🆔 User Identification

Overview

User Identification makes it easy to personalize and streamline feedback collection. By identifying users, you can:

Pre-fill fields like name and email to save users time.
Gain deeper insights into user behavior and feedback trends.
Enable segmentation and prioritization of feedback by user type.

Prerequisites

Before you start, ensure the following:

Userback Workspace: A workspace is required to manage feedback.
Userback Widget Installed: Follow the Widget Installation Guide to set up the widget.
Plan Availability: Available on all plans.

How to Identify Users

User Identification can be implemented using one of two methods:

1. Real-Time Updates with `identify()` (Recommended)

This method allows you to update user information dynamically.
Example:

Userback.identify(123456, {
    name: 'Jane Doe', // required
    email: '[email protected]', // required
    plan: 'Pro',
    account_id: 456785
});

Important Notes:

identify() updates existing records, without overwriting all data.
Ideal for applications where users log in or switch accounts.

2. Static User Data with `user_data`

This method is suitable for simple use cases but requires a page reload to update.

Example:

Userback.user_data = {
    id: 123456, // required
    info: {
        name: 'Jane Doe', // required
        email: '[email protected]', // required
        plan: 'Pro',
        account_id: 456785
    }
};

Important Notes:

Use this method for static applications where updates aren’t needed dynamically.

What Data Can You Capture?

Field	Description	Example	Required?
`id`	Unique identifier for the user.	`123456`	Required
`name`	Full name of the user.	`Jane Doe`	Required
`email`	Email address of the user.	`[email protected]`	Required
Custom Attributes	JSON object with additional user details.	`{ plan: 'Pro', account_id: 456785 }`	Optional
`location`	Automatically generated location data.	`Wanaka, New Zealand`	System generated
`first seen`	Timestamp of the first interaction.	`2021-07-14 09:08:01`	System generated
`last seen`	Timestamp of the most recent interaction.	`2021-10-13 12:14:22`	System generated

Best Practices and Restrictions

Keys must not contain special characters.
Values should be JSON-supported types: strings, numbers, or booleans.
Use a consistent id format for seamless integration with other tools.

How to Access User Data

Feedback Dashboard

Navigate to the Feedback Dashboard to see user data in the right-hand sidebar.

User Profiles

Open the User Details Page for a detailed overview of a user's feedback history and properties.

Want to Learn More?

Read about Custom Data to enrich feedback with session details.
Check the JavaScript SDK documentation for advanced setup options.

🛟 Support

Need help? Here’s how to get assistance:

Log in to your Userback workspace.
Click the Help Center icon in the top-right corner.
Select Contact us to start a chat with our support team.