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Group Default events in EI

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Event grouping enables you to group two or more events together into a single grouped event. Analyzing this combination reveals end-user behavior across applications. Group Default events (Whatfix-related events) to analyze specific events without chart visualization.

Whatfix groups events using an OR condition, indicating the total number of users who performed any events included in the group over the last 30 days.

Use Case

To measure the effectiveness of Self Help across applications, create an Event group with the following events: Flow started, Article viewed, and Video link started from Self Help. Filter these events by applications. Add this group to Trend Insights for visualization using charts, and include the insights in Dashboards for reporting.

Info:

For more information on Default events, see List of Whatfix-related events.

Note:

Currently, Whatfix enables you to create only 20 Event groups on the Enterprise Insights dashboard.

Use the following steps to create an Event group:

  1. On the Enterprise Insights dashboard, click Tracking.
    ei_tracking
  1. Click Event groups.
    ei_event_groups

  2. Click Create event group.
    pa_create_event_group

  3. Enter a name for the event group.
    ei_event_group_name

Note:

Add a description to help stakeholders understand what data the created event group represents.
ei_event_groups_description

  1. Click Add event.
    ei_event_group_add_event

  2. Add the required Default event.

  3. Click Filter to filter the event based on Event Filters or User Filters.
    ei_event_group_filter

Analyze the number of users who engaged with the Onboarding Self Help from the Chrome browser across all applications.
Event names: Article viewed, Video link clicked, Flow started
Event Filter: Segment name - Onboarding
User Filter: Browser - Chrome
Applications: SAP Ariba, Workday
ei_event_group_example

Info:

  • To filter the event based on a specific Event Filter, click Event Filter and then add the relevant filter.

  • To filter the event based on a specific User Filter, click User Filter and then add the relevant filter.

  1. Click Applications and select the application for which data is required.
    ei_event_group_application

  2. Repeat Steps 5 to 8 to add another Default event to the group along with its filters.
    ei_add_event_more

Note:

  • Add a minimum of two events to save the event group.

  • Click Add event to add more events to the group.

  1. Click Refresh to view the total number of users who performed any of the events added to the group.
    pa_event_group_refresh

  2. Click Save event group.
    pa_event_group_save_event_group

Note:

  • The created Event group is listed in the Event groups section.
    ei_event_group_listing

  • Click Search to find the Event group by its name.
    pa_event_group_search

  • Click Filter to filter the Event groups by the creator's name.
    pa_event_group_filter_creator

Info:

Add the created Event group to Trend Insights for visualization with charts and add it to Dashboards for reporting.

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