In this article, we will present a step-by-step guide on how to target Users based on their feedback results.
For example, you receive some negative feedback from your Users with regards to a recently published Walkthrough. You wish to target these Users with Autolaunchers, encouraging them to provide a positive rating in the future.
We can achieve this through a combination of features, including Tags and Autolaunchers. We will describe the process below step-by-step.
- People tracking enabled
- Feedback Topic
- Walkthrough Topic
- Created Tag
- Access to Excel/Spreadsheet software
1) Export the Feedback results
After logging into the Inline Manual Portal, go to Sites > Site (your chosen Site, e.g. Site 12345) > Feedback tab. Choose your desired Feedback Topic and then select the option to Export as CSV to grab the results from your survey:
2) Filter the Users you wish to target
You can access the document with MS Excel or your preferred Spreadsheet software. Once the data has been populated, you can organise how you wish to target those users.
Please note that the Tagging feature only allows CSV, XLSX or TXT formats only.
Additionally, only E-mail or UID values are accepted when uploading the file.
We would recommend to select E-mails to upload for this particular use-case.
3) Tag from external data
Click the Tag users button and choose Tag from external data:
The button will be disabled if you don't have any tags added.
4) Upload your file
In the new modal window that appears, click on Choose file and locate your desired file (5MB maximum size):
5) Select the data type
Choose either UID or Email:
6) Tag users
Select your tags, e.g. Tag1, and click Tag users:
7) Notification and confirmation
You will see a blue window notification informing that the task is in progress:
Followed by a green window with confirmation that the task is finished:
8) Assign the Tag inside the Autolauncher
Create/open an Autolauncher and assign the Tag as a parameter to the Audience filter in your Autolauncher:
9) Recommended settings
Also, we would recommend that in the Autolauncher settings, you set the rule for Play only if the topic wasn't completed, as well as limiting the Number of Plays to 1:
This will prevent the Topic from repeating for your Users after they've already seen or completed it. You can configure all other settings as necessary for your use-case.
Once you've published your Autolauncher and if all the rules are matching, then it will successfully launch for the tagged Users on your application!
We would highly recommend utilising the Status tool as you test the Autolauncher on your application. This will help you diagnose issues more efficiently.
You can add more users to this Tag if you wish, or generate new Tags, by following the same process as described in this guide.