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Create Trend Insights
  • 16 Jul 2024
  • 3 Minutes To Read
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Contents

Create Trend Insights

  • Updated On 16 Jul 2024
  • 3 Minutes To Read
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Article summary

Trend Insights are built using three main modules:

  1. Events
    a. Filter
    b. Breakdown
  2. User filter
  3. User breakdown

trend_insights_components

Events

Events are the core components of any Trend Chart. Events are triggered when your end users perform any action on the Whatfix content, widgets, or the application.

There are two types of Events:

  • Default events
  • Custom events

Default events: This includes all the events that are triggered when end users perform any action on the Whatfix content or widgets in the application. To understand the list of all available Whatfix related events, see List of Whatfix-related Events.

trend insight default events with clm stages.png

Custom events: This includes User Actions, other events captured using Whatfix API, and more.

custom_events.png

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Whatfix enables you to group Default and Custom events to form an Event group. These Event groups can also be visualized using Trend Insights.
event_group_in_trend_insight

Event Filters and Breakdowns

Events, both Default and Custom, contain Filters so that they can be drilled down based on different criteria. Whatfix enables you to group the events according to various properties using the Breakdown option. Event Filters and Breakdowns ensure that you are limiting the scope of the Event as required to get granular Insights. For example, track the number of users who completed a Flow called Onboarding triggered from any source.

event_filter_breakdown_example

your title goes here

For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

User filter

User filters enable you to limit the scope of the events based on different criteria. For example, for the Flow start event, refine the results to show data only for those who fired it from the Chrome browser or from a specific location.

For more information on User filters, see User filters and User breakdown in Insights.

User breakdown

User breakdowns enable you to group users to display data based on various properties. For example, consider the Flow completed event with User filter set as Chrome browser. Configuring the User breakdown as City, displays the chart based on the location from where the Flow was completed by users using Chrome browser.

For more information on User Breakdown, see User Filters and User Breakdown in Insights.

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Here's a sample Trend Insight.

Visualize the number of users who started a Flow called Create a Self Help Segment from any location using the Chrome browser from any country.

Event name: Flow started
Event Filter: Content Title = Create a Self Help Segment
Event Breakdown: Event Trigger Location
User filter: Browser = Chrome
User breakdown: Country

Data setup:

trend_insight_query

Data visualized:
ti_new_example

Steps to create a Trend Insight

Use the following steps to create a Trend Insight:

  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.
    name_insight

  4. Enter a Description that helps explain what the Trend Insight is about.


your title goes here
  • The Description gives you context about the created Insight when added to a Dashboard.
  • It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.

  1. In the Data setup section, select the stage you want to get the data from.
    Insights_data_setup.png

    Tip

    • For more information on how to get analytics data from different stages, see Get Analytics Data across CLM Stages.

    • You cannot change the stage after you've created the insight. Switching to a different stage will reset your insight, causing you to start over.

  2. Click Add event.
    add_event

    your title goes here
    • The following image shows an event added:
      event_added_ti
    • Add up to 10 events in an insight.

  3. Add the required Filter and Breakdown for the event. For example, visualize the number of users who started a particular Flow.
    event_filter_breakdown_ti

    your title goes here

    For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

  4. In the User filter section, click Add user filter, and then select the filter that you want.
    add_user_filter

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  1. In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
    add_user_breakdown

  2. Once the setup is complete, scroll down to see the data chart that is generated.
    trend_insight_chart_example

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  • Visualize the data using different metrics and chart types.
    ecc_metric_chart_type
  • Filter your data based on Daily, Weekly, and Monthly timeframes.
    image.png
  1. Click Save.
    save_trend_insight
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