Overview

Once you're sending user attributes to UserGuiding, you can utilize them to personalize your onboarding contents such as Guides, Checklists, and more.

You'll be able to display a customer's name in a message, redirect your end-users to a dynamic URL that includes their user ID, and much more.

You can send any relevant information as attributes, such as name, email, company name, job role, sign-up date, etc. Learn more on how to send them through this article.

Where can I display my user attributes?

Once sending user attributes, you can personalize any text components of UserGuiding contents. These include Guides, Hotspots, Checklists, Resource Centers, and the Promoter Survey.

For more advanced personalization, you are allowed to:

  • Add user attributes for redirection URLs when your platform's URL path is user-specific.

  • Redirect your customers to an external URL that includes user-specific parts such as IDs.

Important: You won't be able to see your personalization working through the preview mode while editing your materials. The user attributes you add will only be displayed on your web platform after publishing changes from the UserGuiding Panel.

How can I insert a user attribute through the UserGuiding Chrome Extension?

1 - Use the "Personalization Toolbar"

You'll notice a person icon when editing the text component of your Guides & Hotspots.

  • Click the icon to reveal the dropdown and choose your desired user attribute.

  • Once selected, you'll see that it simply adds the user attribute's name between two sets of curly braces.

Note: After you've chosen the user attribute you'd like to use, you can write down a fallback text in case of a missing property for a specific user. To do so, scroll to the bottom of the Personalization Toolbar and enter the text of your choosing.

2 - Insert the curly braces yourself

If you'd like to insert your attributes in more advanced ways, like changing the source URL of a Hero component or a Button, you'll need to add the user attribute manually.

Please ensure that two curly braces immediately wrap the name of the user attribute you'd like to use.

Ex. {{name}} or {{userId}}

Note: There should be no spaces between words in the brackets, and the formatting is case-sensitive.

If you aren't sure an attribute will have a value assigned, you can add a fallback value using the pipe character "|" and a fallback text before closing the brackets.

Example: Hi {{ name | there }}!

If your user has a name assigned, you'll see something like "Hi John!". But, if there's no value, you'll see "Hi there!".

Related Articles:

Redirection Settings

Adding User Attributes to a Resource Center

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