How can I find out the utilization of Whatfix on all my applications?

Each organization may have Whatfix enabled on multiple applications. With Enterprise Insights, you can understand the total number of users using Whatfix across all applications. Trend Insights enables you to drill down on the number of unique users using Whatfix across applications.

Prerequisites

The following are the prerequisites to find the number of unique users on all applications using Enterprise Insights:

• Enable User Identification on all applications.

• Ensure that the User ID is the same across all applications.

Steps to measure utilization

Use the following steps to find the utilization of Whatfix across applications:

The following example shows unique end-user engagement with any Whatfix content across all applications:

2. Click Create insights.

   

3. Click Trend Insights.

   

4. Click the Give your insight a name text box, and enter a name for the Insight.

   

5. Click the Description text box, and enter a description that explains what the Trend Insight is about.

   

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

   

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

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

   

8. Click Choose metric.

   

9. Under Event metrics, select Unique users.

   

10. Click Add event.

    

11. Click Guidance events, and then select Any Whatfix Events.

    

Info:

• Any Whatfix Events show end-user engagement with any Whatfix content such as Beacons, Flows, and more.

• To measure the engagement of specific Whatfix content such as Pop-ups, Beacons, and more, across applications, add the respective events. For more information, see List of Whatfix-related events.

12. Click Breakdown, select Event Type and Applications, and then click Apply.

    

Note:

These breakdowns help drill down users by the type of Whatfix content they engaged with and the applications on which they engaged with the content.

13. Select any User filter or User breakdown as required. For more information on User Filters and Breakdown, see Filter Insights data using User Filters and User Breakdown.

    

14. Select a timeframe.

    

15. Change the Chart type as required.

    

16. Scroll down to view the generated data chart.

    

Info:

Add User Id as the User breakdown to determine which users engage with Whatfix content across applications.