Users

[Intro]

In this lesson, we’ll be discussing the User Manager of your app. Let’s get started.

The User Manager is one of the most important features of the Platfio Manager. It allows you to see all of the users who have created an account in your app and check what features they have been interacting with. It’s also a valuable tool for your customer support team to understand what your users are doing and answer their questions.

[Manager]

To access the User Manager, go to the Platfio Manager tab and click on Users. In the User Manager, we can click on a user or search via the user’s first name, last name, phone number, or email address.

We can also manually add new users by clicking on the Plus button, either a single user or multiple users by importing a CSV.

Once a user has created an account or we’ve added them manually, we can click on the user, and we can see how they interact with each feature in the app.

Per user, under the “Detail” tab, you can see all the information about their account. You can see and edit their first and last name, their email address, their mobile and home phone number, their profile image and cover image, the teams that they are assigned to, as well as if they have any push tokens in their account.

Push tokens are often a crucial part of providing customer support because if users are not receiving any push notifications, the first thing you should check is if they have push tokens in their account.

The Detail tab is also a convenient place to store links to user’s social media accounts if that’s part of the way you interact with them as a customer.

You can also see any addresses they have saved on their account for shipping or other reasons.

If their account was created manually, you can see if an automatically generated password was created for them in case you want to provide them with the password. However, if they’ve signed up themselves, this area will be blank.

You can also click and see if there are any payment cards stored on the user’s account. If you have multiple store locations, there’s also an option to view and change the store location they are assigned to.

We also have an option to delete the user.

Finally, we have important information such as when the user’s account has been created, the user’s app ID, and the user’s Stripe ID.

Next, we have Segments. You can check our video on Segments to learn more about creating segments. If you have segments set up, this allows us to see what segments the user is currently in and manually add a user to a Segment by clicking the toggle next to it.

Chat allows us to initiate a conversation with users. This is also where we can view past conversations that have been resolved and archived.

Cart will display any items that are currently in their cart.

Orders allows us to see their past orders.

Bookings allows us to see their past and upcoming bookings.

Subscriptions allow us to see active subscriptions they have and their past subscription payments.

Counters allows us to see and manage the points of the Users in their accounts.

You can also view any form submissions they have made or any entities they have saved in their account.

Logs are very important because they allow us to see what happened in the user’s account and see what they are struggling with or if they have any errors and issues.

We can also see any notes they have created in their Weekly Goals.

Any sequence Completions done in their app.

We can also see the Interactions that they have made.

In Engagements, we can see their engagements with the app. Schedule and manually add any Automations to a user’s account.

We can also add in Media like images for profiles, videos or files. Check Records, and schedule Tasks for our staff in the user’s account.

[Outro]

Thank you for watching!