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

Updated On 30 Aug 2024
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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 based on city, country, browser, and more.

The following events can be used to analyze text content:

Article viewed
Article closed

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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 create the Article, add it to Self Help or Task List, and then publish it to your end users. Once end users start interacting with the Article, view the engagement data with the mentioned events.

Use Cases

Analyze the number of unique users who viewed the article, Lead Management Overview, from Self Help based on country.
Event name: Article viewed
Event filter: Content Title - Lead Management Overview
Event filter: Event Trigger Location - widget
User breakdown: Country
Metric: Unique users
Analyze the number of new users who closed the Salesforce Service Cloud Overview article in the Onboarding Task List
Event name: Article closed
Event filter: Content Title - Salesforce Service Cloud Overview
Event filter: Segment Name - Onboarding
User filter: Cohort - New users

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 Article viewed or Article closed.
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.