Add User Attributes in Funnel Insights

Once you capture the User Attributes, such as role, department, or email ID, Whatfix enables you to filter your users based on these parameters to understand their behavior.

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 users 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

Chart:

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

2. Click Create insights.
   

3. Click Funnel Insights.
   

4. Click the Give your insight a name textbox and enter a name for your Insight.
   

5. Click the Description text box and enter a description that explains the purpose of the Funnel Insight.
   

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

7. 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.
   

8. Under Add funnel steps, click Add to add your Flow, Custom events, or Page View.
   

9. In the User filter section, click Add user filter, and then select the User Attribute. In this example, Role is the captured User Attribute.
   

10. Select the values captured for the User Attribute to filter your users, and then click Apply.
    

11. Scroll down to view the Funnel.
    

12. Click Save.