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Add User Attributes in Trend Insights
  • 11 Oct 2024
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Add User Attributes in Trend Insights

  • Dunkel
    Licht
  • pdf

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Artikel-Zusammenfassung

Once you capture User Attributes, such as role, department, or email ID, Whatfix enables you to filter your users based on these parameters to understand their behavior.
Consider that you observe that a certain group of users is entering incorrect or irrelevant information on your application, and you want to know which Department they're from. Capture their characteristics, such as Role or Department, as User Attributes and visualize them in Trend Insights to understand which group of users needs your guidance.

your title goes here

As per the above-mentioned example, this is how the chart is visualized:
Event: Custom events - Enter details
User filter: Role - Sales Manager, VP
User breakdown: Role
user_attribute_in_trend_insight_example

Chart:
user_attribute_in_trend_insight_data_chart

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

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

  1. Click + Create Insights.
    create_insights

  2. Click Trend Insights.
    trend_insights

  3. To name your Insight, click the Edit icon.
    add_trend_insight_name_in_user_attribute

  4. Under Events, click Add event.
    add_event

  5. Add Default events, Custom events, or Event groups. For more information on events, see List of Whatfix-related Events.
    add_default_custom_event_group

  6. In the User filter section, click Add user filter to filter users based on User Attributes. In this example, Role is the captured User Attribute.
    select_user_attribute_in_trend_insight

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

  8. In the User breakdown section, click Add user breakdown to further drill down users by their Role, Team, Department, and more.
    select_user_attribute_in_breakdown

  9. Scroll down to see the data chart that is generated.
    user_attribute_in_trend_insight_data_chart

  10. Click Save.
    save_pa


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