How can I see analytics of Survey using Trend Insights?

Updated On 10 Mar 2025
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Surveys help you gain information and insights about your product and users. Use this information to understand your users and improve the overall experience.

Use the following events to measure the engagement of Surveys in Trend Insights:

Survey Abandoned
Survey Closed
Survey Maximize
Survey Minimize
Survey Refresh
Survey Shown
Survey Submit

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These events appear in the dropdown only if users perform or engage with them. As a Whatfix content creator, push the Survey to Production. When end users interact with the Survey, view engagement data for the mentioned events.

Use Cases

Analyze the number of users who closed the survey from any region.
Event name: Survey Closed
Event filter: Segment name: Name of the Survey
User breakdown: Region
Analyze the number of users who submitted the Survey.
Event name: Survey Submit
Event filter: Segment Name - Name of the Survey

Use the following steps to view the analytics of Surveys using Trend Insights:

On the Whatfix Analytics dashboard, click Insights.

Click + Create insights.
Click Trend Insights.
To name your Insight, click the Edit icon.
Enter a Description that helps explain the Trend Insight.

Info

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

In the Data setup section, select the stage from which you want to get the data.

Note

For more information on getting 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 resets your insight, requiring a restart.

Under Events, click Add event.
Under Default events, select any of the Survey events.
Add the required Filter and Breakdown for the event.

Info

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

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

Info

To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
By default, 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?

In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
Scroll down to view the generated data chart.
Note
- Visualize the data using different metrics and chart types.
- Filter your data based on Daily, Weekly, and Monthly timeframes.
Click Save.