How can I filter unidentified users in Enterprise Insights?

User type filter

User Identification enables Whatfix to identify unique users interacting with Whatfix content. This helps you get user-level analytics data. User-level engagement data contains both users identified with a User ID and Anonymized Whatfix IDs.

Whatfix enables you to filter users based on the following filters:

• All users: Shows overall behavior and engagement for both identified and anonymous (unidentified) users.

• Identified users: Users that Whatfix can detect and identify using a unique User ID.

• Anonymous or unidentified users: Users that Whatfix cannot identify. These users are denoted by the Anonymized Whatfix IDs rather than an actual User ID.

  

Event identification rate

The Event identification rate denotes the percentage of events that Whatfix can tie back to uniquely identified users for the last 30 days.

The following are some sample use cases where unidentified users are filtered or removed from the analytics data:

• Analyze the number of identified users who viewed a specific article in Salesforce grouped by country using Trend Insights.
  User type filter: Identified users
  Event: Article viewed
  Applications: Salesforce
  Event Filter: Content Title = Name of the article
  User breakdown: Country
  

• Analyze the number of identified users who completed Flows across applications using Trend Insights.
  User type filter: Identified users
  Event: Flow completed
  Event Breakdown: Applications
  

The following data contains unidentified or anonymous users:

Use the following steps to filter unidentified or anonymous users in Enterprise Insights' Trend Insights data:

2. Click Create insights.
   

3. Click Trend Insights.
   

4. Click the Give your insight a name textbox to enter a name for your 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, select the Identified users option.
   

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 Total events or Unique users as required.
   

10. Click Add event and then add the required Guidance events, App events, or Event groups.
    

11. Click Applications and select the desired applications.
    

12. Add the desired Filter for the event.
    

13. Add the desired Breakdown for the event.
    

14. In the User filter section, click Add user filter, and then select the desired filter.
    

15. In the User breakdown section, click Add user breakdown, and then select the desired breakdown. In this example, we're using the User Id breakdown.
    

16. Scroll down to view the generated data chart.
    

17. Click Save.