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Group Default and Custom events
  • 08 Aug 2025
  • 2 Minutes To Read
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Group Default and Custom events

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Article summary

Event grouping enables you to group two or more events together into a single grouped event. An analysis of a combination of events helps you understand end-user behavior on the application.

Group both Default Events (Whatfix-related events) and Custom Events (User Actions and events captured using API) to analyze certain metrics that require data of users interacting with any of the event types without any chart visualization.

The events are grouped together with an OR condition, which means that it shows the total number of users who performed any of the events added as part of a group in the last 30 days.

Use Cases

  • Consider that you want to understand the engagement across different features in the application. End users can take multiple entry points to use a particular feature and you want to understand the engagement for each feature. Track each feature using User Actions. In Trend Insights, each feature is tracked separately, but you might want to analyze a group of features (User Actions) together. Use Event groups to achieve this.

  • Consider that you want to measure the effectiveness of Self Help and filter it by country. Create an Event group with the following events: Flow started, Article viewed, and Video link started from Self Help, and filter them by country. Add this to Trend Insights to visualize using charts and add the Insights to Dashboards for reporting.

Info:

For more information on Default and Custom Events, see List of Whatfix-related events.

Note:

Currently, Whatfix enables you to create only 20 Event groups.

Use the following steps to create an Event group:

  1. On the Whatfix Analytics dashboard, click Tracking.
    ia_left%20nav_tracking

  2. Click Events.
    ia_pa_tracking_events

  1. Click Event groups.
    pa_grouped_events

  2. Click Create event group.
    pa_create_event_group

  3. Enter a name for the event group.
    add_name_for_event_group

Info:

Add a description to help stakeholders understand what data the created event group represents.
add_description_in_event_group

  1. Click Add event.
    add_event_in_event_group

  2. Add the desired Default or Custom event.
    add_default_or_custom_event_in_event_group

  3. Click Filter to filter the event based on Event filters or User filters.
    click_filter_in_event_event_group

Info:
  • To filter events based on a specific Event filter, click Event filter, and then add the relevant filter.

  • To filter events based on a specific User filter, click User filter, and then add the relevant filter.
    add_filter_in_event_group

  1. Click Add event, and then repeat Steps 7 and 8 to add another Default or Custom event to the group along with their filters.
    add_second_event_in_event_group
Note:
  • Add a minimum of two events to save the Event group.
  • Click Add event to add more events to the group.
  1. Click Refresh to view the total number of users who performed any of the events added to the group.
    pa_event_group_refresh

  2. Click Save event group.
    pa_event_group_save_event_group

Note:
  • The created Event group appears in the Event groups section.
    event_group_listing

  • Click Search to find the Event group by its name.
    pa_event_group_search

  • Click Filter to filter the Event groups by the creator's name.
    pa_event_group_filter_creator

Info:

Add the created Event group to Trend Insights for visualization with charts and subsequently add the Trend Insight to Dashboards for reporting.


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