Create Trend Insights

Trend Insights are built using three main modules:

1. Events
   1. Filter
   2. Breakdown
2. User Filter
3. User Breakdown

Events

Events are the core components of any Trend Chart. Events are triggered when your end users perform any action on the Whatfix content or Widgets in the application.
There are two types of Events:

• Default Events
• Custom Events

Default Events: Includes all the events that are triggered when end users perform any action on the Whatfix content or Widgets in the application.

To understand the list of all available Whatfix related events, see List of Whatfix-related Events.

Custom Events: Includes all the events that are created by you, like User Actions, and other events captured using Whatfix API.

Events, both Default and Custom contain Filters so that they can be drilled down based on different criteria. You can also modify the Events according to various properties using the Breakdown option. Event Filters and Breakdowns ensure that you are limiting the scope of the Event as required to get granular Insights. For example, Track the number of users who completed a particular Flow triggered from any source.

User Filter

Using the User Filter module, you can limit the scope of the events based on different criteria. For example, for the Flow start event, you can refine the results to show data only for those who fired it from the Chrome browser or from a specific location.

For more information on User Filters, see User Filters and User Breakdown in Insights.

User Breakdown

Using the User Breakdown module, you can manipulate the chart to display data based on the various properties. For example, for Flow completed event with User filter set as Chrome browser, configuring the Breakdown as City, displays the chart based on the location from where the Flow was completed by users using Chrome browser.

For more information on User Breakdown, see User Filters and User Breakdown in Insights.

Steps to create a Trend Insight

Use the following steps to create a Trend Insight:

2. Click + Create Insights.
   

3. Click Trend Insights.
   

4. To name your Insight, click the Edit icon.
   

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

6. 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.

7. In the Events Setup section, under Events, click Add Event.
   

   your title goes here

   • The following image shows an event added:
     

   • You can add up to 10 events in an insight.

8. Add the required Event Filter and Event Breakdown. For example, you can visualize the number of users who started a particular Flow.
   

   your title goes here

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

9. In the User Filter section, click Add User Filter, and then select the filter that you want.
   

10. In the User Breakdown section, click Add User Breakdown, and then select the breakdown that you want.
    

11. Once the setup is complete, scroll down to see the data chart that is generated.
    

    your title goes here

    Here's a sample Trend Insight that you can create.

    Visualize the number of users who started a Flow called Create a Self Help Segment from any location using the Chrome browser from any country.

    Event name: Flow started
    Event Filter: Content Title: Create a Self Help Segment
    Event Breakdown: Event Trigger Location
    User Filter: Browser: Chrome
    User Breakdown: Country

    Data setup:

    

    Data visualized:
    

    your title goes here

    • You can visualize the data using different metrics and chart types.
      

    • You can filter your data based on Daily, Weekly, and Monthly timeframes.

      

12. Click Save.