Pop-up Analytics - New Guidance Analytics Dashboard

Introduction

With Pop-up Analytics, find the engagement of your end users with the Pop-ups on your application. The Dashboard contains various Insights such as Pop-ups shown, Pop-ups engaged, and more to help you understand end-user engagement with Pop-ups.

The following functionalities are possible in the New Guidance Analytics Dashboard experience for Pop-up Analytics:

View end-user engagement data for Pop-ups in easy to understand visual formats.
Understand the descriptions of the metrics and the events used to calculate them.
Add Filters, such as city, country, and more, to filter the data on the Dashboard.
Filter your data based on daily, weekly, monthly, or custom time frames.
Add Event Filters to drill down on the event. For example, determine the number of users who engaged with a Pop-up called Onboarding.
Add User Filters to filter users who engaged with the content. For example, determine the number of users who engaged with Pop-ups using the Chrome browser.
Change the chart type of the Insight, wherever applicable.
View top metrics, such as the date with the highest user engagement or daily average of engagement, and percentage changes in end-user engagement.
Export the Dashboard as a PDF.

Access Pop-up Analytics

Use the following steps to access the Pop-up Analytics Dashboard:

On the Whatfix Guidance dashboard, click Guidance analytics.

In the menu, click Pop-ups.
Hover your cursor over the i icon to view the description of the Insight. For example, the Pop-ups engaged (by unique users) insight denotes the Total number of unique users who engaged with pop-up instances in a given time period.
Click the Menu icon, and then click Filter to view the User or Event Filter added to the Insight.
Click Event Filters and then click the metric.
Select any Event Filter, such as Segment Name, Content Title, and more. Event Filters help you drill down on the event. For example, analyze the number of users who engaged with a Pop-up called AVR-AI Pop-up. For more information, see Filter events using Event Filters and breakdown.

Info:
Some metrics may be calculated using more than one event. To view all the events that make up the metric, click the metric, and then click Event Type.

Click User Filters to filter users based on city, country, device, and more. For example, analyze the number of users who engaged with Pop-ups from the United States. For more information on User Filters, see Filter Insights data using User Filters and User Breakdown.
Click the Menu icon, and then click Chart type to change the chart type from the existing chart to your preferred chart type, wherever the option is available. For more information, see Understand Trend Insights.

Note:
Whatfix also enables you to perform the following actions:
Change the time frame of the data on the Dashboard.
Search for data in tables.
Download the chart. Click the Menu icon, and then click Download chart. Whatfix enables you to download table data also.
Filter the data on the Dashboard by browser, city, country, and more. This filter is applied to all Insights that are part of the Dashboard. The badge indicates the number of filters added to the Dashboard. If there are multiple tabs in the Dashboard, the filters are tab-specific.
Export the Dashboard as a PDF to your local drive.
Whatfix enables you to export the Insights in the Dashboard using an API. This requires the Insight ID, which is available on the corresponding Insight on the Dashboard. Click the Menu icon, and then click the Copy insight ID icon. Contact support@whatfix.com to export the Insight using an API.
All the changes you make to the Dashboard, such as adding User or Event Filters, changing the time frame, chart type, and more, are not saved to the Dashboard. The Dashboard resets to its default state the next time it is accessed. However, Whatfix enables you to export the Dashboard with the filters added.
Some metrics display percentage changes (increase or decrease) in end-user engagement. However, if there is no change in the engagement or metric data, it shows as NA (Not applicable).

Metrics on the Pop-up analytics dashboard

In case of Pop-ups, the Pop-up shown event is deprecated. However, it exists as an event group.

Insights	Description	Event group	Event components	Event Filters	User Filters
Pop-ups loaded (by unique users)	Total number of unique users for whom pop-up users were displayed in a given period.	Pop-up shown	Pop-up skipped URL Triggered via Pop-up Pop-up closed by “X” icon Flow launched from Pop-up Pop-up closed by close button Pop-up carousel slides shown	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups loaded (by total events)	Total number of pop-up instances which were displayed to users in a given period.	Pop-up shown	Pop-up skipped URL Triggered via Pop-up Pop-up closed by “X” icon Flow launched from Pop-up Pop-up closed by close button Pop-up carousel slides shown	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups engaged (by unique users)	Total number of unique users who engaged with pop-up instances in a given time period.	Pop-ups engaged	URL Triggered via Pop-up Flow launched from Pop-up Pop-up closed by close button	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups engaged (by total events)	Total number of times users engaged with pop-up instances in a given time period.	Pop-ups engaged	URL Triggered via Pop-up Flow launched from Pop-up Pop-up closed by close button	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups loaded report (by unique users)	The table lists pop-ups ranked by the number of unique users to whom they were shown during the selected time period.	Pop-up shown	Pop-up skipped URL Triggered via Pop-up Pop-up closed by “X” icon Flow launched from Pop-up Pop-up closed by close button Pop-up carousel slides shown	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups loaded report (by total events)	The table lists the pop-ups that were shown most frequently to users over the selected time period, ranked by the number of times they were displayed.	Pop-up shown	Pop-up skipped URL Triggered via Pop-up Pop-up closed by “X” icon Flow launched from Pop-up Pop-up closed by close button Pop-up carousel slides shown	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups engaged report (by unique users)	The table displays the number of unique users who interacted with each pop-up during the specified time period.	Pop-ups engaged	URL Triggered via Pop-up Flow launched from Pop-up Pop-up closed by close button	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups engaged report (by total events)	The table shows the number of times the pop-up was engaged by users over the given time period.	Pop-ups engaged	URL Triggered via Pop-up Flow launched from Pop-up Pop-up closed by close button	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized
Pop-ups engagement breakdown (by total events)	The chart breaks down the different types of pop-up engagement events based on the user interactions during the selected time period.	Pop-ups engaged	URL Triggered via Pop-up Flow launched from Pop-up Pop-up closed by close button	Segment Name Event Type Event Trigger Location	Device Location URL/IP User Variables Uncategorized

Info:
Some metrics display Total events while others display Unique users.
Total events: The number of times the event occurred.
Unique users: The number of unique users who triggered the event.
Sometimes, content or widgets in analytics have a Moved badge next to them, which indicates that the content or widget has been moved from a particular stage. For example, a Pop-up in the Production stage may have been moved to the Draft stage.
The Deleted badge indicates that the content or widget has been deleted from the Whatfix Guidance dashboard.

Note:
By default, only data from the Production stage is shown. If you want to get data from other stages, you need to configure them on your Whatfix Dashboard. For more information, see Get Analytics Data across CLM Stages. Once you’ve configured the stages in Settings, see How do I get analytics data across CLM stages in the New Guidance Analytics Dashboard experience? to know how to get the data across stages in the new experience.