Element Tracking allows you to collect data about user behavior on selected elements on your site. Use this data to get valuable insight into how features and pages are being used to make informed decisions about how you can use WalkMe to improve the user experience.
The Short Version
Element Tracking is an App in the WalkMe Editor that enables you to collect user behavior data on your site, regardless of any WalkMe items available on it (i.e. Launchers, SmartTips etc.) Gathering this data before deploying WalkMe can help you pinpoint challenging areas of your site and get a baseline usage of features on your site so you can later measure WalkMe impact on your business and help you make informed decisions about how to use WalkMe to improve the user experience. After selecting and publishing your key elements to be tracked, you will be able to view their usage data in Insights at insights.walkme.com. In Insights, this information will be available on the Element Tracking tab, in quick, easy-to-read charts and reports.
It’s important to gather relevant and constructive data as part of this process. Before setting up Element Tracking, meet with your CSM to discuss your business goals and identify the user behavior you would like to track on your site. They will help you configure the feature.
Element Tracking use cases include the following:
- Identify the percentage of users who complete important processes.
- Find out who your power users are.
- Get a baseline usage of features on your site before going live with WalkMe.
- Measure new feature adoption.
- Track task success and failures.
How it Works
Should you decide on specific elements you want to analyze on Insights, you will need to capture them using the Element Selector (see instructions below). Once these elements are published, you can view their usage data on Insights.
How To Select Elements
To create a tracked element, click Add New and select the element you would like to track:
WalkMe automatically identifies the unique page in which the element is on. While selecting an element, configure the Element Name and select if the Element is on a specific page or site wide. For elements on a specific page, you have the option to change the Page Name that appears on WalkMe Insights. Additional configuration settings are accessed by clicking the Advanced Tab on the Capture Balloon.
Element Tracking is currently not available for Mobile Web.
Tracked Elements are created with Strong Pin ON by default in the Behavior tab. The Strong Pin feature ensures the element is being tracked even when its visibility changes. However, if the element always appears on the page, optimize performance on your site by turning the Strong Pin off.
To record individual user behavior, set up Unique User Tracking. This allows WalkMe to identify individual users; i.e. track users by their email, first and last name, or automatically generated anonymous WalkMe ID.
How WalkMe Identifies Pages
Once an element is captured, WalkMe will automatically detect the page which the element is on. By default, WalkMe identifies the page by the part of the URL path.
Example: If the element is selected on a page with URL shopme.walkme.com/products/discs the default rule is set to “URL Path is /products/discs”.
The pages WalkMe identifies appear in the drop-down menu above the list of tracked elements in the WalkMe Editor. Use this drop-down menu to sort the tracked elements by page. Elements that appear site wide are organized in the All Pages option.
Change How Pages Are Identified
The default method for WalkMe to identify pages is designed to work on sites that have a unique URL from page to page. You may want to modify how WalkMe identifies the page URL or add additional rules that identify On Screen Elements. Changing how pages are identified may be done while selecting elements or later from the Page Settings.
To modify how a page is identified while selecting an element, click the Advanced Tab on the Capture Balloon and modify the Page Identifier. In the Advanced View, modifying the Page Identifier is limited to the URL. To create more unique identifiers save the element and change the Page Identifier in Page Settings.
Note: If the Page Identifier is associated with a page that already exists you’ll be notified in the capture balloon.
Image Of Advanced View Of The Capture Baloon
Creating more advanced and unique Page Identifiers may be done from the Page Settings panel using the Rule Engine. Access Page Settings by selecting the page from the dropdown menu and clicking the Gear icon.
Modifying a Rule can be done by clicking on the Edit Rules link on the Tracked Page Settings window:
Editing the page’s Rules may affect the interactions count of both the Page and its related Elements, as the page is now identified using your updated rule.
Tracking Elements Across Pages
When selecting an element that is placed on a component of the site that is common to all pages (e.g Sidebar navigation, footer, headlines, etc) make sure to specify to track the element sitewide to cover all pages where it appears.
Once WalkMe identifies the element on the page, it will record every time the element is:
- Viewed – Element is visible on screen*
- Clicked – Element is clicked
*WalkMe will track Views of an element only the element is set to Track Views Only:
WalkMe identifies Elements based on the WalkMe algorithm. You can further define the element to track in the Tracked Element Options Menu Precision tab. Use jQuery selectors to identify elements that have a low element grade when captured in Capture Mode.
Viewing Element Tracking data In Insights
Once Element Tracking has been configured in the Editor, collected data will be organized into simple, easy-to-read charts and reports in Insights. Some examples of report types include:
- Percent of users interacted with element
- Percent of users saw error message
- Percent of users succeeded
- How many views a page had
- Who viewed the page
- Average time spent the page
- Funnel Reports; i.e. percent of users in each stage of the funnel
Page view on Insights:
Tracked Element view on Insights:
You can filter data by clicking the filter icon next to the date range. Filter types include:
- Browser version
- Browser type
- OS type
- WalkMe Environment
Depending on Filter type selected, select relevant values. Save commonly used filters as favorites to easily apply them again in the future.
Use Element Tracking To Set Up Funnels
Funnels allow you to track a series of user actions. Tracked Elements in the Editor can be organized sequentially to create a funnel, which gives you a visual overview of user behavior on your site, along with user drop-off rates between each and every user action. Funnel Reports allow you to quickly and easily see user flow through a process on your site or application.
Creating a Funnel in Insights:
- From the Funnels tab, click Add Funnel.
- Name your Funnel
- Drag List Items and drop them onto the Funnels panel
- Click Save
Once the Funnel is saved, you can immediately see the usage data of the tracked elements for the selected time period.