Whatfix User Attributes enables you to fetch end users' information from your app and use them in Widget Visibility Rules for easy content segmentation and personalization.
User information such as role, signup date, department, subscription plan, and more can be fetched and used for segmentation.
Info:
Whatfix needs to set up an integration that requires some backend configuration. Contact support@whatfix.com to set it up.
Step 1: Create a User Attribute
-
On the Whatfix Guidance dashboard, click Settings.
-
Click App integrations.
Under My Integrations, click Attributes.
Info:
On this page, you can view the list of User Attributes created in your account.
In the User Attributes tab, click + User Attribute.
Enter the User Attribute Name and select its Variable Type.
Click Save.
Note:
User Attribute Name:
The user attribute name cannot begin with numbers, include spaces, or contain special characters (except underscores).
Variable Type:
String: Select this option to create a user attribute that matches the string value, such as a user name.
Encrypted_string: Same as String Variable Type, but the data is encrypted and stored in the database.
Double: Select this option to specify a single number. For example, employee number.
Boolean: Select this option to create a user attribute that has either true or false values. For example, whether or not the user had upgraded the plan or visited a specific section of the app.
Timestamp: Select this option to specify a single date or time, such as the user’s birth date, signup date, and more.
Step 2: Assign values to the User Attribute
Assigning values (user information) to the User Attribute can be used to create and define Visibility Rules for segmentation.
Note:
To assign values to a User Attribute, contact support@whatfix.com.
Step 3: Add the User Attribute in Visibility Rules
Once the values are mapped to the User Attribute, they can be used in the Widget Visibility Rules for content segmentation.
Use the following steps to add the User Attribute in Visibility Rules:
In the Visibility rules section of your widget, click Who does the smart tip appear to?
In the How would you like to identify the user dropdown, select User Attributes.
Select the Attribute, operator, and enter the value.
Once you have added all the required Visibility Rules, click Save.
Finish creating the widget and then click Save.
Info:
For more information on New Visibility Rules, see Attributes in the new Visibility Rules.