Filter Session Replay

Prev Next
This content is currently unavailable in German. You are viewing the default (English) version.

Note:

Session Replay is a Beta feature. To enable this feature, contact your Customer Success Manager.

Whatfix enables you to filter Session Replays to access specific recordings based on engagement with Whatfix Inhalt, User Actions, and Defined Autocaptured events, or by User ID.

When you filter by specific events, Whatfix displays only the Session Replays in which those events occurred within the specified timeframe. However, within each replay, the Event stream panel continues to show all User Actions and Defined Autocaptured events the user engaged with during that session, not just the filtered event. This helps you understand the full sequence of interactions before and after the filtered activity.

For example, you can filter Session Replays by User ID to view all sessions for a specific user who submitted a support ticket, helping you trace their exact journey within your application.

Use the following steps to filter Session Replays:

  1. On the Whatfix Analytics dashboard, click Tracking.

  2. Click Sessions.

  3. Set the required timeframe (for example, 7D, 30D, 90D, or custom date range) to view the sessions captured within the selected time period.  

  4. Under Event Filter, click Add event filter and select an Event filter. For more information, see Filter events using Event Filters and Breakdown in Trend Insights.  

    Expand the following accordion for more details:

    Event Filters

    Events, both Guidance (Default) and App (Custom), contain filters to narrow down events based on event properties, such as Segment Name or Content Title. Event breakdowns enable you to group and visualize filtered events by a specific event property, such as Segment Name or Content Title.

    The following are the Event Filters and Breakdowns available in Session Replay:

    Guidance (Default) events - Others

    Event

    Event Filter or Breakdown

    Description

    Any Whatfix Events

    Event Type

    To filter based on the Whatfix events. Example: Flow started, Flow completed, and more.

    Page View

    Event Trigger Location

    The Page View is triggered directly on the application's page when the end user lands on the page.

    Flow

    Event

    Event Filter or Breakdown

    Description

    Flow started

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow step shown

    Page Tags

    Page Tags added to the Flow

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow step completed

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow backtracked 1 step

    Page Tags

    Page Tags added to the Flow

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Failed to launch Flow step

    Page Tags

    Page Tags added to the Flow

    failure_reason

    Reason for Flow step failure.

    Content Title

    Name of the Flow

    possible_action

    To filter based on the possible solutions to handle the Flow step failure.

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Automated Flow stopped

    Page Tags

    Page Tags added to the Flow

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow backtracked 1 step and failed

    Page Tags

    Page Tags added to the Flow

    failure_reason

    Reason for Flow failure.

    Content Title

    Name of the Flow

    possible_action

    To filter based on the possible solutions to handle the Flow failure.

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Popup, and more.

    Flow closed

    Page Tags

    To filter based on the Page Tags added to the Flow

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Popup, and more.

    Flow completed

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow set to manual

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Segment Name

    The widget segment in which the Flow is present

    Flow auto closed

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow slideshow closed

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow slideshow closed at Step 1

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow slideshow completed

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow feedback

    Feedback

    Feedback provided for the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow slideshow restarted

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow step viewed in slideshow

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow resumed

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow slideshow started

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow end message closed by close button

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow end message closed by "X" icon

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow launched as pop-up

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow completed with feedback

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow completed without feedback

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Branched Flow started

    Content Title

    Name of the Flow

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Attached flow started

    Segment Name

    The widget segment in which the Flow is present

    User transitioned to another Flow

    Content Title

    Name of the Flow

    Segment Name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow loaded as pop-up

    Segment name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Flow with wfx_play_as_popup tag skipped

    Segment name

    The widget segment in which the Flow is present

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Likert Scale Feedback Responses

    Segment Name

    The widget segment in which the Flow is present

    Content Title

    Name of the Flow

    Feedback

    The comments or ratings shared by different users

    Event Trigger Location

    The location from which the Flow is triggered. Example: Flow is triggered from a Task List, Beacon, Pop-up, and more.

