Estimated reading time: 10 minutes
You have learned how to manage an order or any user inquiries in the previous lesson. Let's continue to study!
When the number of users is up to thousands you need a tool to categorize your users into some groups so that you can manage them easily. In order to do this, you can add tag or use user attributes for each user.
In this lesson, imagine that you have a thousands of chat users, but you don't know who are real customers. In today's lesson you will study how to add tag to classify two group of users: "potential customer" (who already ordered something) and "chat users" (who just chatted with bot, but didn't order anything). It helps you not only categorize customer but also support you to send broadcasts for marketing campaigns (you will learn in the next lesson).
Activity: We design a task to help you understand how to add tag and user attributes to categorize customers and know the difference between tag and user attributes
How to use tag
It is useful to know who are your real customers, then you can focus on them to make more profit. To label a user, please follow these steps:
Design a bot flow to order foods. If you keep track from part 1 - part 4, you have already designed a bot flow as shown below
Add tag manually or automatically
Add tag manually:
Go to Manage > Audience and open user's detail information. Click Add Tag and enter a new tag name or choose a tag in the dropdown list. Please add tag "potential customer" to categorize your customers
Add tag automatically:
Drag and drop Tag action into Flow Editor and label a tag as "potential customer" to categorize potential customers (who already ordered foods/ drinks) or users (who chatted with bot and didn't order anything) for customer services
Use tag in Flow Editor, Audience and Broadcast
Use tag in Flow Editor
You can use tags in condition to direct users in conversation flow as you want
Use tag in Audience
You can filter customers by tag "potential customer" in Audience by going to Manage > Audience to know the number of customers who already ordered foods/ drinks at My Happiness Restaurant.
Use tag in Broadcast
Go to Engage > Broadcast, you can create a broadcast and filter by "Target Audience", choose tag as "potential customer" to send a promotional broadcast, for example, "We are running a promotion campaign for our loyal customers. Use the code: PR579 to receive vourcher 70% off at My Happiness Restaurant".
Note: For more information, please read our document about Tags
How to use User Attributes
User Attributes are personal tags or labels that get assigned to each user. Normally, you can use tags to categorize users. However, there are cases in which tags are not adequate enough to serve your needs.
For example, you need to save the birthday of each user, but you clearly don't want to create thousand tags corresponding to each day of a year. It makes a lot more sense to define a label (User Attribute) named "birth_date" and assign different birthdays to it for each users.
To use User Attributes, please follow these steps:
Go to Manage > Audience, click on Manage User Attributes and create your own User Attributes
Fill in the name and select the type of data that the attribute will be saved correspondingly. You can create many attributes at the same time. After completing, don't forget to press the Save button to save changes.
BotStar system currently provides 4 types of data to store value of attributes:
Text: value of attribute is a text.
Number: value of attribute is arithmetical.
Date: value of attribute is a date.
Yes/No: value of attribute is Yes or No.
Update User Attributes for users
Update User Attributes manually:
Go to Manage > Audience, click on each user, then Audience Details will be displayed, you can edit customer "Date of birth" in "User Custom Attribute"
Update User Attribute automatically:
Drap and drop "Update User Attributes" action into a Flow Editor. In Action Configuration, configure "Date of birth" of a user
Use User Attributes to
Filter on conectors
You can filter conditions user attributes on connectors.
In "My Happiness Restaurant, you can filter the age of customer to allow them to buy alcohol or not
Filter in Audience
Go to Manage > Audience, you can filter customers based on date of birth
Filter in Broadcast
Go to Engage > Broadcast, you can filter "custom attributes" in Target Audience
Note: For more information, please read at User Attributes.
Alright! You have finished part 5 of Mini Course. The next lesson is very interesting, you will learn how to use Campaign and send Broadcast to engage/re-engage your customers and do push marketing to increase your sales.