Overview

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

You can use user properties to display a customer’s name in a message or link your end-users to a dynamic URL that includes the user ID. In this article, we’ll show you how.

Sending User Properties (Custom Attributes)

User properties are custom attributes you send to UserGuiding from your product about your users. They are the “adjectives” that describe your end-users. Examples include things like Name, Email Address, Company, Role, Created Date, etc.

By visiting here, you can learn how to send them to UserGuiding.

Where can I use personalization?

Once sending user property, 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:

  • Send dynamic variables for redirection URLs when your platform’s URL path is user-specific.

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

⚠️ Personalization won’t happen during the preview with Panel and Chrome Extension. The dynamic text you send will only be displayed on the live (published) version of your UserGuiding content.

How can I insert a dynamic variable?

1- Use the “Personalization Toolbar.”

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

  • Click the icon to reveal a dropdown that will automatically insert the variables with the correct format.

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

To learn more, please check this article.

2- Add a fallback value

After you've chosen the user property 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.

3- Insert the curly braces yourself

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

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

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

⚠️ There should be no spaces between words in the brackets, and capitalization matters.

If you aren’t certain that a property will have a value assigned to it, you can add a fallback value using the pipe character “|” and a fallback text before closing the brackets.

Ex. Hi {{ name | there }}!

If the user has the name variable assigned, you’ll see something like “Hi Nai!”. But, if no value has been assigned to the name variable, you’ll see “Hi there!”.

Related Articles:

Redirection Settings

Does UserGuiding support localization for multilingual applications?

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