    Beacons

    Event

    Event Filter or Event Breakdown

    Description

    Beacon shown

    Content Title

    Name of the individual Beacon present inside the segment

    Segment Name

    The name of the Beacon segment

    Event Trigger Location

    The location from which the Beacon is triggered

    Beacon clicked

    Content Title

    Name of the individual Beacon present inside the segment

    Segment Name

    The name of the Beacon segment

    Event Trigger Location

    The location from which the Beacon is triggered

    Beacon Hovered

    Content Title

    Name of the individual Beacon present inside the segment

    Segment Name

    The name of the Beacon segment

    Event Trigger Location

    The location from which the Beacon is triggered

    Pop-ups

    Note:

    The Pop-up shown event is deprecated. For more information, see What are the deprecated events in Product Analytics?

    Event

    Event Filter or Event Breakdown

    Description

    Pop-up closed by close button

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    Flow launched from Pop-up

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    Pop-up skipped

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    Pop-up closed

    Segment Name

    Name of the Pop-up. The name of the Pop-up is the name of the Flow in which the wfx_play_as_popup tag is added.

    Event Trigger Location

    The location from which the Pop-up is launched.

    Pop-up closed by "X" icon

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    URL triggered via Pop-up

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    ctxinfo_link_click

    The URL of the link inside a Pop-up button.

    "Do not show me again" selected

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Pop-up is launched.

    Pop-up carousel slides shown

    Segment Name

    Name of the Pop-up

    Event Trigger Location

    The location from which the Carousel Pop-up is launched.

    Smart Tips

    Event

    Event Filter or Event Breakdown

    Description

    Smart tip loaded for page

    Content Title

    Name of the individual Smart Tip present inside the segment

    Segment Name

    Name of the Smart Tip segment

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Smart Tip shown

    Page Tags

    Page Tags added to the Smart Tip segment

    Content Title

    The description of the Smart Tip

    Segment Name

    Name of the Smart Tip segment

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Smart Tip Step Number

    The Smart Tip step displayed on a page

    Smart Tip element not found

    Page Tags

    Page Tags added to the Smart Tip segment

    failure_reason

    The reason why the element on which the Smart Tip should appear is not found

    Content Title

    Description of the Smart Tip

    Segment Name

    Name of the Smart Tip segment

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Smart Tip Step Number

    The Smart Tip step displayed on a page

    User closed Smart Tip

    Page Tags

    Page Tags added to the Smart Tip segment

    Content Title

    Description of the Smart Tip

    Segment Name

    Name of the Smart Tip segment

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Smart Tip Step Number

    The Smart Tip step displayed on a page

    Smart tip autocompleted

    Content Title

    Description of the Smart Tip

    Segment Name

    Name of the Smart Tip segment

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Smart Tip Step Number

    The Smart Tip step displayed on a page

    Validation Tip correct input

    Event Trigger location

    The location from which the Smart Tip is launched.

    Segment name

    Name of the Smart Tip segment

    Validation Tip error fixed

    message

    The error message shown on the Tip

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Segment Name

    Name of the Smart Tip segment

    condition

    The condition to be satisfied for correct input. Example: email address format, character length, and more.

    Validation Tip error shown

    message

    The error message shown on the Tip

    Event Trigger Location

    The location from which the Smart Tip is launched.

    Segment Name

    Name of the Smart Tip segment

    condition

    The condition to be satisfied for correct input. Example: email address format, character length, and more.

    Task List

    Event

    Event Filter or Event Breakdown

    Description

    Task List shown

    Segment Name

    The name of the Task List segment

    Event Trigger Location

    The location from which the Task List is launched.

    Task List closed

    Segment Name

    The name of the Task List segment

    Event Trigger Location

    The location from which the Task List is launched.

    Task List shown after nudge

    Segment Name

    The name of the Task List segment

    Event Trigger Location

    The location from which the Task List is launched.

    User interacted with Task List

    Page Tags

    To filter based on the Page Tags added to the Task List segment

    Segment Name

    The name of the Task List segment

    Event Trigger Location

    The location from which the Task List is launched.

    Task completion

    Event Trigger Location

    The location from which the Task List is launched.

    segment_occurrence

    The number of times the Task List has appeared

    total_tasks

    The total number of tasks completed

    Segment Name

    The name of the Task List segment

    Task List segment completion

    Event Trigger Location

    The location from which the Task List is launched.

