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Preconfigured Resources

To help with onboarding, Confidence comes with the following already created for you:
  • User and Visitor entities to cover the most common types of experiments
  • A tutorial-feature flag to use in quickstarts
  • A client to use when resolving flags
You can add more and change as needed later.

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Review Admin Roles

Only the user that created the Confidence account has the Admin role by default. When configuring your organization’s initial setup, you should assign more than one user with the Admin role. Give more users the Admin role:
1

Go to Admin > Policies

2

Click Create Policy

3

Select users and give them the role Admin

4

Click Create

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Configure Your Integration

The first team members onboarding to Confidence are often responsible for configuring the initial setup. This involves some basic configurations and a first integration end-to-end. Through these initial steps, other team members can onboard to Confidence more efficiently.
The goals for the first team members onboarding to Confidence are:
  • Complete the initial setup so that your organization has the basics in place
  • Understand the experimentation process end-to-end by integrating Confidence in a mock app or in production
  • Prepare your organization for more team members to efficiently onboard
As one of the first ones to onboard, you should:
  1. Review entities available for experimentation and optionally add new
  2. Decide if you want to start testing Confidence in a mock app or in production
  3. Create a feature flag to allow confidence to remotely control a part of your product
  4. Create some basic metrics for your first experiments
  5. Configure a warehouse for use by Confidence

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Review Entities

Entities represent the objects you want to run experiments and create metrics on. By default, Confidence includes User and Visitor. If you want to experiment on and create metrics for other entities, like Session or Organization, create them now. Read more about entities in the entities reference.

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Test In a Mock App or In Production

To get familiar with the experimentation process end-to-end, you can either start integrating Confidence in a mock app or directly in production. Working with a mock app can help you get familiar without affecting production. On the other hand, integrating directly in production can allow you to see real results and impact. Most users start with the production approach. Follow the quick starts below. As you run through the quick starts, consider:
  • Testing as if you are a new user to the platform with the goal of understanding how to use Confidence
  • Sharing your initial feedback and ideas for improvements with the rest of the team, so they can onboard more efficiently
  • Gathering questions that arise during the onboarding process and then create a FAQ for your team

Configure a Flag

Set up your first feature flag

Configure a Metric

Create your first metric

Launch a Rollout

Gradually release a feature

Launch an A/B Test

Run your first experiment

Analyze Past Experiments

Import historical data

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Configure a Warehouse

To use Confidence, you need to configure a warehouse. For information about how to set up your warehouse, refer to the guides below.

BigQuery Setup

Configure BigQuery for Confidence

Snowflake Setup

Configure Snowflake for Confidence

Redshift Setup

Configure Redshift for Confidence

Databricks Setup

Configure Databricks for Confidence

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Enable More Team Members to Onboard

When you finish the onboarding guide and have the basics in place, you can invite more team members to Confidence. Read about inviting users and assigning users to different roles using policies. Next, you can consider sharing the onboarding checklist below with your team to help them onboard efficiently.

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Onboarding Checklist for Team Members

After the first team members have completed the initial setup and integration, other team members can use this checklist to onboard to Confidence.
1

Complete the Configure a Flag quickstart

Go through the Configure a Flag quickstart to understand how to create and use feature flags.
2

Complete the Configure a Metric quickstart

Go through the Configure a Metric quickstart to understand how to create metrics.
3

Complete the Launch a Rollout quickstart

Go through the Launch a Rollout quickstart to understand how to launch a rollout.
4

Complete the Launch an A/B Test quickstart

Go through the Launch an A/B Test quickstart to understand how to launch an A/B test.
5

Review internal docs

Review any internal docs your organization has created about using Confidence.
6

Reach out with questions

Reach out to your team’s Confidence champions with any questions.