What is user import?
The user import feature allows you to upload a list of your users that can use Userlane via the Browser Extension. This not only allows you to address all your users easily but also enables user-group-specific targeting. Follow this Userlane to get a brief overview of the user import section under My Account.
The set up via user import is only required (and therefore available) for customers that use Userlane for third-party applications. If you want to integrate Userlane in your own application using the Userlane Snippet, follow this article instead.
What to use it for
There are different use cases why you should import your users:
- Single activation: Test userlane with some users only
- Complete activation: The first rollout for all users
- Maintenance: Change the user access of individual users
- Segmentation: Define user groups for content-specific targeting
For each use case, you need a CSV or Excel file with your users.
How it works
Preparation: Create a CSV or Excel file
To upload a list of users you need a CSV (.csv) or Excel (.xlsx) file that contains all your users' email addresses and optionally with their attributes. You can ask your tech department for such a list or you can create it by yourself.
Each row represents one user. The first row must contain the column headers (email & names of the custom data attributes). The column listing the user emails is seen as an identifier and must have the column header “email” in place. All other column headers are flexible in namings. The positioning in the file does not matter. Also, you can skip columns within the import progress.
Example: Table Sheet
Example: Converted into a CSV file
1. Test Phase: test Userlane only with some users
Roll out Userlane only for specific test users via:
- Self-Invitation: Your employees can register themselves with their working email address via https://family.userlane.com/mll, if the working email domain is registered in Userlane (ask your Customer Success Manager if you are not sure). Then they’ll receive a confirmation email with their Userlane access.
- Uploading: You can create a short test user list to send the email invite directly to those test users only.
After you’ve created the CSV/Excel file that contains all your test users, follow this interactive tour that guides you through the uploading process.
2. Rollout: rollout Userlane to all users
If you plan to roll Userlane out for the first time to all your users, you can import a complete user list and trigger the invitation mail to all users at once.
After you created the CSV/Excel file, follow this interactive tour that guides you through the uploading process.
In the uploading process, you have the choice to:
- Invite all your users automatically: After this process, all your imported users will receive an invitation email to activate their accounts.
- Finish the user-upload without the invitation for now: In this case, you can send the email invites to all users later under My Account - Users - Invite users.
After adding the users you’ll see all the uploaded users with their status in the User overview.
3. Maintenance: adjust the user access of individual users
After uploading a user list you’ll see the status of each user under My Account - Users.
- Imported: the user is already uploaded but isn’t invited yet.
- Pending: the user already received the invitation mail, but didn’t confirm yet.
- Active: the user already completed the Userlane Browser Extension activation via email within at least one browser and can now use Userlane in the software.
If you want to change this status, you can
- (re-) invite individual users by clicking on the options (three little dots) next to the user and choosing “Activate”.
- Invite all imported users at once by clicking on Invite Users and choose Send to imported users.
- Re-invite all your pending users at once by clicking on Invite Users, choose to Resend to pending users. This action will only address pending users that have not been sent an email invite within the last 48 hours.
- Terminate access for individual users by clicking at the options (three little dots) next to the user and choosing Delete. This will prevent them from seeing Userlane.
4. Segmentation: Target your users with specific content
You can use custom user attributes to define user segments that should see specific content (e.g. a chapter that is only useful for admins). To do this:
- Create a segmentation concept: to have a clear plan of who should see which tours and how you’ll differentiate between users.
- Create the attributes you decided to use in your dashboard under My Account: you can also do this during the import process.
- Create your user CSV/Excel file with the respective attributes as explained before.
- Follow the import process and match the attributes in your dashboard with those in your list. You can create now the attributes that are still not in your dashboard.
- Create your user segments: using the attributes you create you can now create your user segments (aka. user groups).
- Apply your user segments: once this is done, only the users within those segments will have access to the userlanes/chapters you applied the segmentation to.
Good to know
- After importing and inviting your company users you can view the status of each user in the Users overview under My Account. This helps you to keep the overview and follow up on unresponsive employees, e.g. by resending the invitation (to pending users).
- You can use any company user attributes for segmentation on the application level in the Segment section. Find out more about how to show different chapters/userlane for different user groups.
- After importing and inviting your users, you will see your new Users only in the My Account - Users section, but not in the Segment - Users section. The User overview in the Segment section only shows users that opened the application after they activated Userlane. Therefore, as soon as the user activates the Browser Extension via the invitation email and enters one of your applications, he’ll appear in the Segment section as well.