Overview

You can personalize your Checklists by sending user properties to UserGuiding and inserting them into your content.

Sending User Properties (Custom Attributes)

User properties are custom attributes you send to UserGuiding from your platform. Such as name, email, company name, job role, sign-up date, etc. You can learn more on how to send them through this article.

Where can I display dynamic text within a Checklist?

With personalization, you can display user properties in:

  • Checklist Title & Subtitle;

  • Search Bar Placeholder;

  • Launcher text;

  • Guides’ Names within the Checklist.

How can I add dynamic text to my Checklist content?

Once you're sending user data to UserGuiding from custom attributes, follow the steps below to insert a dynamic text (aka dynamic variable) into your Checklist:

  • Access the Panel, and then on the left-side menu, click on Checklists.

  • Choose the Checklist you want to edit, and then click on it (or click on the cog icon).

  • Select the section that you want to personalize. In the example below, we are personalizing the Checklist Title.

  • Insert the custom attribute’s name. Please ensure that it is wrapped in two curly braces. Example: {{name}} or {{company}}.

  • If you are unsure that a custom attribute will have a value assigned to all your end-users, you can add a fallback value using the pipe character “|.” Example: Hi {{name | there}}!

  • To personalize the Guide’s name within your Checklist, you need to navigate to the Guides section on your Panel and rename it by following the exact instructions above.

⚠️ You won’t be able to see your personalization working through the Live Preview mode while editing your Checklist. The dynamic text you add will only be displayed on your web platform after publishing changes from the UserGuiding Panel.

The result will be something like this:

Related Articles:

Personalization: Displaying Dynamic Text in the Onboarding Content

Personalization: Adding Dynamic Text in a Guide or Hotspot

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