How can I see analytics of Pop-ups using Trend Insights?

Updated On 14 Mar 2024
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Pop-ups enable you to inform users about things that need their immediate attention.

The following events can be used to measure the engagement of Pop-ups in Trend Insights:

Pop-up shown
Pop-up skipped
URL Triggered via Pop-up
Pop-up closed by "X" icon
"Do not show me again" selected

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These events appear in the dropdown only if they've been performed or engaged with. As a Whatfix content creator, you have to push the Pop-up to Production. When end users start interacting with the Pop-up, you can view the engagement data with the mentioned events.

Use Cases

Analyze the number of users who skipped a Pop-up from a particular region.
Event name: Pop-up skipped
Event filter: Segment name: Name of the Pop-up
User breakdown: Region
Analyze the number of users who clicked the button in a Pop-up filtered by User ID. The Pop-up button contains a link that redirects users to a different page.
Event name: URL Triggered via Pop-up
Event filter: Segment Name - Name of the Pop-up
User breakdown: User Id
Analyze the number of users who launched a Flow from a Pop-up versus the number of users who completed the same Flow.

Users who launched a Flow from a Pop-up
Event name: Flow launched from a Pop-up
Event filter: Segment Name - Name of the Pop-up

Users who completed the same Flow
Event name: Flow completed
Event filter: Segment Name - Name of the Pop-up

Use the following steps to view the analytics of Pop-ups using Trend Insights:

On the Whatfix Analytics dashboard, click Insights.

Click + Create Insights.
Click Trend Insights.
To name your Insight, click the Edit icon.
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.
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.
- 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.
Under Events, click Add event.
Under Default events, select any of the Pop-up events.
Add the required Event Filter and Event Breakdown.

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For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.
In the User filter section, click Add user filter, and then select the filter that you want.
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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?
In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
Scroll down to see the data chart that is generated.
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- You can visualize the data using different metrics and chart types.
- You can filter your data based on Daily, Weekly, and Monthly timeframes.
Click Save.

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