About Insights Features

Updated on May 26, 2019 Download PDFDownload as PDF
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Note:

Insights Features are only available once your WalkMe contact has enabled User Behavior Tracking on your account. If you want to change your tracking level, please contact your WalkMe contact.

Brief Overview

Features are items you create from your existing Tracked Events that you can then view on the report dashboard on the Features page. The Insights Features page is your one-stop shop for creating new Features and evaluating your users’ adoption of and engagement with your Features.

The Features page dashboard tracks user adoption (the number of users who’ve used the Feature at least one time), and engagement (the intensity and frequency of users’ usage of a Feature).

Use Cases

Feature use cases include the following:

  • Track how key Features of your website are used by different user-based saved filters;
  • keep track of the adoption rates of your website’s new Features;
  • Prioritize your road-map by identifying which Features need the most work and which are most popular;
  • Identify unused or under-performing Features.

Features Page Breakdown

  1. Filters and Date Pickers
    • Filters —The filter drop-down contains every saved filter you have previously defined. The data shown on every report in this page relates to the chosen filter;
    • Date Picker — Likewise, the data shown on every report in this page relates to the chosen date range.
  2. + NEW FEATURE Button
    • Create a new Feature (see the Steps For Creating A New Feature section below).
  3. Features Adoption & Engagement Distribution Section
    • 3.1 — Lower left quadrant — Features with few users who use the Feature infrequently;
      • If a Feature you want your users to use frequently sits here, consider how you can improve your promotion of this Feature;
      • New Features often sit in this quadrant for awhile before they are more widely adopted.
    • 3.2 — Upper left quadrant — Features with few users, but who use the Feature frequently;
      • Features targeted to a specific group of users should appear here.
    • 3.3 — Upper right quadrant — Features with many users who use the Feature frequently;
      • The key Features of your product should appear in this quadrant.
    • 3.4 — Lower right quadrant — Features with many users, but who use the Feature infrequently.
      • This quadrant will commonly house one-time Features, like creating an account, setting a password, etc.
  4. Features Summary Section
    • 4.1 — Name — Shows the names of all of your Features;
    • 4.2 — Adoption — Shows the percentage and number of unique users for whom an Adoption Event (a Tracked Event that has been tied to a Feature and is now tracked by Insights as an Adoption Event) occurred in at least one of their sessions;
    • 4.3 — Engagement — Shows the number of times an Adoption Event occurred across all user sessions for a particular Feature;
    • 4.4 — Last Modified — Shows the date the Feature was last modified;
    • 4.5 — Pencil edit icon — Clicking here opens the + NEW FEATURE section for this Feature, enabling you to edit or delete it;
    • 4.6 — Search bar — Enables you to search for a particular Feature in your list by name.

Steps For Creating a New Feature

  1. Sign into your Insights account at insights.walkme.com;
  2. Click the Features tab on Insights’ left sidebar;
  3. Click the + NEW FEATURE button;
  4. Enter a name for your Feature;
    • We recommend using a verb (e.g., “Exported Report,” “Saved Filter,” or “Created New Event”) as a Feature name.
  5. Enter a description of your Feature;
    • This description will pop up whenever you hover over the “i” icon next to a Feature name in the Features Summary section of the Features page.
  6. In the Adoption Event section, select a Tracked Event or create a new one;
    • The occurrence of this Tracked Event essentially becomes this Feature’s Adoption Event.
  7. Click SAVE.

You’re done! Your new Feature will now appear in your Features Summary section list.

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