About industry packs

You still send the events yourself. Pack names can also be mapped onto events you already send, so you do not instrument a second vocabulary.

ConsoleAll-platform analyticsBusinessIndustry packs

Each pack expands to show its events. Installing from the console uses the pack names. If you already have your own event names, contact support to install with a mapping.

What install writes

Install writes event definitions marked as coming from the pack, metrics, event goals, funnel insights, one journey when the pack has stages, and dashboards. If the project has no default dashboard, the pack’s first dashboard becomes the default. A single-platform project pins dashboards to that shell. A multi-platform project pins them to every analytics shell, and each shell filters to its own platform.

Artifact	If the name exists	On uninstall
Event definition	Reused. Your description stays	Kept by default. The checkbox deletes only definitions this install created
Metrics, goals, funnels, journey, dashboards	Reused, not duplicated	Removed when this install created them
AARRR mapping	Fills a slot only when it is still default or empty	Not reverted

If the pack’s payment event is not purchase, the pack has no purchase event, and the project’s commerce purchase mapping is still the default, install points the purchase mapping at that payment event and picks an amount property when it can. A mapping you already changed is left alone.

Anonymous visitors can send browse events and be counted. They get a person profile only after a login id merges them onto a person.

How to use it

1. Open the catalog and read events and required properties before you install.
2. Send money events from the server, with an order id or business id for dedupe.
3. After install, open new dashboards in Save, dashboards & share, the journey in Journey maps, and event definitions in Event definitions.

Access & limits

In the console, install and uninstall are not restricted by member role. Through the API, the key needs the definitions:write scope. A pack is not limited to web, App, or mini program. Source tags on events only record which clients the design considered. Community templates installed from the Template market tab go through the same install and land on the same installed list.

FAQ

Dashboards are empty after install? The pack writes definitions only. Cards stay empty until those events arrive. Check names and required properties.

Events remain after uninstall? That is the default, so history keeps a definition. Only the checkbox removes event definitions this pack created.

E-commerce & retail

After install, the purchase funnel and the order ledger use these events directly, with no change to business settings. Dedupe purchase and refund on the order id.

Install the pack named 电商 / 零售 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Buyer	Person	Identified shopper. Anonymous browsing merges in at login or checkout
Store	Account	Multi-store revenue and retention by store
Item	Property	Filter by item id and category

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
search	On-site search	Optional. query
view_item	View item	Required. item_id
add_to_wishlist	Add to wishlist	Optional. item_id
add_to_cart	Add to cart	Required. item_id
remove_from_cart	Remove from cart	Optional. item_id
view_cart	View cart	Optional. None
begin_checkout	Begin checkout	Required. None
purchase	Purchase	Required. order_id, revenue, currency
refund	Refund	Optional. order_id, revenue

Metrics & dashboards

These names are stored in Chinese. Metrics: GMV, 订单数, 下单用户数, 客单价, 看商品用户数, 加购数, 加购用户数, 加购率, 下单转化率, 结账完成率, 搜索数, 退款金额, 退款单数, 退款率.

Funnels: 购买漏斗, 搜索购买漏斗. Goals: 完成购买, 加购. Journey stages: 浏览 → 加购 → 结账 → 支付 → 售后. Dashboards: 电商经营, 商品与转化.

If the AARRR mapping is still default or empty, install sets activation to add_to_cart, payment to purchase. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

B2B / SaaS

A member is the person. After login, use group to attach events to the current account; a member can belong to several accounts. Subscription amount sits on the subscription event and should be sent by the server.

Install the pack named B2B / SaaS from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Member	Person	An identified user of the product
Account / tenant	Account	A member can belong to several accounts. Events hang on the current account
Plan	Property	Filter by plan

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
signed_up	Signed up	Required. None
logged_in	Logged in	Optional. None
onboarding_step	Onboarding step	Optional. step
onboarding_complete	Onboarding complete	Optional. None
feature_used	Feature used	Required. feature
invite_sent	Invite sent	Optional. None
invite_accepted	Invite accepted	Optional. None
trial_started	Trial started	Optional. plan
subscription_started	Subscription started	Required. plan, mrr
subscription_upgraded	Upgrade or add seats	Optional. None
payment_succeeded	Payment succeeded	Optional. invoice_id, amount
subscription_cancelled	Subscription cancelled	Optional. None
support_ticket	Support request	Optional. None

If the commerce purchase mapping is still the default name, install points it at subscription_started so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 注册数, 登录用户数, 引导完成率, 功能使用次数, 活跃功能用户, 人均功能使用, 试用开始数, 注册试用率, 订阅数, 试用转化率, 新增 MRR, 升级 MRR, 收款金额, 邀请数, 邀请接受率, 流失订阅数, 流失 MRR, 订阅流失率, 工单数.

