Tracking Users

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We recommend that you get yourself acquainted with all the concepts related to Users and Events before proceeding. Doing so will help you understand the workings of this section, better.

Identifying Users

At WebEngage we start detecting users as soon as you integrate your platforms through our SDKs. Each time a user visits your website, the WebEngage SDK automatically creates a unique ID (LUID) for them. This helps us record users in our backend and create an anonymous profile. All their behavioral data and session data (System Events, Custom Events, System User Attributes and Custom User Attributes) are stored under the anonymous profile.

You can assign a unique ID (CUID) to each user to identify them. We recommend that you assign a CUID at any of the following moments in their lifeycle:

  • On signup.
  • On login.
  • On page views where user's identity becomes known.
  • When the user context changes.

Whenever a CUID is assigned to a user it means that:

  • The user is identified (they become Known Users in your dashboard).
  • A new, Known User Profile is created for them that contains all their data.
  • All their previous anonymous profiles are merged with the new Known User Profile to create a single unified view of your users. (This means that data from their first visit to your website to their latest interactions can all be found under a single user profile!)

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How User Profiles are Merged When User is Identified (assigned a CUID by you)

Let's assume that User A visits your website a few times before signing up.

User A visits your website on Day 1: WebEngage assigns them an LUID and automatically creates an anonymous user profile containing all their data (Anonymous Profile 1).

User A revisits your website on Day 3: WebEngage assigns them an LUID and creates another anonymous profile to record all their data (Anonymous Profile 2).

User A revisits your website on Day 7 and creates an account: On account creation, you can choose to assign the user a CUID. This will lead to the creation of a new user profile.

  • As soon as the Known User Profile is created, WebEngage will run a quick check in it's backend to identify all the existing anonymous user profiles of the user that were created on their previous visits.

  • In this case, Anonymous Profile 1 and Anonymous Profile 2 will be merged with the final profile of User A to provide a unified view of their preferences and behavioral history.

Guidelines

Here are a few things to keep in mind when assigning a unique ID (CUID) to identify your users:

  • All user related APIs are part of WebEngage iOS SDK's WEGUser object. You get an instance of WebEngage WEGUser object as follows:
let weUser: WEGUser = WebEngage.sharedInstance().user
WEGUser* weUser = [WebEngage sharedInstance].user;
  • An ID can have of maximum 100 characters.

  • A user ID cannot be changed once it has been assigned.

  • Although ID can be any String that uniquely identifies users in your system, we recommend using system generated user IDs from your database instead of information that can change over time such as email addresses, usernames or phone numbers.

On Login

You can assign an ID by calling the login method. All attributes, events and session information accumulated before this API has been called get associated to an anonymous user created by default.

  • Once login is called, all of this stored information is attributed to this identified user.

  • Make sure you call login as soon as the user logs in to your application, or whenever earliest you are able to identify the user.

weUser.login("9SBOkLVMWvPX")
[weUser login:@"9SBOkLVMWvPX"];

On Logout

Make sure you call logout when the logged-in user logs out, or you do not want to attach any future event, session or user data with this user, until login is called again.

weUser.logout()
//Available >= 3.4.12
[weUser logout];

//Deprecated >= 3.4.12, use login instead
[weUser loggedout];

User Attributes

Several addtional details like a user's name. email address, location and so on can be associated with their user profile. All such details are referred to as User Attributes which can be of 2 types - System User Attributes and Custom User Attributes. (All user attributes are tracked for both, anonymous and known users.)

WebEngage provides setters for assigning values against each attribute for your users. These attributes can be used to segment users, configure campaign targeting and personalize messages sent through each channel of engagement.

Each session has its own user attributes that get copied from one session to the next. This is in contrast to event parameters, which may take on different values in each session. For this reason, we recommend that you use user attributes for recording details that don't change with each session or details with which you want to entire session to be associated.

Setting System User Attributes

Please note that the value of NSString type attributes vmust be less than 1000 characters long. Additional characters will be truncated.

