One of the options in the Users section is Imports. It's an easy way to get user information on the website before they engage.
What user data can be imported:
- userId (required) as a unique user identifier (find more here)
- firstName and lastName if you want to record these data
- tags for specific labels assigned to users for segmentation and targeting (read more in this article)
- segment is used for autogenerated segment as first_time_user and returning_user (more details here)
- customSegments is for a customer-defined segment that exists in the Segments section (for setting custom segments read our guide) - this segment can only be imported for new users, not for existing users
- signUpAt can help to see when users have registered.
Tip: Make sure that the userId is entered correctly, as it is the key identifier for correctly adding all other data with the user.
How to import users?
1- Navigate to Users section
2- Click Imports button and then blue Import Users button
3- Modal window informs you about the specified requirements
a. clicking on specified requirements shows you what exactly the file requires
b. the simplest way is to download our Sample file (.xlxs) and follow the example in it with your users
c. for customSegments be careful to fill segment value which is unique for every created custom segment
d. find this unique custom segment value in the Instructions of the segment you want to use
4- Attach the file and click on Import Users button
5- Importing may take a few minutes, for checking the status, refresh the page
6- When the import is done, the green “Success” status appears
7- Now you can check imported users in the Users section.
User profiles offer a lot of information about a given user. More details can be found here.