Insights

No, you canno t change the date format that you see in the Trend Insights’ table view. The date format is set to DD-MM-YYYY.

There might be instances when Whatfix is unable to capture the city or country value and it appears as a blank (-) in the Insights data. Whatfix enables you to exclude such blank values from Event filters and User filters in Trend Insights, a...

There might be instances when Whatfix is unable to capture the city or country value and it appears as a blank (-) in the Insights data. Whatfix enables you to exclude such blank values from User filters while analyzing sessions . ...

Sometimes, you might want to eliminate specific filter values and visualize data with all other filter values. Excluding a filter helps you focus only on the data required for analysis. Use case Consider that you've rolled out a Pop-up for your ...

Sometimes, you might want to eliminate specific filter values and visualize data with all other filter values. Excluding a filter helps you focus only on the data required for analysis. Use case Consider that you want to track the average sessio...

Exclude test User IDs from Insights data to focus on real user interactions Removing test user interactions refines analytics data and improves decision-making. Use case Analyze the number of users who completed a Flow excluding test users. D...

Whatfix enables you to filter both identified and anonymous (unidentified) users in Product Analytics using the User type filter and determine the Event identification rate. Filtering based on user type (identified and anonymous users) enables...

Whatfix enables you to filter both identified and anonymous (unidentified) users in Product Analytics using the User type filter and determine the Event identification rate. Filtering based on user type (identified and anonymous users) enables...

In Insights ( Trends , Funnels , and User Journeys ), select the Monthly date filter, and then click 12M to view analytics data for a year. Note: Contact support@whatfix.com if you want data older than a year. ...

Whatfix enables you to get analytics data for deleted content, widgets, and custom events in your Product Analytics dashboard. You might need the analytics data for deleted content to check past engagement. Use the following steps to view analytic...

Whatfix enables you to add a link to an external source of content to be displayed in Self Help, Task List, and Launchers. The following events can be used to analyze links: Link opened Link opened in new format Info: ...

Pop-ups enable you to inform users about things that need their immediate attention. The following events can be used to measure the engagement of Pop-ups in Trend Insights: Pop-up skipped URL Triggered via Pop-up Pop-up closed by "X" icon...

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: Sur...

Text content, such as Articles, can be embedded within the Self Help and Task List widgets to help end users find content within the application. With Trend Insights, analyze the number of users who viewed or closed an article and filter the data ba...

Embed video content within Self Help, Task List, and more to provide guidance through multimedia. The following event can be used to analyze video content: Video link clicked Info: The event appears in the dropdown on...

Whatfix enables you to track user-level engagement data for your application or Whatfix content. User filters and User breakdowns enable you to filter or group engagement data based on user properties, such as User ID, city, country, and more. Fo...

Access a consolidated view of Flow failure information on the Whatfix Analytics dashboard. The default Trend Insight, Flow Failure Report, serves as a one-stop solution to track all Flow failures. The Insight gives the following information: ...

Event trigger page URL enables you to filter data based on where the event is launched. For example, analyze the number of users who closed a Survey on the Leads (https://salesforce.com/leads) page. The following conditions are supported fo...

Optional steps enable a Flow to continue smoothly even when certain pages or elements are unavailable. When an Optional step does not appear for a user, Whatfix skips it and proceeds with the next step, maintaining a seamless experience. Example ...

The average time in a Funnel (both Conversion or Productivity ) is calculated based on the time taken by users to complete a series of steps in a sequence. The calculation of average time in a Funnel follows a specific approach: At step level ...

Filter users based on the number of days, hours, or minutes taken to complete the Funnel. Whatfix tracks this data across multiple sessions as users complete the Funnel steps. Consider that you are filtering all the users who took less than an...

Consider that you've created a Flow and added it to an onboarding Pop-up to guide users through a new process. Based on your Trend Insight analysis, the number of users who start the Flow significantly exceeds the number of users who complete it. ...

With Product Analytics, analyze the number of users who are visiting your application pages and filter them based on city, country, browser, and more. This provides insight into the number of active users in the application, even if they do not inte...

Guidance Analytics enables you to find out the successful and unsuccessful search terms in Self Help and their frequency. However, it doesn't help you understand the user-level analytics data, such as from which country or city users are searching f...

What are deprecated events? An event may appear deprecate d in Product Analytics. It means that the event is no longer recommended for use. Which event is deprecated? Currently, Whatfix has deprecated the Pop-up shown event. How...

Event Trigger Location is an Event Filter that enables you to narrow your Trend Insights data by where an event was triggered from, a Launcher, a Beacon, Self Help, and so on. For example, for the Flow started event, refine the results to show da...

Trend Insights and Funnel Insights represent two distinct methods for analyzing user behavior. Trend Insights examine how user behavior changes over time, while Funnel Insights illustrate how end users navigate through a specific sequence of ste...

Funnels and User Journey serve distinct purposes in analyzing user behavior and engagement. Funnels focus on specific sequences of predefined steps that users take to achieve a specific goal or conversion. Funnels provide the following ins...

Introduction Cause Conclusion Introduction When you apply the Unique users metric to visualize your chart in Trend Insights, you might notice that the Total unique user count is not equal to the sum of the unique user count for ea...