How to work with Users List

Managing your user base effectively is the first step in building personalized campaigns. Here’s how you can explore, manage, and organize your users inside Questera:

Step-by-Step Process:

1. Login to Questera

   Head to Questera's website and log in using your credentials.

2. Access the Audience Tab Once you’re inside the dashboard, look for the Navigation Bar. Click on the "Audience" tab from the nav bar.

1. View the Users List You’ll land on the Audience & Segments page. By default, it opens on the Audience tab. Here, you’ll see the total number of users your organization has added to Questera.

1. Scroll to Browse Users Scroll down to see a live list of all users captured from your website, app, or data uploads.

1. Click “View All” On the right-hand side, you’ll see a “View All” button. Click it to open the complete list of users in a detailed view.

1. Take Action on Users From this list, you can:

• Select individual users

• Add tags to organize or label users.

• Add traits like location, plan type, preferences, etc.

• Configure user attributes manually

1. Upload Users via CSV If you want to bulk import users, you can upload a .csv file. Simply follow the guided upload process and map your fields to Questera traits.

1. Add a User Manually If needed, click on “Add User” to create a single user manually by entering key details like name, email, phone, and any custom traits.