    Segment Name

    The name of the Task List segment

    Self Help

    Event

    Event Filter or Event Breakdown

    Description

    Self Help shown

    Page Tags

    Page Tags added to the Self Help segment

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Self Help closed

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Feedback sent after no search result

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Self Help feedback option selected

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Self Help feedback entered

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Email provided for Self Help feedback

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Self Help opened

    Page Tags

    The Page Tags added to the Self Help segment

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Self Help search

    Search Term

    The search terms used to search for content within the Self Help segment

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched.

    Search Results

    Successful or unsuccessful search results obtained for a search term

    New content notification badge hovered

    Event Trigger Location

    The location from which the Self Help is launched.

    New content notification badge selected

    Event Trigger Location

    The location from which the Self Help is launched.

    QuickRead

    Event

    Event Filter or Event Breakdown

    Description

    QuickRead Links Consumed

    Event Trigger Location

    The location from which QuickRead is launched.

    Content Type

    The type of content that the end user has consumed using QuickRead

    Segment Name

    The name of the Self Help segment in which QuickRead is enabled.

    QuickRead Feedback

    Event Trigger Location

    The location from which QuickRead is launched

    Segment Name

    The name of the Self Help segment in which QuickRead is enabled

    Feedback option

    The feedback option, agree or disagree, that is selected by the end user

    QuickRead response

    Search Term

    The search terms used to search for content within the Self Help segment

    Event Trigger Location

    The location from which QuickRead is launched

    Segment Name

    The name of the Self Help segment in which QuickRead is enabled

    Event Trigger page url

    The URL from which the QuickRead response is triggered

    Response success

    The status of whether QuickRead was able to provide a response or not

    QuickRead autoquestion

    Segment Name

    The name of the Self Help segment in which QuickRead is enabled

    CTA

    The buttons, Show me or No thanks, clicked by end users on the QuickRead onboarding experience tooltip

    Event Trigger Location

    The location from which QuickRead is launched

    Auto Query

    The question searched by QuickRead when the end user clicks the Show me button on the QuickRead onboarding experience tooltip

    Self Help (New)

    Note:

    Self Help (New) is a Beta feature. To enable this feature, contact support@whatfix.com.

    Event

    Event Filter or Event Breakdown

    Description

    Self Help shown

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Clicks on content within Explorer

    Segment Name

    The name of the Self Help segment

    Content title

    The name of the content opened within Explorer

    Search term

    The search terms used to search for content within the Self Help segment

    Content type

    The type of content that the end user has consumed within Explorer

    New content

    The content consumed by the end user is new

    Event Trigger Location

    The location from which the Self Help is launched

    Clicks on Explorer icon within the Pin on roll over

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Clicks on Feedback icon on Pin on roll over

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Clicks on options within no search results screen

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Search term

    The search terms used to search for content within the Self Help segment

    Page url

    The page URL from which the new Self Help is launched

    Type

    The type of option clicked by the end user on the no search results screen such as provide feedback, email support, and more.

    Clicks on Self Help (New) icon of Pin

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Clicks on the Chatbot icon in the top navigation bar

    Segment Name

    The name of the Self Help segment

    Page url

    The page URL from which the new Self Help is launched

    Event Trigger Location

    The location from which the Self Help is launched

    Clicks on the Explorer icon in the top navigation bar

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Clicks on the Feedback icon in the top navigation bar

    Segment Name

    The name of the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Page url

    The page URL from which the new Self Help is launched

    Feedback from end users

    Segment Name

    The name of the Self Help segment

    Attachment

    Attachments added by the end user in the Self Help feedback

    Page url

    The page URL from which the QuickRead feedback was submitted

    Email Id

    The email ID of the end user who submitted the feedback

    Event Trigger Location

    The location from which the Self Help is launched

    No search results feedback

    Segment Name

    The name of the Self Help segment

    Search term

    The search terms used to search for content within the Self Help segment

    Event Trigger Location

    The location from which the Self Help is launched

    Feedback text

    The feedback text provided when no results are found in the Explorer search

    Search suggestions shown

    Segment Name

    The name of the Self Help segment

    Search query

    The query entered by the end user in Explorer

    Event Trigger Location

    The location from which the Self Help is launched

    Self Help (New) Explorer

    Segment Name

    The name of the Self Help segment

    Search term

    The search term entered by the end user

    Page url

    The URL of the page from which the search result is fetched in Explorer

    Search success

    The status indicating whether the search returned a result in Explorer

    Search time

    The duration of the search operation in Explorer

    Search type

    The type of search performed in Explorer, such as recent search

    Event Trigger Location

    The location from which the Self Help is launched

    Static Content

    Event

    Event Filter or Event Breakdown

    Description

    Video link clicked

    Content Title

    The name of the video

    Segment Name

    The name of the widget segment in which the video is present

    Event Trigger location

    The location from which the video is played. Example: The video is played from a Task List, Self Help, and more.

