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Flow Analytics

15 Feb 2024
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Flow Analytics

Updated On 15 Feb 2024
3 Minutes To Read

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Flow Analytics is gathered from the following sources,

Source	Description
Pop-up	Flow linked to a Pop-up
Self Help	Flow added in a Self Help
Task List	When the Flow source is a Task List
Slideshow	When the Flow source is iFrame embed or HTML embed in a webpage which is displayed as a slideshow
Beacon	When the Flow source is Beacon click
URL	When the source of Flow is URL with Flow ID in the query parameter
End Message	When the Flow source is the end message pop-up
Article	When the Flow source is HTML embed in a webpage which is displayed as an article.

Use the following process to access Flow analytics,

On the Whatfix Guidance dashboard, click Guidance analytics.

Click Flows.

Note

For any of the following reports, you can use the filter to narrow down your reporting to specific criteria.
To see how you can filter your reports by domain, see Analytics Filters- Domain Filter.

Flow Analytics displays a wealth of information that can give you insights on how often users are using your Flows and at which steps they experience failure.

All Flows

By default, when you open Flow Analytics you land on the All Flows section.

Flow Usage by Day

This section shows you the total number of times Flows were played by date.

Summary Report

The Summary report section gives you a detailed report for each Flow. It covers the following information.

Report name	Description
Total times played	Number of times the Flow was played.
Completed	Number of times the Flow was completed.
Failed	Number of times the Flow failed and users could not complete it. For example, broken Flow, Flow step does not display, etc.
Exited	Number of times users failed to complete the Flow because of their actions. The exited count is always equal to the sum of closed via tooltip, navigated away, and Flow transition. i.e., Exited = Close via tooltip + Navigated away + Flow transition
Close via tooltip	Number of times users clicked the Close icon 'X' in the tooltip to exit the Flow.
Navigated away	Number of times users navigated away. The following actions are considered as navigated away — branching to another Flow, closing the browser, browser tab, internet connectivity issues, system shut down, clicking the hyperlinks in the step description, and moving to a new page (URL), etc.
Flow transition	Number of times users started another Flow before completing the current Flow.

This All Flows summary report can be downloaded as a CSV file using Export All Flows at the top.

By Flow

Click the By Flow tab to view reports of each Flow in detail.

To begin, select the Flow that you want to analyze.

Flow Usage by Day

The chart displays the number of times that Flow was used each day.

No. of Times Flow Played

The chart shows the number of times the Flow was run and also the widget used to play the flow.

Flow Completion Rate

The chart shows how many started the Flow and completed the Flow and those who could not complete it and dropped out in between.

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Both charts are interactive. Click each chart to see additional information such as completion rate, most exited steps, etc (by the selected widget type).

Most Exited/Failed Steps

This section shows the dropouts at each step of the Flow. If you hover the mouse over each step, the failure can be analyzed into how many times the steps weren't successful, how many times the steps were exited, and the reasons for exit.

Flow History

Flow History section shows who edited the Flow and when.

Flow Feedback

Flow Feedback section shows how many users found the Flow useful against those who didn't find it useful and the users who gave no feedback.

Feedback Responses

This section shows the pre-defined feedback responses recorded for the Flow. Hovering the cursor over each response displays the number of users who have selected those responses.

Flow was helpful chart shows the number of users who chose positive feedback responses and the Flow was not helpful chart shows the number of users who chose negative feedback responses.