Funnels: 注册激活漏斗, 试用付费漏斗, 邀请漏斗. Goals: 注册, 开始试用, 订阅开始. Journey stages: 注册 → 引导 → 采用 → 试用 / 订阅 → 扩张 / 流失. Dashboards: SaaS 增长, 产品采用与留存.

If the AARRR mapping is still default or empty, install sets signup to signed_up, activation to onboarding_complete, payment to subscription_started, share to invite_sent. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Content & media

Fits reading, courses, or audio and video. Subscribe and paid unlock carry a price and should be sent by the server.

Install the pack named 内容消费 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Reader	Person	Identified reader. Anonymous reading merges at login or subscribe
Author / channel	Account	Completion, engagement, and subscriptions by author
Content	Property	Filter by content id, type, and category

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
search	Search	Optional. query
content_view	Content view	Required. content_id, content_type
content_progress	Progress	Optional. content_id, percent
content_complete	Completed	Required. content_id
like	Like	Optional. content_id
comment	Comment	Optional. content_id
share	Share	Optional. content_id
favorite	Favorite	Optional. content_id
follow	Follow author	Optional. author_id
subscribe	Subscribe	Required. plan, price
paid_content_unlock	Paid unlock	Optional. content_id, price
unsubscribe	Unsubscribe	Optional. None

If the commerce purchase mapping is still the default name, install points it at subscribe so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 内容浏览数, 阅读用户数, 人均浏览, 完读数, 完读率, 平均消费时长, 互动数, 互动率, 分享数, 关注数, 订阅数, 订阅用户数, 订阅收入, 订阅转化率, 单篇付费收入, 退订数.

Funnels: 完读漏斗, 订阅漏斗, 互动漏斗. Goals: 完读, 订阅, 分享. Journey stages: 发现 → 消费 → 互动 → 付费 → 退订. Dashboards: 内容消费, 订阅与收入.

If the AARRR mapping is still default or empty, install sets activation to content_complete, payment to subscribe, share to share. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Education

The learner or parent is the person, and the campus or class is the account. Send enrollment, renewal, and refund from the server with an order id.

Install the pack named 教育培训 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Learner or parent	Person	Bound by phone when a trial is booked
Campus / class	Account	Lessons and payments hang on the campus
Teacher / advisor	Property	Filter by teacher or advisor

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
course_view	Course view	Required. course_id
lead_submit	Lead or consult	Required. None
trial_booked	Trial booked	Required. course_id
trial_attended	Trial attended	Required. course_id
enroll	Enroll	Required. order_id, course_id, amount
lesson_attended	Lesson attended	Optional. course_id
homework_submitted	Homework submitted	Optional. None
renew	Renew	Optional. order_id, amount
referral	Referral	Optional. None
refund	Refund	Optional. order_id, amount

If the commerce purchase mapping is still the default name, install points it at enroll so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 留资用户数, 试听预约数, 试听到课数, 试听到课率, 报名数, 报名金额, 试听转化率, 生均缴费, 出勤次数, 周活学员率, 续费数, 续费金额, 续费率, 转介绍数, 退费金额, 退费率.

Funnels: 招生漏斗, 续费漏斗. Goals: 留资, 试听到课, 报名. Journey stages: 了解课程 → 留资咨询 → 试听 → 报名 → 在读 → 续费 / 转介绍. Dashboards: 招生经营.

If the AARRR mapping is still default or empty, install sets signup to lead_submit, activation to trial_attended, payment to enroll, share to referral. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Finance

Account opening and deposit are the required line. Send trades, quotes, issued policies, renewals, and claims only for the business you have.

Install the pack named 金融 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Customer	Person	Login id is a customer number or a hashed phone
Agent	Account	Retention, funnels, and premium by agent
Branch	Account	One event hangs on one account. A branch can be stored on the agent profile

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
product_view	Product view	Optional. product_id
risk_assessment	Risk assessment	Optional. level
account_open_step	Account-open step	Optional. step
kyc_result	KYC result	Optional. result
account_opened	Account opened	Required. None
deposit	Deposit	Required. amount, currency
withdraw	Withdrawal	Optional. amount, currency
trade	Trade	Optional. product_type, action, amount
quote	Insurance quote	Optional. product_id, premium
policy_issued	Policy issued	Optional. policy_id, premium
renewal	Renewal	Optional. policy_id, premium
claim_submitted	Claim submitted	Optional. policy_id

If the commerce purchase mapping is still the default name, install points it at trade so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 开户数, 开户转化率, 入金用户数, 入金金额, 入金率, 交易笔数, 交易金额, 户均交易额, 报价数, 保单数, 保费, 报价投保率, 续保数, 续保保费.

