Create a User Action
- 09 Apr 2025
- 2 Minutes To Read
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Create a User Action
- Updated On 09 Apr 2025
- 2 Minutes To Read
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Print
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Use User Actions to track how effectively your end users are using an application feature.
Use the following steps to create User Actions:
- Log in to your application, and then launch the Whatfix Studio.
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Scroll to the bottom, and then click User Action.
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Click + Create user action.
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Select the desired UI element on the page to track.
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Review or edit the name of the User Action.
Info:
Choose a name that enables identification of the User action on the Whatfix Analytics dashboard. The choice aids in looking up usage later.
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Click Edit User Action Detail.
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In Tags (Optional), enter the tag name to select from the list.
Info:
If the tag does not exist, type in the name of the tag and hit the Enter key to create a new tag.
Note:
Click the Back icon to return to the User Action main page.
- Under CONFIGURATIONS, select the User Action completion rule using the dropdown.
Info:
Select the option that you want your users to perform on the element. The User Action is marked as complete only when the selected rule is performed. For more information, see What are User Action Completion Rules?
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In the ADVANCED OPTIONS section, expand Display Rules, and then click + Add Rule.
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Set the desired conditions.
For more information, see Visibility and Display Rule Conditions.
Info:
For accounts that do not have Smart Context enabled, applying the Display Rule is mandatory.
The applied rule must be URL-based (such as hostname, path, parameter, or hash) to ensure User Actions loading on the application are specific to that page.
- Click Save Action.
Note:
- To create a new User Action on the same or different page, launch Whatfix Studio again and follow the same process.
- User Actions do not have any visual characteristics and cannot be previewed using the Preview mode. But Whatfix enables you to verify and validate if User Actions are created correctly using the User Action Verification experience.
- User Action is available for JS embed and Extension modes of deployment.
- After creating and verifying User Actions, you have to publish the User Actions to make them live on the application.
- If you're using the new publishing experience, click Publish all to push User Actions to Production. For more information, see Push Whatfix content and widgets to Production (new experience).
- Once User Actions are live, track the usage and engagement of the events you have created using Get User Action Analytics.
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