mirror of https://github.com/squidfunk/mkdocs-material.git synced 2024-12-25 05:44:54 +01:00

* added code and tooltips to custom site feedback

- clarifying that the feedback widget needs to be turned on
- showing how to disable the form and
- show the notes that are configured

* undoing a minor change that we unnecessary

- I changed a colon to a full stop at some point because I thought I
  would add another sentence, decided not to and then the unneeded
  change ended up in the previous commit.

* turned a comment I deleted into a tooltip

2023-12-14 09:23:29 +01:00

11 KiB

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Setting up site analytics

As with any other service offered on the web, understanding how your project documentation is actually used can be an essential success factor. Material for MkDocs natively integrates with Google Analytics and offers a customizable cookie consent and a feedback widget.

Configuration

Google Analytics

Material for MkDocs integrates natively with Google Analytics 4¹. If you already set up Google Analytics and have a property, enable it by adding the following lines to mkdocs.yml:

extra:
  analytics:
    provider: google
    property: G-XXXXXXXXXX

??? question "How to measure site search usage?"

Besides page views and events, [site search] can be tracked to better
understand how people use your documentation and what they expect to find.
In order to enable site search tracking, the following steps are required:

1. Go to your Google Analytics __admin settings__
2. Select the property for the respective tracking code
3. Select the __data streams__ tab and click the corresponding URL
4. Click the gear icon within the __enhanced measurement__ section
5. Ensure that __site search__ is enabled

Was this page helpful?

A simple feedback widget can be included at the bottom of each page, encouraging users to give instant feedback whether a page was helpful or not. Add the following lines to mkdocs.yml:

extra:
  analytics: # (1)!
    feedback:
      title: Was this page helpful?
      ratings:
        - icon: material/emoticon-happy-outline
          name: This page was helpful
          data: 1
          note: >-
            Thanks for your feedback!            
        - icon: material/emoticon-sad-outline
          name: This page could be improved
          data: 0
          note: >- # (2)!
            Thanks for your feedback! Help us improve this page by
            using our <a href="..." target="_blank" rel="noopener">feedback form</a>.

This feature is natively integrated with Google Analytics, which is why provider and property are also required. However, it's also possible to provide a custom feedback integration.
You can add arbitrary HTML tags to the note which is shown after the user submitted the feedback, e.g. to link to a feedback form.

Both properties, title and ratings, are required. Note that it's allowed to define more than two ratings, e.g. to implement a 1-5 star rating. Since the feedback widget sends data to a third-party service, it is, of course, natively integrated with the cookie consent feature².

??? question "How to visualize the collected feedback ratings?"

To visualize feedback ratings you'll need to create a custom report with
[Google Analytics] that will quickly show you the worst- and best-rated
pages of your project documentation.

1.  Go to your Google Analytics __dashboard__

2.  Go to the __configure__ page on the left hand menu, then select
    __custom definitions__

3.  Click the __custom metrics__ tab and then __create custom metrics__,
    enter the following values:

    * Metric name: Page helpful
    * Description: Was this page helpful?
    * Event parameter: `data`
    * Unit of measurement: Standard

4.  Go to the __explore__ page on the left hand menu, create a new
    __blank exploration__

5.  Configure the report as follows:

    * Dimensions: Add `Event name` and `Page location`
    * Metrics: Add `Event count` and `Page helpful`
      (the custom metric created in step 3)
    * Rows: `Page location`
    * Values: Drag in both `Event count` and `Page helpful`
    * Filters: Add a new filter for
      `Event name / exactly matches / feedback`

!!! warning "Delay in data availability"

    The report may take 24 hours or longer to begin displaying data

Now, after you've saved the report and collected some feedback ratings,
you'll have a list of all pages with the total number of ratings, and an
average rating per page. This should help you identify pages that need to
be improved:

!!! danger "Google Analytics 4 does not support average values"

    To our knowledge, Google Analytics 4 has currently no feature that
    allows to define a custom calculated metric to compute the average
    rating of a page. See #5740.