Funnels: 开户漏斗, 入金交易漏斗, 投保漏斗. Goals: 开户成功, 首次入金, 保单承保. Journey stages: 了解 → 开户 → 入金 / 投保 → 交易 → 留存 / 续保. Dashboards: 金融经营, 保险经营.

If the AARRR mapping is still default or empty, install sets signup to account_opened, activation to deposit, payment to trade. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Gaming

Role creation and payment are required. Levels, virtual currency, ads, and errors depend on how deep you instrument.

Install the pack named 游戏 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Player account	Person	Identified game account
Role	Property	One account can have several roles, filtered by role id
Realm	Account	Retention, funnels, and spend by realm

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
create_role	Create role	Required. role_id, server_id
role_login	Role login	Optional. role_id
level_start	Level start	Optional. level
level_complete	Level complete	Optional. level
level_fail	Level fail	Optional. level
level_up	Level up	Optional. level
unlock_achievement	Unlock achievement	Optional. achievement_id
earn_virtual_currency	Earn virtual currency	Optional. virtual_currency_name, value, source
spend_virtual_currency	Spend virtual currency	Optional. virtual_currency_name, value, item_name
purchase	Purchase	Required. order_id, revenue, currency
ad_impression	Ad impression	Optional. ad_platform
ad_reward	Rewarded ad completed	Optional. None
design_event	Design event	Optional. event_id
game_error	Game error	Optional. severity, message

The payment event uses the default commerce purchase name, so the order ledger can materialize it directly.

Metrics & dashboards

These names are stored in Chinese. Metrics: 创角数, 登录角色数, 关卡开始数, 关卡完成数, 关卡失败数, Win %, Fail / Complete 比, 付费金额, 付费用户数, 付费订单数, ARPPU, 付费率, ARPU, 广告收入, 激励视频完成数, 货币产出, 货币消耗, 产销比, 错误数, 受影响用户.

Funnels: 新手漏斗, 付费漏斗, 激励视频漏斗. Goals: 创角, 首次付费. Journey stages: 安装 / 创角 → 新手关卡 → 成长 → 付费 → 回流. Dashboards: 游戏 Overview, 游戏 Progression, 游戏 Monetization, 游戏 Resource, 游戏 Health.

If the AARRR mapping is still default or empty, install sets signup to create_role, activation to level_complete, payment to purchase. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Healthcare

The patient or customer is the person, and the site or store is the account. Articles, cancellations, refunds, and reviews can come later.

Install the pack named 医疗健康 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Patient	Person	Bound by phone when an appointment is booked. Name, national id, and clinical notes are not collected
Site	Account	Check-in and payment hang on the site
Clinician	Property	Filter by clinician

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
service_view	Service or department view	Required. service_id
article_read	Article read	Optional. article_id
consult_start	Consult started	Required. None
appointment_booked	Appointment booked	Required. appointment_id, department
appointment_cancelled	Appointment cancelled	Optional. appointment_id
visit_checkin	Check-in	Required. department
payment	Payment	Required. order_id, amount
revisit_booked	Return visit booked	Optional. appointment_id
followup_done	Follow-up done	Optional. None
refund	Refund	Optional. order_id, amount
review_submitted	Review submitted	Optional. None

If the commerce purchase mapping is still the default name, install points it at payment so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 浏览用户数, 咨询用户数, 咨询率, 预约数, 到诊数, 到诊率, 预约取消率, 缴费单数, 缴费金额, 客单价, 到诊缴费率, 复诊预约数, 复诊率, 随访数, 退费金额, 退费率, 平均等候（分）.

Funnels: 就诊转化漏斗, 复诊漏斗. Goals: 在线咨询, 到诊, 缴费. Journey stages: 了解 → 咨询 → 预约 → 到诊缴费 → 复诊随访. Dashboards: 就诊经营.

If the AARRR mapping is still default or empty, install sets signup to consult_start, activation to visit_checkin, payment to payment, share to review_submitted. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Lead generation

The lead is the person. Only submit and closed deal are required, and deal amount should be sent by the server. Form views, consults, qualification, callbacks, and losses fill in the follow-up.

