Group Default and Custom events
- 29 Aug 2024
- 3 Minutes To Read
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Group Default and Custom events
- Updated On 29 Aug 2024
- 3 Minutes To Read
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Event grouping enables you to group two or more events together into a single grouped-event. An analysis of a combination of events helps you understand end-user on the application. You can group both Default Events (Whatfix-related events) and Custom Events (User Actions and events captured using API) to analyze certain metrics that require data of users interacting with any of the event types without any chart visualization.
The events are grouped together with an OR condition, which means that it shows the total number of users who performed any of the events added as part of a group in the last 30 days.
Use Cases
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Consider that you want to find out the number of users who complete a process. You've created a Flow that users can follow to complete the process. For users who already know the process, they wouldn't need any guidance and would be able to complete the process on their own. You've created a User Action on the last step of the process to identify the completion for users who already know the process. The total number of users who complete the process can be calculated as all users who complete the Flow or complete the User Action. You can group the Flow completed event and the Custom Event to measure the process completion.
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Consider that you want to measure the effectiveness of Self Help and filter it by country. You can create an Event group with the following events: Flow started, Article viewed, and Video link started from Self Help, and filter them by country. You can add this to Trend Insights to visualize using charts and add the Insights to Dashboards for reporting.
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For more information on Default and Custom Events, see List of Whatfix-related events.
Use the following steps to create an event group:
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On the Whatfix Analytics dashboard, click Tracking.
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Click Events.
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Click the Event groups tab.
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Click Create event group.
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Enter a name for the event group.
your title goes hereAdd a description to help stakeholders understand what data the created event group represents.
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Click Add Event.
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Add the required Default or Custom event.
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Click Filter to filter the event based on Event Filters or User Filters
ExamplesAnalyze the number of users who opened the Onboarding Self Help using the Chrome browser.
Event name: Self Help opened
Event Filter: Segment name - Onboarding
User Filter: Browser - ChromeAnalyze the number of users who clicked the Save User Action with the role Account Manager.
Event name: Save (Custom event)
User Filter: Role - Account Manageryour title goes here-
To filter the event based on a particular Event Filter, click Event Filter and then add the relevant filter.
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To filter the event based on a particular User Filter, click User Filter and then add the relevant filter.
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Repeat Steps 5 to 8 to add another Default or Custom event to the group along with their filters.
your title goes here- You have to add a minimum of two events to save the event group.
- Click Add Event to add more events to the group.
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Click Refresh to see the total number of users who have performed either of the events added to the group.
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Click Save event group.
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The created Event group is listed in the Grouped events section.
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Click Search to search for the Event group by its name.
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Click Filter to filter the Event groups by the name of the creator.
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The created Event group can be added to Trend Insights for visualization with charts and then added to Dashboards for reporting.
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