Create an Event

Whatfix enables you to track events on elements in your application to see how end users engage with a feature. For example, track how many end users click the Reports tab in your application.

Expand the following accordions for more details:

Track an Untracked event

Untracked events are elements that end users click in your application. Whatfix captures these clicks with Default tracking and lists the most-clicked elements under Suggested events to track.

Use the following steps to track an Untracked event:

In the Events section, click Track event.
Info:
Click Refresh page to ensure Preview Mode is enabled.
The Tracking events panel opens. On the Untracked events tab, Whatfix lists Suggested events to track, sorted by highest clicks.
To track a suggested event, click the Plus icon next to it.
Review the event name, and then edit it if required.
Info:
Whatfix names the event based on the element, for example, Click ‘Opportunities’. Choose a name that makes the event easy to find on the Whatfix Analytics dashboard.
From the Trigger dropdown, select the action that end users perform on the element. For more information, see What are User Action Completion Rules?
To add a tag, click Add tag. This step is optional.
Info:
- Select the tag from the dropdown and then click Done.
- If the tag does not exist, type in the name of the tag and hit the Enter key to create a new tag.
In Review selected element section, click Preview icon to verify the element.
Info:
Select the Hide Preview icon to stop highlighting the selected element on the application.
To select a different element, click Reselect element.
In Choose tracking mode, select one of the following options:
1. Default tracking: Whatfix decides how to track the element. Default tracking includes past click data for the element, so you can analyze clicks that happened before you saved the event.
  Info:
  - Click View element selectors to view the selector Whatfix uses for Default tracking.
  - If Whatfix cannot identify the element clearly, Whatfix displays a message. In that case, select Advanced tracking.
2. Advanced tracking: You define where and how to track the element. Advanced tracking doesn’t include historical data.
Select Advanced tracking and click Confirm in the Switch to advanced tracking? dialog box.
Info:
Tracking for the event starts on the day you save and publish the event.
Under Advanced tracking, click Element precision.
From the How would you like to identify the element? dropdown, select Using CSS selector, Using jQuery selector, or Using element text. For more information, see Identify an element's CSS selector.
Info:
Whatfix adds the Default tracking selector as the first element precision rule.
Enter the Value.
Info:
To add more conditions, click Add condition.
Click Save rule.
Under Advanced tracking, click Visibility rules.
From the Show on dropdown, click Open Menu icon.
Set the required condition. For more information, see Understand New Visibility Rules for Content.
Select the operator from the dropdown.
Enter the required Domain name. For example, Whatfix.
Info:
To add more conditions, click Add condition.
Click Save rule.
Click Save.

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

Track a new event

Use the following steps to track a new event:

In the Events section, click Track event.
Info:
Click Refresh page to ensure Preview Mode is enabled.
Click Track new event.
On your application, select the element you want to track.
Review the event name, and then edit it if required.
Info:
Whatfix names the event based on the element, for example, Click ‘Opportunities’. Choose a name that makes the event easy to find on the Whatfix Analytics dashboard.
From the Trigger dropdown, select the action that end users perform on the element. For more information, see What are User Action Completion Rules?
To add a tag, click Add tag. This step is optional.
Info:
- Select the tag from the dropdown and then click Done.
- If the tag does not exist, type in the name of the tag and hit the Enter key to create a new tag.
In Review selected element, click Preview icon to verify the element.
Info:
Select the Hide Preview icon to stop highlighting the selected element on the application.
To select a different element, click Reselect element.
In Choose tracking mode, select one of the following options:
1. Default tracking: Whatfix decides how to track the element. Default tracking includes past click data for the element, so you can analyze clicks that happened before you saved the event.
  Info:
  - Click View element selectors to view the selector Whatfix uses for Default tracking.
  - If Whatfix cannot identify the element clearly, Whatfix displays a message. In that case, select Advanced tracking.
2. Advanced tracking: You define where and how to track the element. It does not includes historical data.
Select Advanced tracking and click Confirm in the Switch to advanced tracking? dialog box.
Info:
Tracking for the event starts on the day you save and publish the event.
Under Advanced tracking, click Element precision.
From the How would you like to identify the element? dropdown, select Using CSS selector, Using jQuery selector, or Using element text. For more information, see Identify an element's CSS selector.
Info:
Whatfix adds the Default tracking selector as the first element precision rule.
Enter the Value.
Info:
To add more conditions, click Add condition.
Click Save rule.
Under Advanced tracking, click Visibility rules.
From the Show on dropdown, click Open Menu icon.
Set the required condition. For more information, see Understand New Visibility Rules for Content.
Select the operator from the dropdown.
Enter the required Domain name. For example, Whatfix.
Info:
To add more conditions, click Add condition.
Click Save rule.
Click Save.

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

Info:
Under the Tracking events panel, on the Tracked events tab, Whatfix lists:
Visible events: Events linked to elements that you can see on the current page.
Events not visible: Events linked to elements that you can’t see on the current page.
Click any event to Edit Event. For more information see, Edit an Event.

Note:
Use Collect more information to capture values from elements on the page when the event triggers. For more information, see Capture Event Attributes.
Tracked events do not have any visual characteristics and cannot be previewed using the Preview Mode. However, Whatfix enables you to verify and validate if the events are created and saved correctly. For more information, see Verify Track Events experience.
After creating and verifying the event, you have to Publish the event so it starts capturing data. For more information, see Publish the event.
Once the events are live, monitor usage and engagement of the events. For more information, see Get Event Analytics.