Members

Members

Members is the section where you can find the profile of all your subscribers of your chatbots. Anybody who have talked to your chatbot will be displayed here in list view. You can take a look at their tags and detailed conversation history.

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Basic Information

Basic information

You will be able to find the following information within a member: External ID, Name, Tags, Member Details and Conversation History.

Property	Description
External ID	Applicable to all platforms; a unique string of ID to identify the identity of each member in different platform
Name	Only applicable to platforms that provide the name of users
Tags	Applicable to all platforms; custom tagging added in Node Inspector ; each tag will be displayed as a blue label
View	Click to view more member details
View Conversation	Click to view all the conversation history of the specific member

View Member Details

Click "view" button to read more member details

If you click the "View" button, you will be able to read more in-depth about a subscriber. Here're a list of items you will be able to find in the modal:

No.	Property	Description
1	Basic Information	Member's basic information including External ID, Name, Gender, Creation Date/Time and Last Activity Date/Time
2	Subscribe/Live Chat	The button will be toggled on automatically once the users subscribe to your chatbot or enter into live chat mode; you may also switch the buttons on/off manually
3	Tags	All member tags belong to this member; you can manually add/delete specific tags created for this channel
4	Locale	Indicate the language setting of this member; you can manually assign another language to the member
5	Chatbot & Node	The position of the user currently is at, and the button can redirect you to the corresponding chatbot or node.
6	Temp Data	Any other useful data stored in the member's profile, such as the choices made by the users; you can customize it in actions

View Conversation History

Click "View Conversation" button to read the whole conversation history

If you click the "View Conversation" button, the website which shows the full conversation history of this user will be opened in a new tab. The grey messages on the left are sent by the bot while the blue messages on the right are sent by the user.

You can also click the top left date picker to filter date/time within a specific range.

If you want to save the conversation as a copy in your local computer, you may click the "Export" button at top right. You will be able to save the conversation history in .CSV.

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Filtering

Filter to see members

On your left, there is a section for your to filter out specific groups of members by Creation Date, Last Active Date, Channel, External ID, Name, Gender, Locale or Tags.

The most common one will be filtering by channels. Just select your filter option and you will see the member details automatically refreshed on your right.

tip

By sharing your member page URL, other users can also view the same page with filters applied (if any).

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Custom Filter

Apart from the basic filter, you can also scroll to the bottom and use the custom filter.

By using MongoDB Compass, you can enter your customized criteria, then search and sort any type of object in the member profile. You can also apply the basic filter and the custom filter simultaneously. For example, the custom filter allows you to filter by the information stored in Meta or tempData.

To learn how to apply tempData, you can refer to the advanced standard procedure.

Click here to view all the objects stored under the Member object.

Example 1:

If you have customer satisfaction question, and the score is saved in tempData, you can use filter the members who gave the same score.

Given the score is saved in tempData in this format:

tempData: {
 "survey": {
   "score": 5
 }
}

You can search all the members who gave 5 points:

{"botMeta.tempData.survey.score":  {$eq: 5}}

Click here to learn how to how query on embedded documents with MongoDB Compass.

Example 2:

If you want to filter the members who talked to your live chat support, and gave a score of 3 or above, you can also apply two criteria.

Given the information is saved in tempData in this format:

tempData: {
 "livechat": true
 "survey": {
     "score": 4
 }
}

You can search for the members who match with both criteria.

{"botMeta.tempData.livechat": true, "botMeta.tempData.survey.score": {$gte: 70}}

Click here to learn the Query and Projection Operators in MongoDB.

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Import & Export

Export Member List

1. You can easily export the list of existing members by clicking the "Export" button on top of the member list.

Export your member list

2. The export will be processed, and a fil will be available for downloading in the "Notifications" section.1.

Exported member list

3. The exported file will be in .csv with details of the filtered members.

Exported member list

Import Member List

If you already have an existing member list from another source, you can import these members (in .csv format) to WOZTELL. You just need to make sure the following information is correct:

Label	Description	Required
externalID	The external ID of the member; It is in a specific format for specific platforms (i.e. Facebook is PSID & WhatsApp is the phone number)	Y
firstName	The first name of the member	N
lastName	The last name of the member	N
profilePic	The profile picture of the member	N
locale	The locale of the member	N
gender	The gender of the member	N
tag	The existing tags of the member; It must be text and separated with "," if there are multiple tags	N

note

Click the button below to download the Sample Member List in .csv format:

1. Click "Import" on top of the member list.

Select "Import"

2. Choose the corresponding channel to be imported. For Facebook members, please make sure you have the correct channel as the externalID (i.e. PSID) is specific to a Facebook page.

Choose the correct channel

3. Add the .csv file. Please make sure your file starts the first row with the fields (i.e. Keys) and has at least 2 columns (If you are only importing the externalID, you may leave the second column blank).

Upload your .csv file

4. Map & drag the Labels to the Keys of the file.

Map & drag the labels to the correspond keys of the .csv file

5. You can also add a tag to indicate this set of members are uploaded on a specific occasion/time/date.

Add a specific member tag

6. Click "Upload". If there are duplicated members, their information will be merged under the same external ID.

Upload the member list

7. Check your notification to make sure your file is imported successfully.

tip

update member xxx

Check import status in notification

8. Check your member list.

Check the imported member list

Import Custom Data

While importing a member list into WOZTELL, apart from the default data type like externalId and locale, you can also insert custom information. The custom data will be directly stored into the members's meta.

1. After selecting the member list, click on + Custom to create custom label.

2. Create a name for the custom label. By default, it will placed after the meta. prefix.

3. Then, drag the custom label and map it to the corresponding key from your imported file.

4. For the custom information, you will be able to select the data type. In the following example, we will import a JSON object. Then, select "Upload" to start importing.

5. As a result, the object containing custom data is stored in the member's meta.

Custom Data Type

As mentioned in the previous section, you can select various data type for importing the custom data. The supported data types include:

Type	Description	Example
Text	String	sample_text
Number	String; numbers only	91231
Object	JSON object	{"age":34, "status":"registered", "membership":"VIP"}
Array	JSON array	["item1", "item2", "item3"]
Boolean	JSON boolean value	true / false