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Personalising Guide by Org and User

  • December 29, 2023
  • 1 reply
  • 0 views
J

Is it possible to personalise Guide by organisation or user? As an example, we have some customers that subscribe to consulting services. The current process to access their team of consultants is to log a ticket and trigger (based on combination of org and user tags) kicks of a reply containing a link to book time with a consultant. Ideally, we'd like this booking link to be accessible to them directly from the Guide/Help Center landing page. Essentially we want Guide/Help Center to function similar to our triggers where, based on user and org tags the link is visible directly on the landing page. Customers not subscribed to this service should not have a booking link accessible on the landing page.

 

    1 reply

    Dave24
    • Dave24
    • December 31, 2023

    Hi Judy,

    I think you should be able to do this, by creating a user segment for these users, based user or organization tags shared by all of the users in question, and then embedding the HTML you want to hide in conditional logic that makes use of the group_id for that user segment.

    Here's how to add tags to user and/or organizations: Adding tags to users and organizations

    Here's how to create a user segment based on the user or organization tag you've added: Creating user segments for Guide user permissions

    Here's how to structure your HTML to hide content based on the user segment you've created (make sure to click the "based on user group" in the Answer section: How can I hide or show HTML based on user's role or group?

    Hope that helps!

     

     

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