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Add Event Attributes to Trend Insights
  • 21 Jul 2025
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Add Event Attributes to Trend Insights

  • Dunkel
    Licht
  • pdf

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Artikel-Zusammenfassung

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 used referral codes used by new users to sign up for your application for the first time. Capture the Sign Up button as a User Action and the referral code that your users enter as an Event Attribute. Once you've collected the data, you can analyze it using Trend Insights and identify the commonly used referral codes.

Event metric: Total events
App events: Sign up button
Event Filter: Referral code (The associated Event Attribute and the values captured)
Event Breakdown: Referral code and Location (Another Event Attribute associated with the same User Action.
event_attribute_in_trends_example.png

Chart:
event_attribute_in_trend_insight_chart


Use the following steps to add Event Attributes to Trend Insights:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  2. Click Create insights.
    create_insights

  3. Click Trend Insights.
    trend_insights

  1. Click the Give your insight a name textbox and enter a name for your Insight.
    trend_give_your_insight_a_name.png

  2. Click the Description text box and enter a description that explains what the Trend Insight is about.
    trend_enter_a_description.png

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

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.
    insights_event_identification_rate.png
  • For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?

  1. Click the Data source icon and select the stage from which you want to get the data.
    trend_insight_data_source_option.png
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.

  1. Click Choose metric.
    trends_choose_metric.png

  2. Under Event metrics, select Total events or Unique users as required.
    trends_select_event_metrics.png

  3. Click Add event.
    trends_click_add_event.png

  4. Click App events.
    trends_click_custom_events.png

  5. Select the required User Action, and then click Apply.
    add_event_attributes_in_trends_select_user_action.png

  6. Click Filter, and then select the Event Attribute associated with the User Action.
    event_attributes_select_event_filter.png

  7. Select the values captured when your end users interact with the Event Attribute, and then click Apply.
    event_attributes_select_event_attribute.png

  8. Click Breakdown to filter your users further using other Event Attributes captured from the page.
    event_attribute_select_event_breakdown.png

  9. In the User filter section, click Add user filter, and then select the desired filter.
    trends_select_user_filter.png

Info:

  1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
    trends_select_add_user_breakdown.png
Info:

For more information on User filters and breakdown, see Filter Insights data using User Filters and User Breakdown.

  1. Scroll down to view the generated data chart.
    event_attribute_in_trend_insight_chart
Note:
  • Visualize the data using different chart types.
    trend_insights_click_chart_type.png

  • Filter data based on Daily, Weekly, and Monthly timeframes.
    date_week_month.png

  • 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.
    trend_insights_click_summarize_for_interpretation.png

  1. Click Save.
    trends_click_save_option.png

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