Whatfix enables you to create and track Analytics Variables to capture contextual data points from your end user's application environment. After configuring Analytics Variables, Whatfix enables you to visualize how these variables correlate with end-user behavior using Trend Insights. The process is similar to visualizing Guidance events and App events using Trend Insights.
For example, you can use Trend Insights to analyze how users with a Manager role engage with a specific feature, or track how many times an action occurs while a particular Invoice ID is active.
Trend Insights enable you to do the following:
Visualize Analytics Variable data using different chart types.
Apply User filters and breakdowns.
Export and schedule the engagement data.
Use cases:
Track how many times the Submit Invoice button was clicked while a specific Invoice ID was active.
Determine the number of unique users with the Admin role who engaged with a specific workflow during the past month.
Compare how many times the Approve Leave button was clicked by users grouped under different department attributes.
Note:
Before you can visualize engagement data for an Analytics Variable, you must create and publish the Analytics Variable. For more information, see Create an Analytics Variable.
Use the following steps to visualize an Analytics Variable in Trend Insights:
-
On the Whatfix Analytics dashboard, click Insights.
-
Click Create Insight.
-
Click Trend Insights.
Click the Give your insight a name text box and enter a name for your Insight.
Info:
Add a description that explains the purpose of the Insight.
From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
Note:- By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
- The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
- For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?
Click Choose metric.
Under Event metrics, select Total events or Unique users as required.
Click Add event.
Click App events.
Select the required App event, and then click Apply.
Info:
You can apply filters and breakdowns for the App event as required. For more information, see Filter events using Event Filters and Breakdown in Trend Insights.
Click Add user filter, and then select the desired filter. For more information, see Filter Insights data using User Filters and User Breakdown.
Info:- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
Click Add user breakdown, and then select the desired breakdown. For more information, see Filter Insights data using User Filters and User Breakdown.
Scroll down to view the generated data chart.
Note:
Change the Chart type as required. For more information, see Understand the chart types in Trend Insights.
Change the timeframe as required.
Click Summarize to generate an AI summary of the Trend Insight. This helps you interpret the data more easily and understand key patterns. You need to enable Ask Whatfix AI to get the AI summary.
Click Save.
Info:
You can download or schedule the Trend Insight as required. For more information, see Download Trend Insights and Schedule a Trend Insight.