Tracked Events

Updated on April 17, 2018
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Easily track any meaningful event on your website, such as signing up for your service or upgrading to a new plan. Tracked Events allow you to define specific buttons or actions on your site associated with meaningful events so you can quickly view data on those events and real Sessions associated with them.

The Short Version

WalkMe Visions already tracks interaction with generic buttons, features and pages in real time, but it’s just as important that this data is customized to your own business goals. Tracked Events allow you to create a custom experience with WalkMe Visions. Once a Tracked Event is created WalkMe displays metrics on the number of occurrences. Tracked events also appear in the filtering menu and are used to create Funnels.  You can think of Tracked Events as being just like a Smart Walk-Thru Goal, but a Tracked Event checks if the user completes an event with or without WalkMe. In this way, Tracked Events really provide site analytics for anything that you want to learn about on your site.

Create a Tracked Event to:

  • Track when users view a signup page
  • Track when users complete a purchase
  • Track when users enable an advanced feature
  • Easily filter by events that matter to you
  • Create a Funnels to view a sequence of important events

How it works

Tracked Events are created in WalkMe Visions. A Tracked event is given a unique name and defined by a specific event. Optionally you may add an event property which makes it much more specific. Once created, Tracked Events are then immediately identified in current and previous sessions with a tabulation of occurrences today and from when Visions was enabled in a dashboard. Sessions that include this event are also filtered below the dashboard.

Image of Tracked Event dashboard with Sessions

Tracked Events are applied retroactively allowing you instantly see real sessions with the event you created. Tracked Events also appear in the Filtering options and are used to create Funnels in WalkMe Visions making them an essential part of identifying and visualizing meaningful Sessions.

Event Definition

You may define your event using a set of actions similar to those that are available while filtering sessions. Just like the Rule Engine in the WalkMe Editor, these actions can be combined using Logic statements though it’s more limited than the Rule Engine.

Event types:

Event Type Description
Click/Tap Filter by an element that is clicked or tapped
Page View Filter by a specific URL a user visited
Input Filter by input fields a user interacted with
Exception Filter by javascript exceptions that occurred
Exception Clicks Filter by Clicks or Taps resulting in javascript exceptions
Misclick Filter by clicks or taps that failed to perform the designated action
Rapid Click Filter by rapid clicks or taps, usually indicating frustration

Event Properties:

You can further specify your Event types with an Event property, which looks at what URL the user is on when one of the above Event types, such Click/Tap, is occurring. This excludes the Page View event type, which already filters Events by what URL the user is on.

For example, you can create a new Tracked Event called “User Checks Out”. Then you can define the event as when the user clicks the “Place Order” button which has the id, “place_order”.  Optionally you can add an event property that checks the URL is on the http://shopme.walkme.com/checkout.

Creating a Tracked Event

  1. From Visions tab, Click Events
  2. Click + New Event. Edit Tracked Event panel appears
  3. Type Name of Tracked Event
  4. From Event Definition, click Choose Event button
  5. Select Event Definition type.
  6. Complete Event Definition. Event Properties will appear
  7. Optional: Select Event Property to track events occurring only on a specific URL
  8. Click + Add Property
  9. Select URL
  10. Complete Event Property by adding URL
  11. Click Save Event button

TIP: Since WalkMe Visions is real time data we recommend viewing sessions that appear for that Tracked Event to ensure it’s only collecting the events you wished to track. If not, we recommend changing either the Event Definition or the Event Property to improve your results

Best Practices When Using Tracked Events

Using WalkMe Visions out of box provides amazing insight without any customization. That being said we highly recommend that you spend time defining specific events that are meaningful to you, your team and your business.

  1. List out meaningful events on your application:
    These events can be as simple as adding a profile image, or setting up an account to upgrading to a new premium plan.
  2. Test how the event takes place on your application:
    Open your application and visit the page where the event takes place. Consider how you would know that the user has done the desired action. Does the user click a specific button or link? Do they see a specific page or maybe they just check a box?
  3. Determine how unique the event should be:
    Does this button appear on multiple pages? If so, do you want to track that button being clicked or tapped on all pages or just a specific one? Use Event Properties to track your event only on a specific URL. Likewise is this event meaningful for all users or just to a specific Segment? Consider adding a Segment to your Tracked Event.
  4. Check your new Tracked Event immediately:
    WalkMe Visions filters by your new Tracked Event so you can immediate check to see if the sessions show the desired event as you expected. If you don’t see the desired event, then consider changing the Event Definition or Property
  5. See a sequence of important events in a Funnel:
    Tracked Events allow you to see important events on your site, but often there is  sequence of events that lead to desired outcome. Use your Tracked Events to create a Funnel and then see sessions where users drop off.

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