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Create a User Action
  • 26 Feb 2024
  • 2 Minutes To Read
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Create a User Action

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Article Summary

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

Use the following steps to create User Actions:

  1. Go to the application where you want to create User Actions, and then launch Whatfix Studio.
    CLM_editor plug in2

  2. Scroll down to the bottom and click User Action.
    clm_studio_user action

  3. Click Create user action.
    user_action_new_create

  4. Select the desired UI element on the page that you want to track.

  5. Review or edit the name of the User Action.
    2024-02-16_14-13-40

    your title goes here

    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.

  6. Click Edit User Action Detail.
    user_action_edit_ua_details

  7. In Tags (optional), enter the name of the tag to select from the list.

    your title goes here

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


  1. Click CONFIGURATIONS, and then select the User Action completion rule using the dropdown.
    configurations

    your title goes here

    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?

  2. In the ADVANCED OPTIONS section, expand Display Rules, and then click + Add Rule.
    user_action_add_rule

  3. Set the desired conditions.
    user_action_display_rule

    For more information, see Visibility and Display Rule Conditions.

    your title goes here

    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 the particular page.

  4. Click Save Action.
    save action

    Info
    • Each User Action is added as an individual action and can be accessed on the Whatfix Analytics dashboard. For more information, see Edit a User Action.
    • On the User Actions page, click Filter to list User Actions based on the creator.
      user_actions_filter
    • User Actions do not have any visual characteristics and cannot be previewed using the Preview mode. But you can verify and validate if User Actions are created correctly using the User Action Verification experience.
    • User Action is available for JS embed, Extension, and Export model deployment customers.
    your title goes here

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