User Attributes
- 12 Aug 2024
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User Attributes
- Updated On 12 Aug 2024
- 1 Minute To Read
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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, or subscription plan, can be fetched and used for segmentation.
- Step 1: Create a User Attribute
- Step 2: Assign values to the User Attribute
- Step 3: Add the User Attribute in Visibility Rules
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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
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On the Whatfix Guidance dashboard, click Settings.
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Click App integrations.
- Under My Integrations, click Attributes.
On this page, view the list of User Attributes created in your account.
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In the User Attributes tab, click + User Attribute.
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Enter the User Attribute Name and then select its Variable Type.
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Click Save.
Note
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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.
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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:
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In the Widget Visibility Rules section, select User Attribute.
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Select the User Attribute you created.
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Select the operator and enter the value.
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Configure additional Visibility Rules, if necessary, and finish creating the widget.
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