Whatfix enables you to analyze and visualize the Event Attributes you create using Trend Insights. Visualizing your Event Attributes using Trend Insights enables you to understand how your end users are interacting with the attributes and helps you with decision-making.
Use Case
Consider that you want to track the most commonly occurring errors while creating an Account. Capture the Account Create Error as a User Action and the error messages that appear as Event Attributes. Once you collect the data, analyze it using Trend Insights and identify the commonly occurring error messages.
Event metric: Total events
App events: Account Create Error
Event Filters: The Account - Error Message captured as Event Attributes
Event Breakdown: Account - Error Message
Chart:
The most commonly occurring error according to the data is Potential duplicate account found. Product owners can take decisions based on the data to reduce the error.
Use the following steps to add Event Attributes to Trend Insights:
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On the Whatfix Analytics dashboard, click Insights.
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Click Create Insight.
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Click Trend Insights.
Click the Give your insight a name textbox and enter a name for your Insight.
Click the Description text box and enter a description that explains what the Trend Insight is about.
From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
- By default, Insights data might contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
- The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
- For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?
Click the Data source icon and select the stage from which you want to get the data.
Note:
For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.
The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.
Click Choose metric.
Under Event metrics, select Total events or Unique users as required.
Click Add event.
Click App events.
Select the required User Action, and then click Apply.
Click Filter, and then select the Event Attribute associated with the User Action.
Select the values captured when your end users interact with the Event Attribute, and then click Apply.
Click Breakdown to group your users further using the same Event Attribute or other Event Attributes captured from the page and then click Apply.
In the User filter section, click Add user filter, and then select the desired filter.
- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
Info:
For more information on User filters and breakdown, see Filter Insights data using User Filters and User Breakdown.
Scroll down to view the generated data chart.
Note:
Visualize the data using different chart types.
Filter data based on Daily, Weekly, and Monthly timeframes.
Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
Click Save.
