How can I see analytics of Survey using Trend Insights?
- 22 Jul 2025
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How can I see analytics of Survey using Trend Insights?
- Updated On 22 Jul 2025
- 2 Minutes To Read
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Surveys help you gain information and insights about your product and users. Use this information to understand your users and improve the overall experience.
Use the following events to measure the engagement of Surveys in Trend Insights:
- Survey Abandoned
- Survey Closed
- Survey Maximize
- Survey Minimize
- Survey Refresh
- Survey Shown
- Survey Submit
Info:
These events appear in the dropdown only if users perform or engage with them. Ensure that you push the Survey to Production. When end users interact with the Survey, view engagement data for the mentioned events.
Use Cases
Analyze the number of users who closed the survey from any region.
Event name: Survey Closed
Event filter: Segment name = Name of the Survey
User breakdown: Region
Analyze the number of users who submitted the Survey.
Event name: Survey Submit
Event filter: Segment Name = Name of the Survey
Use the following steps to view the analytics of Surveys using Trend Insights:
On the Whatfix Analytics dashboard, click Insights.
Click Create insights.
Click Trend Insights.
Click the Give your insight a name textbox and enter a name for your Insight.
Click the Description text box and enter a description that explains what the Trend Insight is about.
From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.
Note:
- By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
- The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
- For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Insights?
- Click the Data source icon and select the stage from which you want to get the data.
Note:
For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.
The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.
Click Choose metric.
Under Event metrics, select Total events or Unique users as required.
Click Add event.
Click Guidance events, select any Survey event, and then click Apply.
Add the required Filter or Breakdown for the event.
Info:
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 desired filter.
Info:
- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
Scroll down to view the generated data chart.
Note:
Visualize the data using different chart types.
Filter data based on Daily, Weekly, or Monthly timeframes.
- Click Save.
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