Email

weUser.setEmail("[email protected]")
[weUser setEmail:@"[email protected]"];

Hashed Email

Many businesses are averse to sharing contact details of their users with third-party platforms like WebEngage. This is why, we've made it possible for you to pass encrypted email IDs of your users as the system user attribute we_hashed_email.

weUser.setHashedEmail("144e0424883546e07dcd727057fd3b62")
//(Available >= 3.4.2)
[weUser setHashedEmail:@"144e0424883546e07dcd727057fd3b62"];

You can set up a private ESP API endpoint at your end to decrypt the email addresses and pass the data on to your ESP for final delivery.

Birth Date

var comps = DateComponents()
comps.day = 19
comps.month = 08
comps.year = 1996

let date: Date? = Calendar.current.date(from: comps)
weUser.setBirthDate(date)
//(Available >= 3.4.14, use setBirthDate for < 3.4.14)

NSDateComponents *comps = [[NSDateComponents alloc] init];
[comps setDay:19];
[comps setMonth:08];
[comps setYear:1996];

NSDate *date = [[NSCalendar currentCalendar] dateFromComponents:comps];
[weUser setBirthDate:date];

Birth Date in yyyy-mm-dd Format

weUser.setBirthDateString("1986-08-19")
[weUser setBirthDateString:@"1986-08-19"]; //yyyy-mm-dd

Phone Number

weUser.setPhone("+551155256325")
[weUser setPhone:@"+551155256325"];

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The NSString phone must be in E.164 format, eg. +551155256325, +917850009678.

Hashed Phone Number

Many businesses are averse to sharing contact details of their users with third-party platforms like WebEngage. This is why, we've made it possible for you to pass encrypted phone numbers of your users as the system user attribute we_hashed_phone.

weUser.setHashedPhone("e0ec043b3f9e198ec09041687e4d4e8d")
//(Available >= 3.4.2)
[weUser setHashedPhone:@"e0ec043b3f9e198ec09041687e4d4e8d"];

You can set up a private SSP API endpoint at your end to decrypt the phone numbers and pass the data on to your SSP for final delivery.

Gender

weUser.setGender("male")
[weUser setGender:@"male"];

First Name

weUser.setFirstName("John")
[weUser setFirstName:@"John"];

Last Name

weUser.setLastName("Doe")
[weUser setLastName:@"Doe"];

Company

weUser.setCompany("Alphabet Inc.")
[weUser setCompany:@"Alphabet Inc."];

Opt In Status

You can set the subscription preference of your users for SMS, Web Push, Email and WhatsApp using setOptInStatusForChannel, as shown below.

weUser.setOptInStatusFor(WEGEngagementChannel.push, status: true)
[weUser setOptInStatusForChannel:WEGEngagementChannelPush status:YES];
  • WEGEngagementChannel is an enum and can have the following values:

    • WEGEngagementChannelPush
    • WEGEngagementChannelInApp
    • WEGEngagementChannelSMS
    • WEGEngagementChannelEmail
    • WEGEngagementChannelWhatsapp
  • Setting setOptInStatusForChannel to false for a particular channel opts the user out of that channel, preventing them from receiving further messages through it.

  • By default, all users who have shared their email address and phone number are opted in to Email and SMS, respectively.

  • WhatsApp opt-in is set to false by default. You will need to explicitly set it to true as and when users opt into the channel. (Detailed Read)

Location

To set user location manually, use this method. If auto location tracking is enabled, WebEngage SDK will manage location updates on its own. However, you can call this method to set user location if you have disabled auto location tracking, or to manually set the location.

weUser.setUserLocationWithLatitude(19.0822, andLongitude: 72.8417)
[weUser setUserLocationWithLatitude:@19.0822 andLongitude:@72.8417];

Deleting System User Attributes

You can easily delete System User Attributes if you no longer need them. Here's how you can go about it:

weUser.deleteAttribute("email")
[weUser deleteAttribute:@"email"];

WEGUserProfileAttribute is an enum and can have following values:

User Profile Attribute

Description

WEGUserProfileAttributeEmail

Email

WEGUserProfileAttributeBirthDate

Date of birth

WEGUserProfileAttributeGender

Gender

WEGUserProfileAttributeFirstName

First name

WEGUserProfileAttributeLastName

Last name

WEGUserProfileAttributeCompany

Organization

Setting Custom User Attributes

You can use the weUser.setAttribute method of our iOS SDK to track custom attributes for a user.

