Creating and Managing Trackers

Modified on Fri, May 17 at 9:25 AM

Trackers can be created and assigned to portals; trackers that are enabled in a portal can be used in flows, and portal members can access the trackers from their homepage. The data collected by trackers is recorded, allowing members to monitor their input over time and enabling data collection for the client.

Note: To see the list of premade system trackers, see this article.


To create and manage trackers for a portal:

  • Go to the Settings section of the admin website.

  • Enter the Portal Management module.

  • Choose the portal.

  • Select “Trackers” from the menu on the left side.


trackers 3.jpg


The table on this page lists all system and custom trackers that are available for the portal with key information in columns:



  1. The actions column allows you to change the status of trackers (enabled or disabled) and copy/edit/delete custom trackers. Note that system trackers are those pre-existing in the Engagement Rx system and can only be managed by changing status and editing visibility.

  2. The tracker title.

  3. Keywords associated with the tracker (this is an optional field but may help with sorting and searching trackers).

  4. The status of the tracker; trackers that are disabled are not able to be used in the portal.

Creating a Custom Tracker

To create a new tracker, select the “CREATE” button above the table.

This is the Tracker Creation tool in which there are three main sections:

  1. General Settings

  2. Tracker Design

  3. Visibility

Let's go through each section as we create a new custom tracker to track daily meditation minutes...

General Settings


trackers 4.jpg

  1. The tracker title is what appears in the admin table and in the tracker tile on the member’s portal: for this one, we're calling it the "Meditation Tracker."

  2. The summary is the short blurb that explains what the tracker is meant for.

  3. The description is a slightly more verbose version of the summary and is useful for trackers where more clarification might be helpful.

  4. Enter any keywords associated with the tracker by typing the word in and setting it by selecting return or comma. Keywords can be used to sort and search for trackers from the table.

  5. A thumbnail image must be uploaded to save and use the tracker. Accepted file types are .png and .jpg, with a size of 300 x 200. This image appears in the tracker tile in the member’s portal.

Tracker Design


tracker 5.jpg


In this section, you will create the tracker's content and means of collecting information:

  1. Enter the tracker's prompt, or its question. 

  2. Choose the question type from three options:

    • Multiple choice allows members to choose one preset option from a list.

    • Drop-down List allows members to choose one preset option from a drop-down list.

    • Range allows members to choose a number from a set range. With this option, you can also choose to enable decimals.

  3. In our example, we've use a Range question, so we need to enter the range that the user will be able to answer within. For this question, we will enable answers anywhere between 0 and 60 minutes, and we do not need to include decimals. (See below to view how to set multiple choice and dropdown questions.)

  4. For Range questions, set the label you want to apply to the range.

  5. Choose the visualization style that is used for displaying recorded tracker entries. The line graph style represents data using a horizontal line that represents data over time and is best for range tracker types like our example; the pie graph represents data as a percentage for each possible answer and is best for multiple choice and drop-down tracker types. See example of each style here.

For Multiple Choice/Dropdown Questions

If you are creating a multiple choice or drop-down tracker type, then you will need to seed all the options that the member can choose from by clicking the "Add option" plus sign that appears beneath the question type field:


trackers 7.jpg


Let's use a mood tracker as our example since this question type doesn't apply to a meditation tracker: in this simple mood tracker, there are three options the member can choose from (Happy, Okay, and Sad):




This section determines how the tracker will be able to be used and whether the data it collects will be viewable by admins and coaches.


trackers 6.jpg


  1. This is the main status setting for the tracker: when you have enabled the tracker, it is set for use in the portal.

  2. When this is toggled to the on position (purple and to the right), admins will be able to view entries for this tracker in the member dashboard. If the tracker data is irrelevant to admins (if the data does not need to be viewed), this should be left disabled.

  3. When this is toggled to the on position and when the tracker is enabled, members will have access to it from their homepage.

After all required fields are filled, you can save the tracker by clicking the "CREATE" button at the bottom of the page it will appear on the tracker table.


View from the Member's Tracker Page

Once you enable the tracker for use in the member portal, members will see it when they go to the tracker catalog from their member dashboard:


tracker 9.jpg



As the tracker gathers data over time, members and admins with permissions will be able to view the data. Here is what the data looks like for the line graph and the pie chart options:

Example of a Line Graph Visualization:


Example of a Pie Chart Visualization:


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