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Insights: How To Start Visions Manually

Updated on November 1, 2018
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Brief Overview

Once you have enabled Visions Session Playback tracking, Insights begins collecting every user interaction with your platform and converting them to replayable session recreations, known as Session Playbacks.

In the event that too many of your limited Session Playbacks are being used to record portions of user sessions that you are not interested in viewing, you can now use an API call to control when Visions Session Playback tracking will begin. This way, you can control whether or not a particular session is tracked using Visions Session Playback tracking and is therefore counted against your limited Session Playback allotment.

Once you have toggled on the Start Visions Manually feature, the tracking mode changes from Visions Session Playback tracking to User Behavior tracking (at which point interactions are tracked but sessions are not re-created for Session Playback, and are therefore not counted against your session limit), and the WalkMe Player will wait for an API call to change the recording mode from User Behavior Tracking back back to Visions Session Playback tracking.

Steps for configuring Start Visions Manually

  1. Go to Settings > Traffic Management.
  2. Toggle ON Start Visions Manually.
  3. Add a call to “WalkMeInsightsAPI.startPlaybackRecording()” on the client side in order to set the tracking mode to Visions Session Playback tracking.

Client Side Implementation

To change the tracking mode from User Behavior tracking to Visions Session Playback tracking, call:

  • WalkMeInsightsAPI.startPlaybackRecording()

To make sure the API call invokes only after Insights has loaded successfully, you can populate a callback function in the following window property:

  • window.onWalkMeInsightsAPIReady

Once Insights has loaded on your site, the function stored in this attribute will be invoked.

Code Examples (jQuery)

  • Start recording once the user clicks on a target button:
    $( "#target" ).click(function() {
    WalkMeInsightsAPI.startPlaybackRecording()
    });
  • Start recording once the user visits a specific URL:
    // IMPORTANT NOTE: this code must appear before the WalkMe snippet.
    window.onWalkMeInsightsAPIReady = function() {
    if(window.location.href === "http://example.com/home"){
    WalkMeInsightsAPI.startPlaybackRecording()
    }
    }
  • Record only admin users:
    // IMPORTANT NOTE: this code must appear before the WalkMe snippet.
    window.onWalkMeInsightsAPIReady = function() {
    if(myUser.role.toLowerCase() === "admin"){
    WalkMeInsightsAPI.startPlaybackRecording()
    }
    }

Important Notes

  • Once the client-side API is called, sessions will be counted Session Playback sessions.
  • When calling the client-side API multiple times in a single session, sessions will still be counted as single Session Playback sessions.
  • Currently, once a session is recorded in Visions Session Playback tracking mode, there is no way to change it to User Behavior tracking mode.
  • Sections of sessions that were recorded in User Behavior tracking mode will not support Session Playback, but the events of these session will still be tracked.
  • Once the API call (WalkMeInsightsAPI.startPlaybackRecording) is made, the rest of the session will be replayable (i.e., will be recorded in Visions Session Playback tracking mode).

 

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