Install the pack named 线索留资 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Lead	Person	Bound by a hashed phone at submit. Earlier anonymous browsing merges in
Salesperson	Account	Follow-up and closed deals hang on sales
Location	Property	Filter and group by store, campus, or project

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
lead_form_view	Form viewed	Optional. form_id
lead_submit	Lead submitted	Required. None
consult_start	Consult started	Optional. channel
lead_qualified	Lead qualified	Optional. lead_id
callback_done	Callback done	Optional. lead_id, result
appointment	Appointment	Optional. type
appointment_arrived	Arrived	Optional. None
deal_closed	Deal closed	Required. amount
lead_lost	Lead lost	Optional. lead_id

If the commerce purchase mapping is still the default name, install points it at deal_closed so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 留资数, 留资用户数, 表单留资率, 咨询数, 有效线索数, 有效线索率, 回访接通率, 预约数, 到店数, 预约到店率, 成交数, 成交金额, 留资成交率, 客单价.

Funnels: 留资转化漏斗, 预约到店漏斗. Goals: 留资, 预约, 成交. Journey stages: 到达落地页 → 留资 / 咨询 → 跟进 → 预约 / 到店 → 成交. Dashboards: 线索经营.

If the AARRR mapping is still default or empty, install sets signup to lead_submit, activation to appointment, payment to deal_closed. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Real estate

The customer is the person, and the listing or project is a property. Contract amount should be sent by the server.

Install the pack named 房产 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Customer	Person	Identified after a lead or a visit
Agent	Account	Visits and contracts hang on the agent
Listing	Property	Filter by project or listing id

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
listing_view	Listing view	Required. listing_id
listing_favorite	Listing saved	Optional. listing_id
lead_submit	Lead or consult	Required. None
consult_start	Consult started	Optional. None
visit_booked	Visit booked	Required. project_id
visit_done	Visit done	Required. project_id
subscribe_unit	Unit reserved	Optional. deal_id, project_id
contract_signed	Contract signed	Required. deal_id, project_id, amount
deal_cancelled	Deal cancelled	Optional. deal_id
mortgage_calc	Mortgage calculator	Optional. None

If the commerce purchase mapping is still the default name, install points it at contract_signed so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 看房用户数, 留电数, 留电率, 带看预约数, 带看完成数, 带看到访率, 认购数, 签约数, 签约金额, 佣金收入, 带看签约率, 单均签约额, 退定数, 退定率.

Funnels: 找房成交漏斗, 认购签约漏斗. Goals: 留电, 带看, 签约. Journey stages: 找房 → 留电 / 咨询 → 带看 → 认购 / 签约. Dashboards: 房产经营.

If the AARRR mapping is still default or empty, install sets signup to lead_submit, activation to visit_done, payment to contract_signed. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.

Automotive

Send the order id and amount for orders and deliveries from the server. Service and cancellation events can come later.

Install the pack named 汽车 from ConsoleAll-platform analyticsBusinessIndustry packs. Reuse and uninstall rules are in Industry packs.

Subjects

Subject	Scope	Notes
Customer	Person	Identified after a quote or a test drive
Advisor	Account	Test drives and deliveries hang on the advisor
Dealer	Property	Filter by dealer id

Events

Required events are the line the reports depend on. Add optional ones as your business needs. Property names must match what you send.

Event	Meaning	Requirement
model_view	Model view	Required. model_id
configurator_used	Configurator used	Optional. model_id
quote_request	Quote request	Required. model_id
test_drive_booked	Test drive booked	Required. model_id
store_visit	Store visit	Optional. dealer_id
test_drive_done	Test drive done	Required. model_id
order_placed	Order placed	Required. order_id, model_id
vehicle_delivered	Delivered	Required. order_id, model_id, amount
order_cancelled	Order cancelled	Optional. order_id
service_booked	Service booked	Optional. dealer_id
service_done	Service done	Optional. dealer_id

If the commerce purchase mapping is still the default name, install points it at vehicle_delivered so the order ledger can read the amount.

Metrics & dashboards

These names are stored in Chinese. Metrics: 看车用户数, 询价留资数, 留资率, 试驾预约数, 试驾完成数, 试驾到店率, 下订数, 交车数, 成交金额, 试驾成交率, 订单交付率, 退订数, 退订率, 保养预约数, 售后收入.

Funnels: 购车漏斗, 下订交车漏斗, 售后回厂漏斗. Goals: 询价留资, 试驾, 交车. Journey stages: 看车 → 询价留资 → 试驾到店 → 下订交车 → 售后. Dashboards: 汽车经营.

If the AARRR mapping is still default or empty, install sets signup to quote_request, activation to test_drive_done, payment to vehicle_delivered. The preset journey shows up in Journey maps, and dashboards in Save, dashboards & share.