Create a Static Cohort (User list)

Use the following steps to create a User list:

3. Click Create user list.

   

4. Enter a name for your User list. For example, Sales team.

   

5. Click Download CSV template file to download a sample file.

   

   Info:

   The sample CSV file is downloaded to your local drive with the name user_list_template.csv and it appears as follows.

   

6. Open the downloaded CSV file. Under the header userId, list the User IDs one below the other.

   

   Note:

   • The User IDs in your CSV must exactly match the IDs configured in Whatfix for identifying users. For example, if you’re using email IDs to uniquely identify users, the same email IDs must be included in the CSV file.

   • Ensure that you do not remove or rename the userId header in the CSV file.

   • Whatfix enables you to upload a CSV file with up to 40,000 rows.

7. Save the file with a name of your choice. For example, Sales.csv.

8. On the Whatfix Analytics dashboard, drag and drop or choose the CSV file from the local drive to upload the User list.

   

   Info:

   • If your file is uploaded successfully, Whatfix denotes it by a green checkmark.

     

   • If there are any errors in the file (such as the file not being in .csv format, the userId header being removed, or the file having more than one column), the file is not uploaded and Whatfix displays the following message. Resolve the errors and re-upload the file.

     

   • Click the Delete icon to remove the file.

     

9. Click Save and continue.

   

   Note:

   • Once uploaded, the User list appears in the listing page.

     

   • Check the User count column to see the number of users.

   • Click the User list to view the list of users added.

   • Use the search bar within the User list to find specific users by their User ID.

     

   Info:

   • Click Edit within the User list to add a description to the User list.

     

   • Enter a description that explains the purpose of the User list, and then click Save.

     

After creating a User List, you must add it to a Cohort to use the User list for targeting or filtering.

Use the following steps to create a Cohort based on the User list:

3. Click Create cohort.

   

4. Click the Give your cohort a name textbox and enter a name for your Cohort.

   

   Info:

   Provide a description that explains the purpose of the Cohort.

5. Click the Data source icon and select the stage from which you want to get the data. For more information, see Get Analytics Data across CLM Stages.

   

6. To define the Cohort conditions, click Add rule.

   

7. Click Belong to user list.

   

8. Select Belongs to or Does not belong to, depending on your use case.

   

   Condition	Description
   Belongs to	Users who are part of the User list.
   Does not belong to	Users who are not part of the User list.

   Info:

   You might want to use the Does not belong to condition to analyze users who engaged with Whatfix content but are not in the Sales team.

9. Select the User list.

   

10. Add additional conditions if required.

11. Scroll down to the Users in this cohort section, and then click Refresh to view the user count.

    

12. Click Save.

    

    Note:

    This Cohort can be used as a filter in Insights or as a Visibility Rule.