[![feedback report]][feedback report]

The following properties are available for each rating:

: This property must point to a valid icon path referencing any icon bundled with the theme, or the build will not succeed. Some popular combinations:

* :material-emoticon-happy-outline: + :material-emoticon-sad-outline: – `material/emoticon-happy-outline` + `material/emoticon-sad-outline`
* :material-thumb-up-outline: + :material-thumb-down-outline: – `material/thumb-up-outline` + `material/thumb-down-outline`
* :material-heart: + :material-heart-broken: – `material/heart` + `material/heart-broken`

: The value of this property is shown on user interaction (i.e. keyboard focus or mouse hover), explaining the meaning of the rating behind the icon.

: The value of this property is sent as a data value with the custom event that is transmitted to Google Analytics³ (or any custom integration).

: The value of this property is shown after the user selected the rating. It may contain arbitrary HTML tags, which is especially useful to ask the user to provide more detailed feedback for the current page through a form. It's also possible to pre-fill forms with the URL and title of the current page by using the following placeholders:

- `{url}` – Page URL
- `{title}` – Page title

```
https://github.com/.../issues/new/?title=[Feedback]+{title}+-+{url}
```

In this example, when clicking the link, the user is redirected to the "new
issue" form of your repository, with a pre-filled title including the path
of the current document, e.g.:

```
[Feedback] Setting up site analytics – /setup/setting-up-site-analytics/
```

An alternative to GitHub issues is [Google Forms].

Usage

The feedback widget can be hidden for a document with the front matter hide property. Add the following lines at the top of a Markdown file:

---
hide:
  - feedback
---

# Page title
...

Customization

Custom site analytics

In order to integrate another analytics service provider offering a JavaScript-based tracking solution, just follow the guide on theme extension and create a new partial in the overrides folder. The name of the partial is used to configure the custom integration via mkdocs.yml:

=== ":octicons-file-code-16: overrides/partials/integrations/analytics/custom.html"

``` html
<script>
  /* Add custom analytics integration here, e.g. */
  var property = "{{ config.extra.analytics.property }}" // (1)!

  /* Wait for page to load and application to mount */
  document.addEventListener("DOMContentLoaded", function() {
    location$.subscribe(function(url) {
      /* Add custom page event tracking here */ // (2)!
    })
  })
</script>
```

1.  As an example, this variable receives the value set in `mkdocs.yml`,
    which is `"foobar"` for `property`.
2.  If you're using [instant loading], you can use the `location$`
    observable to listen for navigation events, which always emits the
    current `URL`.

=== ":octicons-file-code-16: mkdocs.yml"

``` yaml
extra:
  analytics:
    provider: custom
    property: foobar # (1)!
```

1.  You can add arbitrary key-value combinations to configure your
    custom integration. This is especially useful if you're sharing the
    custom integration across multiple repositories.

Custom site feedback

A custom feedback widget integration just needs to process the events that are generated by users interacting with the feedback widget with the help of some additional JavaScript:

=== ":octicons-file-code-16: docs/javascripts/feedback.js"

``` js
var feedback = document.forms.feedback
feedback.hidden = false // (1)!

feedback.addEventListener("submit", function(ev) {
  ev.preventDefault()

  var page = document.location.pathname // (2)!
  var data = ev.submitter.getAttribute("data-md-value")

  console.log(page, data) // (3)!

  feedback.firstElementChild.disabled = true // (4)!

  var note = feedback.querySelector(
    ".md-feedback__note [data-md-value='" + data + "']"
  )
  if (note)
    note.hidden = false // (5)!
})
```

1.  The feedback widget is hidden by default so that it does not appear when
    people have JavaScript turned off. So, it needs to be turned on here.

2.  Retrieve page and feedback value.

3.  Replace this with the code that sends the data off to your analytics
    provider.

4.  Disable the form after submission.

5.  Show the configured notes. Which one is shown depends on the user
    feedback.