Mixpanel

Authentication

When you're setting up your first workflow with Mixpanel, you will need to create a Credential in order to connect MESA with Mixpanel.

To create a Mixpanel credential, you'll need to create a service account that has the Owner or Admin role where you can create and add your Service Account Username and Service Account Secret. You can learn more about service accounts here.

To create a Service Account, login into Mixpanel and navigate to the Organization Settings.

Next, open the Service Accounts menu and click the Add Service Account button:

Add a name for your Service Account and and be sure to set the Organizational role and Project roles to Owner or Admin. Otherwise, you will not be able to successfully connect your credential. Then click Create.

Next, copy the Username and paste it in the Service Account Username field of your Mixpanel step in MESA. Additionally, copy the Secret and paste it in the Service Account Secret field of your Mixpanel step in MESA. Afterwards, click Done to complete the creation process.

Next, from your Mixpanel Settings, open the Project tab and copy your Project Token in the Access Keys section. Then, paste it in the Project Token field of your Mixpanel step in MESA. Then, click the Add connection button.

You should now see your new credential added to the dropdown when the step updates.

Configure

Create an Event

Event Name

For the Event Name field, use the table name as the Event Name if pulling from a data warehouse.

Try to limit the amount of event names you have and use properties for details—e.g., track a single “Signup” event with an “Account Type” property set to “paid” or “free” instead of separate “Paid Signup” and “Free Signup” events.

Distinct ID

This value should be the unique ID of the user you're referencing—e.g., a Shopify Customer ID.

Technical Notes

• If you have multiple Mixpanel projects, you will need to create a Mixpanel credential for each project.

• Actions that query for data have a rate limit of 60 queries per hour and a maximum of 5 concurrent queries. We recommend to run these steps on a scheduled basis (Schedule tool) to ensure that you do not query more than 60 times an hour. Do not run a Time Travel using these steps.

• Profile steps will not error if there are issues with the information sent to Mixpanel.

• Variables for User Profile's properties will not display because they are flexible and vary. If you need help, we recommend contacting support for help with creating variables.