Create a User Action

Use User Actions to track how effectively your end users are using an application feature.

Use the following steps to create User Actions:

Go to the application where you want to create User Actions, and then launch Whatfix Studio.
Scroll down to the bottom, and then click User Action.
Click + Create user action.
Select the desired UI element on the page that you want to track.
Review or edit the name of the User Action.

Info:

Use a name that enables you to identify the element you are working with, on the Whatfix dashboard. This will help when looking up the usage later.

Click Edit User Action Detail.
In Tags (optional), enter the name of the tag to select from the list.

Info:

If the tag does not exist, type in the name of the tag and hit the Enter key to create a new tag.

Note:

Click the Back icon to go back to the User Action main page.
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Click CONFIGURATIONS, and then select the User Action completion rule using the dropdown.

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Select the option that you want your users to perform on the element. The User Action is marked as complete only when the selected rule is performed. For more information, see What are User Action Completion Rules?

In the ADVANCED OPTIONS section, expand Display Rules, and then click + Add Rule.
Set the desired conditions.

For more information, see Visibility and Display Rule Conditions.

Info:

For accounts that do not have Smart Context enabled, applying the Display Rule is mandatory.

The rule applied must be URL based (such as hostname, path, parameter, or hash) to ensure User Actions that load on the application are specific to that particular page.

Click Save Action.

Note:

To create a new User Action on the same page or a different page, launch Whatfix Studio again and follow the same process.

Manage User Actions

Each User Action is added as an individual action and can be accessed on the Whatfix Analytics dashboard.

Use the following steps to access User Actions:

On the Whatfix Analytics dashboard, click Tracking.
Click Events.

In the User Actions section, go to the User Action you want to access.

Info:

The User Actions listing page contains the name of the User Action, the type of User Action, the tags associated with the User Action, the creator of the User Action, the date on which the User Action is created, the date on which the User Action is last updated, and the name of the content creator who last updated the User Action.
Click Filter to filter User Actions based on the Trigger type, Created by, and Tags.
Click the Table Settings icon, and then click Columns on page. Select or clear the columns to show or hide specific columns on the listing page.
Drag and drop the column you want to pin.
Drag and drop a column to rearrange it according to your preference. Whatfix retains the column order preference for your profile when you access the page next time.
To add or remove tags in a User Action, select the required User Action, and then click Tags. Search for the required tag, and then click the tag to add it to the User Action. Perform a push to Production to update the changes.

Note:

User Actions do not have any visual characteristics and cannot be previewed using the Preview mode. But Whatfix enables you to verify and validate if User Actions are created correctly using the User Action Verification experience.
User Action is available for JS embed, and Extension modes of deployment.
After creating and verifying User Actions, you have to publish the User Actions to make them live on the application.
If you're using the new publishing experience, click Publish all to push User Actions to Production. For more information, see Push Whatfix content and widgets to Production (new experience).
Once the User Actions are live, track the usage and engagement of the events you have created using Get User Action Analytics.

Create a User Action

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