Group your users by company

Manage B2B support & feedback, identify new company segments, message a company, and more.

Written By Markus from Featurebase

Last updated 4 months ago

Overview

If you’re a B2B company and sell to businesses, then you need to be using Featurebase’s company records. By default, Featurebase treats all users as individuals, but the company records groups all the users from the same company together.


Why use the company records?

  • Company-level context - Track the company’s data and activity, including conversations, feedback, and associated members in one place. Create segments with filters, add custom attributes, tag companies for easy grouping, and much more. For example, group all paying companies to see only their feedback and conversations.

  • Company-level communication - Send targeted messages, surveys, and changelogs to specific companies only (e.g. companies that stopped using feature X).

  • Company-level access restrictions - Restrict access to specific help articles or feedback boards to certain companies and their members only.


Get started

Company data can be synced to Featurebase together with your user data.

Follow this guide to get started Tracking user data


Important information

  • Companies will not appear within Featurebase until users have been added or associated with a company.

  • You should input only rounded integer values for the monthly_spend attribute in your company's data, as we automatically round any float values. For example, if your monthly spend is 10.4 you should round it to 10.

  • If a user is associated with multiple companies, we don't know which company's sessions to update, unless we have a company ID. Therefore, for the company's sessions to be updated, the user update must contain the company object.

  • Users can belong to multiple companies, but you should only send us the data for the company that the user is currently signed in with. You can also send other attributes within the company object. Those will be treated like custom attributes for that particular company. You can read more about custom attributes here.