Create User Journey

Whatfix helps you create User Journeys to visualize paths end users take in the application to complete tasks. Analyze the data to determine if their journey follows an optimal path and filter users based on country, city, browser, and more.

Info:

Ensure that you create User Actions or Autocaptured events (Beta) before using them to visualize the User Journey.

Expand the following accordions for more details:

Create a User Journey with the Start point

Use the following steps to create a User Journey with the Start point:

On the Whatfix Analytics dashboard, click Insights.

Click Create insights.
Select User Journey from the dropdown.
Click the Give your insight a name text box and enter a name for your Insight.
Click the Description text box and enter a description that explains the purpose of the User Journey.

Info:

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.

From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.

Note:

By default, Insights data may 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?

To choose a starting point for visualizing the path end users take, choose the Start option.
To add the User Action for visualizing the User Journey, click Select Start point, and then click Custom events.

Note:

To visualize User Journeys using Autocaptured events (Beta), see Visualize Autocaptured events in User Journeys.

Select the User Action from the dropdown.

Info:

The User Actions appear in the dropdown only if end users perform the action at least once.
To add a different Start point, click Change Start point.

To filter the User Journey based on certain criteria, such as browser, or country, click Add user filter and then select the required criteria. For example, analyze the User Journey of an end user starting from the Log a Call page in the USA.

Info:

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?

Note:

To select the stage (Ready or Production) from which you want to get User Journey data,
a) Click Add user filter, and then click Stage name.
b) Choose the required stage.

For more information, see Get Analytics Data across CLM Stages.

View the User Journey as a Sankey chart, as shown in the following image.

The chart shows the journey of users who reached the Log a Call - Tab page.

Note:

Select a specific number of levels or actions end users progress through in the application from the starting User Action or the number of levels or actions end users progress through to reach the ending User Action.
By default, you can track 4 levels; however, you may track up to 10 levels.
The levels of interaction include the start page.

Info:

Click Close to discard the Insight.

Click Save.

Note:

Add the User Journey to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
Click Summarize to generate an AI summary of the User Journey. This helps you interpret the data and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.

Create a User Journey with the End point

Use the following steps to create a User Journey with the End point:

On the Whatfix Analytics dashboard, click Insights.

In the top right, click Create insights.
Select User Journey from the dropdown.
Click the Give your insight a name text box and enter a name for your Insight.
Click the Description text box and enter a description that explains the purpose of the User Journey.

Info:

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.

From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
To track the path end users take to reach a specific end point, choose the End option.
To add the User Action, click Select End point, and then click Custom events.

Note:

To visualize User Journeys using Autocaptured events (Beta), see Visualize Autocaptured events in User Journeys.

Select the User Action from the dropdown.

Info:

The User Actions appear in the dropdown only if end users perform the action at least once.
To add a different End point, click Change End point.

To filter the User Journey based on certain criteria, such as browser, or country, click Add user filter and then select the required criteria. For example, analyze the User Journey of an end user starting from the Log a Call page in the USA.

Info:

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?

Note:

To select the stage (Ready or Production) from which you want to get User Journey data,
a) Click Add user filter, and then click Stage name.
b) Choose the required stage.

For more information, see Get Analytics Data across CLM Stages.

View the User Journey as a Sankey chart, as shown in the following image.

The chart shows the journey of users who reach the Log a Call - Tab page.

Note:

Select a specific number of levels or actions end users progress through in the application from the starting User Action or the number of levels or actions end users progress through to reach the ending User Action.
By default, you can track 4 levels; however, you may track up to 10 levels.
The levels of interaction include the end page.

Info:

Click Close to discard the Insight.

Click Save.

Note:

Add the User Journey to a Custom Dashboard. Click the icon next to the Select user type filter to check if the Insight is part of a Dashboard.
Click Summarize to generate an AI summary of the User Journey. This helps you interpret the data and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.

Create User Journey

What's Next