Path Analyzer

Overview

Every user is on their own path to learning and adopting your product. Path analysis helps you visualize user journey through your product traversing the product features and learning unexpected behaviors or blockers. This feature helps you find answers to questions like “How did they get to a given feature?” or “Where do they go next?".

Path Analysis reports allow you to:

• Learn about the adoption path of the first mile of product for new users
• Visualize user activity to surface unexpected user flows
• Track user activity to learn how users get to a new feature and where do they go next

Create Path Analysis Report

To create a new Path Analysis Report:

1. From the main menu, navigate to Analytics. 
2. From the secondary menu, click Path Analyzer.
3. Click Create from the reports list view page. If there are no existing reports, click Create in the following screen, to create your first Path Analyzer Report.
   
   
4. In the Create Path Analyzer window, provide the following mandatory details:
   1. Define Path: Use the Define Path section to set up the user journey you want to analyze. Configure the path using the following dropdown menus:
      1. Starting with: Choose whether the path starts or ends with a specific feature or engagement.
      2. Type of Analysis: Choose if the analysis focuses on features or engagements.
      3. Feature/Engagement: Select the specific feature or engagement to begin or end the path based on the previous selections.
   2. Date Range: Select the timeframe for the analysis. The maximum range allowed is three months. 
   3. Scope: Choose if the analysis should focus on user or session (same user maybe measured more than once) data. 
      
      
       
5. (Optional) The Refine Path section allows you to include or exclude specific parts or your product, to create a more focused path analysis, rather than covering the whole product in general. 
   1. Include: Focus the path analysis on a product area using labels, modules, or features. This restricts the scope of the analysis to only what is included.
   2. Exclude: Fine-tune the analysis by removing unrequired elements (labels, modules, or features) from within the included scope. Only assets marked in the Include section are available to select in the Exclude section.
      
      
       
   3.  Review the configuration, included and excluded assets, and click Create to generate the report.
      
      

Note: 

• Include: 
  • Selecting a label automatically includes all features under it. Individual features under a label cannot be selected or unselected.
  • Selecting a module includes all its features. Individual features under a module can be unselected.
  • When selecting labels, you can choose to create a new label and tag features under it.
• Exclude: 
  • Entire labels or modules can be excluded. Individual features under a label cannot be excluded. 
  • Individual features under a module can be excluded individually. 
• Use the Search field to look for specific labels, modules, or features easily.
• Modules and features are available together in one section, alphabetically arranged and with the full path of features and submodules displayed.

Best Practices: 

• By default, the entire product is included. It is recommended to use the Include section only if you want to narrow down the focus.
• Use the Include section to your precise focus for large-scale narrowing down, and then use the Exclude section for smaller-scale refinements.
• If no assets are added in the Include section, the Exclude section can be used to remove items from the entire product.

Path Analyzer Report

The Path Analyzer report provides a visual representation of how users navigate through your product, uncovering their interactions with various features and identifying key patterns in their journey. It highlights the paths users take, including where they start, the steps they follow, and where they exit. This analysis helps pinpoint trends, detect potential barriers, and understand user behavior, enabling better decision-making to optimize the product experience.

In a path analysis report, you can perform the following operations: 

1. Report Name: View or update the name of the path analysis report. 
2. Report Description: Click the information icon to view or update the description of the report.
3. Path Configuration: View the various parameters used to build the report. Hover on each to view details.
4. Date Range: View the timeframe for which the report is generated.
5. Refresh: Update the report to view the latest analysis. 
6. Filters: Use filters to specify a cohort (personas, engagements, or account types or any other) that are to be analyzed.
7. Manage Reports: Click the three-horizontal dots menu for the following options: 
   1. Edit: Modify the path (along with inclusions and exclusions) of the analysis. 
   2. Share: Share the report with other users in the subscription. 
   3. Delete: Permanently remove the report from the subscription. 
8. AI Insights: Click AI Insights for an AI generated summarization of the path analysis. For more information, refer to the AI Insights section. 
9. Threshold: Define the minimum traffic percentage for that feature to be displayed in the path analysis.
10. Steps: Define how deep you want the journey to reflect.

Business Use Cases

The following are some of the use cases for which the path analysis report can be used: 

Additional Resources

• Analytics FAQs