Create a User Action

Use User Actions to track how effectively your end users are using an application feature.

Use the following steps to create User Actions:

1. Launch application where you want to create User Actions, and then launch Whatfix Studio.

2. Scroll down to the bottom and click User Action.
   

3. Click Create user action.
   

4. Select the desired UI element on the page that you want to track.

5. Review or edit the name of the User Action.
   

   your title goes here

   Use a name that enables you to identify the element you are working with, on the Whatfix dashboard. This will help when looking up the usage later.

6. Click Edit User Action Detail.
   

7. In Tags (Optional), enter the name of the tag to select from the list.

   

8. Click CONFIGURATIONS, and then select the User Action completion rule using the dropdown.
   

   your title goes here

   Select the option that you want your users to perform on the element. The User Action is marked as complete only when the selected rule is performed. For more information, see What are User Action Completion Rules?

9. In the ADVANCED OPTIONS section, expand Display Rules, and then click + Add Rule.
   

10. Set the desired conditions. For more information, see Visibility and Display Rule Conditions.

    your title goes here

    For accounts that do not have Smart Context enabled, applying the Display Rule is mandatory.

    The rule applied must be URL based (such as hostname, path, parameter, or hash) to ensure User Actions that load on the application are specific to the particular page.

11. Click Save Action.
    

    Info

    • Each User Action is added as an individual action and can be accessed on the Whatfix Analytics dashboard. For more information, see Edit a User Action.

    • On the User Actions page, click Filter to list User Actions based on the creator.
      

    • User Actions do not have any visual characteristics and cannot be previewed using the Preview mode.

    • User Action is available for JS embed, Extension, and Export model deployment customers.

    your title goes here

    • After creating and reviewing User Actions, you have to publish the User Actions to make them live on the application.

    • Once the User Actions are live, you can track the usage and engagement of the events you have created using Get User Action Analytics.