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Members

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.


Basic Information

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.

PropertyDescription
External IDApplicable to all platforms; a unique string of ID to identify the identity of each member in different platform
NameOnly applicable to platforms that provide the name of users
TagsApplicable to all platforms; custom tagging added in Node Inspector ; each tag will be displayed as a blue label
ViewClick to view more member details
View ConversationClick to view all the conversation history of the specific member

View Member Details

Click "view" button to read more 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.PropertyDescription
1Basic InformationMember's basic information including External ID, Name, Gender, Creation Date/Time and Last Activity Date/Time
2Subscribe/Live ChatThe 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
3TagsAll member tags belong to this member; you can manually add/delete specific tags created for this channel
4LocaleIndicate the language setting of this member; you can manually assign another language to the member
5Tree & NodeThe position of the user currently is at
6Temp DataAny 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
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.


Filtering

Filter to see members
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).


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.

Import & Export

Export Member List

You can easily export the list of existing members by clicking the "Export" button on top of the member list. The .csv file will be exported with details of the filtered members.

Export your member list
Export your member list
Exported member list
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:

LabelDescriptionRequired
externalIDThe 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
firstNameThe first name of the memberN
lastNameThe last name of the memberN
profilePicThe profile picture of the memberN
localeThe locale of the memberN
genderThe gender of the memberN
tagThe existing tags of the member; It must be text and separated with "," if there are multiple tagsN
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"
Select "Import"
  1. 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
Choose the correct channel
  1. 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
Upload your .csv file
  1. Map & drag the Labels to the Keys of the file.
Map & drag the labels to the correspond keys of the .csv file
Map & drag the labels to the correspond keys of the .csv file
  1. 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
Add a specific member tag
  1. Click "Upload". If there are duplicated members, their information will be merged under the same external ID.
Upload the member list
Upload the member list
  1. Check your notification to make sure your file is imported successfully.
tip

update member xxx

Check import status in notification
Check import status in notification
  1. Check your member list.
Check the imported member list
Check the imported member list