Create User Journey

Whatfix enables you to create User Journeys to visualize the different paths your end user takes in your application to complete a task. Analyze this data to find out if their journey is along an optimal path and filter the users based on their country, city, browser, and more.

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Ensure that you create User Actions before using them to visualize the User Journey.

Use the following steps to create a User Journey:

On the Whatfix Analytics dashboard, click Insights.

On the top right, click Create insights.
Select User Journey using the dropdown.
Click the Edit icon to name your User Journey.
Enter a Description that helps explain what the User Journey is about.

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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.

To choose a starting point from where you want to visualize the path your end users take, choose the Start option.
To add the User Action from where you want to visualize the User Journey, click Select Start point, and then click Custom events.
Select the User Action using the dropdown.

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The User Actions appear in the dropdown only if your end users have performed the action at least once.
If you want to add a different Start point, click Change Start point.

To track the path your end users have taken to reach a specific end point, choose the End option.
To add the User Action, click Select End point, and then click Custom events.
Select the User Action using the dropdown.

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If you want to add a different End point, click Change End point.
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To filter the User Journey based on certain criteria, such as browser, or country, click Add user filter and then select the criteria as required. For example, analyze the User Journey of an end user who starts from the Log a Call page from USA.

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To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
By default, the Product analytics data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users in Product Analytics?

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Filter the User Journey based on Cohorts, that is, a group of users with any common behavior, such as dropping off in a process. User Journey enables you to understand where the friction is. For information, see Create Cohorts from Funnel Insights.
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Visualize the User Journey in the form of a Sankey chart, as shown in the following image.
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The chart shows the journey of users who reached the Log a Call - Tab page.

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Choose to visualize a specific number of levels or actions your end users have progressed through in the application from the starting User Action or the number of levels or actions your end users have progressed through to reach the end User Action.

By default, the number of levels you can track is set to 4. You can track up to 10 levels.
The levels of interaction include the start page.

Click Save.

Create User Journey

What's Next