How can I see analytics of link content using Trend Insights?

Updated On 30 Aug 2024
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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

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These events appear in the dropdown only if they've been performed or engaged with. As a Whatfix content creator, you have to add the link to the Whatfix Guidance dashboard, and then add it to the widget. Once this is published and end users start interacting with the link, view the engagement data with the mentioned events.

Use Cases

Analyze the number of users who clicked a particular link added to multiple widgets.
Event name: Link opened
Event filter: Content Title - Name of the link
Event breakdown: Event Trigger Location
Analyze the number of users who opened any link from a particular Self Help and group by country.
Event name: Link opened
Event filter: Segment Name - Name of the Self Help segment
User breakdown: Country

Use the following steps to view the analytics of text content 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 what the Trend Insight 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.

In the Data setup section, select the stage you want to get the data from.
Tip
- For more information on how to get 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 will reset your insight, causing you to start over.
Under Events, click Add event.
Under Default events, select Link opened or Link opened in new format.
Add the required Event Filter and Event Breakdown.

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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 filter that you want.

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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?

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