How to filter search terms in Self Help by country?
- 04 Mar 2024
- 2 Minutes To Read
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How to filter search terms in Self Help by country?
- Updated On 04 Mar 2024
- 2 Minutes To Read
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With Guidance analytics, you can find out the successful and unsuccessful search terms in Self Help and their frequency. However, it doesn't help you understand the user-level analytics data, such as, from which country or city users are searching for content, on which page users are searching for content, who the users are, and more. With Trend Insights in Product analytics, you can apply user-level filters and get drilled-down data.
Use the following steps to analyze successful/unsuccessful search terms in Self Help using Trend Insights:
- On the Whatfix Analytics dashboard, click Insights.
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Click + Create Insights.
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Click Trend Insights.
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To name your Insight, click the Edit icon.
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Enter a Description that helps explain what the Trend Insight is about.
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- The Description gives you context about the created Insight when added to a Dashboard.
- It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
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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.
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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.
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Under Events, click Add Event.
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Under Default events, select Self Help Search.
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Click Filter and then select Segment Name. You can select the name of the Self Help segment in which you want to analyze the successful/unsuccessful search terms.
Expand the accordions to understand the required filters to be added.
Analyze Successful search terms
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Click Filter and then select Search Results.
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Click flows.
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Click Breakdown and then select Search Terms. This shows all the successful search terms for the particular Self Help segment.
your title goes hereThe following image shows the Events setup:
Analyze Unsuccessful search terms
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Click Filter and then select Search Results.
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Click flows/noresults.
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Click Breakdown and then select Search Terms. This shows all the unsuccessful search terms for the particular Self Help segment.
your title goes hereThe following image shows the Events setup:
- In the User Filter section, click Add User Filter, and then select the filter that you want.
For example, filter all the users who had successful search terms from the country, India. For more information on different filters, see Filter Insights data using User Filters and User Breakdown.
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- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- By default, the Product analytics data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users in Product Analytics?
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In the User Breakdown section, click Add User Breakdown, and then select the breakdown that you want.
For example, analyze all the users who had successful search terms grouped by country. The breakdown shows a list of all successsful search terms from all countries.
your title goes here- You can visualize the data using different metrics and chart types. For more information, see Understand Trend Insights.
- You can filter your data based on Daily, Weekly, and Monthly timeframes.
- You can visualize the data using different metrics and chart types. For more information, see Understand Trend Insights.
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Scroll down to see the data chart that is generated.
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Click Save.
your title goes hereYou can create monthly Trend Insights reports as shown in the article and add it to a custom Dashboard for reporting.
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