About
All users except viewers can discover the power of Walnut analytics and eliminate guesswork when reviewing demo usage and performance. Walnut analytics constantly analyzes data on user creation and visitor engagement so you can:
- Accurately determine which demos yield optimal results
- Provide insights when you create new demos
- Maximize the use Walnut features to align with demo objectives
- Identify areas for improvement
We've split the article into bite-sized chunks. Take it easy, you can always come back for a refresher.
In this article
- Notification and insight updates
- Primary dashboard insights
- Demo-specific insights
- Demo-specific Insights tab
- Screens Funnel tab
- Export insights data
- User and group analytics
Notification and insight updates
When demos are viewed, you get an email in real time.
Demo insights are refreshed hourly.
NOTE: If you receive a notification that you have an anonymous viewer, it means that the viewer was asked to enter their email but they didn't and so they didn't see the demo.
Primary dashboard insights
To access insights, navigate to Insights from the main menu.
There’s a wealth of data here, so we’ll go through it section by section.
Header (#1)
- Toggles for View all company files and Hide bounced sessions
- Invite teammates to collaborate
- Time period filter dropdown - opens a calendar
- Tabs to filter charts and other data: all views, internal views or external views.
Insights summary (#2)
Dynamic charts (#3)
CSV download (#1)
Chart legend (#2)
Hover tooltips showing summary data (#3)
Ask Walnut AI text box (#4)
Demo list (#5)
CSV download button and text search box (#1)
List of demos and related data (#2)
Walnut insights top viewers (#3)
Demo-specific insights
When you click a specific demo in the Demo list section, you’ll get an additional set of analytics and insights.
There are two tabs: Demo Insights and Screens Funnel.
Demo-specific Insights tab
Header (#1)
Same content as the primary dashboard.
Insights summary (#2)
Dynamic chart (#3)
CSV download (#1)
Dynamic chart with hover tooltips (#2)
Walnut insights top viewers (#4)
Demo session details (#5)
CSV download and search text box (#1)
Details of demo viewings (#2)
Page count (#3)
Top screens viewed (#6)
Viewers by company pie chart (#7)
Screens Funnel tab
The Screens Funnel tab gives insights about each screen. Walnut tracks both before and after steps for each screen viewed. The funnel analysis consolidates the results and shows these interactions by screen. The chart shows which screens are most used and which might require review/update.
Header (#1)
Time period filter
Hide inbound sessions toggle
Filter by all/internal/external
Ask Walnut AI text box (#2)
Select screen to start analysis (#3)
/details
Screen by screen data (#4) and Add screen button (#5)
> To use the screens funnel chart:
- Ensure that the demo is a shared demo (otherwise there won’t be any data).
- Navigate to Insights> Screens Funnel tab.
- Use the All Data filter (#1) to select the time period (7 days, 30 days or custom dates).
- Toggle Hide Bounced Sessions ON or OFF.
- Select the start screen (#3) and enter the number of steps before and after that you want to track.
- Walnut compiles the results.
-
- Diagram height (#1) = the number of viewers who visited the screens sequentially.
- Line height of the connecting bars (#2) = the number of viewers who visited the two screens sequentially.
- Screen order: Screens are shown in descending order i.e., the most visited screen shows at the top.
- Node data: Each node contains the number of visits to the specific screen and the percentage of visitors who moved from the previous screen.
NOTE: To see a specific screen, hover over the node. To see the conversion from the previous screen to the following screen, hover over the connection.
Export insights data
Click the download button to generate a .CSV file.
User and group analytics
For details on user and group analytics, head over to the article User and group analytics-44.
Specific use cases
Here are some tips for specific use cases.
Track analytics in an embedded demo
Currently it isn’t possible to track analytics in an embedded demo. However, we do support analytics when you embed a lead form in a demo. This feature is supported for lead forms from HubSpot, Marketo, and Pardot forms.