Guidelines for Tracking User Attributes

Here are a few things to keep in mind:

  • User Attribute names are case sensitive and must be less than 50 characters long. NSString type attribute values must be less than 1000 characters long. Additional characters will be truncated.

  • You can create a maximum of 25 Custom User Attributes of each data type.

  • userAttributeName must not start with we_. Names starting with we_ are reserved exclusively for internal use at WebEngage. Thus, to avoid data contamination for your account, such data will be ignored if used for your Custom User Attributes.

  • The first datapoint synced to WebEngage defines the data type for that user attribute. Thus, data types must be consistent with the value that you want to store against the attribute. If the data type is changed at a later date, then Custom Users Attribute data will stop flowing to your WebEngage dashboard.

Simple Custom User Attributes

User attributes of the data types NSString, NSNumber and NSDate are called simple custom user attributes. They can be used to both create user segments as well as to personalize campaigns.

1. NSString Attribute

weUser.setAttribute("Twitter username", withStringValue: "origjohndoe86")
[weUser setAttribute:@"Twitter username" withStringValue:@"@origjohndoe86"];

2. NSNumber Attribute

weUser.setAttribute("Points earned", withValue: 78732)
[weUser setAttribute:@"Points earned" withValue:[NSNumber numberWithInteger:78732]];

3. Boolean Attribute

weUser.setAttribute("Subscribed to email", withValue: true)
[weUser setAttribute:@"Subscribed to email" withValue:[NSNumber numberWithBool:YES]];

4. NSDate Attribute

var comps = DateComponents()
comps.day = 19
comps.month = 8
comps.year = 1996

let date: Date? = Calendar.current.date(from: comps)
weUser.setAttribute("Last order date", withDateValue: date)
NSDateComponents *comps = [[NSDateComponents alloc] init];
[comps setDay:19];
[comps setMonth:8];
[comps setYear:1996];

NSDate *date = [[NSCalendar currentCalendar] dateFromComponents:comps];
[weUser setAttribute:@"Last order date" withDateValue:date];

Complex Custom User Attributes

User attributes of NSArray and NSDictionary data types are called complex custom user attributes. As shown below, you can use this data to personalize your campaigns. However, you will not be able to use these data types for creating segments.

1. NSArray Attribute

NSArray values must be one of the simple or complex attribute types.

weUser.setAttribute("Brand affinity", withArrayValue: ["Hugo Boss","Armani Exchange", "GAS", "Brooks Brothers"])
[weUser setAttribute:@"Brand affinity" withArrayValue:@[@"Hugo Boss",@"Armani Exchange", @"GAS", @"Brooks Brothers"]];

2. NSDictionary Attribute

Values in the NSDictionary must be one of the simple or complex attribute types.

let userAddress = ["Flat": "Z-62", "Building": "Pennant Court", "Locality": "Penn Road", "City": "Wolverhampton", "State": "West Midlands", "PIN": "WV30DT"]

weUser.setAttribute("Address", withDictionaryValue: userAddress)
NSDictionary *[email protected]{
  @"Flat":@"Z-62",
  @"Building":@"Pennant Court",
  @"Locality":@"Penn Road",
  @"City":@"Wolverhampton",
  @"State":@"West Midlands",
  @"PIN":@"WV30DT"
};

[weUser setAttribute:@"Address" withDictionaryValue:userAddress];

Deleting Custom User Attributes

You can easily delete existing Custom User Attributes if you no longer need them. Here's how you can go about it:

weUser.deleteAttribute("Points earned")
weUser.deleteAttributes(["Twitter username", "Subscribed to email", "Points earned"])
[weUser deleteAttribute:@"Points earned"];
[weUser deleteAttributes:@[@"Twitter username", @"Subscribed to email", @"Points earned"]];

Please feel free to drop in a few lines at [email protected] or get in touch with your Onboarding Manager in case you have any further queries. We're always just an email away!

Updated 7 months ago


So, what's next?

Tracking events

Tracking Users


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