How can I see analytics of text content using Trend Insights?
- 05 Feb 2025
- 2 Minutes To Read
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How can I see analytics of text content using Trend Insights?
- Updated On 05 Feb 2025
- 2 Minutes To Read
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Text content such as Articles can be embedded within the Self Help and Task List widgets to help end users find content within the application. With Trend Insights, analyze the number of users who viewed or closed an article and filter the data based on city, country, browser, and more.
The following events can be used to analyze text content:
- Article viewed
- Article closed
Info
These events appear in the dropdown only if users have performed or engaged with them. As a Whatfix content creator, create the Article, add it to Self Help or Task List, and publish it to end users. Once end users interact with the Article, view the engagement data with the specified events.
Use Cases
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Analyze the number of unique users who viewed the article, Lead Management Overview, from Self Help based on country.
Event name: Article viewed
Event filter: Content Title - Lead Management Overview
Event filter: Event Trigger Location - widget
User breakdown: Country
Metric: Unique users
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Analyze the number of new users who closed the Salesforce Service Cloud Overview article in the Onboarding Task List
Event name: Article closed
Event filter: Content Title - Salesforce Service Cloud Overview
Event filter: Segment Name - Onboarding
User filter: Cohort - New users
Use the following steps to view the analytics of text content 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 explains the Trend Insight.
Info
- The Description gives you context about the created Insight when added to a Dashboard.
- It also enables stakeholders to understand the data the Insight depicts while viewing Dashboards created by other team members.
- In the Data setup section, select the stage from which you want to get the data.
Tip
- For more information on getting analytics data from different stages, see Get Analytics Data across CLM Stages
- You cannot change the stage after creating the Insight. Switching to a different stage resets your insight, requiring a restart.
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Under Events, click Add event.
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Under Default events, select Article viewed or Article closed.
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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?
- By default, 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 desired breakdown.
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Scroll down to view the generated data chart.
Note
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Visualize the data using different metrics and chart types.
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Filter your data based on Daily, Weekly, and Monthly timeframes.
- Click Save.
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