Group Default and Custom events
- 21 Jan 2025
- 2 Minutes To Read
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Group Default and Custom events
- Updated On 21 Jan 2025
- 2 Minutes To Read
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Event grouping enables you to group two or more events together into a single grouped-event. An analysis on a combination of events helps you understand end-user behavior on the application. Group both Default Events (Whatfix-related events) and Custom Events (User Actions and events captured using API) to analyze certain metrics that require data of users interacting with any of the event types without any chart visualization.
The events are grouped together with an OR condition, which means that it shows the total number of users who performed any of the events added as part of a group in the last 30 days.
Use Cases
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Consider that you want to understand the engagement across different features in the application. End users can take multiple entry points to use a particular feature and you want to understand the engagement for each feature. You can track each feature using User Actions. In Trend Insights, each feature is separately tracked, but you would like to analyze the group of features (User Actions) together. You can use Event groups to achieve this.
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Consider that you want to measure the effectiveness of Self Help and filter it by country. Create an Event group with the following events: Flow started, Article viewed, and Video link started from Self Help, and filter them by country. Add this to Trend Insights to visualize using charts and add the Insights to Dashboards for reporting.
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For more information on Default and Custom Events, see List of Whatfix-related events.
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Currently, Whatfix enables you to create only 20 Event groups.
Use the following steps to create an Event group:
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On the Whatfix Analytics dashboard, click Tracking.
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Click Events.
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Click Event groups.
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Click Create event group.
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Enter a name for the event group.
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Add a description to help stakeholders understand what data the created event group represents.
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Click Add event.
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Add the required Default or Custom event.
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Click Filter to filter the event based on Event Filters or User Filters.
ExamplesAnalyze the number of users who opened the Onboarding Self Help using the Chrome browser.
Event name: Self Help opened
Event Filter: Segment name - Onboarding
User Filter: Browser - ChromeAnalyze the number of users who clicked the Save User Action with the role Account Manager.
Event name: Save (Custom event)
User Filter: Role - Account Manager
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To filter the event based on a specific Event Filter, click Event Filter and then add the relevant filter.
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To filter the event based on a specific User Filter, click User Filter and then add the relevant filter.
- Click Add event, and then repeat Steps 7 and 8 to add another Default or Custom event to the group along with their filters.
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- Add a minimum of two events to save the Event group.
- Click Add event to add more events to the group.
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Click Refresh to view the total number of users who performed any of the events added to the group.
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Click Save event group.
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The created Event group appears in the Event groups section.
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Click Search to find the Event group by its name.
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Click Filter to filter the Event groups by the creator's name.
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The created Event group can be added to Trend Insights for visualization with charts and subsequently added to Dashboards for reporting.
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