---
title: "Add User Attributes in Funnel Insights"
slug: "add-user-attributes-in-funnel-insights"
updated: 2026-08-06T17:50:34Z
published: 2026-08-06T17:50:34Z
canonical: "support.whatfix.com/add-user-attributes-in-funnel-insights"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add User Attributes in Funnel Insights

[User Attributes](/product-analytics/docs/what-are-user-attributes) provide detailed information about user characteristics. Once you capture User Attributes, such as role, department, or email ID, Whatfix enables you to filter your users in Funnel Insights based on these parameters to understand their behavior.

Note:

Capturing User Attributes is a Beta feature. To enable the feature, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Capture%20User%20Attributes%20in%20my%20account&body=Hi%20team%2C%0A%0APlease%20help%20capture%20User%20Attributes%20in%20my%20account.%0A).

### Use case

Consider that you observe many users dropping off at a particular step in your Funnel and you want to filter the data based on the users' role. Capture User Attributes, such as Role or Department, and filter users using these attributes. This helps you understand which user roles face friction in the application and target Whatfix content to the particular group.

**Event**: Custom events for the process **User filter**: Role - Sales Manager, VP ![funnel_new_chart_add_user_attributes.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_new_chart_add_user_attributes(1).png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D) **Chart:** ![funnel_new_chart_view.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_new_chart_view.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

---

Use the following steps to filter your users based on User Attributes in Funnel Insights:

1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**.  

![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

1. Click **Create insights**. ![create_insights](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_insights.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
2. Click **Funnel Insights**. ![funnel_insights](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_insights.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
3. Click the **Give your insight a name** textbox and enter a name for your Insight. ![funnel_edit_a_name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_edit_a_name.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
4. Click the **Description** text box and enter a description that explains the purpose of the Funnel Insight. ![funnel_enter_a_description.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_enter_a_description.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
5. From the **Select user type** dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users. ![funnel_select_user_type_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_select_user_type_filter.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

          Note:

          

  - 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.  

![insights_event_identification_rate.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/insights_event_identification_rate.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
  - For more information on filtering users and understanding the Event identification rate, see [How can I filter unidentified users in Insights?](/product-analytics/docs/how-can-i-filter-unidentified-users-in-product-analytics)
6. Click the **Data source** icon and select the stage from which you want to get the data. For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). ![trend_insight_data_source_option.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_data_source_option.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
7. Under **Add funnel steps**, click **Add** to add your Flow, Custom events, or Page View. For more information, see [Create a Funnel Insight](/product-analytics/docs/create-a-funnel). ![add_funnel](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_funnel.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
8. In the **User filter** section, click **Add user filter**, and then select the User Attribute. In this example, **Role** is the captured User Attribute. ![add_user_attribute_in_user_filter_funnel](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_user_attribute_in_user_filter_funnel.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
9. Select the values captured for the User Attribute to filter your users, and then click **Apply**. In this example, we are filtering users who have the **Sales Manager** or **VP** roles. ![select_user_attribute_value_in_user_filter_funnel](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_user_attribute_value_in_user_filter_funnel.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)
10. Scroll down to view the Funnel. ![funnel_new_chart_view.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_new_chart_view.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

Note:

The **Total users** count changes based on the selected User Attribute. ![funnel_total_user](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_total_user.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

1. Click **Save**. ![trend_insight_click_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_click_save.png?sv=2026-02-06&spr=https&st=2026-10-29T06%3A18%3A31Z&se=2026-10-29T07%3A18%3A31Z&sr=c&sp=r&sig=4ycR3o9j9IKuKXWUyYDlxbhhbibCZ15FCv6hFYkAzJk%3D)

Shows overall behavior and engagement for both identified and anonymous (unidentified) users.

Users that Whatfix can detect and identify using a unique User ID.

Users that Whatfix cannot identify. These users are denoted by the Anonymized Whatfix IDs rather than an actual User ID.