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How to filter search terms in Self Help by country?
  • 30 Aug 2024
  • 2 Minutes To Read
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How to filter search terms in Self Help by country?

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Article summary

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 for content, on which page users are searching for content, who the users are, and more. With Trend Insights in Product analytics, apply user-level filters and get drilled-down data.

Use the following steps to analyze successful or unsuccessful search terms in Self Help 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.
    trend_insights_search_terms_edit_name1

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

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 Self Help Search.
    trend_insights_self_help_search

  4. Click Filter and then select Segment Name. Select the name of the Self Help segment in which you want to analyze the successful or unsuccessful search terms.
    event_filter_segment_name

Expand the accordions to understand the required filters to be added.

Analyze Successful search terms

  1. Click Filter, and then select Search Results.
    event_filter_search_results

  2. Click flows.
    event_filter_search_results_flows

  3. Click Breakdown, and then select Search Term. This shows all the successful search terms for the particular Self Help segment.
    event_breakdown_search_term

    your title goes here

    The following image shows the Events setup:
    trend_insight_filter_setup_succesful_search_term

Analyze Unsuccessful search terms

  1. Click Filter, and then select Search Results.

    event_filter_search_results

  2. Click flows/noresults.
    event_filter_unsuccessful_search_term

  3. Click Breakdown, and then select Search Term. This shows all the unsuccessful search terms for the particular Self Help segment.
    event_breakdown_search_term

    your title goes here

    The following image shows the Events setup:
    trend_insight_filter_setup_unsuccessful_search_terms

  1. In the User filter section, click Add user filter, and then select the filter that you want.
    For example, filter all the users who had successful search terms from the country, India. For more information on different filters, see Filter Insights data using User Filters and User Breakdown.
    trend_insight_self_help_user_filter

your title goes here

  1. In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
    For example, analyze all the users who had successful search terms grouped by country. The breakdown shows a list of all successsful search terms from all countries.
    trend_insight_user_breakdown_country_self_help

    your title goes here
    • Visualize the data using different metrics and chart types. For more information, see Understand Trend Insights.
      ecc_metric_chart_type
    • Filter your data based on Daily, Weekly, and Monthly timeframes.
      image.png
  2. Scroll down to see the data chart that is generated.
    trend_insight_self_help_chart

  3. Click Save.
    ti_save_filter

your title goes here

Create monthly Trend Insights reports as shown in the article and add it to a custom Dashboard for reporting.


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