature usage, activation milestones, or key workflows. These let you trigger and target experiences based on what users have (or haven't) done.

If you're not sure which properties and events to include, see Choose which events and properties to send.

Share it with your developer

Once the non-technical parts are filled in (property names, which events matter, targeting goals), share the sheet with your developer. They'll map each item to the correct variable or attribute in your codebase and handle the implementation.

See an example

View a completed installation plan to see what a finished version looks like.

If you need help

Contact us at support@appcues.com with questions about filling out your plan.