Creating Engaged Elements

Engaged Elements is an Insights feature that allows you to understand your users' behavior on your platform, even if you are unable to use Digital Experience Analytics (DXA) due to security concerns.

Engaged Elements will help you understand your users' interactions and pain points in order to make better implementation decisions.

An element is captured and defined as an Engaged Element in the Editor. These elements will then automatically show up in Insights as Tracked Events and once users start to interact with these elements, the data can then be analyzed in the Tracked Events Dashboard, or used to create Funnels or filter sessions

Use the following steps to create an Engaged Element.

1. Select Engaged Elements from the All Items dropdown.

   Pages

   When you first begin, there will be two options in the Page dropdown: All and All Site Pages (Sitewide).

   It is best practice to set a specific Page or section of the platform that defines the context of the element and to limit the number of Engaged Elements in the All Site Pages category

   

2. Click the black plus icon to the right of the Page dropdown to add a Page. This page will be the location where the element will be tracked.

   Setting Pages

   If your site has similar elements across several pages, but you only want data for a specific page—make sure you create the Engaged Element only for that certain page.

   For example, we want to track the Save buttons on the New Opportunity page only. If we add the Save Button Engaged Elements to the Opportunity page, we will only track clicks for these buttons on the Opportunity page.

   

3. Click Create Rules to define rules to identify the Page.

   Page Identification Rules

   Each supported platform has its own best practices for defining a page or a section of the platform. Use the best practices for your specific platform to define the element's location.

   For example, in Workday, Worklets are a common way to identify a particular page.

   

4. Select the Page from the dropdown, then click the blue plus icon in the top right to create a new Engaged Element.

   When to Choose All Site Pages (Sitewide)

   When you want to track an element that is located in a part of the site that is common to all pages, such as a header, footer, or sidebar navigation, make sure to choose All Site Pages (Sitewide) in order to track the element across all pages where it appears.

   This means selecting All Site Pages (Sitewide) from the dropdown before capturing the Engaged Element

   

5. Select the element you would like to track, then select the Interaction Type you would like to track, there are four options to choose from:
   • Click: An event is tracked each time a user clicks on the Engaged Element.
   • Hover: An event is tracked each time a user hovers for more than 300ms on the Engaged Element.
   • Input: An event is tracked each time a user changes an input. For example, in a text field, the input event will be tracked when a user changes the text input and focuses out of the Engaged Element field.
   • Visible: An event is tracked each time the Engaged Element is visible on page load or URL change – If the element is removed and then visible again, an event will be tracked again.

   Tracking Multiple Elements

   You can click Done if you are finished, or you can click Next Element to select more elements within your defined Page.

   The number of Engaged Elements is limited to 20 per Page to ensure optimal site performance.

   

6. Click Done, then Save.
7. Publish your Engaged Elements to your desiried environment to start tracking!

Once an Engaged Element is saved, it is available in Insights as an Engaged Element type of Tracked Event. These Tracked Events can then be analyzed in the Tracked Events Dashboard, or used to create Funnels or filter sessions.