    Link opened

    Content Title

    The name of the link

    Segment Name

    The name of the widget segment in which the link is present

    Event Trigger location

    The location from which the link is triggered. Example: The link is triggered from a Task List, Self Help, and more.

    ctxinfo_link_click

    The URL of the link

    Link opened in new format

    Content Title

    The name of the link

    Segment Name

    The name of the widget segment in which the link is present

    Event Trigger location

    The location from which the link is triggered. Example: The link is triggered from a Task List, Self Help, and more.

    Article viewed

    Content Title

    The name of the article

    Segment Name

    The name of the widget segment in which the article is present

    Event Trigger location

    The location from which the article is launched. Example: The article is triggered from a Task List, Self Help, and more.

    Article closed

    Content Title

    The name of the article

    Segment Name

    The name of the widget segment in which the article is present

    Event Trigger location

    The location from which the article is launched. Example: The article is triggered from a Task List, Self Help, and more.

    Pdf Viewed

    Content Title

    The name of the PDF

    Segment Name

    The name of the widget segment in which the PDF is present

    Event Trigger location

    The location from which the PDF is launched. Example: The PDF is triggered from a Task List, Self Help, and more.

    IMAGE_START

    Content Title

    The name of the image

    Segment Name

    The name of the widget segment in which the image is present

    Event Trigger location

    The location from which the image is launched. Example: The image is triggered from a Task List, Self Help, and more.

    Survey

    Event

    Event Filter or Event Breakdown

    Description

    Survey shown

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey abandoned

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey submit

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey closed

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey Maximize

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey Minimize

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Survey Refresh

    Event Trigger Location

    The location from which the survey is launched

    Segment Name

    The name of the Survey

    Launcher

    Event

    Event Filter/Event Breakdown

    Description

    Launcher loaded

    Content Title

    The name of the Launcher

    Segment Name

    The name of the Launcher segment

    Event Trigger Location

    The location from which the Launcher is launched.

    Launcher clicked

    Content Title

    The name of the Launcher

    Segment Name

    The name of the Launcher segment

    Event Trigger Location

    The location from which the Launcher is clicked.

    Extension

    Event

    Event Filter/Event Breakdown

    Description

    Extension generated

    Event Trigger Location

    The location from which the Extension is generated

    Extension updated

    Event Trigger Location

    The location from which the Extension is updated

    Extension installed

    Event Trigger Location

    The location from which the Extension is installed

    App (Custom) Events


    Event

    Event Filter/Event Breakdown

    Description

    Any App Event

    Event Type

    To filter based on User Actions, events captured by the Whatfix API, and more.

    Note:

    For other App (Custom) events, Event Attributes captured as part of the User Actions, appear as Event Filters and Breakdowns. For more information, see Add Event Attributes to Trend Insights.

    Info:

    • To filter by engagement with Whatfix content, click Guidance events, select the required event, and then click Apply. Example: Display the Session Replays of all users who interacted with a Task List.

    • To filter by User Actions or Defined Autocaptured events, click App events, select the required event, and then click Apply. Example: Display the Session Replays of all users who clicked the ‘Add to Cart’ button on a checkout page of an E-commerce application.

  5. Under User Filter, click Add user filter and select a User Filter. For more information, see Filter Insights data using User Filters and User Breakdown.

    Expand the following accordion for more details:

    User Filters

    User Filters enable you to narrow down the data shown by applying conditions based on user properties, such as browser, operating system, city, or country.

    Info:

    User filters are available in Trend Insights, Funnel Insights, User Journeys, Event groups, and Cohorts.

    The following table lists the User filters and User breakdown available in Insights:

     Filters 

     Description 

    Device

    Device Type

    Filters data based on the hardware users use. Examples: Mobile phones, desktops, tablets, and more.

