Configure Custom User Identification Rules

Advanced customization enables you to add custom rules for user identification directly using the Whatfix user interface. By defining specific criteria and conditions, segment user experiences based on roles, preferences, or other critical parameters, creating a more user-centric environment. For example, create a user identification rule to identify users based on their login status.

Use the following steps to configure a custom user identification rule:

3. Click User identification.
   

4. Click + Create Rule.
   

5. Add a Rule Title.
   

6. Choose Custom rule.
   

   your title goes here

   • Select the Enable user name capture on Desktop Apps checkbox to use the end user’s desktop account name as user identification. You cannot create a custom rule if you have selected this option.
     

   • Select the Enable detection via SSO checkbox to use the end user’s SSO authenticated IDs as user identification rules.
     

7. In the Where section, select where you want the rule to take effect.
   

8. In the What section, configure how Whatfix can identify users. Using the Where do you want to fetch the user from? dropdown, select from where you want to pull the value that defines the user. For example, if each user has a unique identifier based on the cookie value, select From Cookie as fetcher. For more information, see Fetch and process information for identification rules.
   

9. In the How do you want to process it? dropdown, parse the fetched value using JSON or String Operations. For more information, see Fetch and process information for identification rules.
   

   your title goes here

   • Add multiple processors to parse the fetched value. Click Add Processor to add another parsing method.
     

   • Click Add Sequence to add more identifiers. Fetch a different value and parse it for another unique identification rule.
     

10. Click Save.