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Whatfix provides easy to configure analytics with the most popular analytics tool - Google Analytics (GA). Please note that your Google Analytics configuration needs to be done for your account before you can see the reports below.
You can perform the following actions only after you have configured your Whatfix account to your Google Analytics account
- Track usage of the Flows you have created using Whatfix.
- Track usage of the various Whatfix widgets (Onboarding Popups, Self Help, Beacons, Tasklist, Slideshows, etc.)
The numbers may vary between Whatfix Analytics and Google Analytics. This is because Whatfix Analytics uses India Standard Time (IST) GMT +5:30 timezone and your analytics must be configured in a different timezone. In order to see the same numbers, kindly update the timezone in your Google Analytics account under Admin > View Settings > Time zone country or territory.
Here's a quick overview of the various dashboards and reports available.
|Editor's Performance||Provides an overview of the Flows being created and edited by Flow editors in your Whatfix business account|
|Self Help Widget Performance|
Provides an overview of the performance of self-help widget with details like:
|Usefulness of Help Articles|
Provides a comprehensive overview of the usage of Whatfix Flows wherever it is being used in your product. Tracks the usage of multiple formats including:
|Guided Pop-up and Smart Pop-up|
Provides usage of the Guided pop-up and Smart pop-up widgets.
Here's a list of Flow Related Reports which are available in GA which can help you track your account usage.
Flows - Viewed
This report gives the count of the number of times a particular Flow has been viewed in the slideshow format
Flows - Completely viewed
This analytics report gives the count of the number of times a particular Flow has been completely viewed in the slideshow format
Flows - With only start page view
This analytics report gives the count of the number of times when users have viewed only the introduction slide of Flow in the slideshow format
Flows - Live runs
This analytics report gives the count of the number of times a particular Flow has been launched in the live mode
Flows - Live runs completed
This analytics report gives the count of the number of times a particular Flow has been completed in the live mode
Flows - Need attention
This analytics report gives the count of the number of times a particular Flow has been manually closed by the user during a live run on any step. It also provides the steps at which users frequently close the Flow.
Flows - Need rework
This analytics report gives the count of the number of times a particular Flow has failed to launch/ complete. It also provides the steps at which failures occur frequently.
Here's a list of Widget related Reports which are available in GA which can help you gauge the performance of Whatfix widget:
|Self Help - Most help sought pages||This analytics report gives the complete URL/website address on which the self help widget has been clicked the maximum number of times|
|Self Help - Necessary help found||This analytics report gives the count of the number of times a Flow has been launched from the self help widget after it has been clicked|
|Tasks||This analytics report provides the completion of your task lists by users and tasks.|
|Guided Pop-up||This analytics report provides the count of the number of times the Flow is played from Guided pop-up.|
|Smart Pop-up||This analytics report provides the count of the number of times the Smart pop-up is displayed to your users.|
|Smart tips||This analytics report provides the count of the number of times Smart tips are displayed to your users.|
How to Configure your Whatfix Account to send data to your GA account
Now that you know enough about the various reports which can help you track Whatfix usage. Next step is to learn how to configure your account.
- Need to have access to Google Analytics
- Create a new account in Google Analytics
- Setup the analytics and import the Whatfix reports bundle
To activate GA on your account:
- In your Whatfix account, click on Settings (cog wheel)
- Select Analytics from the dropdown.
- In the Analytics wizard, ensure that Enable Google Analytics' is enabled.
- If not, please select the checkbox and complete the setup process that follows. For more information see Creating a Google Analytics Profile.
Whatfix guides you in a step by step manner to set up analytics when you enable the Google Analytics option in the cogwheel of your account.
Measure Progress through Analytics
Once you have deployed the Whatfix Flows, you want to measure how the users are adopting them.