Managing users
Manage leads and users, track custom data, and control end-user notifications.
- Track custom data attributes (CDAs)Create and track custom data that matters to your business.
- How do visitors/leads/users work in Featurebase?Learn the differences between visitors, leads, and users and when one becomes the other.
- Import users and companies from CSVAdd or update customer records, map your columns, and check import results.
- Export users and companiesDownload customer records as CSV or Excel with the records and columns you need.
- Merge lead & user profilesHow to manually and automatically merge lead and user profiles, so a user's information is tied to a single profile.
- Set up qualification data to collect about your leadsAutomatically and manually capture meaningful data about your new leads.
- Inviting end-users to your private portalLearn only grant access to a small group of users, like beta testers, to your Featurebase portal.
- Banning & blocking usersLearn how to ban users from your feedback forum to disable them from posting and commenting.
- Managing end-user notificationsCustomize end-users email preferences, and reach the right people with the right content.
- Deleting users & leadsLearn to delete users & leads from your Featurebase workspace with all of their data.
- Users FAQsAnswers to common questions about the Users module – how Featurebase identifies users, tracks data, handles duplicates, deletion, and more.
- Track custom eventsSend events when people act in your product. Then filter people by those events and start Journeys with them.