Your users have different ways to register to your platform and to subscribe to your offers. It is possible to create or import users directly from your back office.

Go to menu > Analytics > Users > then in the dahsboard 'Who are the latest registered users ?' listing your different users, you have the choice between “Create a user” and “Users import” :

Create a user

You can then set up different mandatory or optional parameters:

  • First name, Last name, Email : these are mandatory parameters to be filled in when creating a new user.

  • Password: this is an optional parameter that you can choose to include or not.  If you do not enter a password, a password will be generated by default

NOTE
If you have set up custom fields, they will also appear in the optional parameters to be filled in. If necessary, consult our article on custom fields.

Notifications
  • Registration: the new user receives an email to register on the platform.

  • Password creation: the new user receives an email to create a new password



Import of users

You can import users from a JSON file or a CSV file.

NOTE
If you enable country selection and language selection in the configuration of your platform registration page, the codes corresponding to the countries are ISO 3166-1 codes and the codes corresponding to the languages are ISO 639-1 codes.


From a JSON file:

The JSON file must include at least the first name (first_name), last name (last_name) and email fields. If the password is not filled in, it will be randomly generated.

The order of the fields in the JSON file does not matter, but you can find below the template of a completed JSON file:

We import here 3 new users with different setup parameters. For example, for [email protected], we do not enter a password for this user and his password will be randomly generated.

From a CSV file:

The CSV file must respect a precise order in order for the import to be successful.

The following template must be put on the first row and column of the file you want to import:

first_name,last_name,email,password,lang,country,custom_1,custom2

Thus, each field must be separated by a comma and no space must be put between the fields. This template must be put on the first row and first column of your CSV file.

As for the JSON file, the first name (first_name), last name (last_name) and email fields must be filled in.

If you don’t want to put a password or one of the additional fields, you have to put an empty field like this: …,password,,country,…

In the example above, we decided to leave the language field (lang) empty.

NOTE: The fields “Language” and “Country” must respect the Alpha-2 standards: https://www.iban.com/country-codes


End of the import from a JSON or CSV file:

When the import from a JSON or CSV file is finished, you have a summary of this import with the following information:

  • created users: you can then directly access the profile sheet of each user
  • already existing users: you can also go to the profile sheet of users of this type
  • error: here you will find the users for whom the values entered in the fields are not valid

The creation and import of users is now also done in your back office, go ahead!

If you want to configure the registration funnel for your users, please read our dedicated article