Tagging users

[Noel Welsh]

Hi all,

We're progressing nicely with setting up Platform. We're now looking to import users, and we're not sure what to do with all the tags existing users have accumulated on the old system. These details things like where the user joined from etc. In Purpose I think we'd have to create UserActivityEvents to store these, but it seems that these events require a Page. Thus we'd have to create a "fake" Page for each tag, and then setup an event linking to the page for each user that has that tag. We'd keep the Pages unpublished so they weren't publically visible.

Is this correct, or does Platform have some other mechanism for grouping users?

Thanks,

N.

[john]

Hi Noel,

Yes, if you want to associate users with an action you would create at a minimum a content module and create user activity events for users and that content module. If you want to be able to cut lists based on what action a user took, you would create a campaign -> action_sequence -> page -> content_module. Creating this chain eases the migration towards using the Platform to serve your movement site's content.

If you need a very basic way of 'tagging' users with an action, you can use the 'source' field on the users table. There is a list cutter filter for 'source', so you can target everyone that is 'tagged' with an action.

Thanks,

John

[john]

However, the 'source' field and list cutter filter only works with one 'tag', so you would only have information about one action that the user took (not their history of actions).

[Noel Welsh]

Thanks. That clears it up.

N.