Amplitude Client Workspace Setup (Onboarding)

Amplitude Client Workspace Setup (Onboarding)

1. 01

   Create a new organization in Amplitude

   Navigate to the organization settings and create a dedicated org for the client to isolate their data from other accounts.

2. 02

   Set up a project within the org

   In the project creation screen, name the project after the client and select the appropriate platform (web, iOS, Android) to generate the correct SDK keys.

3. 03

   Instrument the product with Amplitude SDK

   Use the generated API key to install the SDK in the client's codebase, following Amplitude's SDK documentation for the specific language (e.g., JavaScript, Python).

4. 04

   Define and track key events

   In the 'Events' section, create custom events for up to 5 critical user actions (e.g., signup, purchase) and set up event properties to capture relevant metadata.

5. 05

   Build a starter dashboard

   Use Amplitude's chart builder to create a dashboard that surfaces traffic sources, drop-off points, and conversion funnel, then save it to the project.

6. 06

   Configure automated weekly digest

   In the 'Reports' section, set up a scheduled email report that delivers the dashboard summary to the client's inbox every Monday at 9 AM.

7. 07

   Document event taxonomy and hand off

   Create a self-service guide in Amplitude's 'Notebooks' feature that explains the event naming conventions and how to interpret the dashboard, then share it with the client team.