How can I see analytics of Survey using Trend Insights?

Updated On 26 Mar 2024
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Surveys help you gain information and insights about your product and users. You can use this information to understand your users and improve overall experience.

The following events can be used to measure the engagement of Surveys in Trend Insights:

Survey Abandoned
Survey Closed
Survey Maximize
Survey Minimize
Survey Refresh
Survey Shown
Survey Submit

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These events appear in the dropdown only if they've been performed or engaged with. As a Whatfix content creator, you have to push the Survey to Production. When end users start interacting with the Survey, you can view the engagement data with the mentioned events.

Use Cases

Analyze the number of users who are from a particular region and who closed the survey.
Event name: Survey Closed
Event filter: Segment name: Name of the Survey
User breakdown: Region
Analyze the number of users who submitted the Survey.

Event name: Survey Submit
Event filter: Segment Name - Name of the Survey

Use the following steps to view the analytics of Surveys using Trend Insights:

On the Whatfix Analytics dashboard, click Insights.

Click + Create Insights.
Click Trend Insights.
To name your Insight, click the Edit icon.
Enter a Description that helps explain what the Trend Insight is about.

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The Description gives you context about the created Insight when added to a Dashboard.
It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.

In the Data setup section, select the stage you want to get the data from.

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For more information on how to get analytics data from different stages, see Get Analytics Data across CLM Stages.
You cannot change the stage after you've created the insight. Switching to a different stage will reset your insight, causing you to start over.

Under Events, click Add event.
Under Default events, select any of the Survey events.
Add the required Event Filter and Event Breakdown.

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For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

In the User filter section, click Add user filter, and then select the filter that you want.

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To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
By default, the Product analytics data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users in Product Analytics?

In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
Scroll down to see the data chart that is generated.
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- You can visualize the data using different metrics and chart types.
- You can filter your data based on Daily, Weekly, and Monthly timeframes.
Click Save.