    Info:

    For more information on the different types of devices that are captured, see What are the device types captured by Product Analytics?

    Browser

    Filters data based on the browser type users use to access the application. Examples: Chrome, Firefox, Edge, and more.

    OS version

    Filters data based on the OS versions.

    Language

    Filters data based on the browser language. Examples: French (fr), Spanish (es), and more.

    Model

    Filters data based on the model of the user's device. Examples: Apple iPhone, the Linux Desktop, and more.

    OS

    Filters data based on the base software(Operating System OS) that runs on the hardware. Examples: iOS, Linux, Windows, and more.

    Location

    City

    Filters data based on the city. This data is taken from the browser. Examples: Dallas, Beijing, Bengaluru, and more.

    Country

    Filters data based on country. This data is taken from the browser. Examples: United Kingdom, United States, and more.

    Info:

    Country names are shown as ISO country codes.

    Region

    Filters data based on geographical region. This data is taken from the browser. Examples: Camden, Kerala, Central Province, and more.

    URL/IP

    Event trigger page URL

    Filters data based on where the event was launched. Example: https://salesforce.com/leads.

    Note:

    The following conditions are available for the Event trigger page URL: Contains, Starts with, Ends with, Is equal to, and Not contains. For more information, see How do conditions in the Event Trigger Page URL work?

    event_trigger_page_url_conditions.png

    User

    User Id

    Filters data based on the ID from which the Whatfix event is triggered. Example: johndoe@whatfix.com.

    Info:

    • The User Id filter is case-sensitive. Ensure you add the exact User ID value to get the data.

    • Use a comma to search for multiple User IDs.

    • To filter based on a User ID that contains a comma, for example Doe, John, enclose the User ID in quotes "Doe, John" while searching. Add a comma after the quotes when filtering for more than one User ID with a comma.

    • To exclude a User ID that contains quotes, for example "John", do not place a comma between the quotes.

    User Attributes

    Filters data based on the captured User Attributes, such as, role and department. For more information on how to use User Attributes as a filter, see Add User Attributes in Trend Insights and Add User Attributes in Funnel Insights.

    Cohorts and Users

    Cohort

    Filters data based on the Cohorts that users belong to. For example, filter new users (grouped using specific conditions as a Cohort) who engage with a feature. For more information, see Add Cohorts in Trend Insights.

    User List

    Filters data based on the User Lists that users belong to. For example, evaluate Task List completion for users added during a training program. For more information, see Add User List in Trend Insights.

    Variables

    Reserved variable 1

    Whatfix reserves two variables as placeholders for additional properties required when sending event data. Reserved Variables are those properties captured along with Guidance events and App events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, set up a ‘session count’ Reserved Variable that gets incremented every time the user logs in. For more information, contact support@whatfix.com. Data is filtered based on these additional properties.

    Reserved variable 2

    Whatfix reserves two variables as placeholders for additional properties required when sending event data. Reserved Variables are those properties captured along with Guidance events and App events. They are dependent on events and user interaction and capture data only when all necessary conditions are met. For example, set up a ‘session count’ Reserved Variable that gets incremented every time the user logs in. For more information, contact support@whatfix.com. Data is filtered based on these additional properties.

    Analytics Variable

    Filters data based on the captured Analytics Variables, such as Context Variables and User Attributes configured in Advanced Customisation. For more information, see Configure Analytics Variables.

    Uncategorized

    Extension version

    Filters data based on the Whatfix browser extension version in use.

    Extension name

    Filters data based on the different Whatfix browser extension names.

  6. To view the detailed playback of a specific user’s session, go to the required Session Replay and then click the Play icon.

    Info:

    The player displays the end user’s interactions on the application or their interactions with Whatfix content, User Actions, or Defined Autocaptured events, based on the selected filter.

  7. View the Session Replay, and then click the Close icon.

Note:

Whatfix automatically masks Persönlich identifizierbare Informationen (PII) such as passwords, email addresses, and phone numbers displayed on your application. To configure capture rules, privacy settings, and URL activation rules, see Configure Session Replay Settings.

Privacy Policy | Whatfix Glossary | Whatfix Platform Status
Copyright © 2024 WHATFIX TM. All rights reserved.