To present Checklists and Announcements to users, we need to identify the users uniquely and categorize them by segmenting the pool of all users into specific User Groups. To achieve this, Apty offers a feature that helps to identify users based on different strategies. The user identification is performed every time a user visits the application page and for every HTML change happening on the background.
Different options for user identification are present in the Manage Current Application page of the Apty Admin Console.
PATH: Admin Portal > on the left side panel select application > at the top of the application menu click the Gear icon >A Manage Current Application page appears>User Identification
From Manage Current Application > User Identification screen, find the following strategies in the Identify users by drop-down list:
|Apty ID:||A unique user identification that differs for every instance of the Apty Client for measuring the Apty usage.|
|Application ID:||This option uses an Application based ID that measures the Apty usage.|
Write the segment script in the Custom JS tab and when configured it returns a JSON property that can be used as a user ID.
Configuring this feature requires knowledge of the basic functioning of Documents, Window object and working of browser memory.
The identification of users based on their Unique ID helps to present Checklists and Announcements to users when the Apty Client is loaded on the hosting application.
Identifying Unique Users by Custom (version 4.x)
Custom JS is a field which gives more freedom for manipulating screen elements, defining new variables and custom solutions for specific use cases. For the purpose of identifying unique users, provide a code snippet returning a JSON object with key-value pairs that represent user attributes, such as:
To uniquely identify the users using the custom option:
1. Go to User Identification tab.
2. In the Identify users by drop-down list select "Custom".
3. In the Identification Key field type in one of the keys defined in the code snippet returning a JSON object provided in step 3.
4. Save the changes made.
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