Overview
Analytics Variables are self-defined data points that you can create to capture and reuse information from your end user’s application environment–without writing a single line of code.
With Analytics Variables, you can fetch values (see examples below) from the Local Storage or cookies and use them to analyze end-user behavior or filter end-user engagement data.
Previously, if you wanted to filter engagement data based on specific properties, you had to use Advanced Customization (AC) code and get support from technical teams. This meant delays, limited visibility into how variables were set, and no easy way to reuse them across Insights.
Note:
Currently, Whatfix supports only the creation of Analytics Variables. The capability to analyze and filter engagement data using Analytics Variables will be available soon.
Whatfix enables you to configure up to 10 Analytics Variables.
Whatfix encrypts the captured variables.
Types of Analytics variables
Context Variable: A Context Variable tracks a specific value every time an event (Whatfix content engagement-related or application usage-related) occurs to provide background data for that specific action.
Examples:
Track Invoice ID as the Context Variable: Use the variable to see exactly which invoice a user is viewing when they request help with a payment step.
Track Quote Number as the Context Variable: Use the variable to identify which specific sales quote is active when a user clicks the Download PDF button.
User Attribute: User Attributes track the characteristics of a user. Use the variables when you need to group users into segments based on who they are, rather than what they are doing at that exact moment.
Examples:
Track User Role as a User Attribute: Use the attribute to label a user as an Admin or Manager so you can filter their overall engagement data by their job function.
Track Preferences as a User Attribute: Use the attribute to track a user’s language or theme settings, such as "English" or "Dark Mode," whenever they update their profile.
Use Cases
The following are some use cases you can try out with Analytics Variables:
Analyze the total time the Sales department spent in the application during the past month to measure adoption across different teams.
Compare how many times the Approve Leave button is clicked by Managers versus Team Leads in Workday to identify training needs.
Group users by a Region attribute to send a localized Benefits Open Enrollment Beacon only to employees in the United Kingdom.
Use a Subscription Tier attribute in a Salesforce Funnel to see if users on the Professional plan drop off during the Lead Conversion process more often than Enterprise users.
To learn how to create an Analytics Variable, see Create an Analytics Variable.