To present new features and announcements to users, we need to identify them uniquely and categorize them by segmenting the pool of all users to specific User Groups. To achieve this, Apty offers a feature that helps identifying 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 Console > on the left side panel select application > at the top of the application menu click the Gear icon > User Identification
At the Manage Current Application > User Identification find the following strategies in the Identify users by drop-down list:
This option generates a unique ID that will differ for every instance of the Apty Assist Client.
This option will take a cookie name which will be present when the Application is loaded. This cookie will be used to identify the user.
This option takes a Window variable, which will be checked when the user loads the site along with the Assist Client.
NOTE: The window variable should belong to topmost window.
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 user ID helps to present Onboarding pocedures and Announcements to users when the Assist Client is loaded on the hosting application.