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How can I see analytics of Pop-ups using Trend Insights?
  • 27 Aug 2024
  • 2 Minutes To Read
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How can I see analytics of Pop-ups using Trend Insights?

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Article summary

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 shown
  • Pop-up skipped
  • URL Triggered via Pop-up
  • Pop-up closed by "X" icon
  • "Do not show me again" selected
your title goes here

These events appear in the dropdown only if they've been performed or engaged with. As a Whatfix content creator, you have to push the Pop-up to Production. When end users start interacting with the Pop-up, view the engagement data with the mentioned events.

Use Cases

  • Analyze the number of users who skipped a Pop-up from a particular region.
    Event name: Pop-up skipped
    Event filter: Segment name: Name of the Pop-up
    User breakdown: Region
    popup_use_case_two

  • Analyze the number of users who clicked the button in a Pop-up filtered by User ID. The Pop-up button contains a link that redirects users to a different page.
    Event name: URL Triggered via Pop-up
    Event filter: Segment Name - Name of the Pop-up
    User breakdown: User Id
    popup_use_case_one

  • Analyze the number of users who launched a Flow from a Pop-up versus the number of users who completed the same Flow.

    Users who launched a Flow from a Pop-up
    Event name: Flow launched from a Pop-up
    Event filter: Segment Name - Name of the Pop-up

    Users who completed the same Flow
    Event name: Flow completed
    Event filter: Segment Name - Name of the Pop-up
    popup_use_case_three

Use the following steps to view the analytics of Pop-ups using Trend Insights:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Click + Create Insights.
    create_insights

  2. Click Trend Insights.
    trend_insights

  3. To name your Insight, click the Edit icon.
    popup_analytics_name_insight

  4. Enter a Description that helps explain what the Trend Insight is about.
    popup_analytics_

your title goes here
  • 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.

  1. In the Data setup section, select the stage you want to get the data from.
    Insights_data_setup.png

    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.

  2. Under Events, click Add event.
    add_event

  3. Under Default events, select any of the Pop-up events.
    popup_events

  4. Add the required Event Filter and Event Breakdown.
    trend_insight_text_content_filter_breakdown_event

    your title goes here

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

  5. In the User filter section, click Add user filter, and then select the filter that you want.
    trend_insight_text_content_user_filter

your title goes here

  1. In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
    trend_insight_text_content_user_breakdown1

  2. Scroll down to see the data chart that is generated.
    popup_trend_insight_graph

    your title goes here
    • Visualize the data using different metrics and chart types.
      ecc_metric_chart_type

    • Filter your data based on Daily, Weekly, and Monthly timeframes.

      image.png

  3. Click Save.
    ti_save_filter


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