Creating and Managing Trackers

Modified on Mon, 12 Feb 2024 at 09:47 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.

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.



The table lists all 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.

  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 accessible to members.

Creating a New Custom Tracker

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

There are three main sections to the tracker creation tool:

  1. General settings

  2. Tracker Design

  3. Visibility

General Settings


  1. The tracker title is what appears in the admin table and in the tracker tile on the member’s portal.

  2. The question title is what appears to the member when they select "Add a record" in their portal.

  3. 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.

Tracker Design

This section allows you choose the tracker type and set the available options for members who use it.

Choose the tracker type from three options:

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

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

  3. Range allows members to choose a number from a set range.

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. For example, in this simple mood tracker, there are three options the member can choose from (Happy, Okay, and Sad):



This section determines how the tracker tile, help information, and recorded data from entries will display to the member.


  1. 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.

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

  3. The tile summary appears below the tracker title in the tile in the member’s portal. This summary gives a brief explanation of what the tracker is for.

  4. The help text appears in the member’s portal when they click the question icon in the tracker tile. This text can help to clarify the purpose of the tracker.

  5. An image must be uploaded to save and use the tracker. For best results, choose a 300x200 image. This image appears in the tracker tile in the member’s portal.

  6. 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; the pie graph represents data as a percentage for each possible answer and is best for multiple choice and drop-down tracker types. (*See below for examples of each visualization style.)

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.

Example of a Line Graph Visualization:


Example of a Pie Chart Visualization:


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